Merge pull request #589 from eitchtee/weblate

Translations update from Weblate

app/apps/monthly_overview/tests/test_summary.py

@@ -107,6 +107,25 @@ class MonthlySummaryFilterBehaviorTests(TestCase):
                 return data
         return None
 
+    def _create_asset_income(self):
+        asset_account = Account.objects.create(
+            name="Asset Account",
+            group=self.account_group,
+            currency=self.currency,
+            is_asset=True,
+        )
+        Transaction.objects.create(
+            account=asset_account,
+            type=Transaction.Type.INCOME,
+            is_paid=True,
+            date=date(2025, 12, 25),
+            reference_date=date(2025, 12, 1),
+            amount=Decimal("50.00"),
+            description="Asset Income",
+            owner=self.user,
+        )
+        return asset_account
+
     # --- monthly_summary view tests ---
 
     def test_monthly_summary_no_filter_returns_200(self):
@@ -304,6 +323,15 @@ class MonthlySummaryFilterBehaviorTests(TestCase):
         )
         self.assertEqual(response.status_code, 200)
 
+    def test_monthly_account_summary_includes_asset_accounts(self):
+        asset_account = self._create_asset_income()
+        response = self.client.get(
+            "/monthly/12/2025/summary/accounts/",
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertIn(asset_account.id, response.context["account_data"])
+
     def test_monthly_account_summary_with_filter_returns_200(self):
         """Test that monthly_account_summary returns 200 with filter"""
         response = self.client.get(
@@ -322,6 +350,16 @@ class MonthlySummaryFilterBehaviorTests(TestCase):
         )
         self.assertEqual(response.status_code, 200)
 
+    def test_monthly_currency_summary_includes_asset_account_transactions(self):
+        self._create_asset_income()
+        response = self.client.get(
+            "/monthly/12/2025/summary/currencies/",
+            HTTP_HX_REQUEST="true",
+        )
+
+        usd_data = self._get_currency_data(response.context["currency_data"])
+        self.assertEqual(usd_data["income_current"], Decimal("1050.00"))
+
     def test_monthly_currency_summary_with_filter_returns_200(self):
         """Test that monthly_currency_summary returns 200 with filter"""
         response = self.client.get(

app/apps/monthly_overview/views.py

@@ -14,7 +14,7 @@ from apps.monthly_overview.utils.daily_spending_allowance import (
     calculate_daily_allowance_currency,
 )
 from apps.transactions.filters import TransactionsFilter
-from apps.transactions.models import Transaction
+from apps.transactions.models import FilterPreset, Transaction
 from apps.transactions.utils.calculations import (
     calculate_currency_totals,
     calculate_percentage_distribution,
@@ -58,6 +58,8 @@ def monthly_overview(request, month: int, year: int):
             "previous_month": previous_month,
             "previous_year": previous_year,
             "filter": f,
+            "filter_is_active": f.has_active_filters,
+            "filter_presets": FilterPreset.objects.filter(owner=request.user),
             "order": order,
             "summary_tab": summary_tab,
         },
@@ -226,7 +228,6 @@ def monthly_account_summary(request, month: int, year: int):
                 Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
             )
             .exclude(account__in=request.user.untracked_accounts.all())
-            .exclude(account__is_asset=True)
         )
 
     account_data = calculate_account_totals(transactions_queryset=queryset.all())
@@ -280,7 +281,6 @@ def monthly_currency_summary(request, month: int, year: int):
                 Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
             )
             .exclude(account__in=request.user.untracked_accounts.all())
-            .exclude(account__is_asset=True)
         )
 
     currency_data = calculate_currency_totals(queryset.all(), ignore_empty=True)

app/apps/net_worth/tests.py

@@ -1,3 +1,82 @@
-from django.test import TestCase
+import json
+import tempfile
+from datetime import date
+from decimal import Decimal
 
-# Create your tests here.
+from django.contrib.auth import get_user_model
+from django.test import TestCase, override_settings
+from django.urls import reverse
+from django.utils import timezone
+
+from apps.accounts.models import Account
+from apps.currencies.models import Currency, ExchangeRate
+from apps.transactions.models import Transaction
+
+
+@override_settings(
+    STATIC_ROOT=tempfile.gettempdir(),
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+)
+class NetWorthCurrencyChartTests(TestCase):
+    def test_consolidated_currency_is_a_selectable_dashed_matching_color_line(self):
+        user = get_user_model().objects.create_user(
+            email="chart@example.com", password="password"
+        )
+        usd = Currency.objects.create(code="USD", name="US Dollar", prefix="$ ")
+        eur = Currency.objects.create(
+            code="EUR", name="Euro", prefix="€ ", exchange_currency=usd
+        )
+        usd_account = Account.all_objects.create(
+            name="USD account", currency=usd, owner=user
+        )
+        eur_account = Account.all_objects.create(
+            name="EUR account", currency=eur, owner=user
+        )
+        ExchangeRate.objects.create(
+            from_currency=eur,
+            to_currency=usd,
+            rate=Decimal("1.234567"),
+            date=timezone.now(),
+        )
+        for account, amount in ((usd_account, "100"), (eur_account, "50")):
+            Transaction.userless_all_objects.create(
+                account=account,
+                owner=user,
+                type=Transaction.Type.INCOME,
+                amount=Decimal(amount),
+                date=date(2026, 1, 15),
+                reference_date=date(2026, 1, 1),
+                is_paid=True,
+            )
+
+        self.client.force_login(user)
+        response = self.client.get(reverse("net_worth"))
+
+        self.assertEqual(response.status_code, 200)
+        chart_data = json.loads(response.context["chart_data_currency_json"])
+        datasets = {dataset["label"]: dataset for dataset in chart_data["datasets"]}
+        self.assertIn("US Dollar Consolidated", datasets)
+        regular = datasets["US Dollar"]
+        consolidated = datasets["US Dollar Consolidated"]
+        self.assertEqual(consolidated["data"], [161.73])
+        self.assertNotIn("borderColor", regular)
+        self.assertNotIn("borderColor", consolidated)
+        self.assertEqual(consolidated["colorSource"], "US Dollar")
+        self.assertEqual(consolidated["borderDash"], [12, 6])
+        self.assertEqual(consolidated["pointRadius"], 0)
+        self.assertEqual(consolidated["pointHitRadius"], 8)
+        self.assertContains(
+            response,
+            "showOnlyCurrencyDataset('US Dollar Consolidated', 'US Dollar')",
+            html=False,
+        )
+        self.assertContains(
+            response,
+            '<span class="text-start shrink">Consolidated</span>',
+            html=False,
+        )

app/apps/net_worth/views.py

@@ -3,8 +3,11 @@ import json
 from django.contrib.auth.decorators import login_required
 from django.core.serializers.json import DjangoJSONEncoder
 from django.shortcuts import render, redirect
+from django.utils.translation import gettext
 from django.views.decorators.http import require_http_methods
 
+from apps.currencies.models import Currency
+from apps.currencies.utils.convert import convert
 from apps.net_worth.utils.calculate_net_worth import (
     calculate_historical_currency_net_worth,
     calculate_historical_account_balance,
@@ -78,6 +81,17 @@ def net_worth(request):
     )
 
     datasets = []
+    currency_models = {
+        currency.name: currency
+        for currency in Currency.objects.filter(name__in=currencies).select_related(
+            "exchange_currency"
+        )
+    }
+    consolidated_currencies = {
+        data["currency"]["name"]
+        for data in currency_net_worth.values()
+        if data["consolidated"]["total_final"] != data["total_final"]
+    }
     for i, currency in enumerate(currencies):
         data = [
             float(month_data[currency])
@@ -93,6 +107,45 @@ def net_worth(request):
             }
         )
 
+        if currency in consolidated_currencies:
+            target = currency_models[currency]
+            sources = [
+                source
+                for source in currency_models.values()
+                if source.exchange_currency_id == target.id
+            ]
+            rates = {}
+            for source in sources:
+                converted, _, _, _ = convert(1, source, target)
+                if converted is not None:
+                    rates[source.name] = converted
+
+            consolidated_data = [
+                float(
+                    round(
+                        month_data[currency]
+                        + sum(
+                            month_data[source] * rate for source, rate in rates.items()
+                        ),
+                        target.decimal_places,
+                    )
+                )
+                for month_data in historical_currency_net_worth.values()
+            ]
+            datasets.append(
+                {
+                    "label": f"{currency} {gettext('Consolidated')}",
+                    "data": consolidated_data,
+                    "yAxisID": f"y{i}",
+                    "fill": False,
+                    "tension": 0.1,
+                    "colorSource": currency,
+                    "borderDash": [12, 6],
+                    "pointRadius": 0,
+                    "pointHitRadius": 8,
+                }
+            )
+
     chart_data_currency = {"labels": labels, "datasets": datasets}
 
     chart_data_currency_json = json.dumps(chart_data_currency, cls=DjangoJSONEncoder)

app/apps/transactions/filters.py

@@ -41,6 +41,12 @@ class MonthYearFilter(Filter):
 
 
 class TransactionsFilter(django_filters.FilterSet):
+    default_filter_values = {
+        "type": {"IN", "EX"},
+        "is_paid": {"1", "0"},
+        "mute_status": {"active", "muted"},
+    }
+
     description = django_filters.CharFilter(
         label=_("Content"),
         method=content_filter,
@@ -217,6 +223,23 @@ class TransactionsFilter(django_filters.FilterSet):
         ]
         self.form.fields["entities"].choices = custom_entity_choices + entity_choices
 
+    @property
+    def has_active_filters(self):
+        for name in self.base_filters:
+            if hasattr(self.form.data, "getlist"):
+                values = self.form.data.getlist(name)
+            else:
+                value = self.form.data.get(name)
+                values = value if isinstance(value, (list, tuple)) else [value]
+
+            values = [str(value) for value in values if value not in (None, "")]
+            if not values:
+                continue
+            if set(values) == self.default_filter_values.get(name):
+                continue
+            return True
+        return False
+
     @staticmethod
     def filter_category(queryset, name, value):
         if not value:

app/apps/transactions/migrations/0050_filterpreset.py

@@ -0,0 +1,38 @@
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("transactions", "0049_transactionattachment"),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="FilterPreset",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("name", models.CharField(max_length=100)),
+                ("parameters", models.JSONField(default=dict)),
+                (
+                    "owner",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="filter_presets",
+                        to=settings.AUTH_USER_MODEL,
+                    ),
+                ),
+            ],
+            options={"ordering": ["name", "id"]},
+        ),
+    ]

app/apps/transactions/models.py

@@ -30,12 +30,27 @@ from django.utils.translation import gettext_lazy as _
 
 logger = logging.getLogger()
 
-
 transaction_created = Signal()
 transaction_updated = Signal()
 transaction_deleted = Signal()
 
 
+class FilterPreset(models.Model):
+    owner = models.ForeignKey(
+        settings.AUTH_USER_MODEL,
+        on_delete=models.CASCADE,
+        related_name="filter_presets",
+    )
+    name = models.CharField(max_length=100)
+    parameters = models.JSONField(default=dict)
+
+    class Meta:
+        ordering = ["name", "id"]
+
+    def __str__(self):
+        return self.name
+
+
 def transaction_attachment_path(instance, filename):
     extension = Path(filename).suffix
     return f"transaction_attachments/{instance.transaction_id}/{instance.id}{extension}"
@@ -535,6 +550,7 @@ class Transaction(OwnedObject):
 
         return new_obj
 
+
 class TransactionAttachment(models.Model):
     id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
     transaction = models.ForeignKey(
@@ -590,6 +606,7 @@ def delete_transaction_attachment_file(sender, instance, **kwargs):
     if storage.exists(instance.file.name):
         storage.delete(instance.file.name)
 
+
 class InstallmentPlan(models.Model):
     class Recurrence(models.TextChoices):
         YEARLY = "yearly", _("Yearly")
@@ -937,8 +954,10 @@ class RecurringTransaction(models.Model):
             notes=self.notes if self.add_notes_to_transaction else "",
             owner=self.account.owner,
         )
-        created_transaction.tags.set(self.tags.all())
+        # Unfiltered managers: generation also runs without a current user, or with a
-        created_transaction.entities.set(self.entities.all())
+        # different one, and the scoped default manager would hide private rows.
+        created_transaction.tags.set(self.tags(manager="all_objects").all())
+        created_transaction.entities.set(self.entities(manager="all_objects").all())
 
     def get_recurrence_delta(self):
         if self.recurrence_type == self.RecurrenceType.DAY:
@@ -1030,9 +1049,11 @@ class RecurringTransaction(models.Model):
                 self.notes if self.add_notes_to_transaction else ""
             )
 
-            # Update many-to-many relationships
+            # Update many-to-many relationships (see create_transaction)
-            existing_transaction.tags.set(self.tags.all())
+            existing_transaction.tags.set(self.tags(manager="all_objects").all())
-            existing_transaction.entities.set(self.entities.all())
+            existing_transaction.entities.set(
+                self.entities(manager="all_objects").all()
+            )
 
             # Save updated transaction
             existing_transaction.save()

app/apps/transactions/tests/test_filter_presets.py

@@ -0,0 +1,183 @@
+from django.contrib.auth import get_user_model
+from django.test import TestCase, override_settings
+from django.urls import reverse
+
+from apps.transactions.models import FilterPreset
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class FilterPresetViewTests(TestCase):
+    def setUp(self):
+        user_model = get_user_model()
+        self.user = user_model.objects.create_user(
+            email="preset-owner@example.com", password="testpass123"
+        )
+        self.other_user = user_model.objects.create_user(
+            email="other-user@example.com", password="testpass123"
+        )
+        self.client.force_login(self.user)
+        self.preset = FilterPreset.objects.create(
+            owner=self.user,
+            name="Unpaid",
+            parameters={"is_paid": ["0"], "type": ["IN", "EX"]},
+        )
+
+    def test_create_stores_only_transaction_filter_fields(self):
+        response = self.client.post(
+            reverse("filter_preset_create"),
+            {
+                "name": "Account X Unpaid",
+                "account": ["Account X"],
+                "is_paid": ["0"],
+                "order": "newer",
+            },
+            HTTP_HX_REQUEST="true",
+        )
+
+        preset = FilterPreset.objects.get(
+            owner=self.user, name="Account X Unpaid"
+        )
+        self.assertEqual(
+            preset.parameters,
+            {"account": ["Account X"], "is_paid": ["0"]},
+        )
+        self.assertContains(response, "Account X Unpaid")
+
+    def test_create_rejects_a_blank_name(self):
+        response = self.client.post(
+            reverse("filter_preset_create"),
+            {"name": "   ", "is_paid": ["0"]},
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(response.status_code, 400)
+        self.assertEqual(FilterPreset.objects.filter(owner=self.user).count(), 1)
+
+    def test_apply_returns_the_saved_filter_form_without_changing_the_url(self):
+        response = self.client.get(
+            reverse("filter_preset_apply", args=[self.preset.pk]),
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, 'id="filter"')
+        self.assertEqual(response.context["filter"].data.getlist("is_paid"), ["0"])
+        self.assertEqual(
+            response.context["filter"].data.getlist("type"), ["IN", "EX"]
+        )
+        self.assertNotIn("HX-Push-Url", response.headers)
+        self.assertNotIn("HX-Replace-Url", response.headers)
+        self.assertIs(response.context.get("filter_is_active"), True)
+        self.assertContains(response, 'hx-swap-oob="outerHTML"')
+        self.assertEqual(
+            response.headers["HX-Trigger-After-Settle"],
+            "updated",
+        )
+
+    def test_clear_returns_the_default_filter_form_without_changing_the_url(self):
+        response = self.client.get(
+            "/transactions/filter/clear/",
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, 'id="filter"')
+        self.assertEqual(
+            response.context["filter"].data.getlist("type"), ["IN", "EX"]
+        )
+        self.assertEqual(
+            response.context["filter"].data.getlist("is_paid"), ["1", "0"]
+        )
+        self.assertNotIn("HX-Push-Url", response.headers)
+        self.assertNotIn("HX-Replace-Url", response.headers)
+        self.assertIs(response.context.get("filter_is_active"), False)
+        self.assertContains(response, 'hx-swap-oob="outerHTML"')
+        self.assertEqual(
+            response.headers["HX-Trigger-After-Settle"],
+            "updated",
+        )
+
+    def test_other_users_cannot_apply_or_delete_a_preset(self):
+        self.client.force_login(self.other_user)
+
+        apply_response = self.client.get(
+            reverse("filter_preset_apply", args=[self.preset.pk]),
+            HTTP_HX_REQUEST="true",
+        )
+        delete_response = self.client.post(
+            reverse("filter_preset_delete", args=[self.preset.pk]),
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(apply_response.status_code, 404)
+        self.assertEqual(delete_response.status_code, 404)
+        self.assertTrue(FilterPreset.objects.filter(pk=self.preset.pk).exists())
+
+    def test_delete_removes_the_current_users_preset(self):
+        response = self.client.post(
+            reverse("filter_preset_delete", args=[self.preset.pk]),
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertFalse(FilterPreset.objects.filter(pk=self.preset.pk).exists())
+        self.assertNotContains(response, self.preset.name)
+
+    def test_all_transactions_page_only_offers_the_current_users_presets(self):
+        FilterPreset.objects.create(
+            owner=self.other_user,
+            name="Other User Preset",
+            parameters={"type": ["IN"]},
+        )
+
+        response = self.client.get(reverse("transactions_all_index"))
+
+        self.assertContains(response, self.preset.name)
+        self.assertNotContains(response, "Other User Preset")
+        self.assertContains(response, 'id="filter-presets"')
+        self.assertNotContains(response, 'href="./?')
+        self.assertContains(
+            response,
+            reverse("filter_preset_apply", args=[self.preset.pk]),
+        )
+
+    def test_all_transactions_page_marks_a_filtered_query_active(self):
+        response = self.client.get(
+            reverse("transactions_all_index"),
+            {"type": ["IN", "EX"], "is_paid": ["0"]},
+        )
+
+        self.assertIs(response.context["filter_is_active"], True)
+
+    def test_all_transactions_page_does_not_mark_default_query_active(self):
+        response = self.client.get(
+            reverse("transactions_all_index"),
+            {
+                "type": ["IN", "EX"],
+                "is_paid": ["1", "0"],
+                "mute_status": ["active", "muted"],
+            },
+        )
+
+        self.assertIs(response.context["filter_is_active"], False)
+
+    def test_monthly_page_renders_preset_controls(self):
+        other_preset = FilterPreset.objects.create(
+            owner=self.other_user,
+            name="Other Monthly Preset",
+            parameters={"type": ["IN"]},
+        )
+        response = self.client.get(reverse("monthly_overview", args=[8, 2026]))
+
+        self.assertContains(response, 'id="filter-presets"')
+        self.assertNotContains(response, 'href="./?')
+        self.assertContains(response, reverse("filter_preset_create"))
+        self.assertNotContains(response, other_preset.name)

