feat(locale): add space-dot and space-comma number formatting options, where the thousand separator is a space

This commit extends the "Untrack Account" feature by applying a special style to transaction items that belong to an untracked account.

- The transaction item template is modified to apply a "dimmed" style to transactions from untracked accounts.
- The styling follows the precedence: Account (untracked) > Category (muted) > Transaction (hidden).
- The dropdown menu for transaction items now shows "Controlled by account" if the transaction's account is untracked.

README.md

@@ -140,9 +140,10 @@ To create the first user, open the container's console using Unraid's UI, by cli
 | ENABLE_SOFT_DELETE            | true\|false | false                             | Whether to enable transactions soft delete, if enabled, deleted transactions will remain in the database. Useful for imports and avoiding duplicate entries.                                                                             |
 | KEEP_DELETED_TRANSACTIONS_FOR | int         | 365                               | Time in days to keep soft deleted transactions for. If 0, will keep all transactions indefinitely. Only works if ENABLE_SOFT_DELETE is true.                                                                                             |
 | TASK_WORKERS                  | int         | 1                                 | How many workers to have for async tasks. One should be enough for most use cases                                                                                                                                                        |
-| DEMO                          | true\|false         | false                             | If demo mode is enabled.                                                                                                                                                                                                                 |
-| ADMIN_EMAIL                   | string         | None                              | Automatically creates an admin account with this email. Must have `ADMIN_PASSWORD` also set.                                                                                                                                             |
-| ADMIN_PASSWORD                | string         | None                              | Automatically creates an admin account with this password. Must have `ADMIN_EMAIL` also set.                                                                                                                                             |
+| DEMO                          | true\|false | false                             | If demo mode is enabled.                                                                                                                                                                                                                 |
+| ADMIN_EMAIL                   | string      | None                              | Automatically creates an admin account with this email. Must have `ADMIN_PASSWORD` also set.                                                                                                                                             |
+| ADMIN_PASSWORD                | string      | None                              | Automatically creates an admin account with this password. Must have `ADMIN_EMAIL` also set.                                                                                                                                             |
+| CHECK_FOR_UPDATES             | bool        | true                              | Check and notify users about new versions. The check is done by doing a single query to Github's API every 12 hours.                                                                                  |
 
 ## OIDC Configuration
 

app/WYGIWYH/settings.py

@@ -537,6 +537,7 @@ PWA_APP_SCREENSHOTS = [
 PWA_SERVICE_WORKER_PATH = BASE_DIR / "templates" / "pwa" / "serviceworker.js"
 
 ENABLE_SOFT_DELETE = os.getenv("ENABLE_SOFT_DELETE", "false").lower() == "true"
+CHECK_FOR_UPDATES = os.getenv("CHECK_FOR_UPDATES", "true").lower() == "true"
 KEEP_DELETED_TRANSACTIONS_FOR = int(os.getenv("KEEP_DELETED_ENTRIES_FOR", "365"))
 APP_VERSION = os.getenv("APP_VERSION", "unknown")
 DEMO = os.getenv("DEMO", "false").lower() == "true"

app/apps/accounts/migrations/0016_account_untracked_by.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.2.4 on 2025-08-09 05:52
+
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0015_alter_account_owner_alter_account_shared_with_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='untracked_by',
+            field=models.ManyToManyField(blank=True, related_name='untracked_accounts', to=settings.AUTH_USER_MODEL),
+        ),
+    ]

app/apps/accounts/models.py

@@ -1,11 +1,11 @@
 from django.conf import settings
 from django.core.exceptions import ValidationError
 from django.db import models
-from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
-from apps.transactions.models import Transaction
+from apps.common.middleware.thread_local import get_current_user
 from apps.common.models import SharedObject, SharedObjectManager
+from apps.transactions.models import Transaction
 
 
 class AccountGroup(SharedObject):
@@ -62,6 +62,11 @@ class Account(SharedObject):
         verbose_name=_("Archived"),
         help_text=_("Archived accounts don't show up nor count towards your net worth"),
     )
+    untracked_by = models.ManyToManyField(
+        settings.AUTH_USER_MODEL,
+        blank=True,
+        related_name="untracked_accounts",
+    )
 
     objects = SharedObjectManager()
     all_objects = models.Manager()  # Unfiltered manager
@@ -75,6 +80,10 @@ class Account(SharedObject):
     def __str__(self):
         return self.name
 
+    def is_untracked_by(self):
+        user = get_current_user()
+        return self.untracked_by.filter(pk=user.pk).exists()
+
     def clean(self):
         super().clean()
         if self.exchange_currency == self.currency:

app/apps/accounts/urls.py

@@ -31,6 +31,11 @@ urlpatterns = [
         views.account_take_ownership,
         name="account_take_ownership",
     ),
+    path(
+        "account/<int:pk>/toggle-untracked/",
+        views.account_toggle_untracked,
+        name="account_toggle_untracked",
+    ),
     path("account-groups/", views.account_groups_index, name="account_groups_index"),
     path("account-groups/list/", views.account_groups_list, name="account_groups_list"),
     path("account-groups/add/", views.account_group_add, name="account_group_add"),

app/apps/accounts/views/accounts.py

@@ -155,6 +155,26 @@ def account_delete(request, pk):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def account_toggle_untracked(request, pk):
+    account = get_object_or_404(Account, id=pk)
+    if account.is_untracked_by():
+        account.untracked_by.remove(request.user)
+        messages.success(request, _("Account is now tracked"))
+    else:
+        account.untracked_by.add(request.user)
+        messages.success(request, _("Account is now untracked"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated",
+        },
+    )
+
+
 @only_htmx
 @login_required
 @require_http_methods(["GET"])

app/apps/api/serializers/transactions.py

@@ -138,6 +138,7 @@ class RecurringTransactionSerializer(serializers.ModelSerializer):
     def update(self, instance, validated_data):
         instance = super().update(instance, validated_data)
         instance.update_unpaid_transactions()
+        instance.generate_upcoming_transactions()
         return instance
 
 

app/apps/common/functions/format.py

@@ -5,7 +5,12 @@ from django.utils.formats import get_format as original_get_format
 def get_format(format_type=None, lang=None, use_l10n=None):
     user = get_current_user()
 
-    if user and user.is_authenticated and hasattr(user, "settings") and use_l10n:
+    if (
+        user
+        and user.is_authenticated
+        and hasattr(user, "settings")
+        and use_l10n is not False
+    ):
         user_settings = user.settings
         if format_type == "THOUSAND_SEPARATOR":
             number_format = getattr(user_settings, "number_format", None)
@@ -13,11 +18,13 @@ def get_format(format_type=None, lang=None, use_l10n=None):
                 return "."
             elif number_format == "CD":
                 return ","
+            elif number_format == "SD" or number_format == "SC":
+                return " "
         elif format_type == "DECIMAL_SEPARATOR":
             number_format = getattr(user_settings, "number_format", None)
-            if number_format == "DC":
+            if number_format == "DC" or number_format == "SC":
                 return ","
-            elif number_format == "CD":
+            elif number_format == "CD" or number_format == "SD":
                 return "."
         elif format_type == "SHORT_DATE_FORMAT":
             date_format = getattr(user_settings, "date_format", None)

app/apps/common/tasks.py

@@ -90,6 +90,9 @@ def reset_demo_data(timestamp=None):
     name="check_for_updates",
 )
 def check_for_updates(timestamp=None):
+    if not settings.CHECK_FOR_UPDATES:
+        return "CHECK_FOR_UPDATES is disabled"
+
     url = "https://api.github.com/repos/eitchtee/WYGIWYH/releases/latest"
 
     try:

app/apps/common/widgets/decimal.py

@@ -35,8 +35,7 @@ class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
         self.attrs.update(
             {
                 "x-data": "",
-                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', "
-                f"'{get_format('THOUSAND_SEPARATOR')}', '30')",
+                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', '{get_format('THOUSAND_SEPARATOR')}', '30')",
                 "x-on:keyup": "$el.dispatchEvent(new Event('input'))",
             }
         )

app/apps/currencies/exchange_rates/fetcher.py

@@ -203,21 +203,63 @@ class ExchangeRateFetcher:
 
                 if provider.rates_inverted:
                     # If rates are inverted, we need to swap currencies
-                    ExchangeRate.objects.create(
-                        from_currency=to_currency,
-                        to_currency=from_currency,
-                        rate=rate,
-                        date=timezone.now(),
-                    )
+                    if service.singleton:
+                        # Try to get the last automatically created exchange rate
+                        exchange_rate = (
+                            ExchangeRate.objects.filter(
+                                automatic=True,
+                                from_currency=to_currency,
+                                to_currency=from_currency,
+                            )
+                            .order_by("-date")
+                            .first()
+                        )
+                    else:
+                        exchange_rate = None
+
+                    if not exchange_rate:
+                        ExchangeRate.objects.create(
+                            automatic=True,
+                            from_currency=to_currency,
+                            to_currency=from_currency,
+                            rate=rate,
+                            date=timezone.now(),
+                        )
+                    else:
+                        exchange_rate.rate = rate
+                        exchange_rate.date = timezone.now()
+                        exchange_rate.save()
+
                     processed_pairs.add((to_currency.id, from_currency.id))
                 else:
                     # If rates are not inverted, we can use them as is
-                    ExchangeRate.objects.create(
-                        from_currency=from_currency,
-                        to_currency=to_currency,
-                        rate=rate,
-                        date=timezone.now(),
-                    )
+                    if service.singleton:
+                        # Try to get the last automatically created exchange rate
+                        exchange_rate = (
+                            ExchangeRate.objects.filter(
+                                automatic=True,
+                                from_currency=from_currency,
+                                to_currency=to_currency,
+                            )
+                            .order_by("-date")
+                            .first()
+                        )
+                    else:
+                        exchange_rate = None
+
+                    if not exchange_rate:
+                        ExchangeRate.objects.create(
+                            automatic=True,
+                            from_currency=from_currency,
+                            to_currency=to_currency,
+                            rate=rate,
+                            date=timezone.now(),
+                        )
+                    else:
+                        exchange_rate.rate = rate
+                        exchange_rate.date = timezone.now()
+                        exchange_rate.save()
+
                     processed_pairs.add((from_currency.id, to_currency.id))
 
             service.last_fetch = timezone.now()

app/apps/currencies/forms.py

@@ -114,6 +114,7 @@ class ExchangeRateServiceForm(forms.ModelForm):
             "fetch_interval",
             "target_currencies",
             "target_accounts",
+            "singleton",
         ]
 
     def __init__(self, *args, **kwargs):
@@ -126,6 +127,7 @@ class ExchangeRateServiceForm(forms.ModelForm):
             "name",
             "service_type",
             Switch("is_active"),
+            Switch("singleton"),
             "api_key",
             Row(
                 Column("interval_type", css_class="form-group col-md-6"),