app/apps/transactions/tests/test_models.py

@@ -7,6 +7,7 @@ from django.utils import timezone
 from apps.transactions.models import (
     TransactionCategory,
     TransactionTag,
+    TransactionEntity,
     Transaction,
     InstallmentPlan,
     RecurringTransaction,
@@ -240,3 +241,27 @@ class RecurringTransactionTests(TestCase):
         self.assertFalse(recurring.is_paused)
         self.assertEqual(recurring.recurrence_interval, 1)
         self.assertEqual(recurring.account.currency.code, "USD")
+
+    def test_generate_upcoming_transactions_keeps_tags_and_entities(self):
+        """Generation must copy tags/entities even with no current user"""
+        tag = TransactionTag.objects.create(name="Essential")
+        entity = TransactionEntity.objects.create(name="Landlord")
+        recurring = RecurringTransaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            amount=Decimal("100.00"),
+            description="Monthly Payment",
+            start_date=timezone.now().date(),
+            recurrence_type=RecurringTransaction.RecurrenceType.MONTH,
+            recurrence_interval=1,
+        )
+        recurring.tags.set([tag])
+        recurring.entities.set([entity])
+
+        RecurringTransaction.generate_upcoming_transactions()
+
+        generated = Transaction.all_objects.filter(recurring_transaction=recurring)
+        self.assertTrue(generated.exists())
+        for transaction in generated:
+            self.assertIn(tag, transaction.tags(manager="all_objects").all())
+            self.assertIn(entity, transaction.entities(manager="all_objects").all())

app/apps/transactions/urls.py

@@ -6,6 +6,26 @@ urlpatterns = [
     path(
         "transactions/list/", views.transaction_all_list, name="transactions_all_list"
     ),
+    path(
+        "transactions/filter-presets/create/",
+        views.filter_preset_create,
+        name="filter_preset_create",
+    ),
+    path(
+        "transactions/filter-presets/<int:preset_id>/apply/",
+        views.filter_preset_apply,
+        name="filter_preset_apply",
+    ),
+    path(
+        "transactions/filter-presets/<int:preset_id>/delete/",
+        views.filter_preset_delete,
+        name="filter_preset_delete",
+    ),
+    path(
+        "transactions/filter/clear/",
+        views.transaction_filter_clear,
+        name="transaction_filter_clear",
+    ),
     path(
         "transactions/trash/",
         views.transactions_trash_can_index,

app/apps/transactions/views/transactions.py

@@ -11,7 +11,7 @@ from apps.transactions.forms import (
     TransactionForm,
     TransferForm,
 )
-from apps.transactions.models import Transaction, TransactionAttachment
+from apps.transactions.models import FilterPreset, Transaction, TransactionAttachment
 from apps.transactions.utils.calculations import (
     calculate_account_totals,
     calculate_currency_totals,
@@ -23,7 +23,7 @@ from django.contrib import messages
 from django.contrib.auth.decorators import login_required
 from django.core.paginator import Paginator
 from django.db.models import Case, IntegerField, Q, Value, When
-from django.http import FileResponse, Http404, HttpResponse, JsonResponse
+from django.http import FileResponse, Http404, HttpResponse, JsonResponse, QueryDict
 from django.shortcuts import get_object_or_404, render
 from django.utils import timezone
 from django.utils.translation import gettext_lazy as _
@@ -635,7 +635,92 @@ def transaction_all_index(request):
     return render(
         request,
         "transactions/pages/transactions.html",
-        {"filter": f, "order": order, "summary_tab": summary_tab},
+        {
+            "filter": f,
+            "filter_is_active": f.has_active_filters,
+            "filter_presets": FilterPreset.objects.filter(owner=request.user),
+            "order": order,
+            "summary_tab": summary_tab,
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["POST"])
+def filter_preset_create(request):
+    name = request.POST.get("name", "").strip()
+    if not name or len(name) > 100:
+        return HttpResponse(status=400)
+
+    parameters = {
+        key: request.POST.getlist(key)
+        for key in TransactionsFilter.base_filters
+        if key in request.POST
+    }
+    FilterPreset.objects.create(
+        owner=request.user,
+        name=name,
+        parameters=parameters,
+    )
+    return render(
+        request,
+        "transactions/fragments/filter_presets.html",
+        {"filter_presets": FilterPreset.objects.filter(owner=request.user)},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def filter_preset_apply(request, preset_id):
+    preset = get_object_or_404(FilterPreset, pk=preset_id, owner=request.user)
+    data = QueryDict(mutable=True)
+    for key, values in preset.parameters.items():
+        if key in TransactionsFilter.base_filters:
+            data.setlist(key, values)
+
+    transaction_filter = TransactionsFilter(data)
+    response = render(
+        request,
+        "transactions/fragments/filter_form.html",
+        {
+            "filter": transaction_filter,
+            "filter_is_active": transaction_filter.has_active_filters,
+            "swap_filter_indicator": True,
+        },
+    )
+    response.headers["HX-Trigger-After-Settle"] = "updated"
+    return response
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_filter_clear(request):
+    transaction_filter = TransactionsFilter(QueryDict())
+    response = render(
+        request,
+        "transactions/fragments/filter_form.html",
+        {
+            "filter": transaction_filter,
+            "filter_is_active": False,
+            "swap_filter_indicator": True,
+        },
+    )
+    response.headers["HX-Trigger-After-Settle"] = "updated"
+    return response
+
+
+@only_htmx
+@login_required
+@require_http_methods(["POST"])
+def filter_preset_delete(request, preset_id):
+    get_object_or_404(FilterPreset, pk=preset_id, owner=request.user).delete()
+    return render(
+        request,
+        "transactions/fragments/filter_presets.html",
+        {"filter_presets": FilterPreset.objects.filter(owner=request.user)},
     )
 
 

app/locale/en/LC_MESSAGES/django.po

@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-07-04 15:39+0000\n"
+"POT-Creation-Date: 2026-08-16 04:46+0000\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <LL@li.org>\n"
@@ -30,8 +30,8 @@ msgstr ""
 #: apps/transactions/forms.py:417 apps/transactions/forms.py:536
 #: apps/transactions/forms.py:880 apps/transactions/forms.py:919
 #: apps/transactions/forms.py:947 apps/transactions/forms.py:978
-#: apps/transactions/forms.py:1128 apps/users/forms.py:246
+#: apps/transactions/forms.py:1128 apps/users/forms.py:245
-#: apps/users/forms.py:404
+#: apps/users/forms.py:403
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
@@ -46,7 +46,7 @@ msgstr ""
 #: apps/transactions/forms.py:424 apps/transactions/forms.py:886
 #: apps/transactions/forms.py:925 apps/transactions/forms.py:953
 #: apps/transactions/forms.py:984 apps/transactions/forms.py:1134
-#: apps/users/forms.py:252 apps/users/forms.py:410
+#: apps/users/forms.py:251 apps/users/forms.py:409
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr ""
@@ -65,9 +65,9 @@ msgstr ""
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:307
 #: apps/transactions/forms.py:475 apps/transactions/forms.py:572
 #: apps/transactions/forms.py:579 apps/transactions/forms.py:763
-#: apps/transactions/forms.py:1007 apps/transactions/models.py:331
+#: apps/transactions/forms.py:1007 apps/transactions/models.py:346
-#: apps/transactions/models.py:641 apps/transactions/models.py:841
+#: apps/transactions/models.py:658 apps/transactions/models.py:858
-#: apps/transactions/models.py:1089
+#: apps/transactions/models.py:1110
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
 #: templates/insights/fragments/month_by_month.html:84
@@ -78,13 +78,13 @@ msgstr ""
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:73
+#: apps/rules/models.py:315 apps/transactions/filters.py:79
 #: apps/transactions/forms.py:69 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:483 apps/transactions/forms.py:588
 #: apps/transactions/forms.py:596 apps/transactions/forms.py:756
-#: apps/transactions/forms.py:1000 apps/transactions/models.py:337
+#: apps/transactions/forms.py:1000 apps/transactions/models.py:352
-#: apps/transactions/models.py:643 apps/transactions/models.py:845
+#: apps/transactions/models.py:660 apps/transactions/models.py:862
-#: apps/transactions/models.py:1095 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:1116 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
@@ -96,8 +96,8 @@ msgstr ""
 
 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:223 apps/transactions/models.py:248
+#: apps/transactions/models.py:238 apps/transactions/models.py:263
-#: apps/transactions/models.py:272 apps/transactions/models.py:1057
+#: apps/transactions/models.py:287 apps/transactions/models.py:1078
 #: apps/users/models.py:572 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -165,9 +165,9 @@ msgstr ""
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:81 apps/transactions/forms.py:327
 #: apps/transactions/forms.py:442 apps/transactions/forms.py:748
-#: apps/transactions/forms.py:992 apps/transactions/models.py:303
+#: apps/transactions/forms.py:992 apps/transactions/models.py:318
-#: apps/transactions/models.py:601 apps/transactions/models.py:823
+#: apps/transactions/models.py:618 apps/transactions/models.py:840
-#: apps/transactions/models.py:1063
+#: apps/transactions/models.py:1084
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -176,7 +176,7 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
@@ -344,7 +344,8 @@ msgid ""
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
 msgstr ""
 
-#: apps/common/forms.py:76 apps/users/forms.py:173
+#: apps/common/forms.py:76 apps/users/forms.py:172
+#: templates/transactions/fragments/filter_actions.html:5
 msgid "Save"
 msgstr ""
 
@@ -459,10 +460,9 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:284
-#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/fragments/filter_actions.html:48
-#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:233
-#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -481,7 +481,7 @@ msgstr ""
 #: apps/currencies/forms.py:66 apps/dca/models.py:158 apps/rules/forms.py:176
 #: apps/rules/forms.py:190 apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:85 apps/transactions/forms.py:447
-#: apps/transactions/forms.py:600 apps/transactions/models.py:313
+#: apps/transactions/forms.py:600 apps/transactions/models.py:328
 #: templates/dca/fragments/strategy/details.html:49
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:11
@@ -501,7 +501,7 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
@@ -546,29 +546,29 @@ msgstr ""
 msgid "From and To currencies cannot be the same."
 msgstr ""
 
-#: apps/currencies/models.py:110
+#: apps/currencies/models.py:111
 msgid "On"
 msgstr ""
 
-#: apps/currencies/models.py:111
+#: apps/currencies/models.py:112
 msgid "Every X hours"
 msgstr ""
 
-#: apps/currencies/models.py:112
+#: apps/currencies/models.py:113
 msgid "Not on"
 msgstr ""
 
-#: apps/currencies/models.py:114
+#: apps/currencies/models.py:115
 msgid "Service Name"
 msgstr ""
 
-#: apps/currencies/models.py:116
+#: apps/currencies/models.py:117
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/currencies/models.py:119 apps/transactions/filters.py:27
-#: apps/transactions/models.py:227 apps/transactions/models.py:251
+#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: apps/transactions/models.py:275 templates/categories/fragments/list.html:16
+#: apps/transactions/models.py:290 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -578,77 +578,77 @@ msgstr ""
 msgid "Active"
 msgstr ""
 
-#: apps/currencies/models.py:123
+#: apps/currencies/models.py:124
 msgid "API Key"
 msgstr ""
 
-#: apps/currencies/models.py:124
+#: apps/currencies/models.py:125
 msgid "API key for the service (if required)"
 msgstr ""
 
-#: apps/currencies/models.py:129
+#: apps/currencies/models.py:130
 msgid "Interval Type"
 msgstr ""
 
-#: apps/currencies/models.py:133
+#: apps/currencies/models.py:134
 msgid "Interval"
 msgstr ""
 
-#: apps/currencies/models.py:136
+#: apps/currencies/models.py:137
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:144
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:145
+#: apps/currencies/models.py:146
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:154
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:155
+#: apps/currencies/models.py:156
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:162
+#: apps/currencies/models.py:163
 msgid "Single exchange rate"
 msgstr ""
 
-#: apps/currencies/models.py:165
+#: apps/currencies/models.py:166
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 
-#: apps/currencies/models.py:170
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:171
+#: apps/currencies/models.py:172
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:223
+#: apps/currencies/models.py:224
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:232
+#: apps/currencies/models.py:233
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:246
+#: apps/currencies/models.py:247
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:258
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -747,8 +747,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:469 apps/transactions/forms.py:616
-#: apps/transactions/models.py:327 apps/transactions/models.py:650
+#: apps/transactions/models.py:342 apps/transactions/models.py:667
-#: apps/transactions/models.py:851 apps/transactions/models.py:1085
+#: apps/transactions/models.py:868 apps/transactions/models.py:1106
 msgid "Notes"
 msgstr ""
 
@@ -811,7 +811,7 @@ msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:31 apps/export_app/forms.py:134
-#: apps/transactions/models.py:388 templates/includes/sidebar.html:81
+#: apps/transactions/models.py:403 templates/includes/sidebar.html:81
 #: templates/includes/sidebar.html:142
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -820,7 +820,7 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:74 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
@@ -831,12 +831,12 @@ msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:78
+#: apps/rules/models.py:307 apps/transactions/filters.py:84
 #: apps/transactions/forms.py:77 apps/transactions/forms.py:323
 #: apps/transactions/forms.py:491 apps/transactions/forms.py:771
-#: apps/transactions/forms.py:1015 apps/transactions/models.py:286
+#: apps/transactions/forms.py:1015 apps/transactions/models.py:301
-#: apps/transactions/models.py:342 apps/transactions/models.py:646
+#: apps/transactions/models.py:357 apps/transactions/models.py:663
-#: apps/transactions/models.py:848 apps/transactions/models.py:1100
+#: apps/transactions/models.py:865 apps/transactions/models.py:1121
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
@@ -848,14 +848,14 @@ msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:888 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:905 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:664 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:681 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1007,7 +1007,7 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
@@ -1105,15 +1105,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:433
-#: apps/transactions/models.py:310 apps/transactions/models.py:606
+#: apps/transactions/models.py:325 apps/transactions/models.py:623
-#: apps/transactions/models.py:829 apps/transactions/models.py:1070
+#: apps/transactions/models.py:846 apps/transactions/models.py:1091
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
-#: apps/transactions/forms.py:437 apps/transactions/models.py:312
+#: apps/transactions/forms.py:437 apps/transactions/models.py:327
-#: apps/transactions/models.py:1072 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1093 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1123,15 +1123,15 @@ msgstr ""
 #: apps/rules/forms.py:177 apps/rules/forms.py:191 apps/rules/models.py:39
 #: apps/rules/models.py:283 apps/transactions/forms.py:89
 #: apps/transactions/forms.py:453 apps/transactions/forms.py:603
-#: apps/transactions/forms.py:777 apps/transactions/models.py:314
+#: apps/transactions/forms.py:777 apps/transactions/models.py:329
-#: apps/transactions/models.py:624 apps/transactions/models.py:853
+#: apps/transactions/models.py:641 apps/transactions/models.py:870
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:460
-#: apps/transactions/models.py:320 apps/transactions/models.py:834
+#: apps/transactions/models.py:335 apps/transactions/models.py:851
-#: apps/transactions/models.py:1078
+#: apps/transactions/models.py:1099
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1142,27 +1142,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:464 apps/transactions/forms.py:607
-#: apps/transactions/models.py:325 apps/transactions/models.py:608
+#: apps/transactions/models.py:340 apps/transactions/models.py:625
-#: apps/transactions/models.py:837 apps/transactions/models.py:1083
+#: apps/transactions/models.py:854 apps/transactions/models.py:1104
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
-#: apps/rules/models.py:299 apps/transactions/models.py:364
+#: apps/rules/models.py:299 apps/transactions/models.py:379
-#: apps/transactions/models.py:1105
+#: apps/transactions/models.py:1126
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
-#: apps/rules/models.py:303 apps/transactions/models.py:366
+#: apps/rules/models.py:303 apps/transactions/models.py:381
-#: apps/transactions/models.py:1107
+#: apps/transactions/models.py:1128
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:620
-#: apps/transactions/models.py:224 apps/transactions/models.py:315
+#: apps/transactions/models.py:239 apps/transactions/models.py:330
-#: apps/transactions/models.py:1073
+#: apps/transactions/models.py:1094
 msgid "Mute"
 msgstr ""
 