app/apps/currencies/migrations/0015_exchangerate_automatic_exchangerateservice_singleton.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.2.4 on 2025-08-08 02:18
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0014_alter_currency_options'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='exchangerate',
+            name='automatic',
+            field=models.BooleanField(default=False, verbose_name='Automatic'),
+        ),
+        migrations.AddField(
+            model_name='exchangerateservice',
+            name='singleton',
+            field=models.BooleanField(default=False, help_text='Create one exchange rate and keep updating it. Avoids database clutter.', verbose_name='Single exchange rate'),
+        ),
+    ]

app/apps/currencies/migrations/0016_alter_exchangerate_automatic.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.4 on 2025-08-08 02:38
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0015_exchangerate_automatic_exchangerateservice_singleton'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerate',
+            name='automatic',
+            field=models.BooleanField(default=False, verbose_name='Auto'),
+        ),
+    ]

app/apps/currencies/models.py

@@ -70,6 +70,8 @@ class ExchangeRate(models.Model):
     )
     date = models.DateTimeField(verbose_name=_("Date and Time"))
 
+    automatic = models.BooleanField(verbose_name=_("Auto"), default=False)
+
     class Meta:
         verbose_name = _("Exchange Rate")
         verbose_name_plural = _("Exchange Rates")
@@ -148,6 +150,14 @@ class ExchangeRateService(models.Model):
         blank=True,
     )
 
+    singleton = models.BooleanField(
+        verbose_name=_("Single exchange rate"),
+        default=False,
+        help_text=_(
+            "Create one exchange rate and keep updating it. Avoids database clutter."
+        ),
+    )
+
     class Meta:
         verbose_name = _("Exchange Rate Service")
         verbose_name_plural = _("Exchange Rate Services")

app/apps/insights/utils/transactions.py

@@ -13,7 +13,9 @@ from apps.insights.forms import (
 )
 
 
-def get_transactions(request, include_unpaid=True, include_silent=False):
+def get_transactions(
+    request, include_unpaid=True, include_silent=False, include_untracked_accounts=False
+):
     transactions = Transaction.objects.all()
 
     filter_type = request.GET.get("type", None)
@@ -95,4 +97,9 @@ def get_transactions(request, include_unpaid=True, include_silent=False):
             Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
         )
 
+    if not include_untracked_accounts:
+        transactions = transactions.exclude(
+            account__in=request.user.untracked_accounts.all()
+        )
+
     return transactions

app/apps/insights/views.py

@@ -74,7 +74,7 @@ def index(request):
 def sankey_by_account(request):
     # Get filtered transactions
 
-    transactions = get_transactions(request)
+    transactions = get_transactions(request, include_untracked_accounts=True)
 
     # Generate Sankey data
     sankey_data = generate_sankey_data_by_account(transactions)
@@ -239,10 +239,14 @@ def late_transactions(request):
 @login_required
 @require_http_methods(["GET"])
 def emergency_fund(request):
-    transactions_currency_queryset = Transaction.objects.filter(
-        is_paid=True, account__is_archived=False, account__is_asset=False
-    ).order_by(
-        "account__currency__name",
+    transactions_currency_queryset = (
+        Transaction.objects.filter(
+            is_paid=True, account__is_archived=False, account__is_asset=False
+        )
+        .exclude(account__in=request.user.untracked_accounts.all())
+        .order_by(
+            "account__currency__name",
+        )
     )
     currency_net_worth = calculate_currency_totals(
         transactions_queryset=transactions_currency_queryset, ignore_empty=False
@@ -262,6 +266,7 @@ def emergency_fund(request):
             category__mute=False,
             mute=False,
         )
+        .exclude(account__in=request.user.untracked_accounts.all())
         .values("reference_date", "account__currency")
         .annotate(monthly_total=Sum("amount"))
     )

app/apps/monthly_overview/views.py

@@ -107,9 +107,15 @@ def transactions_list(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = Transaction.objects.filter(
-        reference_date__year=year, reference_date__month=month, account__is_asset=False
-    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+    base_queryset = (
+        Transaction.objects.filter(
+            reference_date__year=year,
+            reference_date__month=month,
+            account__is_asset=False,
+        )
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
+    )
 
     data = calculate_currency_totals(base_queryset, ignore_empty=True)
     percentages = calculate_percentage_distribution(data)
@@ -165,10 +171,14 @@ def monthly_account_summary(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_currency_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = Transaction.objects.filter(
-        reference_date__year=year,
-        reference_date__month=month,
-    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+    base_queryset = (
+        Transaction.objects.filter(
+            reference_date__year=year,
+            reference_date__month=month,
+        )
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
+    )
 
     currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
     currency_percentages = calculate_percentage_distribution(currency_data)

app/apps/net_worth/views.py

@@ -27,10 +27,12 @@ def net_worth(request):
         view_type = request.session.get("networth_view_type", "current")
 
     if view_type == "current":
-        transactions_currency_queryset = Transaction.objects.filter(
-            is_paid=True, account__is_archived=False
-        ).order_by(
-            "account__currency__name",
+        transactions_currency_queryset = (
+            Transaction.objects.filter(is_paid=True, account__is_archived=False)
+            .order_by(
+                "account__currency__name",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
         )
         transactions_account_queryset = Transaction.objects.filter(
             is_paid=True, account__is_archived=False
@@ -39,10 +41,12 @@ def net_worth(request):
             "account__name",
         )
     else:
-        transactions_currency_queryset = Transaction.objects.filter(
-            account__is_archived=False
-        ).order_by(
-            "account__currency__name",
+        transactions_currency_queryset = (
+            Transaction.objects.filter(account__is_archived=False)
+            .order_by(
+                "account__currency__name",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
         )
         transactions_account_queryset = Transaction.objects.filter(
             account__is_archived=False