@@ -1175,7 +1175,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:387 apps/transactions/models.py:544
+#: apps/transactions/models.py:402 apps/transactions/models.py:560
 msgid "Transaction"
 msgstr ""
 
@@ -1322,58 +1322,58 @@ msgstr ""
 msgid "Muted"
 msgstr ""
 
-#: apps/transactions/filters.py:45
+#: apps/transactions/filters.py:51
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:51
+#: apps/transactions/filters.py:57
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:89
+#: apps/transactions/filters.py:95
 msgid "Mute Status"
 msgstr ""
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:100
 msgid "Date from"
 msgstr ""
 
-#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+#: apps/transactions/filters.py:105 apps/transactions/filters.py:115
 msgid "Until"
 msgstr ""
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:110
 msgid "Reference date from"
 msgstr ""
 
-#: apps/transactions/filters.py:114
+#: apps/transactions/filters.py:120
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:119
+#: apps/transactions/filters.py:125
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:202
+#: apps/transactions/filters.py:208
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:209
+#: apps/transactions/filters.py:215
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:209
+#: apps/transactions/filters.py:215
 #: templates/insights/fragments/category_overview/index.html:189
 #: templates/insights/fragments/month_by_month.html:121
 #: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:221
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:216
+#: apps/transactions/filters.py:222
 #: templates/insights/fragments/category_overview/index.html:282
 #: templates/insights/fragments/month_by_month.html:123
 #: templates/insights/fragments/year_by_year.html:77
@@ -1448,42 +1448,42 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:229
+#: apps/transactions/models.py:244
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:237
+#: apps/transactions/models.py:252
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:238
+#: apps/transactions/models.py:253
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:253
+#: apps/transactions/models.py:268
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:261 apps/transactions/models.py:262
+#: apps/transactions/models.py:276 apps/transactions/models.py:277
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:277
+#: apps/transactions/models.py:292
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:285
+#: apps/transactions/models.py:300
 #: templates/insights/fragments/month_by_month.html:88
 #: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:297 apps/transactions/models.py:1050
+#: apps/transactions/models.py:312 apps/transactions/models.py:1071
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1495,7 +1495,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:298 apps/transactions/models.py:1051
+#: apps/transactions/models.py:313 apps/transactions/models.py:1072
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1506,157 +1506,157 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:663
+#: apps/transactions/models.py:368 apps/transactions/models.py:680
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:362 apps/transactions/models.py:887
+#: apps/transactions/models.py:377 apps/transactions/models.py:904
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:370
+#: apps/transactions/models.py:385
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:375
+#: apps/transactions/models.py:390
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:489 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:504 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:491
+#: apps/transactions/models.py:506
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:493
+#: apps/transactions/models.py:508
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:565
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:551
+#: apps/transactions/models.py:567
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:553
+#: apps/transactions/models.py:569
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:555
+#: apps/transactions/models.py:571
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:560
+#: apps/transactions/models.py:576
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:565
+#: apps/transactions/models.py:581
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:566
+#: apps/transactions/models.py:582
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:595 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:612 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:596 apps/users/models.py:469
+#: apps/transactions/models.py:613 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:597
+#: apps/transactions/models.py:614
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:598
+#: apps/transactions/models.py:615
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:611
+#: apps/transactions/models.py:628
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:616
+#: apps/transactions/models.py:633
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:617
+#: apps/transactions/models.py:634
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:622 apps/transactions/models.py:857
+#: apps/transactions/models.py:639 apps/transactions/models.py:874
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:626 apps/transactions/models.py:858
+#: apps/transactions/models.py:643 apps/transactions/models.py:875
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:631
+#: apps/transactions/models.py:648
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:634
+#: apps/transactions/models.py:651
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:653 apps/transactions/models.py:877
+#: apps/transactions/models.py:670 apps/transactions/models.py:894
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:656 apps/transactions/models.py:880
+#: apps/transactions/models.py:673 apps/transactions/models.py:897
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:816
+#: apps/transactions/models.py:833
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:817
+#: apps/transactions/models.py:834
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:818
+#: apps/transactions/models.py:835
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:819
+#: apps/transactions/models.py:836
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:821
+#: apps/transactions/models.py:838
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:860
+#: apps/transactions/models.py:877
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:863
+#: apps/transactions/models.py:880
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:866
+#: apps/transactions/models.py:883
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:870
+#: apps/transactions/models.py:887
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:873
+#: apps/transactions/models.py:890
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1117
+#: apps/transactions/models.py:1138
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1665,7 +1665,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1118 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1139 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1889,9 +1889,9 @@ msgstr ""
 
 #: apps/users/forms.py:68 apps/users/forms.py:81 apps/users/forms.py:103
 #: templates/monthly_overview/pages/overview.html:98
-#: templates/monthly_overview/pages/overview.html:245
+#: templates/monthly_overview/pages/overview.html:247
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:195
+#: templates/transactions/pages/transactions.html:196
 msgid "Default"
 msgstr ""
 
@@ -1911,7 +1911,7 @@ msgstr ""
 msgid "Default Account"
 msgstr ""
 
-#: apps/users/forms.py:178
+#: apps/users/forms.py:177
 #, python-format
 msgid ""
 "This changes the language (if available) and how numbers and dates are "
@@ -1919,79 +1919,79 @@ msgid ""
 "Consider helping translate WYGIWYH to your language at %(translation_link)s"
 msgstr ""
 
-#: apps/users/forms.py:187
+#: apps/users/forms.py:186
 msgid "New Password"
 msgstr ""
 
-#: apps/users/forms.py:190
+#: apps/users/forms.py:189
 msgid "Leave blank to keep the current password."
 msgstr ""
 
-#: apps/users/forms.py:193
+#: apps/users/forms.py:192
 msgid "Confirm New Password"
 msgstr ""
 
-#: apps/users/forms.py:205 apps/users/forms.py:362
+#: apps/users/forms.py:204 apps/users/forms.py:361
 msgid ""
 "Designates whether this user should be treated as active. Unselect this "
 "instead of deleting accounts."
 msgstr ""
 
-#: apps/users/forms.py:208 apps/users/forms.py:365
+#: apps/users/forms.py:207 apps/users/forms.py:364
 msgid ""
 "Designates that this user has all permissions without explicitly assigning "
 "them."
 msgstr ""
 
-#: apps/users/forms.py:275
+#: apps/users/forms.py:274
 msgid "This email address is already in use by another account."
 msgstr ""
 
-#: apps/users/forms.py:283
+#: apps/users/forms.py:282
 msgid "The two password fields didn't match."
 msgstr ""
 
-#: apps/users/forms.py:285
+#: apps/users/forms.py:284
 msgid "Please confirm your new password."
 msgstr ""
 
-#: apps/users/forms.py:287
+#: apps/users/forms.py:286
 msgid "Please enter the new password first."
 msgstr ""
 
-#: apps/users/forms.py:307
+#: apps/users/forms.py:306
 msgid "You cannot deactivate your own account using this form."
 msgstr ""
 
-#: apps/users/forms.py:320
+#: apps/users/forms.py:319
 msgid "Cannot remove status from the last superuser."
 msgstr ""
 
-#: apps/users/forms.py:326
+#: apps/users/forms.py:325
 msgid "You cannot remove your own superuser status using this form."
 msgstr ""
 
-#: apps/users/forms.py:419
+#: apps/users/forms.py:418
 msgid "A user with this email address already exists."
 msgstr ""
 
-#: apps/users/forms.py:439
+#: apps/users/forms.py:438
 msgid "Token name"
 msgstr ""
 
-#: apps/users/forms.py:441
+#: apps/users/forms.py:440
 msgid "Use a descriptive name such as n8n, Home Assistant, or backup job."
 msgstr ""
 
-#: apps/users/forms.py:447
+#: apps/users/forms.py:446
 msgid "Expires in days"
 msgstr ""
 
-#: apps/users/forms.py:448
+#: apps/users/forms.py:447
 msgid "Leave empty for a non-expiring token."
 msgstr ""
 
-#: apps/users/forms.py:463
+#: apps/users/forms.py:462
 msgid "Create token"
 msgstr ""
 
@@ -2212,6 +2212,7 @@ msgstr ""
 #: templates/rules/fragments/transaction_rule/view.html:92
 #: templates/rules/fragments/transaction_rule/view.html:133
 #: templates/tags/fragments/table.html:51
+#: templates/transactions/fragments/filter_presets.html:28
 #: templates/users/fragments/api_tokens.html:93
 msgid "Delete"
 msgstr ""
@@ -2316,8 +2317,8 @@ msgid "Current balance"
 msgstr ""
 
 #: templates/accounts/fragments/account_reconciliation.html:36
-#: templates/net_worth/net_worth.html:146
+#: templates/net_worth/net_worth.html:147
-#: templates/net_worth/net_worth.html:396
+#: templates/net_worth/net_worth.html:407
 msgid "Difference"
 msgstr ""
 
@@ -2697,19 +2698,19 @@ msgstr ""
 msgid "Amount Bought"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:384
+#: templates/dca/fragments/strategy/details.html:409
 msgid "Entry Price vs Current Price"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:398
+#: templates/dca/fragments/strategy/details.html:423
 msgid "Days Between Investments"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:444
+#: templates/dca/fragments/strategy/details.html:469
 msgid "Investment Frequency"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:446
+#: templates/dca/fragments/strategy/details.html:471
 msgid "The straighter the blue line, the more consistent your DCA strategy is."
 msgstr ""
 
@@ -2946,6 +2947,7 @@ msgid "Reload"
 msgstr ""
 
 #: templates/includes/scripts/hyperscript/swal.html:13
+#: templates/transactions/fragments/filter_actions.html:4
 msgid "Cancel"
 msgstr ""
 
@@ -3360,16 +3362,16 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:99
-#: templates/monthly_overview/pages/overview.html:254
+#: templates/monthly_overview/pages/overview.html:256
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:204
+#: templates/transactions/pages/transactions.html:205
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:100
-#: templates/monthly_overview/pages/overview.html:263
+#: templates/monthly_overview/pages/overview.html:265
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:213
+#: templates/transactions/pages/transactions.html:214
 msgid "Newest first"
 msgstr ""
 
@@ -3378,8 +3380,8 @@ msgstr ""
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:235
+#: templates/monthly_overview/pages/overview.html:237
-#: templates/transactions/pages/transactions.html:185
+#: templates/transactions/pages/transactions.html:186
 msgid "Order by"
 msgstr ""
 
@@ -3388,24 +3390,24 @@ msgstr ""
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:84
+#: templates/net_worth/net_worth.html:84 templates/net_worth/net_worth.html:85
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:134
+#: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:162
+#: templates/net_worth/net_worth.html:163
 #: templates/yearly_overview/pages/overview_by_account.html:4
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:270
+#: templates/net_worth/net_worth.html:271
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:334
+#: templates/net_worth/net_worth.html:345
 msgid "Evolution by account"
 msgstr ""
 
@@ -3636,6 +3638,40 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
+#: templates/transactions/fragments/filter_actions.html:2
+msgid "Save filter preset"
+msgstr ""
+
+#: templates/transactions/fragments/filter_actions.html:3
+msgid "Preset name"
+msgstr ""
+
+#: templates/transactions/fragments/filter_actions.html:40
+msgid "Save preset"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:6
+msgid "Filter presets"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:21
+#, python-format
+msgid "Delete %(name)s"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:26
+msgid "Delete filter preset?"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:27
+#, python-format
+msgid "Delete “%(name)s”?"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:34
+msgid "No saved presets"
+msgstr ""
+
 #: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""

app/locale/id/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-07-04 15:39+0000\n"
+"POT-Creation-Date: 2026-08-16 04:46+0000\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: Automatically generated\n"
 "Language-Team: none\n"
@@ -29,8 +29,8 @@ msgstr ""
 #: apps/transactions/forms.py:417 apps/transactions/forms.py:536
 #: apps/transactions/forms.py:880 apps/transactions/forms.py:919
 #: apps/transactions/forms.py:947 apps/transactions/forms.py:978
-#: apps/transactions/forms.py:1128 apps/users/forms.py:246
+#: apps/transactions/forms.py:1128 apps/users/forms.py:245
-#: apps/users/forms.py:404
+#: apps/users/forms.py:403
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
@@ -45,7 +45,7 @@ msgstr ""
 #: apps/transactions/forms.py:424 apps/transactions/forms.py:886
 #: apps/transactions/forms.py:925 apps/transactions/forms.py:953
 #: apps/transactions/forms.py:984 apps/transactions/forms.py:1134
-#: apps/users/forms.py:252 apps/users/forms.py:410
+#: apps/users/forms.py:251 apps/users/forms.py:409
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr ""
@@ -64,9 +64,9 @@ msgstr ""
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:307
 #: apps/transactions/forms.py:475 apps/transactions/forms.py:572
 #: apps/transactions/forms.py:579 apps/transactions/forms.py:763
-#: apps/transactions/forms.py:1007 apps/transactions/models.py:331
+#: apps/transactions/forms.py:1007 apps/transactions/models.py:346
-#: apps/transactions/models.py:641 apps/transactions/models.py:841
+#: apps/transactions/models.py:658 apps/transactions/models.py:858
-#: apps/transactions/models.py:1089
+#: apps/transactions/models.py:1110
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
 #: templates/insights/fragments/month_by_month.html:84
@@ -77,13 +77,13 @@ msgstr ""
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:73
+#: apps/rules/models.py:315 apps/transactions/filters.py:79
 #: apps/transactions/forms.py:69 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:483 apps/transactions/forms.py:588
 #: apps/transactions/forms.py:596 apps/transactions/forms.py:756
-#: apps/transactions/forms.py:1000 apps/transactions/models.py:337
+#: apps/transactions/forms.py:1000 apps/transactions/models.py:352
-#: apps/transactions/models.py:643 apps/transactions/models.py:845
+#: apps/transactions/models.py:660 apps/transactions/models.py:862
-#: apps/transactions/models.py:1095 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:1116 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
@@ -95,8 +95,8 @@ msgstr ""
 
 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:223 apps/transactions/models.py:248
+#: apps/transactions/models.py:238 apps/transactions/models.py:263
-#: apps/transactions/models.py:272 apps/transactions/models.py:1057
+#: apps/transactions/models.py:287 apps/transactions/models.py:1078
 #: apps/users/models.py:572 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -164,9 +164,9 @@ msgstr ""
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:81 apps/transactions/forms.py:327
 #: apps/transactions/forms.py:442 apps/transactions/forms.py:748
-#: apps/transactions/forms.py:992 apps/transactions/models.py:303
+#: apps/transactions/forms.py:992 apps/transactions/models.py:318
-#: apps/transactions/models.py:601 apps/transactions/models.py:823
+#: apps/transactions/models.py:618 apps/transactions/models.py:840
-#: apps/transactions/models.py:1063
+#: apps/transactions/models.py:1084
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -175,7 +175,7 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
@@ -343,7 +343,8 @@ msgid ""
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
 msgstr ""
 
-#: apps/common/forms.py:76 apps/users/forms.py:173
+#: apps/common/forms.py:76 apps/users/forms.py:172
+#: templates/transactions/fragments/filter_actions.html:5
 msgid "Save"
 msgstr ""
 
@@ -458,10 +459,9 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:284
-#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/fragments/filter_actions.html:48
-#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:233
-#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -480,7 +480,7 @@ msgstr ""
 #: apps/currencies/forms.py:66 apps/dca/models.py:158 apps/rules/forms.py:176
 #: apps/rules/forms.py:190 apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:85 apps/transactions/forms.py:447
-#: apps/transactions/forms.py:600 apps/transactions/models.py:313
+#: apps/transactions/forms.py:600 apps/transactions/models.py:328
 #: templates/dca/fragments/strategy/details.html:49
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:11
@@ -500,7 +500,7 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
@@ -545,29 +545,29 @@ msgstr ""
 msgid "From and To currencies cannot be the same."
 msgstr ""
 
-#: apps/currencies/models.py:110
+#: apps/currencies/models.py:111
 msgid "On"
 msgstr ""
 
-#: apps/currencies/models.py:111
+#: apps/currencies/models.py:112
 msgid "Every X hours"
 msgstr ""
 
-#: apps/currencies/models.py:112
+#: apps/currencies/models.py:113
 msgid "Not on"
 msgstr ""
 
-#: apps/currencies/models.py:114
+#: apps/currencies/models.py:115
 msgid "Service Name"
 msgstr ""
 
-#: apps/currencies/models.py:116
+#: apps/currencies/models.py:117
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/currencies/models.py:119 apps/transactions/filters.py:27
-#: apps/transactions/models.py:227 apps/transactions/models.py:251
+#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: apps/transactions/models.py:275 templates/categories/fragments/list.html:16
+#: apps/transactions/models.py:290 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -577,77 +577,77 @@ msgstr ""
 msgid "Active"
 msgstr ""
 