app/apps/transactions/forms.py

@@ -1,5 +1,5 @@
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
-from crispy_forms.bootstrap import FormActions, AccordionGroup
+from crispy_forms.bootstrap import FormActions, AccordionGroup, AppendedText
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import (
     Layout,
@@ -963,6 +963,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "notes",
             "add_notes_to_transaction",
             "entities",
+            "keep_at_most",
         ]
         widgets = {
             "reference_date": AirMonthYearPickerInput(),
@@ -1042,6 +1043,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 Column("end_date", css_class="form-group col-md-4 mb-0"),
                 css_class="form-row",
             ),
+            AppendedText("keep_at_most", _("future transactions")),
         )
 
         self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
@@ -1083,5 +1085,6 @@ class RecurringTransactionForm(forms.ModelForm):
             instance.create_upcoming_transactions()
         else:
             instance.update_unpaid_transactions()
+            instance.generate_upcoming_transactions()
 
         return instance

app/apps/transactions/migrations/0048_recurringtransaction_keep_at_most.py

@@ -0,0 +1,19 @@
+# Generated by Django 5.2.4 on 2025-08-06 14:51
+
+import django.core.validators
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0047_alter_transactioncategory_owner_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='recurringtransaction',
+            name='keep_at_most',
+            field=models.PositiveIntegerField(default=6, validators=[django.core.validators.MinValueValidator(1)], verbose_name='Keep at most'),
+        ),
+    ]

app/apps/transactions/models.py

@@ -722,6 +722,9 @@ class RecurringTransaction(models.Model):
     recurrence_interval = models.PositiveIntegerField(
         verbose_name=_("Recurrence Interval"),
     )
+    keep_at_most = models.PositiveIntegerField(
+        verbose_name=_("Keep at most"), default=6, validators=[MinValueValidator(1)]
+    )
 
     last_generated_date = models.DateField(
         verbose_name=_("Last Generated Date"), null=True, blank=True
@@ -759,8 +762,10 @@ class RecurringTransaction(models.Model):
         current_date = self.start_date
         reference_date = self.reference_date
         end_date = min(
-            self.end_date or timezone.now().date() + (self.get_recurrence_delta() * 5),
-            timezone.now().date() + (self.get_recurrence_delta() * 5),
+            self.end_date
+            or timezone.now().date()
+            + (self.get_recurrence_delta() * self.keep_at_most),
+            timezone.now().date() + (self.get_recurrence_delta() * self.keep_at_most),
         )
 
         while current_date <= end_date:
@@ -837,8 +842,16 @@ class RecurringTransaction(models.Model):
             current_date = start_date
             end_date = min(
                 recurring_transaction.end_date
-                or today + (recurring_transaction.get_recurrence_delta() * 6),
-                today + (recurring_transaction.get_recurrence_delta() * 6),
+                or today
+                + (
+                    recurring_transaction.get_recurrence_delta()
+                    * recurring_transaction.keep_at_most
+                ),
+                today
+                + (
+                    recurring_transaction.get_recurrence_delta()
+                    * recurring_transaction.keep_at_most
+                ),
             )
 
             logger.info(f"End date: {end_date}")

app/apps/transactions/tasks.py

@@ -28,23 +28,18 @@ def generate_recurring_transactions(timestamp=None):
 @app.periodic(cron="10 1 * * *")
 @app.task(name="cleanup_deleted_transactions")
 def cleanup_deleted_transactions(timestamp=None):
-    with cachalot_disabled():
-        if settings.ENABLE_SOFT_DELETE and settings.KEEP_DELETED_TRANSACTIONS_FOR == 0:
-            return "KEEP_DELETED_TRANSACTIONS_FOR is 0, no cleanup performed."
+    if settings.ENABLE_SOFT_DELETE and settings.KEEP_DELETED_TRANSACTIONS_FOR == 0:
+        return "KEEP_DELETED_TRANSACTIONS_FOR is 0, no cleanup performed."
 
-        if not settings.ENABLE_SOFT_DELETE:
-            # Hard delete all soft-deleted transactions
-            deleted_count, _ = Transaction.userless_deleted_objects.all().hard_delete()
-            return (
-                f"Hard deleted {deleted_count} transactions (soft deletion disabled)."
-            )
+    if not settings.ENABLE_SOFT_DELETE:
+        # Hard delete all soft-deleted transactions
+        deleted_count, _ = Transaction.userless_deleted_objects.all().hard_delete()
+        return f"Hard deleted {deleted_count} transactions (soft deletion disabled)."
 