-#: apps/currencies/models.py:123
+#: apps/currencies/models.py:124
 msgid "API Key"
 msgstr ""
 
-#: apps/currencies/models.py:124
+#: apps/currencies/models.py:125
 msgid "API key for the service (if required)"
 msgstr ""
 
-#: apps/currencies/models.py:129
+#: apps/currencies/models.py:130
 msgid "Interval Type"
 msgstr ""
 
-#: apps/currencies/models.py:133
+#: apps/currencies/models.py:134
 msgid "Interval"
 msgstr ""
 
-#: apps/currencies/models.py:136
+#: apps/currencies/models.py:137
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:144
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:145
+#: apps/currencies/models.py:146
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:154
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:155
+#: apps/currencies/models.py:156
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:162
+#: apps/currencies/models.py:163
 msgid "Single exchange rate"
 msgstr ""
 
-#: apps/currencies/models.py:165
+#: apps/currencies/models.py:166
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 
-#: apps/currencies/models.py:170
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:171
+#: apps/currencies/models.py:172
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:223
+#: apps/currencies/models.py:224
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:232
+#: apps/currencies/models.py:233
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:246
+#: apps/currencies/models.py:247
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:258
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -746,8 +746,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:469 apps/transactions/forms.py:616
-#: apps/transactions/models.py:327 apps/transactions/models.py:650
+#: apps/transactions/models.py:342 apps/transactions/models.py:667
-#: apps/transactions/models.py:851 apps/transactions/models.py:1085
+#: apps/transactions/models.py:868 apps/transactions/models.py:1106
 msgid "Notes"
 msgstr ""
 
@@ -810,7 +810,7 @@ msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:31 apps/export_app/forms.py:134
-#: apps/transactions/models.py:388 templates/includes/sidebar.html:81
+#: apps/transactions/models.py:403 templates/includes/sidebar.html:81
 #: templates/includes/sidebar.html:142
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -819,7 +819,7 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:74 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
@@ -830,12 +830,12 @@ msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:78
+#: apps/rules/models.py:307 apps/transactions/filters.py:84
 #: apps/transactions/forms.py:77 apps/transactions/forms.py:323
 #: apps/transactions/forms.py:491 apps/transactions/forms.py:771
-#: apps/transactions/forms.py:1015 apps/transactions/models.py:286
+#: apps/transactions/forms.py:1015 apps/transactions/models.py:301
-#: apps/transactions/models.py:342 apps/transactions/models.py:646
+#: apps/transactions/models.py:357 apps/transactions/models.py:663
-#: apps/transactions/models.py:848 apps/transactions/models.py:1100
+#: apps/transactions/models.py:865 apps/transactions/models.py:1121
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
@@ -847,14 +847,14 @@ msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:888 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:905 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:664 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:681 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1006,7 +1006,7 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
@@ -1104,15 +1104,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:433
-#: apps/transactions/models.py:310 apps/transactions/models.py:606
+#: apps/transactions/models.py:325 apps/transactions/models.py:623
-#: apps/transactions/models.py:829 apps/transactions/models.py:1070
+#: apps/transactions/models.py:846 apps/transactions/models.py:1091
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
-#: apps/transactions/forms.py:437 apps/transactions/models.py:312
+#: apps/transactions/forms.py:437 apps/transactions/models.py:327
-#: apps/transactions/models.py:1072 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1093 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1122,15 +1122,15 @@ msgstr ""
 #: apps/rules/forms.py:177 apps/rules/forms.py:191 apps/rules/models.py:39
 #: apps/rules/models.py:283 apps/transactions/forms.py:89
 #: apps/transactions/forms.py:453 apps/transactions/forms.py:603
-#: apps/transactions/forms.py:777 apps/transactions/models.py:314
+#: apps/transactions/forms.py:777 apps/transactions/models.py:329
-#: apps/transactions/models.py:624 apps/transactions/models.py:853
+#: apps/transactions/models.py:641 apps/transactions/models.py:870
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:460
-#: apps/transactions/models.py:320 apps/transactions/models.py:834
+#: apps/transactions/models.py:335 apps/transactions/models.py:851
-#: apps/transactions/models.py:1078
+#: apps/transactions/models.py:1099
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1141,27 +1141,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:464 apps/transactions/forms.py:607
-#: apps/transactions/models.py:325 apps/transactions/models.py:608
+#: apps/transactions/models.py:340 apps/transactions/models.py:625
-#: apps/transactions/models.py:837 apps/transactions/models.py:1083
+#: apps/transactions/models.py:854 apps/transactions/models.py:1104
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
-#: apps/rules/models.py:299 apps/transactions/models.py:364
+#: apps/rules/models.py:299 apps/transactions/models.py:379
-#: apps/transactions/models.py:1105
+#: apps/transactions/models.py:1126
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
-#: apps/rules/models.py:303 apps/transactions/models.py:366
+#: apps/rules/models.py:303 apps/transactions/models.py:381
-#: apps/transactions/models.py:1107
+#: apps/transactions/models.py:1128
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:620
-#: apps/transactions/models.py:224 apps/transactions/models.py:315
+#: apps/transactions/models.py:239 apps/transactions/models.py:330
-#: apps/transactions/models.py:1073
+#: apps/transactions/models.py:1094
 msgid "Mute"
 msgstr ""
 
@@ -1174,7 +1174,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:387 apps/transactions/models.py:544
+#: apps/transactions/models.py:402 apps/transactions/models.py:560
 msgid "Transaction"
 msgstr ""
 
@@ -1321,58 +1321,58 @@ msgstr ""
 msgid "Muted"
 msgstr ""
 
-#: apps/transactions/filters.py:45
+#: apps/transactions/filters.py:51
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:51
+#: apps/transactions/filters.py:57
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:89
+#: apps/transactions/filters.py:95
 msgid "Mute Status"
 msgstr ""
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:100
 msgid "Date from"
 msgstr ""
 
-#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+#: apps/transactions/filters.py:105 apps/transactions/filters.py:115
 msgid "Until"
 msgstr ""
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:110
 msgid "Reference date from"
 msgstr ""
 
-#: apps/transactions/filters.py:114
+#: apps/transactions/filters.py:120
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:119
+#: apps/transactions/filters.py:125
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:202
+#: apps/transactions/filters.py:208
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:209
+#: apps/transactions/filters.py:215
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:209
+#: apps/transactions/filters.py:215
 #: templates/insights/fragments/category_overview/index.html:189
 #: templates/insights/fragments/month_by_month.html:121
 #: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:221
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:216
+#: apps/transactions/filters.py:222
 #: templates/insights/fragments/category_overview/index.html:282
 #: templates/insights/fragments/month_by_month.html:123
 #: templates/insights/fragments/year_by_year.html:77
@@ -1447,42 +1447,42 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:229
+#: apps/transactions/models.py:244
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:237
+#: apps/transactions/models.py:252
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:238
+#: apps/transactions/models.py:253
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:253
+#: apps/transactions/models.py:268
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:261 apps/transactions/models.py:262
+#: apps/transactions/models.py:276 apps/transactions/models.py:277
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:277
+#: apps/transactions/models.py:292
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:285
+#: apps/transactions/models.py:300
 #: templates/insights/fragments/month_by_month.html:88
 #: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:297 apps/transactions/models.py:1050
+#: apps/transactions/models.py:312 apps/transactions/models.py:1071
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1494,7 +1494,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:298 apps/transactions/models.py:1051
+#: apps/transactions/models.py:313 apps/transactions/models.py:1072
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1505,157 +1505,157 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:663
+#: apps/transactions/models.py:368 apps/transactions/models.py:680
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:362 apps/transactions/models.py:887
+#: apps/transactions/models.py:377 apps/transactions/models.py:904
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:370
+#: apps/transactions/models.py:385
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:375
+#: apps/transactions/models.py:390
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:489 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:504 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:491
+#: apps/transactions/models.py:506
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:493
+#: apps/transactions/models.py:508
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:565
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:551
+#: apps/transactions/models.py:567
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:553
+#: apps/transactions/models.py:569
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:555
+#: apps/transactions/models.py:571
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:560
+#: apps/transactions/models.py:576
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:565
+#: apps/transactions/models.py:581
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:566
+#: apps/transactions/models.py:582
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:595 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:612 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:596 apps/users/models.py:469
+#: apps/transactions/models.py:613 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:597
+#: apps/transactions/models.py:614
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:598
+#: apps/transactions/models.py:615
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:611
+#: apps/transactions/models.py:628
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:616
+#: apps/transactions/models.py:633
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:617
+#: apps/transactions/models.py:634
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:622 apps/transactions/models.py:857
+#: apps/transactions/models.py:639 apps/transactions/models.py:874
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:626 apps/transactions/models.py:858
+#: apps/transactions/models.py:643 apps/transactions/models.py:875
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:631
+#: apps/transactions/models.py:648
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:634
+#: apps/transactions/models.py:651
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:653 apps/transactions/models.py:877
+#: apps/transactions/models.py:670 apps/transactions/models.py:894
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:656 apps/transactions/models.py:880
+#: apps/transactions/models.py:673 apps/transactions/models.py:897
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:816
+#: apps/transactions/models.py:833
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:817
+#: apps/transactions/models.py:834
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:818
+#: apps/transactions/models.py:835
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:819
+#: apps/transactions/models.py:836
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:821
+#: apps/transactions/models.py:838
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:860
+#: apps/transactions/models.py:877
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:863
+#: apps/transactions/models.py:880
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:866
+#: apps/transactions/models.py:883
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:870
+#: apps/transactions/models.py:887
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:873
+#: apps/transactions/models.py:890
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1117
+#: apps/transactions/models.py:1138
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1664,7 +1664,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1118 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1139 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1888,9 +1888,9 @@ msgstr ""
 
 #: apps/users/forms.py:68 apps/users/forms.py:81 apps/users/forms.py:103
 #: templates/monthly_overview/pages/overview.html:98
-#: templates/monthly_overview/pages/overview.html:245
+#: templates/monthly_overview/pages/overview.html:247
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:195
+#: templates/transactions/pages/transactions.html:196
 msgid "Default"
 msgstr ""
 
@@ -1910,7 +1910,7 @@ msgstr ""
 msgid "Default Account"
 msgstr ""
 
-#: apps/users/forms.py:178
+#: apps/users/forms.py:177
 #, python-format
 msgid ""
 "This changes the language (if available) and how numbers and dates are "
@@ -1918,79 +1918,79 @@ msgid ""
 "Consider helping translate WYGIWYH to your language at %(translation_link)s"
 msgstr ""
 
-#: apps/users/forms.py:187
+#: apps/users/forms.py:186
 msgid "New Password"
 msgstr ""
 
-#: apps/users/forms.py:190
+#: apps/users/forms.py:189
 msgid "Leave blank to keep the current password."
 msgstr ""
 
-#: apps/users/forms.py:193
+#: apps/users/forms.py:192
 msgid "Confirm New Password"
 msgstr ""
 
-#: apps/users/forms.py:205 apps/users/forms.py:362
+#: apps/users/forms.py:204 apps/users/forms.py:361
 msgid ""
 "Designates whether this user should be treated as active. Unselect this "
 "instead of deleting accounts."
 msgstr ""
 
-#: apps/users/forms.py:208 apps/users/forms.py:365
+#: apps/users/forms.py:207 apps/users/forms.py:364
 msgid ""
 "Designates that this user has all permissions without explicitly assigning "
 "them."
 msgstr ""
 
-#: apps/users/forms.py:275
+#: apps/users/forms.py:274
 msgid "This email address is already in use by another account."
 msgstr ""
 
-#: apps/users/forms.py:283
+#: apps/users/forms.py:282
 msgid "The two password fields didn't match."
 msgstr ""
 
-#: apps/users/forms.py:285
+#: apps/users/forms.py:284
 msgid "Please confirm your new password."
 msgstr ""
 
-#: apps/users/forms.py:287
+#: apps/users/forms.py:286
 msgid "Please enter the new password first."
 msgstr ""
 
-#: apps/users/forms.py:307
+#: apps/users/forms.py:306
 msgid "You cannot deactivate your own account using this form."
 msgstr ""
 
-#: apps/users/forms.py:320
+#: apps/users/forms.py:319
 msgid "Cannot remove status from the last superuser."
 msgstr ""
 
-#: apps/users/forms.py:326
+#: apps/users/forms.py:325
 msgid "You cannot remove your own superuser status using this form."
 msgstr ""
 
-#: apps/users/forms.py:419
+#: apps/users/forms.py:418
 msgid "A user with this email address already exists."
 msgstr ""
 
-#: apps/users/forms.py:439
+#: apps/users/forms.py:438
 msgid "Token name"
 msgstr ""
 
-#: apps/users/forms.py:441
+#: apps/users/forms.py:440
 msgid "Use a descriptive name such as n8n, Home Assistant, or backup job."
 msgstr ""
 
-#: apps/users/forms.py:447
+#: apps/users/forms.py:446
 msgid "Expires in days"
 msgstr ""
 
-#: apps/users/forms.py:448
+#: apps/users/forms.py:447
 msgid "Leave empty for a non-expiring token."
 msgstr ""
 
-#: apps/users/forms.py:463
+#: apps/users/forms.py:462
 msgid "Create token"
 msgstr ""
 
@@ -2211,6 +2211,7 @@ msgstr ""
 #: templates/rules/fragments/transaction_rule/view.html:92
 #: templates/rules/fragments/transaction_rule/view.html:133
 #: templates/tags/fragments/table.html:51
+#: templates/transactions/fragments/filter_presets.html:28
 #: templates/users/fragments/api_tokens.html:93
 msgid "Delete"
 msgstr ""
@@ -2315,8 +2316,8 @@ msgid "Current balance"
 msgstr ""
 
 #: templates/accounts/fragments/account_reconciliation.html:36
-#: templates/net_worth/net_worth.html:146
+#: templates/net_worth/net_worth.html:147
-#: templates/net_worth/net_worth.html:396
+#: templates/net_worth/net_worth.html:407
 msgid "Difference"
 msgstr ""
 
@@ -2696,19 +2697,19 @@ msgstr ""
 msgid "Amount Bought"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:384
+#: templates/dca/fragments/strategy/details.html:409
 msgid "Entry Price vs Current Price"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:398
+#: templates/dca/fragments/strategy/details.html:423
 msgid "Days Between Investments"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:444
+#: templates/dca/fragments/strategy/details.html:469
 msgid "Investment Frequency"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:446
+#: templates/dca/fragments/strategy/details.html:471
 msgid "The straighter the blue line, the more consistent your DCA strategy is."
 msgstr ""
 
@@ -2944,6 +2945,7 @@ msgid "Reload"
 msgstr ""
 
 #: templates/includes/scripts/hyperscript/swal.html:13
+#: templates/transactions/fragments/filter_actions.html:4
 msgid "Cancel"
 msgstr ""
 
@@ -3358,16 +3360,16 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:99
-#: templates/monthly_overview/pages/overview.html:254
+#: templates/monthly_overview/pages/overview.html:256
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:204
+#: templates/transactions/pages/transactions.html:205
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:100
-#: templates/monthly_overview/pages/overview.html:263
+#: templates/monthly_overview/pages/overview.html:265
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:213
+#: templates/transactions/pages/transactions.html:214
 msgid "Newest first"
 msgstr ""
 
@@ -3376,8 +3378,8 @@ msgstr ""
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:235
+#: templates/monthly_overview/pages/overview.html:237
-#: templates/transactions/pages/transactions.html:185
+#: templates/transactions/pages/transactions.html:186
 msgid "Order by"
 msgstr ""
 
@@ -3386,24 +3388,24 @@ msgstr ""
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:84
+#: templates/net_worth/net_worth.html:84 templates/net_worth/net_worth.html:85
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:134
+#: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:162
+#: templates/net_worth/net_worth.html:163
 #: templates/yearly_overview/pages/overview_by_account.html:4
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:270
+#: templates/net_worth/net_worth.html:271
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:334
+#: templates/net_worth/net_worth.html:345
 msgid "Evolution by account"
 msgstr ""
 
@@ -3634,6 +3636,40 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
+#: templates/transactions/fragments/filter_actions.html:2
+msgid "Save filter preset"
+msgstr ""
+
+#: templates/transactions/fragments/filter_actions.html:3
+msgid "Preset name"
+msgstr ""
+
+#: templates/transactions/fragments/filter_actions.html:40
+msgid "Save preset"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:6
+msgid "Filter presets"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:21
+#, python-format
+msgid "Delete %(name)s"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:26
+msgid "Delete filter preset?"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:27
+#, python-format
+msgid "Delete “%(name)s”?"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:34
+msgid "No saved presets"
+msgstr ""
+
 #: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""

app/locale/sv/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-07-04 15:39+0000\n"
+"POT-Creation-Date: 2026-08-16 04:46+0000\n"
 "PO-Revision-Date: 2025-04-14 06:16+0000\n"
 "Last-Translator: Emil <emil.bjorkroth@gmail.com>\n"
 "Language-Team: Swedish <https://translations.herculino.com/projects/wygiwyh/"
@@ -31,8 +31,8 @@ msgstr ""
 #: apps/transactions/forms.py:417 apps/transactions/forms.py:536
 #: apps/transactions/forms.py:880 apps/transactions/forms.py:919
 #: apps/transactions/forms.py:947 apps/transactions/forms.py:978
-#: apps/transactions/forms.py:1128 apps/users/forms.py:246
+#: apps/transactions/forms.py:1128 apps/users/forms.py:245
-#: apps/users/forms.py:404
+#: apps/users/forms.py:403
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
@@ -47,7 +47,7 @@ msgstr "Uppdatera"
 #: apps/transactions/forms.py:424 apps/transactions/forms.py:886
 #: apps/transactions/forms.py:925 apps/transactions/forms.py:953
 #: apps/transactions/forms.py:984 apps/transactions/forms.py:1134
-#: apps/users/forms.py:252 apps/users/forms.py:410
+#: apps/users/forms.py:251 apps/users/forms.py:409
 #: templates/mini_tools/unit_price_calculator.html:168
 msgid "Add"
 msgstr ""
@@ -66,9 +66,9 @@ msgstr ""
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:307
 #: apps/transactions/forms.py:475 apps/transactions/forms.py:572
 #: apps/transactions/forms.py:579 apps/transactions/forms.py:763
-#: apps/transactions/forms.py:1007 apps/transactions/models.py:331
+#: apps/transactions/forms.py:1007 apps/transactions/models.py:346
-#: apps/transactions/models.py:641 apps/transactions/models.py:841
+#: apps/transactions/models.py:658 apps/transactions/models.py:858
-#: apps/transactions/models.py:1089
+#: apps/transactions/models.py:1110
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
 #: templates/insights/fragments/month_by_month.html:84
@@ -79,13 +79,13 @@ msgstr ""
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:73
+#: apps/rules/models.py:315 apps/transactions/filters.py:79
 #: apps/transactions/forms.py:69 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:483 apps/transactions/forms.py:588
 #: apps/transactions/forms.py:596 apps/transactions/forms.py:756
-#: apps/transactions/forms.py:1000 apps/transactions/models.py:337
+#: apps/transactions/forms.py:1000 apps/transactions/models.py:352
-#: apps/transactions/models.py:643 apps/transactions/models.py:845
+#: apps/transactions/models.py:660 apps/transactions/models.py:862
-#: apps/transactions/models.py:1095 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:1116 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
@@ -97,8 +97,8 @@ msgstr ""
 
 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:223 apps/transactions/models.py:248
+#: apps/transactions/models.py:238 apps/transactions/models.py:263
-#: apps/transactions/models.py:272 apps/transactions/models.py:1057
+#: apps/transactions/models.py:287 apps/transactions/models.py:1078
 #: apps/users/models.py:572 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -166,9 +166,9 @@ msgstr ""
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:81 apps/transactions/forms.py:327
 #: apps/transactions/forms.py:442 apps/transactions/forms.py:748
-#: apps/transactions/forms.py:992 apps/transactions/models.py:303
+#: apps/transactions/forms.py:992 apps/transactions/models.py:318
-#: apps/transactions/models.py:601 apps/transactions/models.py:823
+#: apps/transactions/models.py:618 apps/transactions/models.py:840
-#: apps/transactions/models.py:1063
+#: apps/transactions/models.py:1084
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -177,7 +177,7 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
@@ -345,7 +345,8 @@ msgid ""
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
 msgstr ""
 
-#: apps/common/forms.py:76 apps/users/forms.py:173
+#: apps/common/forms.py:76 apps/users/forms.py:172
+#: templates/transactions/fragments/filter_actions.html:5
 msgid "Save"
 msgstr ""
 
@@ -460,10 +461,9 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:284
-#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/fragments/filter_actions.html:48
-#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:233
-#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -482,7 +482,7 @@ msgstr ""
 #: apps/currencies/forms.py:66 apps/dca/models.py:158 apps/rules/forms.py:176
 #: apps/rules/forms.py:190 apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:85 apps/transactions/forms.py:447
-#: apps/transactions/forms.py:600 apps/transactions/models.py:313
+#: apps/transactions/forms.py:600 apps/transactions/models.py:328
 #: templates/dca/fragments/strategy/details.html:49
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:11
@@ -502,7 +502,7 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
@@ -547,29 +547,29 @@ msgstr ""
 msgid "From and To currencies cannot be the same."
 msgstr ""
 
-#: apps/currencies/models.py:110
+#: apps/currencies/models.py:111
 msgid "On"
 msgstr ""
 
-#: apps/currencies/models.py:111
+#: apps/currencies/models.py:112
 msgid "Every X hours"
 msgstr ""
 
-#: apps/currencies/models.py:112
+#: apps/currencies/models.py:113
 msgid "Not on"
 msgstr ""
 
-#: apps/currencies/models.py:114
+#: apps/currencies/models.py:115
 msgid "Service Name"
 msgstr ""
 
-#: apps/currencies/models.py:116
+#: apps/currencies/models.py:117
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/currencies/models.py:119 apps/transactions/filters.py:27
-#: apps/transactions/models.py:227 apps/transactions/models.py:251
+#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: apps/transactions/models.py:275 templates/categories/fragments/list.html:16
+#: apps/transactions/models.py:290 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -579,77 +579,77 @@ msgstr ""
 msgid "Active"
 msgstr ""
 
-#: apps/currencies/models.py:123
+#: apps/currencies/models.py:124
 msgid "API Key"
 msgstr ""
 
-#: apps/currencies/models.py:124
+#: apps/currencies/models.py:125
 msgid "API key for the service (if required)"
 msgstr ""
 
-#: apps/currencies/models.py:129
+#: apps/currencies/models.py:130
 msgid "Interval Type"
 msgstr ""
 
-#: apps/currencies/models.py:133
+#: apps/currencies/models.py:134
 msgid "Interval"
 msgstr ""
 
-#: apps/currencies/models.py:136
+#: apps/currencies/models.py:137
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:144
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:145
+#: apps/currencies/models.py:146
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:154
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:155
+#: apps/currencies/models.py:156
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:162
+#: apps/currencies/models.py:163
 msgid "Single exchange rate"
 msgstr ""
 
-#: apps/currencies/models.py:165
+#: apps/currencies/models.py:166
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 
-#: apps/currencies/models.py:170
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:171
+#: apps/currencies/models.py:172
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:223
+#: apps/currencies/models.py:224
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:232
+#: apps/currencies/models.py:233
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:246
+#: apps/currencies/models.py:247
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:258
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -748,8 +748,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:469 apps/transactions/forms.py:616
-#: apps/transactions/models.py:327 apps/transactions/models.py:650
+#: apps/transactions/models.py:342 apps/transactions/models.py:667
-#: apps/transactions/models.py:851 apps/transactions/models.py:1085
+#: apps/transactions/models.py:868 apps/transactions/models.py:1106
 msgid "Notes"
 msgstr ""
 
@@ -812,7 +812,7 @@ msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:31 apps/export_app/forms.py:134
-#: apps/transactions/models.py:388 templates/includes/sidebar.html:81
+#: apps/transactions/models.py:403 templates/includes/sidebar.html:81
 #: templates/includes/sidebar.html:142
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -821,7 +821,7 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:74 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
@@ -832,12 +832,12 @@ msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:78
+#: apps/rules/models.py:307 apps/transactions/filters.py:84
 #: apps/transactions/forms.py:77 apps/transactions/forms.py:323
 #: apps/transactions/forms.py:491 apps/transactions/forms.py:771
-#: apps/transactions/forms.py:1015 apps/transactions/models.py:286
+#: apps/transactions/forms.py:1015 apps/transactions/models.py:301
-#: apps/transactions/models.py:342 apps/transactions/models.py:646
+#: apps/transactions/models.py:357 apps/transactions/models.py:663
-#: apps/transactions/models.py:848 apps/transactions/models.py:1100
+#: apps/transactions/models.py:865 apps/transactions/models.py:1121
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
@@ -849,14 +849,14 @@ msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:888 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:905 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:664 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:681 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1008,7 +1008,7 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
@@ -1106,15 +1106,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:433
-#: apps/transactions/models.py:310 apps/transactions/models.py:606
+#: apps/transactions/models.py:325 apps/transactions/models.py:623
-#: apps/transactions/models.py:829 apps/transactions/models.py:1070
+#: apps/transactions/models.py:846 apps/transactions/models.py:1091
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
-#: apps/transactions/forms.py:437 apps/transactions/models.py:312
+#: apps/transactions/forms.py:437 apps/transactions/models.py:327
-#: apps/transactions/models.py:1072 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1093 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1124,15 +1124,15 @@ msgstr ""
 #: apps/rules/forms.py:177 apps/rules/forms.py:191 apps/rules/models.py:39
 #: apps/rules/models.py:283 apps/transactions/forms.py:89
 #: apps/transactions/forms.py:453 apps/transactions/forms.py:603
-#: apps/transactions/forms.py:777 apps/transactions/models.py:314
+#: apps/transactions/forms.py:777 apps/transactions/models.py:329
-#: apps/transactions/models.py:624 apps/transactions/models.py:853
+#: apps/transactions/models.py:641 apps/transactions/models.py:870
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:460
-#: apps/transactions/models.py:320 apps/transactions/models.py:834
+#: apps/transactions/models.py:335 apps/transactions/models.py:851
-#: apps/transactions/models.py:1078
+#: apps/transactions/models.py:1099
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1143,27 +1143,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:464 apps/transactions/forms.py:607
-#: apps/transactions/models.py:325 apps/transactions/models.py:608
+#: apps/transactions/models.py:340 apps/transactions/models.py:625
-#: apps/transactions/models.py:837 apps/transactions/models.py:1083
+#: apps/transactions/models.py:854 apps/transactions/models.py:1104
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
-#: apps/rules/models.py:299 apps/transactions/models.py:364
+#: apps/rules/models.py:299 apps/transactions/models.py:379
-#: apps/transactions/models.py:1105
+#: apps/transactions/models.py:1126
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
-#: apps/rules/models.py:303 apps/transactions/models.py:366
+#: apps/rules/models.py:303 apps/transactions/models.py:381
-#: apps/transactions/models.py:1107
+#: apps/transactions/models.py:1128
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:620
-#: apps/transactions/models.py:224 apps/transactions/models.py:315
+#: apps/transactions/models.py:239 apps/transactions/models.py:330
-#: apps/transactions/models.py:1073
+#: apps/transactions/models.py:1094
 msgid "Mute"
 msgstr ""
 
@@ -1176,7 +1176,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:387 apps/transactions/models.py:544
+#: apps/transactions/models.py:402 apps/transactions/models.py:560
 msgid "Transaction"
 msgstr ""
 
@@ -1323,58 +1323,58 @@ msgstr ""
 msgid "Muted"
 msgstr ""
 
-#: apps/transactions/filters.py:45
+#: apps/transactions/filters.py:51
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:51
+#: apps/transactions/filters.py:57
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:89
+#: apps/transactions/filters.py:95
 msgid "Mute Status"
 msgstr ""
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:100
 msgid "Date from"
 msgstr ""
 
-#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+#: apps/transactions/filters.py:105 apps/transactions/filters.py:115
 msgid "Until"
 msgstr ""
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:110
 msgid "Reference date from"
 msgstr ""
 
-#: apps/transactions/filters.py:114
+#: apps/transactions/filters.py:120
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:119
+#: apps/transactions/filters.py:125
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:202
+#: apps/transactions/filters.py:208
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:209
+#: apps/transactions/filters.py:215
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:209
+#: apps/transactions/filters.py:215
 #: templates/insights/fragments/category_overview/index.html:189
 #: templates/insights/fragments/month_by_month.html:121
 #: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:221
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:216
+#: apps/transactions/filters.py:222
 #: templates/insights/fragments/category_overview/index.html:282
 #: templates/insights/fragments/month_by_month.html:123
 #: templates/insights/fragments/year_by_year.html:77
@@ -1449,42 +1449,42 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:229
+#: apps/transactions/models.py:244
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:237
+#: apps/transactions/models.py:252
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:238
+#: apps/transactions/models.py:253
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:253
+#: apps/transactions/models.py:268
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:261 apps/transactions/models.py:262
+#: apps/transactions/models.py:276 apps/transactions/models.py:277
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:277
+#: apps/transactions/models.py:292
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:285
+#: apps/transactions/models.py:300
 #: templates/insights/fragments/month_by_month.html:88
 #: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:297 apps/transactions/models.py:1050
+#: apps/transactions/models.py:312 apps/transactions/models.py:1071
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1496,7 +1496,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:298 apps/transactions/models.py:1051
+#: apps/transactions/models.py:313 apps/transactions/models.py:1072
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1507,157 +1507,157 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:663
+#: apps/transactions/models.py:368 apps/transactions/models.py:680
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:362 apps/transactions/models.py:887
+#: apps/transactions/models.py:377 apps/transactions/models.py:904
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:370
+#: apps/transactions/models.py:385
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:375
+#: apps/transactions/models.py:390
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:489 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:504 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:491
+#: apps/transactions/models.py:506
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:493
+#: apps/transactions/models.py:508
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:565
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:551
+#: apps/transactions/models.py:567
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:553
+#: apps/transactions/models.py:569
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:555
+#: apps/transactions/models.py:571
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:560
+#: apps/transactions/models.py:576
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:565
+#: apps/transactions/models.py:581
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:566
+#: apps/transactions/models.py:582
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:595 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:612 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:596 apps/users/models.py:469
+#: apps/transactions/models.py:613 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:597
+#: apps/transactions/models.py:614
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:598
+#: apps/transactions/models.py:615
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:611
+#: apps/transactions/models.py:628
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:616
+#: apps/transactions/models.py:633
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:617
+#: apps/transactions/models.py:634
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:622 apps/transactions/models.py:857
+#: apps/transactions/models.py:639 apps/transactions/models.py:874
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:626 apps/transactions/models.py:858
+#: apps/transactions/models.py:643 apps/transactions/models.py:875
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:631
+#: apps/transactions/models.py:648
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:634
+#: apps/transactions/models.py:651
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:653 apps/transactions/models.py:877
+#: apps/transactions/models.py:670 apps/transactions/models.py:894
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:656 apps/transactions/models.py:880
+#: apps/transactions/models.py:673 apps/transactions/models.py:897
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:816
+#: apps/transactions/models.py:833
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:817
+#: apps/transactions/models.py:834
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:818
+#: apps/transactions/models.py:835
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:819
+#: apps/transactions/models.py:836
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:821
+#: apps/transactions/models.py:838
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:860
+#: apps/transactions/models.py:877
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:863
+#: apps/transactions/models.py:880
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:866
+#: apps/transactions/models.py:883
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:870
+#: apps/transactions/models.py:887
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:873
+#: apps/transactions/models.py:890
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1117
+#: apps/transactions/models.py:1138
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1666,7 +1666,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1118 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1139 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1890,9 +1890,9 @@ msgstr ""
 
 #: apps/users/forms.py:68 apps/users/forms.py:81 apps/users/forms.py:103
 #: templates/monthly_overview/pages/overview.html:98
-#: templates/monthly_overview/pages/overview.html:245
+#: templates/monthly_overview/pages/overview.html:247
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:195
+#: templates/transactions/pages/transactions.html:196
 msgid "Default"
 msgstr ""
 
@@ -1912,7 +1912,7 @@ msgstr ""
 msgid "Default Account"
 msgstr ""
 
-#: apps/users/forms.py:178
+#: apps/users/forms.py:177
 #, python-format
 msgid ""
 "This changes the language (if available) and how numbers and dates are "
@@ -1920,79 +1920,79 @@ msgid ""
 "Consider helping translate WYGIWYH to your language at %(translation_link)s"
 msgstr ""
 
-#: apps/users/forms.py:187
+#: apps/users/forms.py:186
 msgid "New Password"
 msgstr ""
 
-#: apps/users/forms.py:190
+#: apps/users/forms.py:189
 msgid "Leave blank to keep the current password."
 msgstr ""
 
-#: apps/users/forms.py:193
+#: apps/users/forms.py:192
 msgid "Confirm New Password"
 msgstr ""
 
-#: apps/users/forms.py:205 apps/users/forms.py:362
+#: apps/users/forms.py:204 apps/users/forms.py:361
 msgid ""
 "Designates whether this user should be treated as active. Unselect this "
 "instead of deleting accounts."
 msgstr ""
 
-#: apps/users/forms.py:208 apps/users/forms.py:365
+#: apps/users/forms.py:207 apps/users/forms.py:364
 msgid ""
 "Designates that this user has all permissions without explicitly assigning "
 "them."
 msgstr ""
 
-#: apps/users/forms.py:275
+#: apps/users/forms.py:274
 msgid "This email address is already in use by another account."
 msgstr ""
 
-#: apps/users/forms.py:283
+#: apps/users/forms.py:282
 msgid "The two password fields didn't match."
 msgstr ""
 
-#: apps/users/forms.py:285
+#: apps/users/forms.py:284
 msgid "Please confirm your new password."
 msgstr ""
 
-#: apps/users/forms.py:287
+#: apps/users/forms.py:286
 msgid "Please enter the new password first."
 msgstr ""
 
-#: apps/users/forms.py:307
+#: apps/users/forms.py:306
 msgid "You cannot deactivate your own account using this form."
 msgstr ""
 