-        # Calculate the cutoff date
-        cutoff_date = timezone.now() - timedelta(
-            days=settings.KEEP_DELETED_TRANSACTIONS_FOR
-        )
-
-    invalidate()
+    # Calculate the cutoff date
+    cutoff_date = timezone.now() - timedelta(
+        days=settings.KEEP_DELETED_TRANSACTIONS_FOR
+    )
 
     # Hard delete soft-deleted transactions older than the cutoff date
     old_transactions = Transaction.userless_deleted_objects.filter(

app/apps/transactions/urls.py

@@ -71,6 +71,16 @@ urlpatterns = [
         views.transaction_mute,
         name="transaction_mute",
     ),
+    path(
+        "transaction/<int:transaction_id>/change-month/<str:change_type>/",
+        views.transaction_change_month,
+        name="transaction_change_month",
+    ),
+    path(
+        "transaction/<int:transaction_id>/move-to-today/",
+        views.transaction_move_to_today,
+        name="transaction_move_to_today",
+    ),
     path(
         "transaction/<int:transaction_id>/delete/",
         views.transaction_delete,

app/apps/transactions/views/transactions.py

@@ -1,6 +1,7 @@
 import datetime
 from copy import deepcopy
 
+from dateutil.relativedelta import relativedelta
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
 from django.core.paginator import Paginator
@@ -408,6 +409,47 @@ def transaction_mute(request, transaction_id):
     return response
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_change_month(request, transaction_id, change_type):
+    transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+
+    if change_type == "next":
+        transaction.reference_date = transaction.reference_date + relativedelta(
+            months=1
+        )
+        transaction.save()
+        transaction_updated.send(sender=transaction)
+    elif change_type == "previous":
+        transaction.reference_date = transaction.reference_date - relativedelta(
+            months=1
+        )
+        transaction.save()
+        transaction_updated.send(sender=transaction)
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "updated"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_move_to_today(request, transaction_id):
+    transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+
+    transaction.date = timezone.localdate(timezone.now())
+    transaction.save()
+    transaction_updated.send(sender=transaction)
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "updated"},
+    )
+
+
 @login_required
 @require_http_methods(["GET"])
 def transaction_all_index(request):
@@ -547,7 +589,10 @@ def transaction_all_currency_summary(request):
 
     f = TransactionsFilter(request.GET, queryset=transactions)
 
-    currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
+    currency_data = calculate_currency_totals(
+        f.qs.exclude(account__in=request.user.untracked_accounts.all()),
+        ignore_empty=True,
+    )
     currency_percentages = calculate_percentage_distribution(currency_data)
 
     context = {

app/apps/users/forms.py

@@ -45,7 +45,7 @@ class LoginForm(AuthenticationForm):
         self.helper.layout = Layout(
             "username",
             "password",
-            Submit("Submit", "Login"),
+            Submit("Submit", "Login", css_class="btn btn-primary w-100"),
         )
 
 
@@ -89,6 +89,8 @@ class UserSettingsForm(forms.ModelForm):
         ("AA", _("Default")),
         ("DC", "1.234,50"),
         ("CD", "1,234.50"),
+        ("SD", "1 234.50"),
+        ("SC", "1 234,50"),
     ]
 
     date_format = forms.ChoiceField(

app/apps/yearly_overview/views.py

@@ -95,6 +95,7 @@ def yearly_overview_by_currency(request, year: int):
     transactions = (
         Transaction.objects.filter(**filter_params)
         .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
         .order_by("account__currency__name")
     )
 

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: 2025-07-28 02:21+0000\n"
+"POT-Creation-Date: 2025-08-08 02:41+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"
@@ -24,26 +24,26 @@ msgstr ""
 
 #: apps/accounts/forms.py:40 apps/accounts/forms.py:98
 #: apps/currencies/forms.py:53 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:142 apps/dca/forms.py:49 apps/dca/forms.py:224
+#: apps/currencies/forms.py:144 apps/dca/forms.py:49 apps/dca/forms.py:224
 #: apps/import_app/forms.py:34 apps/rules/forms.py:51 apps/rules/forms.py:93
 #: apps/rules/forms.py:365 apps/transactions/forms.py:204
 #: apps/transactions/forms.py:374 apps/transactions/forms.py:421
 #: apps/transactions/forms.py:793 apps/transactions/forms.py:836
 #: apps/transactions/forms.py:868 apps/transactions/forms.py:903
-#: apps/transactions/forms.py:1055 apps/users/forms.py:215
+#: apps/transactions/forms.py:1057 apps/users/forms.py:215
 #: apps/users/forms.py:377
 msgid "Update"
 msgstr ""
 
 #: apps/accounts/forms.py:48 apps/accounts/forms.py:106
 #: apps/common/widgets/tom_select.py:13 apps/currencies/forms.py:61
-#: apps/currencies/forms.py:99 apps/currencies/forms.py:150
+#: apps/currencies/forms.py:99 apps/currencies/forms.py:152
 #: apps/dca/forms.py:57 apps/dca/forms.py:232 apps/import_app/forms.py:42
 #: apps/rules/forms.py:59 apps/rules/forms.py:101 apps/rules/forms.py:373
 #: apps/transactions/forms.py:189 apps/transactions/forms.py:213
 #: apps/transactions/forms.py:383 apps/transactions/forms.py:801
 #: apps/transactions/forms.py:844 apps/transactions/forms.py:876
-#: apps/transactions/forms.py:911 apps/transactions/forms.py:1063
+#: apps/transactions/forms.py:911 apps/transactions/forms.py:1065
 #: apps/users/forms.py:223 apps/users/forms.py:385
 #: templates/account_groups/fragments/list.html:9
 #: templates/accounts/fragments/list.html:9
@@ -80,9 +80,9 @@ msgstr ""
 #: apps/transactions/forms.py:455 apps/transactions/forms.py:462
 #: apps/transactions/forms.py:674 apps/transactions/forms.py:935
 #: apps/transactions/models.py:318 apps/transactions/models.py:501
-#: apps/transactions/models.py:701 apps/transactions/models.py:938
+#: apps/transactions/models.py:701 apps/transactions/models.py:951
 #: templates/insights/fragments/category_overview/index.html:63
-#: templates/insights/fragments/category_overview/index.html:420
+#: templates/insights/fragments/category_overview/index.html:419
 msgid "Category"
 msgstr ""
 