-#: apps/users/forms.py:320
+#: apps/users/forms.py:319
 msgid "Cannot remove status from the last superuser."
 msgstr ""
 
-#: apps/users/forms.py:326
+#: apps/users/forms.py:325
 msgid "You cannot remove your own superuser status using this form."
 msgstr ""
 
-#: apps/users/forms.py:419
+#: apps/users/forms.py:418
 msgid "A user with this email address already exists."
 msgstr ""
 
-#: apps/users/forms.py:439
+#: apps/users/forms.py:438
 msgid "Token name"
 msgstr ""
 
-#: apps/users/forms.py:441
+#: apps/users/forms.py:440
 msgid "Use a descriptive name such as n8n, Home Assistant, or backup job."
 msgstr ""
 
-#: apps/users/forms.py:447
+#: apps/users/forms.py:446
 msgid "Expires in days"
 msgstr ""
 
-#: apps/users/forms.py:448
+#: apps/users/forms.py:447
 msgid "Leave empty for a non-expiring token."
 msgstr ""
 
-#: apps/users/forms.py:463
+#: apps/users/forms.py:462
 msgid "Create token"
 msgstr ""
 
@@ -2215,6 +2215,7 @@ msgstr ""
 #: templates/rules/fragments/transaction_rule/view.html:92
 #: templates/rules/fragments/transaction_rule/view.html:133
 #: templates/tags/fragments/table.html:51
+#: templates/transactions/fragments/filter_presets.html:28
 #: templates/users/fragments/api_tokens.html:93
 msgid "Delete"
 msgstr ""
@@ -2319,8 +2320,8 @@ msgid "Current balance"
 msgstr ""
 
 #: templates/accounts/fragments/account_reconciliation.html:36
-#: templates/net_worth/net_worth.html:146
+#: templates/net_worth/net_worth.html:147
-#: templates/net_worth/net_worth.html:396
+#: templates/net_worth/net_worth.html:407
 msgid "Difference"
 msgstr ""
 
@@ -2700,19 +2701,19 @@ msgstr ""
 msgid "Amount Bought"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:384
+#: templates/dca/fragments/strategy/details.html:409
 msgid "Entry Price vs Current Price"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:398
+#: templates/dca/fragments/strategy/details.html:423
 msgid "Days Between Investments"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:444
+#: templates/dca/fragments/strategy/details.html:469
 msgid "Investment Frequency"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:446
+#: templates/dca/fragments/strategy/details.html:471
 msgid "The straighter the blue line, the more consistent your DCA strategy is."
 msgstr ""
 
@@ -2949,6 +2950,7 @@ msgid "Reload"
 msgstr ""
 
 #: templates/includes/scripts/hyperscript/swal.html:13
+#: templates/transactions/fragments/filter_actions.html:4
 msgid "Cancel"
 msgstr ""
 
@@ -3363,16 +3365,16 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:99
-#: templates/monthly_overview/pages/overview.html:254
+#: templates/monthly_overview/pages/overview.html:256
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:204
+#: templates/transactions/pages/transactions.html:205
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:100
-#: templates/monthly_overview/pages/overview.html:263
+#: templates/monthly_overview/pages/overview.html:265
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:213
+#: templates/transactions/pages/transactions.html:214
 msgid "Newest first"
 msgstr ""
 
@@ -3381,8 +3383,8 @@ msgstr ""
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:235
+#: templates/monthly_overview/pages/overview.html:237
-#: templates/transactions/pages/transactions.html:185
+#: templates/transactions/pages/transactions.html:186
 msgid "Order by"
 msgstr ""
 
@@ -3391,24 +3393,24 @@ msgstr ""
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:84
+#: templates/net_worth/net_worth.html:84 templates/net_worth/net_worth.html:85
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:134
+#: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:162
+#: templates/net_worth/net_worth.html:163
 #: templates/yearly_overview/pages/overview_by_account.html:4
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:270
+#: templates/net_worth/net_worth.html:271
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:334
+#: templates/net_worth/net_worth.html:345
 msgid "Evolution by account"
 msgstr ""
 
@@ -3639,6 +3641,40 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
+#: templates/transactions/fragments/filter_actions.html:2
+msgid "Save filter preset"
+msgstr ""
+
+#: templates/transactions/fragments/filter_actions.html:3
+msgid "Preset name"
+msgstr ""
+
+#: templates/transactions/fragments/filter_actions.html:40
+msgid "Save preset"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:6
+msgid "Filter presets"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:21
+#, python-format
+msgid "Delete %(name)s"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:26
+msgid "Delete filter preset?"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:27
+#, python-format
+msgid "Delete “%(name)s”?"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:34
+msgid "No saved presets"
+msgstr ""
+
 #: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""

app/locale/sw/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-07-04 15:39+0000\n"
+"POT-Creation-Date: 2026-08-16 04:46+0000\n"
 "PO-Revision-Date: 2026-01-18 19:24+0000\n"
 "Last-Translator: Ebrahim Tayabali <ebrahimhakimuddin@gmail.com>\n"
 "Language-Team: Swahili <https://translations.herculino.com/projects/wygiwyh/"
@@ -31,8 +31,8 @@ msgstr "Jina La Kundi"
 #: apps/transactions/forms.py:417 apps/transactions/forms.py:536
 #: apps/transactions/forms.py:880 apps/transactions/forms.py:919
 #: apps/transactions/forms.py:947 apps/transactions/forms.py:978
-#: apps/transactions/forms.py:1128 apps/users/forms.py:246
+#: apps/transactions/forms.py:1128 apps/users/forms.py:245
-#: apps/users/forms.py:404
+#: apps/users/forms.py:403
 #: templates/rules/fragments/transaction_rule/dry_run/updated.html:5
 #: templates/rules/fragments/transaction_rule/view.html:128
 msgid "Update"
@@ -47,7 +47,7 @@ msgstr ""
 #: apps/transactions/forms.py:424 apps/transactions/forms.py:886
 #: apps/transactions/forms.py:925 apps/transactions/forms.py:953
 #: apps/transactions/forms.py:984 apps/transactions/forms.py:1134
-#: apps/users/forms.py:252 apps/users/forms.py:410
+#: apps/users/forms.py:251 apps/users/forms.py:409
 #: templates/mini_tools/unit_price_calculator.html:168
 #, fuzzy
 msgid "Add"
@@ -67,9 +67,9 @@ msgstr "Salio Mpya"
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:307
 #: apps/transactions/forms.py:475 apps/transactions/forms.py:572
 #: apps/transactions/forms.py:579 apps/transactions/forms.py:763
-#: apps/transactions/forms.py:1007 apps/transactions/models.py:331
+#: apps/transactions/forms.py:1007 apps/transactions/models.py:346
-#: apps/transactions/models.py:641 apps/transactions/models.py:841
+#: apps/transactions/models.py:658 apps/transactions/models.py:858
-#: apps/transactions/models.py:1089
+#: apps/transactions/models.py:1110
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
 #: templates/insights/fragments/month_by_month.html:84
@@ -80,13 +80,13 @@ msgstr ""
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:73
+#: apps/rules/models.py:315 apps/transactions/filters.py:79
 #: apps/transactions/forms.py:69 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:483 apps/transactions/forms.py:588
 #: apps/transactions/forms.py:596 apps/transactions/forms.py:756
-#: apps/transactions/forms.py:1000 apps/transactions/models.py:337
+#: apps/transactions/forms.py:1000 apps/transactions/models.py:352
-#: apps/transactions/models.py:643 apps/transactions/models.py:845
+#: apps/transactions/models.py:660 apps/transactions/models.py:862
-#: apps/transactions/models.py:1095 templates/includes/sidebar.html:150
+#: apps/transactions/models.py:1116 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
@@ -98,8 +98,8 @@ msgstr ""
 
 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:223 apps/transactions/models.py:248
+#: apps/transactions/models.py:238 apps/transactions/models.py:263
-#: apps/transactions/models.py:272 apps/transactions/models.py:1057
+#: apps/transactions/models.py:287 apps/transactions/models.py:1078
 #: apps/users/models.py:572 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -170,9 +170,9 @@ msgstr ""
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:81 apps/transactions/forms.py:327
 #: apps/transactions/forms.py:442 apps/transactions/forms.py:748
-#: apps/transactions/forms.py:992 apps/transactions/models.py:303
+#: apps/transactions/forms.py:992 apps/transactions/models.py:318
-#: apps/transactions/models.py:601 apps/transactions/models.py:823
+#: apps/transactions/models.py:618 apps/transactions/models.py:840
-#: apps/transactions/models.py:1063
+#: apps/transactions/models.py:1084
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -181,7 +181,7 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
@@ -349,7 +349,8 @@ msgid ""
 "owner.<br/>Public: Shown for all users. Only editable by the owner."
 msgstr ""
 
-#: apps/common/forms.py:76 apps/users/forms.py:173
+#: apps/common/forms.py:76 apps/users/forms.py:172
+#: templates/transactions/fragments/filter_actions.html:5
 msgid "Save"
 msgstr ""
 
@@ -464,10 +465,9 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:284
-#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/fragments/filter_actions.html:48
-#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:233
-#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -486,7 +486,7 @@ msgstr ""
 #: apps/currencies/forms.py:66 apps/dca/models.py:158 apps/rules/forms.py:176
 #: apps/rules/forms.py:190 apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:85 apps/transactions/forms.py:447
-#: apps/transactions/forms.py:600 apps/transactions/models.py:313
+#: apps/transactions/forms.py:600 apps/transactions/models.py:328
 #: templates/dca/fragments/strategy/details.html:49
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:11
@@ -506,7 +506,7 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
@@ -551,29 +551,29 @@ msgstr ""
 msgid "From and To currencies cannot be the same."
 msgstr ""
 
-#: apps/currencies/models.py:110
+#: apps/currencies/models.py:111
 msgid "On"
 msgstr ""
 
-#: apps/currencies/models.py:111
+#: apps/currencies/models.py:112
 msgid "Every X hours"
 msgstr ""
 
-#: apps/currencies/models.py:112
+#: apps/currencies/models.py:113
 msgid "Not on"
 msgstr ""
 
-#: apps/currencies/models.py:114
+#: apps/currencies/models.py:115
 msgid "Service Name"
 msgstr ""
 
-#: apps/currencies/models.py:116
+#: apps/currencies/models.py:117
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:118 apps/transactions/filters.py:27
+#: apps/currencies/models.py:119 apps/transactions/filters.py:27
-#: apps/transactions/models.py:227 apps/transactions/models.py:251
+#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: apps/transactions/models.py:275 templates/categories/fragments/list.html:16
+#: apps/transactions/models.py:290 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -583,77 +583,77 @@ msgstr ""
 msgid "Active"
 msgstr ""
 
-#: apps/currencies/models.py:123
+#: apps/currencies/models.py:124
 msgid "API Key"
 msgstr ""
 
-#: apps/currencies/models.py:124
+#: apps/currencies/models.py:125
 msgid "API key for the service (if required)"
 msgstr ""
 
-#: apps/currencies/models.py:129
+#: apps/currencies/models.py:130
 msgid "Interval Type"
 msgstr ""
 
-#: apps/currencies/models.py:133
+#: apps/currencies/models.py:134
 msgid "Interval"
 msgstr ""
 
-#: apps/currencies/models.py:136
+#: apps/currencies/models.py:137
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:143
+#: apps/currencies/models.py:144
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:145
+#: apps/currencies/models.py:146
 msgid ""
 "Select currencies to fetch exchange rates for. Rates will be fetched for "
 "each currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:154
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:155
+#: apps/currencies/models.py:156
 msgid ""
 "Select accounts to fetch exchange rates for. Rates will be fetched for each "
 "account's currency against their set exchange currency."
 msgstr ""
 
-#: apps/currencies/models.py:162
+#: apps/currencies/models.py:163
 msgid "Single exchange rate"
 msgstr ""
 
-#: apps/currencies/models.py:165
+#: apps/currencies/models.py:166
 msgid "Create one exchange rate and keep updating it. Avoids database clutter."
 msgstr ""
 
-#: apps/currencies/models.py:170
+#: apps/currencies/models.py:171
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:171
+#: apps/currencies/models.py:172
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:223
+#: apps/currencies/models.py:224
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:232
+#: apps/currencies/models.py:233
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:246
+#: apps/currencies/models.py:247
 msgid ""
 "Invalid hour format. Use comma-separated hours (0-23) and/or ranges (e.g., "
 "'1-5,8,10-12')."
 msgstr ""
 
-#: apps/currencies/models.py:257
+#: apps/currencies/models.py:258
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -752,8 +752,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:469 apps/transactions/forms.py:616
-#: apps/transactions/models.py:327 apps/transactions/models.py:650
+#: apps/transactions/models.py:342 apps/transactions/models.py:667
-#: apps/transactions/models.py:851 apps/transactions/models.py:1085
+#: apps/transactions/models.py:868 apps/transactions/models.py:1106
 msgid "Notes"
 msgstr ""
 
@@ -816,7 +816,7 @@ msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:31 apps/export_app/forms.py:134
-#: apps/transactions/models.py:388 templates/includes/sidebar.html:81
+#: apps/transactions/models.py:403 templates/includes/sidebar.html:81
 #: templates/includes/sidebar.html:142
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -825,7 +825,7 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:74 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
@@ -836,12 +836,12 @@ msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:78
+#: apps/rules/models.py:307 apps/transactions/filters.py:84
 #: apps/transactions/forms.py:77 apps/transactions/forms.py:323
 #: apps/transactions/forms.py:491 apps/transactions/forms.py:771
-#: apps/transactions/forms.py:1015 apps/transactions/models.py:286
+#: apps/transactions/forms.py:1015 apps/transactions/models.py:301
-#: apps/transactions/models.py:342 apps/transactions/models.py:646
+#: apps/transactions/models.py:357 apps/transactions/models.py:663
-#: apps/transactions/models.py:848 apps/transactions/models.py:1100
+#: apps/transactions/models.py:865 apps/transactions/models.py:1121
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
@@ -853,14 +853,14 @@ msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:888 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:905 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:664 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:681 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1012,7 +1012,7 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
@@ -1110,15 +1110,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:433
-#: apps/transactions/models.py:310 apps/transactions/models.py:606
+#: apps/transactions/models.py:325 apps/transactions/models.py:623
-#: apps/transactions/models.py:829 apps/transactions/models.py:1070
+#: apps/transactions/models.py:846 apps/transactions/models.py:1091
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
-#: apps/transactions/forms.py:437 apps/transactions/models.py:312
+#: apps/transactions/forms.py:437 apps/transactions/models.py:327
-#: apps/transactions/models.py:1072 templates/cotton/transaction/item.html:20
+#: apps/transactions/models.py:1093 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1128,15 +1128,15 @@ msgstr ""
 #: apps/rules/forms.py:177 apps/rules/forms.py:191 apps/rules/models.py:39
 #: apps/rules/models.py:283 apps/transactions/forms.py:89
 #: apps/transactions/forms.py:453 apps/transactions/forms.py:603
-#: apps/transactions/forms.py:777 apps/transactions/models.py:314
+#: apps/transactions/forms.py:777 apps/transactions/models.py:329
-#: apps/transactions/models.py:624 apps/transactions/models.py:853
+#: apps/transactions/models.py:641 apps/transactions/models.py:870
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:460
-#: apps/transactions/models.py:320 apps/transactions/models.py:834
+#: apps/transactions/models.py:335 apps/transactions/models.py:851
-#: apps/transactions/models.py:1078
+#: apps/transactions/models.py:1099
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1147,27 +1147,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:464 apps/transactions/forms.py:607
-#: apps/transactions/models.py:325 apps/transactions/models.py:608
+#: apps/transactions/models.py:340 apps/transactions/models.py:625
-#: apps/transactions/models.py:837 apps/transactions/models.py:1083
+#: apps/transactions/models.py:854 apps/transactions/models.py:1104
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
-#: apps/rules/models.py:299 apps/transactions/models.py:364
+#: apps/rules/models.py:299 apps/transactions/models.py:379
-#: apps/transactions/models.py:1105
+#: apps/transactions/models.py:1126
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
-#: apps/rules/models.py:303 apps/transactions/models.py:366
+#: apps/rules/models.py:303 apps/transactions/models.py:381
-#: apps/transactions/models.py:1107
+#: apps/transactions/models.py:1128
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:620
-#: apps/transactions/models.py:224 apps/transactions/models.py:315
+#: apps/transactions/models.py:239 apps/transactions/models.py:330
-#: apps/transactions/models.py:1073
+#: apps/transactions/models.py:1094
 msgid "Mute"
 msgstr ""
 
@@ -1180,7 +1180,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:387 apps/transactions/models.py:544
+#: apps/transactions/models.py:402 apps/transactions/models.py:560
 msgid "Transaction"
 msgstr ""
 
@@ -1327,58 +1327,58 @@ msgstr ""
 msgid "Muted"
 msgstr ""
 
-#: apps/transactions/filters.py:45
+#: apps/transactions/filters.py:51
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:51
+#: apps/transactions/filters.py:57
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:89
+#: apps/transactions/filters.py:95
 msgid "Mute Status"
 msgstr ""
 
-#: apps/transactions/filters.py:94
+#: apps/transactions/filters.py:100
 msgid "Date from"
 msgstr ""
 