@@ -94,8 +94,8 @@ msgstr ""
 #: apps/transactions/forms.py:471 apps/transactions/forms.py:479
 #: apps/transactions/forms.py:667 apps/transactions/forms.py:928
 #: apps/transactions/models.py:324 apps/transactions/models.py:503
-#: apps/transactions/models.py:705 apps/transactions/models.py:944
-#: templates/includes/navbar.html:111
+#: apps/transactions/models.py:705 apps/transactions/models.py:957
+#: templates/includes/navbar.html:111 templates/includes/sidebar.html:168
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
 msgid "Tags"
@@ -104,7 +104,7 @@ 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:210 apps/transactions/models.py:235
-#: apps/transactions/models.py:259 apps/transactions/models.py:906
+#: apps/transactions/models.py:259 apps/transactions/models.py:919
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -127,12 +127,14 @@ msgstr ""
 
 #: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:5
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/navbar.html:121
+#: templates/includes/navbar.html:121 templates/includes/sidebar.html:188
 msgid "Account Groups"
 msgstr ""
 
 #: apps/accounts/models.py:39 apps/currencies/models.py:39
 #: templates/accounts/fragments/list.html:27
+#: templates/yearly_overview/pages/overview_by_account.html:18
+#: templates/yearly_overview/pages/overview_by_currency.html:20
 msgid "Currency"
 msgstr ""
 
@@ -170,10 +172,12 @@ msgstr ""
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:276
 #: apps/transactions/forms.py:659 apps/transactions/forms.py:920
 #: apps/transactions/models.py:290 apps/transactions/models.py:461
-#: apps/transactions/models.py:683 apps/transactions/models.py:912
+#: apps/transactions/models.py:683 apps/transactions/models.py:925
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
+#: templates/yearly_overview/pages/overview_by_account.html:22
+#: templates/yearly_overview/pages/overview_by_currency.html:24
 msgid "Account"
 msgstr ""
 
@@ -181,10 +185,11 @@ msgstr ""
 #: apps/export_app/forms.py:132 apps/transactions/filters.py:53
 #: templates/accounts/fragments/list.html:5
 #: templates/accounts/pages/index.html:4 templates/includes/navbar.html:117
-#: templates/includes/navbar.html:119
+#: templates/includes/navbar.html:119 templates/includes/sidebar.html:180
+#: templates/includes/sidebar.html:182
 #: templates/monthly_overview/pages/overview.html:94
 #: templates/transactions/fragments/summary.html:12
-#: templates/transactions/pages/transactions.html:72
+#: templates/transactions/pages/transactions.html:81
 msgid "Accounts"
 msgstr ""
 
@@ -281,7 +286,7 @@ msgstr ""
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""
 
-#: apps/api/serializers/transactions.py:191
+#: apps/api/serializers/transactions.py:192
 msgid "Either 'date' or 'reference_date' must be provided."
 msgstr ""
 
@@ -454,7 +459,7 @@ msgstr ""
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:174
 #: templates/monthly_overview/pages/overview.html:172
-#: templates/transactions/pages/transactions.html:17
+#: templates/transactions/pages/transactions.html:47
 msgid "Clear"
 msgstr ""
 
@@ -496,10 +501,11 @@ msgstr ""
 #: apps/export_app/forms.py:133 apps/transactions/filters.py:60
 #: templates/currencies/fragments/list.html:5
 #: templates/currencies/pages/index.html:4 templates/includes/navbar.html:125
-#: templates/includes/navbar.html:127
+#: templates/includes/navbar.html:127 templates/includes/sidebar.html:194
+#: templates/includes/sidebar.html:196
 #: templates/monthly_overview/pages/overview.html:81
 #: templates/transactions/fragments/summary.html:8
-#: templates/transactions/pages/transactions.html:59
+#: templates/transactions/pages/transactions.html:68
 msgid "Currencies"
 msgstr ""
 
@@ -515,7 +521,7 @@ msgstr ""
 msgid "To Currency"
 msgstr ""
 
-#: apps/currencies/models.py:69 apps/currencies/models.py:74
+#: apps/currencies/models.py:69 apps/currencies/models.py:76
 msgid "Exchange Rate"
 msgstr ""
 
@@ -523,38 +529,43 @@ msgstr ""
 msgid "Date and Time"
 msgstr ""
 
-#: apps/currencies/models.py:75 apps/export_app/forms.py:68
+#: apps/currencies/models.py:73 apps/users/models.py:12
+#: apps/users/models.py:497
+msgid "Auto"
+msgstr ""
+
+#: apps/currencies/models.py:77 apps/export_app/forms.py:68
 #: apps/export_app/forms.py:145 templates/exchange_rates/fragments/list.html:6
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/navbar.html:129
+#: templates/includes/navbar.html:129 templates/includes/sidebar.html:202
 msgid "Exchange Rates"
 msgstr ""
 
-#: apps/currencies/models.py:87
+#: apps/currencies/models.py:89
 msgid "From and To currencies cannot be the same."
 msgstr ""
 
-#: apps/currencies/models.py:102
+#: apps/currencies/models.py:104
 msgid "On"
 msgstr ""
 