-#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
+#: apps/transactions/filters.py:105 apps/transactions/filters.py:115
 msgid "Until"
 msgstr ""
 
-#: apps/transactions/filters.py:104
+#: apps/transactions/filters.py:110
 msgid "Reference date from"
 msgstr ""
 
-#: apps/transactions/filters.py:114
+#: apps/transactions/filters.py:120
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:119
+#: apps/transactions/filters.py:125
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:202
+#: apps/transactions/filters.py:208
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:209
+#: apps/transactions/filters.py:215
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:209
+#: apps/transactions/filters.py:215
 #: templates/insights/fragments/category_overview/index.html:189
 #: templates/insights/fragments/month_by_month.html:121
 #: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:221
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:216
+#: apps/transactions/filters.py:222
 #: templates/insights/fragments/category_overview/index.html:282
 #: templates/insights/fragments/month_by_month.html:123
 #: templates/insights/fragments/year_by_year.html:77
@@ -1453,42 +1453,42 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:229
+#: apps/transactions/models.py:244
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:237
+#: apps/transactions/models.py:252
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:238
+#: apps/transactions/models.py:253
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:253
+#: apps/transactions/models.py:268
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:261 apps/transactions/models.py:262
+#: apps/transactions/models.py:276 apps/transactions/models.py:277
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:277
+#: apps/transactions/models.py:292
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:285
+#: apps/transactions/models.py:300
 #: templates/insights/fragments/month_by_month.html:88
 #: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:297 apps/transactions/models.py:1050
+#: apps/transactions/models.py:312 apps/transactions/models.py:1071
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1500,7 +1500,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:298 apps/transactions/models.py:1051
+#: apps/transactions/models.py:313 apps/transactions/models.py:1072
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1511,157 +1511,157 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:353 apps/transactions/models.py:663
+#: apps/transactions/models.py:368 apps/transactions/models.py:680
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:362 apps/transactions/models.py:887
+#: apps/transactions/models.py:377 apps/transactions/models.py:904
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:370
+#: apps/transactions/models.py:385
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:375
+#: apps/transactions/models.py:390
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:489 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:504 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:491
+#: apps/transactions/models.py:506
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:493
+#: apps/transactions/models.py:508
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:549
+#: apps/transactions/models.py:565
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:551
+#: apps/transactions/models.py:567
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:553
+#: apps/transactions/models.py:569
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:555
+#: apps/transactions/models.py:571
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:560
+#: apps/transactions/models.py:576
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:565
+#: apps/transactions/models.py:581
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:566
+#: apps/transactions/models.py:582
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:595 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:612 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:596 apps/users/models.py:469
+#: apps/transactions/models.py:613 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:597
+#: apps/transactions/models.py:614
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:598
+#: apps/transactions/models.py:615
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:611
+#: apps/transactions/models.py:628
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:616
+#: apps/transactions/models.py:633
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:617
+#: apps/transactions/models.py:634
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:622 apps/transactions/models.py:857
+#: apps/transactions/models.py:639 apps/transactions/models.py:874
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:626 apps/transactions/models.py:858
+#: apps/transactions/models.py:643 apps/transactions/models.py:875
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:631
+#: apps/transactions/models.py:648
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:634
+#: apps/transactions/models.py:651
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:653 apps/transactions/models.py:877
+#: apps/transactions/models.py:670 apps/transactions/models.py:894
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:656 apps/transactions/models.py:880
+#: apps/transactions/models.py:673 apps/transactions/models.py:897
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:816
+#: apps/transactions/models.py:833
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:817
+#: apps/transactions/models.py:834
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:818
+#: apps/transactions/models.py:835
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:819
+#: apps/transactions/models.py:836
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:821
+#: apps/transactions/models.py:838
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:860
+#: apps/transactions/models.py:877
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:863
+#: apps/transactions/models.py:880
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:866
+#: apps/transactions/models.py:883
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:870
+#: apps/transactions/models.py:887
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:873
+#: apps/transactions/models.py:890
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1117
+#: apps/transactions/models.py:1138
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1670,7 +1670,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1118 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1139 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1894,9 +1894,9 @@ msgstr ""
 
 #: apps/users/forms.py:68 apps/users/forms.py:81 apps/users/forms.py:103
 #: templates/monthly_overview/pages/overview.html:98
-#: templates/monthly_overview/pages/overview.html:245
+#: templates/monthly_overview/pages/overview.html:247
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:195
+#: templates/transactions/pages/transactions.html:196
 msgid "Default"
 msgstr ""
 
@@ -1918,7 +1918,7 @@ msgstr ""
 msgid "Default Account"
 msgstr "Akaunti ya Mali"
 
-#: apps/users/forms.py:178
+#: apps/users/forms.py:177
 #, python-format
 msgid ""
 "This changes the language (if available) and how numbers and dates are "
@@ -1926,81 +1926,81 @@ msgid ""
 "Consider helping translate WYGIWYH to your language at %(translation_link)s"
 msgstr ""
 
-#: apps/users/forms.py:187
+#: apps/users/forms.py:186
 msgid "New Password"
 msgstr ""
 
-#: apps/users/forms.py:190
+#: apps/users/forms.py:189
 msgid "Leave blank to keep the current password."
 msgstr ""
 
-#: apps/users/forms.py:193
+#: apps/users/forms.py:192
 msgid "Confirm New Password"
 msgstr ""
 
-#: apps/users/forms.py:205 apps/users/forms.py:362
+#: apps/users/forms.py:204 apps/users/forms.py:361
 msgid ""
 "Designates whether this user should be treated as active. Unselect this "
 "instead of deleting accounts."
 msgstr ""
 
-#: apps/users/forms.py:208 apps/users/forms.py:365
+#: apps/users/forms.py:207 apps/users/forms.py:364
 msgid ""
 "Designates that this user has all permissions without explicitly assigning "
 "them."
 msgstr ""
 
-#: apps/users/forms.py:275
+#: apps/users/forms.py:274
 msgid "This email address is already in use by another account."
 msgstr ""
 
-#: apps/users/forms.py:283
+#: apps/users/forms.py:282
 msgid "The two password fields didn't match."
 msgstr ""
 
-#: apps/users/forms.py:285
+#: apps/users/forms.py:284
 msgid "Please confirm your new password."
 msgstr ""
 
-#: apps/users/forms.py:287
+#: apps/users/forms.py:286
 msgid "Please enter the new password first."
 msgstr ""
 
-#: apps/users/forms.py:307
+#: apps/users/forms.py:306
 msgid "You cannot deactivate your own account using this form."
 msgstr ""
 
-#: apps/users/forms.py:320
+#: apps/users/forms.py:319
 msgid "Cannot remove status from the last superuser."
 msgstr ""
 
-#: apps/users/forms.py:326
+#: apps/users/forms.py:325
 msgid "You cannot remove your own superuser status using this form."
 msgstr ""
 
-#: apps/users/forms.py:419
+#: apps/users/forms.py:418
 msgid "A user with this email address already exists."
 msgstr ""
 
-#: apps/users/forms.py:439
+#: apps/users/forms.py:438
 #, fuzzy
 #| msgid "Group name"
 msgid "Token name"
 msgstr "Jina La Kundi"
 
-#: apps/users/forms.py:441
+#: apps/users/forms.py:440
 msgid "Use a descriptive name such as n8n, Home Assistant, or backup job."
 msgstr ""
 
-#: apps/users/forms.py:447
+#: apps/users/forms.py:446
 msgid "Expires in days"
 msgstr ""
 
-#: apps/users/forms.py:448
+#: apps/users/forms.py:447
 msgid "Leave empty for a non-expiring token."
 msgstr ""
 
-#: apps/users/forms.py:463
+#: apps/users/forms.py:462
 msgid "Create token"
 msgstr ""
 
@@ -2223,6 +2223,7 @@ msgstr ""
 #: templates/rules/fragments/transaction_rule/view.html:92
 #: templates/rules/fragments/transaction_rule/view.html:133
 #: templates/tags/fragments/table.html:51
+#: templates/transactions/fragments/filter_presets.html:28
 #: templates/users/fragments/api_tokens.html:93
 msgid "Delete"
 msgstr ""
@@ -2327,8 +2328,8 @@ msgid "Current balance"
 msgstr ""
 
 #: templates/accounts/fragments/account_reconciliation.html:36
-#: templates/net_worth/net_worth.html:146
+#: templates/net_worth/net_worth.html:147
-#: templates/net_worth/net_worth.html:396
+#: templates/net_worth/net_worth.html:407
 msgid "Difference"
 msgstr ""
 
@@ -2708,19 +2709,19 @@ msgstr ""
 msgid "Amount Bought"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:384
+#: templates/dca/fragments/strategy/details.html:409
 msgid "Entry Price vs Current Price"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:398
+#: templates/dca/fragments/strategy/details.html:423
 msgid "Days Between Investments"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:444
+#: templates/dca/fragments/strategy/details.html:469
 msgid "Investment Frequency"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:446
+#: templates/dca/fragments/strategy/details.html:471
 msgid "The straighter the blue line, the more consistent your DCA strategy is."
 msgstr ""
 
@@ -2957,6 +2958,7 @@ msgid "Reload"
 msgstr ""
 
 #: templates/includes/scripts/hyperscript/swal.html:13
+#: templates/transactions/fragments/filter_actions.html:4
 msgid "Cancel"
 msgstr ""
 
@@ -3371,16 +3373,16 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:99
-#: templates/monthly_overview/pages/overview.html:254
+#: templates/monthly_overview/pages/overview.html:256
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:204
+#: templates/transactions/pages/transactions.html:205
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:100
-#: templates/monthly_overview/pages/overview.html:263
+#: templates/monthly_overview/pages/overview.html:265
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:213
+#: templates/transactions/pages/transactions.html:214
 msgid "Newest first"
 msgstr ""
 
@@ -3389,8 +3391,8 @@ msgstr ""
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:235
+#: templates/monthly_overview/pages/overview.html:237
-#: templates/transactions/pages/transactions.html:185
+#: templates/transactions/pages/transactions.html:186
 msgid "Order by"
 msgstr ""
 
@@ -3399,24 +3401,24 @@ msgstr ""
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:84
+#: templates/net_worth/net_worth.html:84 templates/net_worth/net_worth.html:85
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:134
+#: templates/net_worth/net_worth.html:135
 msgid "Evolution"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:162
+#: templates/net_worth/net_worth.html:163
 #: templates/yearly_overview/pages/overview_by_account.html:4
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:270
+#: templates/net_worth/net_worth.html:271
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:334
+#: templates/net_worth/net_worth.html:345
 msgid "Evolution by account"
 msgstr ""
 
@@ -3647,6 +3649,40 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
+#: templates/transactions/fragments/filter_actions.html:2
+msgid "Save filter preset"
+msgstr ""
+
+#: templates/transactions/fragments/filter_actions.html:3
+msgid "Preset name"
+msgstr ""
+
+#: templates/transactions/fragments/filter_actions.html:40
+msgid "Save preset"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:6
+msgid "Filter presets"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:21
+#, python-format
+msgid "Delete %(name)s"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:26
+msgid "Delete filter preset?"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:27
+#, python-format
+msgid "Delete “%(name)s”?"
+msgstr ""
+
+#: templates/transactions/fragments/filter_presets.html:34
+msgid "No saved presets"
+msgstr ""
+
 #: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""

app/templates/dca/fragments/strategy/details.html

@@ -331,6 +331,8 @@
                                 },
                                 scales: {
                                     x: {
+                                        min: Math.max(0, priceData.labels.length - 20),
+                                        max: Math.max(0, priceData.labels.length - 1),
                                         grid: {
                                             display: false
                                         },
@@ -369,6 +371,29 @@
                                     }
                                 },
                                 plugins: {
+                                    zoom: {
+                                        limits: {
+                                            x: {
+                                                min: 0,
+                                                max: Math.max(0, priceData.labels.length - 1),
+                                                minRange: 5
+                                            }
+                                        },
+                                        pan: {
+                                            enabled: true,
+                                            mode: 'x'
+                                        },
+                                        zoom: {
+                                            wheel: {
+                                                enabled: true,
+                                                modifierKey: 'ctrl'
+                                            },
+                                            pinch: {
+                                                enabled: true
+                                            },
+                                            mode: 'x'
+                                        }
+                                    },
                                     legend: {
                                         position: 'top'
                                     },

app/templates/includes/tools/calculator.html

@@ -52,6 +52,7 @@
         <i class="fa-solid fa-grip"></i>
       </div>
 
+      <div class="relative">
         <input type="search"
              class="input w-full"
              id="calculator-input"
@@ -90,14 +91,15 @@
                 then remove .swing-out-top-bck from #calculator-result-container
               end"
              placeholder="2 + 2">
+        <div class="btn btn-error btn-circle absolute cursor-pointer top-0 right-0 translate-x-1/2 -translate-y-1/2 p-0 flex items-center justify-center w-5 h-5"
+             _="on click trigger show on #calculator">
+          <i class="fa-solid fa-xmark flex items-center justify-center w-full h-full content-center text-xs"></i>
+        </div>
+      </div>
       <div class="hidden" id="calculator-result-container">
         <div class="flex flex-row py-3 px-5 justify-between">
           <div class="text-subtle">=</div>
           <div id="calculator-result" class="select-all"></div>
         </div>
       </div>
-      <div class="btn btn-error btn-circle absolute cursor-pointer top-0 left-full start-100 -translate-x-1/2 -translate-y-1/2 p-0 flex items-center justify-center w-5 h-5"
-            _="on click trigger show on #calculator">
-        <i class="fa-solid fa-xmark flex items-center justify-center w-full h-full content-center text-xs"></i>
-      </div>
     </div>

app/templates/monthly_overview/pages/overview.html

@@ -107,7 +107,7 @@
                     @click="filterOpen = !filterOpen"
                     :aria-expanded="filterOpen" id="filter-button"
                     title="{% translate 'Filter transactions' %}"
-                    _="on load or change from #filter
+                    _="on change from #filter-container
                          -- Check if any filter has a non-default value
                          set hasActiveFilter to false
 
@@ -208,7 +208,7 @@
                            add .hidden to #filter-active-indicator
                          end">
               <i class="fa-solid fa-filter fa-fw"></i>
-              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full hidden z-10"></span>
+              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full {% if not filter_is_active %}hidden {% endif %}z-10"></span>
             </button>
 
             {# Search box #}
@@ -228,6 +228,8 @@
                          show <.transaction/> in <#transactions-list/>
                          when its textContent.toLowerCase() contains my value.toLowerCase()">
 
+            {% include "transactions/fragments/filter_presets.html" %}
+
             {# Order by icon dropdown #}
             <div>
               <button class="btn btn-secondary join-item" type="button"
@@ -270,21 +272,16 @@
           {# Filter transactions form #}
           <div class="z-1" x-show="filterOpen" x-collapse x-cloak>
             <div class="card card-body bg-base-200 mt-2">
-              <div class="text-right">
+              {% include "transactions/fragments/filter_actions.html" %}
-                <button class="btn btn-outline btn-error btn-sm w-fit"
-                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
-              </div>
 
-              <form _="on change or submit or search trigger updated on window
+              {% include "transactions/fragments/filter_form.html" %}
-                         install init_tom_select
-                         install init_datepicker"
-                    id="filter" class="mt-3">
-                {% crispy filter.form %}
-              </form>
 
               <div class="text-right">
-                <button class="btn btn-outline btn-error btn-sm w-fit"
+                <a class="btn btn-outline btn-error btn-sm w-fit"
-                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+                   href="{{ request.path }}"
+                   hx-get="{% url 'transaction_filter_clear' %}"
+                   hx-target="#filter"
+                   hx-swap="outerHTML">{% translate 'Clear' %}</a>
               </div>
             </div>
           </div>

app/templates/net_worth/net_worth.html

@@ -56,7 +56,7 @@
                   <li>
                     {% if currency.consolidated and currency.consolidated.total_final != currency.total_final %}
                       <a class="cursor-pointer select-auto flex justify-between items-center w-full"
-                         _="on click showOnlyCurrencyDataset('{{ currency.currency.name }}')">
+                         _="on click showOnlyCurrencyDataset('{{ currency.currency.name }}', '{{ currency.currency.name }}')">
                         <span
                             class="currency-name text-start font-mono shrink text-ellipsis">{{ currency.currency.name }}</span>
                         <span class="text-end shrink-0">
@@ -80,7 +80,8 @@
                       </a>
                       <ul>
                         <li>
-                          <a class="text-base-content/60 select-auto flex justify-between items-center w-full">
+                          <a class="cursor-pointer text-base-content/60 select-auto flex justify-between items-center w-full"
+                             _="on click showOnlyCurrencyDataset('{{ currency.currency.name }} {% trans "Consolidated" %}', '{{ currency.currency.name }}')">
                             <span class="text-start shrink">{% trans "Consolidated" %}</span>
                             <span class="text-end shrink-0">
                             <c-amount.display :amount="currency.consolidated.total_final"
@@ -95,7 +96,7 @@
                       </ul>
                     {% else %}
                       <a class="cursor-pointer select-auto flex justify-between items-center w-full"
-                         _="on click showOnlyCurrencyDataset('{{ currency.currency.name }}')">
+                         _="on click showOnlyCurrencyDataset('{{ currency.currency.name }}', '{{ currency.currency.name }}')">
                         <span class="currency-name text-start font-mono shrink">{{ currency.currency.name }}</span>
                         <span class="text-end shrink-0">
                         <div>
@@ -302,6 +303,16 @@
                     }
                 }
             });
+
+            for (const dataset of currencyChart.data.datasets) {
+                if (!dataset.colorSource) continue;
+                const source = currencyChart.data.datasets.find(
+                    candidate => candidate.label === dataset.colorSource
+                );
+                dataset.borderColor = source.borderColor;
+                dataset.backgroundColor = source.backgroundColor;
+            }
+            currencyChart.update('none');
         }
     </script>
     <script id="accountBalanceChartScript">
@@ -448,7 +459,7 @@
         call accountChart.update()
       end
 
-      def showOnlyCurrencyDataset(datasetName)
+      def showOnlyCurrencyDataset(datasetName, differenceDatasetName)
         for dataset in currencyChart.data.datasets
           set isMatch to dataset.label is datasetName
           call currencyChart.setDatasetVisibility(currencyChart.data.datasets.indexOf(dataset), isMatch)
@@ -456,7 +467,7 @@
         call currencyChart.update()
 
         for dataset in monthlyDifferenceChart.data.datasets
-          set isMatch to dataset.label is datasetName
+          set isMatch to dataset.label is differenceDatasetName
           call monthlyDifferenceChart.setDatasetVisibility(monthlyDifferenceChart.data.datasets.indexOf(dataset), isMatch)
         end
         call monthlyDifferenceChart.update()

app/templates/transactions/fragments/filter_actions.html

@@ -0,0 +1,50 @@
+{% load i18n %}
+{% translate "Save filter preset" as save_filter_preset_title %}
+{% translate "Preset name" as preset_name_label %}
+{% translate "Cancel" as cancel_label %}
+{% translate "Save" as save_label %}
+
+<div class="flex justify-end gap-2">
+  <form id="save-filter-preset"
+        hx-post="{% url 'filter_preset_create' %}"
+        hx-include="#filter"
+        hx-target="#filter-presets"
+        hx-swap="outerHTML">
+    <input id="filter-preset-name" type="hidden" name="name">
+    <button class="btn btn-outline btn-primary btn-sm" type="button"
+            data-title="{{ save_filter_preset_title }}"
+            data-input-label="{{ preset_name_label }}"
+            data-cancel-text="{{ cancel_label }}"
+            data-confirm-text="{{ save_label }}"
+            _="on click
+                 call Swal.fire({title: @data-title,
+                                 input: 'text',
+                                 inputLabel: @data-input-label,
+                                 inputAttributes: {maxlength: '100'},
+                                 showCancelButton: true,
+                                 cancelButtonText: @data-cancel-text,
+                                 confirmButtonText: @data-confirm-text,
+                                 customClass: {
+                                   confirmButton: 'btn btn-primary me-3',
+                                   cancelButton: 'btn btn-error'
+                                 },
+                                 buttonsStyling: false})
+                 if result.isConfirmed
+                   set presetName to result.value.trim()
+                   if presetName is not ''
+                     set #filter-preset-name.value to presetName
+                     trigger submit on #save-filter-preset
+                   end
+                 end">
+      <i class="fa-solid fa-bookmark fa-fw"></i>
+      {% translate 'Save preset' %}
+    </button>
+  </form>
+  <a class="btn btn-outline btn-error btn-sm"
+     href="{{ request.path }}"
+     hx-get="{% url 'transaction_filter_clear' %}"
+     hx-target="#filter"
+     hx-swap="outerHTML">
+    {% translate 'Clear' %}
+  </a>
+</div>

app/templates/transactions/fragments/filter_form.html

@@ -0,0 +1,18 @@
+{% load crispy_forms_tags %}
+
+<form _="on change or submit or search
+           if event.type is 'submit'
+             halt the event
+           end
+           trigger updated on window
+         end
+         install init_tom_select
+         install init_datepicker"
+      id="filter" class="mt-3">
+  {% crispy filter.form %}
+</form>
+{% if swap_filter_indicator %}
+  <span id="filter-active-indicator"
+        class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full {% if not filter_is_active %}hidden {% endif %}z-10"
+        hx-swap-oob="outerHTML"></span>
+{% endif %}

app/templates/transactions/fragments/filter_presets.html

@@ -0,0 +1,37 @@
+{% load i18n %}
+
+<div id="filter-presets">
+  <button class="btn btn-secondary join-item" type="button"
+          data-bs-toggle="dropdown" aria-expanded="false"
+          title="{% translate 'Filter presets' %}">
+    <i class="fa-solid fa-bookmark fa-fw"></i>
+  </button>
+  <ul class="dropdown-menu dropdown-menu-end menu min-w-52">
+    {% for preset in filter_presets %}
+      <li class="group flex-row items-center">
+        <button class="grow justify-start"
+                type="button"
+                hx-get="{% url 'filter_preset_apply' preset.id %}"
+                hx-target="#filter"
+                hx-swap="outerHTML">
+          {{ preset.name }}
+        </button>
+        <button class="btn btn-ghost btn-xs opacity-0 group-hover:opacity-100 focus:opacity-100"
+                type="button"
+                aria-label="{% blocktranslate with name=preset.name %}Delete {{ name }}{% endblocktranslate %}"
+                hx-post="{% url 'filter_preset_delete' preset.id %}"
+                hx-trigger="confirmed"
+                hx-target="#filter-presets"
+                hx-swap="outerHTML"
+                data-title="{% translate 'Delete filter preset?' %}"
+                data-text="{% blocktranslate with name=preset.name %}Delete “{{ name }}”?{% endblocktranslate %}"
+                data-confirm-text="{% translate 'Delete' %}"
+                _="install prompt_swal">
+          <i class="fa-solid fa-xmark fa-fw"></i>
+        </button>
+      </li>
+    {% empty %}
+      <li class="menu-disabled"><span>{% translate 'No saved presets' %}</span></li>
+    {% endfor %}
+  </ul>
+</div>

app/templates/transactions/pages/transactions.html

@@ -56,7 +56,7 @@
                     @click="filterOpen = !filterOpen"
                     :aria-expanded="filterOpen" id="filter-button"
                     title="{% translate 'Filter transactions' %}"
-                    _="on load or change from #filter
+                    _="on change from #filter-container
                          -- Check if any filter has a non-default value
                          set hasActiveFilter to false
 
@@ -157,7 +157,7 @@
                            add .hidden to #filter-active-indicator
                          end">
               <i class="fa-solid fa-filter fa-fw"></i>
-              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full hidden z-10"></span>
+              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full {% if not filter_is_active %}hidden {% endif %}z-10"></span>
             </button>
 
             {# Search box #}
@@ -177,7 +177,8 @@
                          show <.transaction/> in <#transactions-list/>
                          when its textContent.toLowerCase() contains my value.toLowerCase()">
 
-            {# Order by icon dropdown #}
+            {% include "transactions/fragments/filter_presets.html" %}
+
             {# Order by icon dropdown #}
             <div>
               <button class="btn btn-secondary join-item" type="button"
@@ -220,21 +221,16 @@
           {# Filter transactions form #}
           <div class="z-1" x-show="filterOpen" x-collapse x-cloak>
             <div class="card card-body bg-base-200 mt-2">
-              <div class="text-right">
+              {% include "transactions/fragments/filter_actions.html" %}
-                <button class="btn btn-outline btn-error btn-sm w-fit"
-                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
-              </div>
 
-              <form _="on change or submit or search trigger updated on window
+              {% include "transactions/fragments/filter_form.html" %}
-                         install init_tom_select
-                         install init_datepicker"
-                    id="filter" class="mt-3">
-                {% crispy filter.form %}
-              </form>
 
               <div class="text-right">
-                <button class="btn btn-outline btn-error btn-sm w-fit"
+                <a class="btn btn-outline btn-error btn-sm w-fit"
-                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+                   href="{{ request.path }}"
+                   hx-get="{% url 'transaction_filter_clear' %}"
+                   hx-target="#filter"
+                   hx-swap="outerHTML">{% translate 'Clear' %}</a>
               </div>
             </div>
           </div>

docker/dev/vite/Dockerfile

@@ -4,7 +4,8 @@ WORKDIR /usr/src/frontend
 
 COPY ./frontend/package.json ./frontend/package-lock.json ./
 COPY ./docker/dev/vite/entrypoint.sh /usr/local/bin/vite-entrypoint
-RUN chmod +x /usr/local/bin/vite-entrypoint
+RUN sed -i 's/\r$//g' /usr/local/bin/vite-entrypoint && \
+    chmod +x /usr/local/bin/vite-entrypoint
 
 ENV PATH ./node_modules/.bin/:$PATH
 

frontend/package-lock.json

@@ -23,12 +23,13 @@
         "bootstrap": "^5.3.8",
         "chart.js": "^4.5.1",
         "chartjs-chart-sankey": "^0.14.3",
+        "chartjs-plugin-zoom": "^2.2.0",
         "cuelume": "^0.1.2",
         "daisyui": "5.5.20",
         "htmx.org": "^2.0.10",
         "hyperscript.org": "^0.9.91",
         "mathjs": "^15.2.0",
-        "postcss": "^8.5.15",
+        "postcss": "^8.5.26",
         "pulltorefreshjs": "^0.1.22",
         "sass": "^1.100.0",
         "sweetalert2": "^11.26.25",
@@ -1077,6 +1078,12 @@
       "integrity": "sha512-GhdPgy1el4/ImP05X05Uw4cw2/M93BCUmnEvWZNStlCzEKME4Fkk+YpoA5OiHNQmoS7Cafb8Xa3Pya8m1Qrzeg==",
       "license": "MIT"
     },
+    "node_modules/@types/hammerjs": {
+      "version": "2.0.46",
+      "resolved": "https://registry.npmjs.org/@types/hammerjs/-/hammerjs-2.0.46.tgz",
+      "integrity": "sha512-ynRvcq6wvqexJ9brDMS4BnBLzmr0e14d6ZJTEShTBWKymQiHwlAyGu0ZPEFI2Fh1U53F7tN9ufClWM5KvqkKOw==",
+      "license": "MIT"
+    },
     "node_modules/@vue/reactivity": {
       "version": "3.1.5",
       "resolved": "https://registry.npmjs.org/@vue/reactivity/-/reactivity-3.1.5.tgz",
@@ -1254,6 +1261,19 @@
         "chart.js": ">=3.3.0"
       }
     },
+    "node_modules/chartjs-plugin-zoom": {
+      "version": "2.2.0",
+      "resolved": "https://registry.npmjs.org/chartjs-plugin-zoom/-/chartjs-plugin-zoom-2.2.0.tgz",
+      "integrity": "sha512-in6kcdiTlP6npIVLMd4zXZ08PDUXC52gZ4FAy5oyjk1zX3gKarXMAof7B9eFiisf9WOC3bh2saHg+J5WtLXZeA==",
+      "license": "MIT",
+      "dependencies": {
+        "@types/hammerjs": "^2.0.45",
+        "hammerjs": "^2.0.8"
+      },
+      "peerDependencies": {
+        "chart.js": ">=3.2.0"
+      }
+    },
     "node_modules/chokidar": {
       "version": "5.0.0",
       "resolved": "https://registry.npmjs.org/chokidar/-/chokidar-5.0.0.tgz",
@@ -1408,6 +1428,15 @@
       "integrity": "sha512-RbJ5/jmFcNNCcDV5o9eTnBLJ/HszWV0P73bc+Ff4nS/rJj+YaS6IGyiOL0VoBYX+l1Wrl3k63h/KrH+nhJ0XvQ==",
       "license": "ISC"
     },
+    "node_modules/hammerjs": {
+      "version": "2.0.8",
+      "resolved": "https://registry.npmjs.org/hammerjs/-/hammerjs-2.0.8.tgz",
+      "integrity": "sha512-tSQXBXS/MWQOn/RKckawJ61vvsDpCom87JgxiYdGwHdOa0ht0vzUWDlfioofFCRU0L+6NGDt6XzbgoJvZkMeRQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=0.8.0"
+      }
+    },
     "node_modules/htmx.org": {
       "version": "2.0.10",
       "resolved": "https://registry.npmjs.org/htmx.org/-/htmx.org-2.0.10.tgz",
@@ -1424,9 +1453,9 @@
       }
     },
     "node_modules/immutable": {
-      "version": "5.1.6",
+      "version": "5.1.9",
-      "resolved": "https://registry.npmjs.org/immutable/-/immutable-5.1.6.tgz",
+      "resolved": "https://registry.npmjs.org/immutable/-/immutable-5.1.9.tgz",
-      "integrity": "sha512-q1swsS8K7L8usSHuOqF2TAoCCkonYz0SG38wLAggaa4Wml70zixIvt2ql4coQ2C2B3hTjltJry4r6bULwgAXLQ==",
+      "integrity": "sha512-m8nVez3rwrgmWxtLMt1ZYXB2Lv7OKYn/disyxAlSDYAlKSlFoPPfIAmAM/M5xqL4m4C/wAPw7S2/CNaUii1Hxg==",
       "license": "MIT"
     },
     "node_modules/is-extglob": {
@@ -1758,9 +1787,9 @@
       }
     },
     "node_modules/nanoid": {
-      "version": "3.3.12",
+      "version": "3.3.18",
-      "resolved": "https://registry.npmjs.org/nanoid/-/nanoid-3.3.12.tgz",
+      "resolved": "https://registry.npmjs.org/nanoid/-/nanoid-3.3.18.tgz",
-      "integrity": "sha512-ZB9RH/39qpq5Vu6Y+NmUaFhQR6pp+M2Xt76XBnEwDaGcVAqhlvxrl3B2bKS5D3NH3QR76v3aSrKaF/Kiy7lEtQ==",
+      "integrity": "sha512-DTg4MJbGMWkfi6VZFdNt2/caMbQy4Ou+Op/hJQvGEWcnVfoA1QA+xzRKAzw9jD6+GVOOeYr/mIcuDSdug6F6+w==",
       "funding": [
         {
           "type": "github",
@@ -1810,9 +1839,9 @@
       }
     },
     "node_modules/postcss": {
-      "version": "8.5.15",
+      "version": "8.5.26",
-      "resolved": "https://registry.npmjs.org/postcss/-/postcss-8.5.15.tgz",
+      "resolved": "https://registry.npmjs.org/postcss/-/postcss-8.5.26.tgz",
-      "integrity": "sha512-FfR8sjd4em2T6fb3I2MwAJU7HWVMr9zba+enmQeeWFfCbm+UOC/0X4DS8XtpUTMwWMGbjKYP7xjfNekzyGmB3A==",
+      "integrity": "sha512-u82N74LFzG8ca+dD8puPnplTXoGH4fTPpVGuIbt36G3qvNlkvfD0lEAZSxaly3KX8TS/L1A1gsCEmvKmBcVbkQ==",
       "funding": [
         {
           "type": "opencollective",
@@ -1829,7 +1858,7 @@
       ],
       "license": "MIT",
       "dependencies": {
-        "nanoid": "^3.3.12",
+        "nanoid": "^3.3.17",
         "picocolors": "^1.1.1",
         "source-map-js": "^1.2.1"
       },

frontend/package.json

@@ -30,12 +30,13 @@
     "bootstrap": "^5.3.8",
     "chart.js": "^4.5.1",
     "chartjs-chart-sankey": "^0.14.3",
+    "chartjs-plugin-zoom": "^2.2.0",
     "cuelume": "^0.1.2",
     "daisyui": "5.5.20",
     "htmx.org": "^2.0.10",
     "hyperscript.org": "^0.9.91",
     "mathjs": "^15.2.0",
-    "postcss": "^8.5.15",
+    "postcss": "^8.5.26",
     "pulltorefreshjs": "^0.1.22",
     "sass": "^1.100.0",
     "sweetalert2": "^11.26.25",

frontend/src/js/charts.js

@@ -1,5 +1,6 @@
 import Chart from 'chart.js/auto';
 import {SankeyController, Flow} from 'chartjs-chart-sankey';
+import zoomPlugin from 'chartjs-plugin-zoom';
 
-Chart.register(SankeyController, Flow);
+Chart.register(SankeyController, Flow, zoomPlugin);
 window.Chart = Chart;

pyproject.toml

@@ -6,7 +6,7 @@ readme = "README.md"
 requires-python = ">=3.11"
 dependencies = [
     "crispy-bootstrap5==2026.3",
-    "django~=5.2.15",
+    "django~=5.2.16",
     "django-allauth[socialaccount]~=65.18.0",
     "django-browser-reload==1.21.0",
     "django-cachalot~=2.9.0",

uv.lock

@@ -309,61 +309,58 @@ wheels = [
 
 [[package]]
 name = "cryptography"
-version = "48.0.1"
+version = "50.0.0"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "cffi", marker = "platform_python_implementation != 'PyPy'" },
 ]
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+sdist = { url = "https://files.pythonhosted.org/packages/de/41/6cbdcf9142d00fe82836fbb51e503e58088575cf7a0fe1dbff6695bf0840/cryptography-50.0.0.tar.gz", hash = "sha256:eeac2acb5a20ed25e0ad6d1df9891a520b78b404266b6d11778f25d5d691a6c9", size = 880201, upload-time = "2026-07-31T14:25:10.11Z" }
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