-#: apps/currencies/models.py:103
+#: apps/currencies/models.py:105
 msgid "Every X hours"
 msgstr ""
 
-#: apps/currencies/models.py:104
+#: apps/currencies/models.py:106
 msgid "Not on"
 msgstr ""
 
-#: apps/currencies/models.py:106
+#: apps/currencies/models.py:108
 msgid "Service Name"
 msgstr ""
 
-#: apps/currencies/models.py:108
+#: apps/currencies/models.py:110
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:110 apps/transactions/models.py:214
+#: apps/currencies/models.py:112 apps/transactions/models.py:214
 #: apps/transactions/models.py:238 apps/transactions/models.py:262
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
@@ -563,69 +574,77 @@ msgstr ""
 msgid "Active"
 msgstr ""
 
-#: apps/currencies/models.py:115
+#: apps/currencies/models.py:117
 msgid "API Key"
 msgstr ""
 
-#: apps/currencies/models.py:116
+#: apps/currencies/models.py:118
 msgid "API key for the service (if required)"
 msgstr ""
 
-#: apps/currencies/models.py:121
+#: apps/currencies/models.py:123
 msgid "Interval Type"
 msgstr ""
 
-#: apps/currencies/models.py:125
+#: apps/currencies/models.py:127
 msgid "Interval"
 msgstr ""
 
-#: apps/currencies/models.py:128
+#: apps/currencies/models.py:130
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:133
+#: apps/currencies/models.py:135
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:135
+#: apps/currencies/models.py:137
 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:143
+#: apps/currencies/models.py:145
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:145
+#: apps/currencies/models.py:147
 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:152
+#: apps/currencies/models.py:154
+msgid "Single exchange rate"
+msgstr ""
+
+#: apps/currencies/models.py:157
+msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgstr ""
+
+#: apps/currencies/models.py:162
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:163
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:205
+#: apps/currencies/models.py:215
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:214
+#: apps/currencies/models.py:224
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:228
+#: apps/currencies/models.py:238
 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:239
+#: apps/currencies/models.py:249
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -725,7 +744,7 @@ msgstr ""
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
 #: apps/transactions/forms.py:499 apps/transactions/models.py:314
 #: apps/transactions/models.py:510 apps/transactions/models.py:711
-#: apps/transactions/models.py:934
+#: apps/transactions/models.py:947
 msgid "Notes"
 msgstr ""
 
@@ -782,14 +801,15 @@ msgid "Entry deleted successfully"
 msgstr ""
 
 #: apps/export_app/forms.py:14 apps/export_app/forms.py:131
-#: templates/includes/navbar.html:150 templates/users/fragments/list.html:6
-#: templates/users/pages/index.html:4
+#: templates/includes/navbar.html:150 templates/includes/sidebar.html:239
+#: templates/users/fragments/list.html:6 templates/users/pages/index.html:4
 msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
 #: apps/transactions/models.py:375 templates/includes/navbar.html:58
-#: templates/includes/navbar.html:107
+#: templates/includes/navbar.html:107 templates/includes/sidebar.html:66
+#: templates/includes/sidebar.html:160
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:39
 #: templates/transactions/pages/transactions.html:5
@@ -799,6 +819,7 @@ msgstr ""
 #: apps/export_app/forms.py:38 apps/export_app/forms.py:134
 #: apps/transactions/filters.py:67 templates/categories/fragments/list.html:5
 #: templates/categories/pages/index.html:4 templates/includes/navbar.html:109
+#: templates/includes/sidebar.html:162
 msgid "Categories"
 msgstr ""
 
@@ -809,13 +830,15 @@ msgstr ""
 #: apps/transactions/forms.py:682 apps/transactions/forms.py:943
 #: apps/transactions/models.py:273 apps/transactions/models.py:329
 #: apps/transactions/models.py:506 apps/transactions/models.py:708
-#: apps/transactions/models.py:949 templates/entities/fragments/list.html:5
+#: apps/transactions/models.py:962 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:113
+#: templates/includes/sidebar.html:174
 msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:745 templates/includes/navbar.html:77
+#: apps/transactions/models.py:748 templates/includes/navbar.html:77
+#: templates/includes/sidebar.html:95
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
@@ -823,6 +846,7 @@ msgstr ""
 
 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
 #: apps/transactions/models.py:524 templates/includes/navbar.html:75
+#: templates/includes/sidebar.html:89
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -831,12 +855,13 @@ msgstr ""
 #: apps/export_app/forms.py:74 apps/export_app/forms.py:143
 #: templates/exchange_rates_services/fragments/list.html:6
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/navbar.html:143
+#: templates/includes/navbar.html:143 templates/includes/sidebar.html:230
 msgid "Automatic Exchange Rates"
 msgstr ""
 
 #: apps/export_app/forms.py:80 templates/includes/navbar.html:135
-#: templates/rules/fragments/list.html:5 templates/rules/pages/index.html:4
+#: templates/includes/sidebar.html:210 templates/rules/fragments/list.html:5
+#: templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr ""
 
@@ -875,7 +900,7 @@ msgstr ""
 msgid "Update or create transaction actions"
 msgstr ""
 
-#: apps/export_app/forms.py:185 templates/cotton/transaction/item.html:172
+#: apps/export_app/forms.py:185 templates/cotton/transaction/item.html:176
 #: templates/cotton/ui/deleted_transactions_action_bar.html:47
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:24
@@ -905,7 +930,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:61
 #: templates/import_app/fragments/profiles/list.html:62
-#: templates/includes/navbar.html:137
+#: templates/includes/navbar.html:137 templates/includes/sidebar.html:216
 msgid "Import"
 msgstr ""
 
@@ -976,8 +1001,8 @@ msgstr ""
 #: apps/insights/forms.py:119 apps/insights/utils/sankey.py:36
 #: apps/insights/utils/sankey.py:167
 #: templates/insights/fragments/category_overview/index.html:73
-#: templates/insights/fragments/category_overview/index.html:285
-#: templates/insights/fragments/category_overview/index.html:314
+#: templates/insights/fragments/category_overview/index.html:284
+#: templates/insights/fragments/category_overview/index.html:313
 msgid "Uncategorized"
 msgstr ""
 
@@ -1061,13 +1086,13 @@ msgstr ""
 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
 #: apps/rules/models.py:246 apps/transactions/models.py:297
 #: apps/transactions/models.py:466 apps/transactions/models.py:689
-#: apps/transactions/models.py:919
+#: apps/transactions/models.py:932
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:299 apps/transactions/models.py:921
+#: apps/transactions/models.py:299 apps/transactions/models.py:934
 #: templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:30
 #: templates/transactions/widgets/paid_toggle_button.html:12
@@ -1085,7 +1110,7 @@ msgstr ""
 
 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
 #: apps/rules/models.py:262 apps/transactions/models.py:307
-#: apps/transactions/models.py:694 apps/transactions/models.py:927
+#: apps/transactions/models.py:694 apps/transactions/models.py:940
 #: templates/insights/fragments/sankey.html:95
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1097,17 +1122,17 @@ msgstr ""
 #: apps/rules/models.py:36 apps/rules/models.py:266
 #: apps/transactions/forms.py:490 apps/transactions/models.py:312
 #: apps/transactions/models.py:468 apps/transactions/models.py:697
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:945
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:351 apps/transactions/models.py:954
+#: apps/transactions/models.py:351 apps/transactions/models.py:967
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:353 apps/transactions/models.py:956
+#: apps/transactions/models.py:353 apps/transactions/models.py:969
 msgid "Internal ID"
 msgstr ""
 
@@ -1179,7 +1204,7 @@ msgstr ""
 msgid "less than or equal"
 msgstr ""
 
-#: apps/rules/models.py:88 templates/transactions/pages/transactions.html:15
+#: apps/rules/models.py:88
 msgid "Filter"
 msgstr ""
 
@@ -1236,6 +1261,7 @@ msgstr ""
 #: apps/transactions/filters.py:24 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:30 templates/includes/navbar.html:47
 #: templates/insights/fragments/category_overview/index.html:46
+#: templates/net_worth/net_worth.html:32
 #: templates/transactions/widgets/paid_toggle_button.html:8
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:12
 msgid "Projected"
@@ -1294,7 +1320,7 @@ msgid "To Amount"
 msgstr ""
 
 #: apps/transactions/forms.py:503 apps/transactions/models.py:211
-#: apps/transactions/models.py:302 apps/transactions/models.py:922
+#: apps/transactions/models.py:302 apps/transactions/models.py:935
 msgid "Mute"
 msgstr ""
 
@@ -1320,7 +1346,11 @@ msgstr ""
 msgid "Muted categories won't be displayed on monthly summaries"
 msgstr ""
 
-#: apps/transactions/forms.py:1074
+#: apps/transactions/forms.py:1046
+msgid "future transactions"
+msgstr ""
+
+#: apps/transactions/forms.py:1076
 msgid "End date should be after the start date"
 msgstr ""
 
@@ -1357,7 +1387,7 @@ msgstr ""
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:284 apps/transactions/models.py:899
+#: apps/transactions/models.py:284 apps/transactions/models.py:912
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1369,7 +1399,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:285 apps/transactions/models.py:900
+#: apps/transactions/models.py:285 apps/transactions/models.py:913
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1384,7 +1414,7 @@ msgstr ""
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:349 apps/transactions/models.py:744
+#: apps/transactions/models.py:349 apps/transactions/models.py:747
 msgid "Recurring Transaction"
 msgstr ""
 
@@ -1412,12 +1442,12 @@ msgstr ""
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:455
+#: apps/transactions/models.py:455 templates/includes/sidebar.html:42
 msgid "Yearly"
 msgstr ""
 
 #: apps/transactions/models.py:456 apps/users/models.py:464
-#: templates/includes/navbar.html:27
+#: templates/includes/navbar.html:27 templates/includes/sidebar.html:36
 msgid "Monthly"
 msgstr ""
 
@@ -1457,11 +1487,11 @@ msgstr ""
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:513 apps/transactions/models.py:734
+#: apps/transactions/models.py:513 apps/transactions/models.py:737
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:516 apps/transactions/models.py:737
+#: apps/transactions/models.py:516 apps/transactions/models.py:740
 msgid "Add notes to transactions"
 msgstr ""
 
@@ -1494,15 +1524,19 @@ msgstr ""
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:727
-msgid "Last Generated Date"
+#: apps/transactions/models.py:726
+msgid "Keep at most"
 msgstr ""
 
 #: apps/transactions/models.py:730
+msgid "Last Generated Date"
+msgstr ""
+
+#: apps/transactions/models.py:733
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:966
+#: apps/transactions/models.py:979
 #: apps/transactions/views/quick_transactions.py:177
 #: apps/transactions/views/quick_transactions.py:186
 #: apps/transactions/views/quick_transactions.py:188
@@ -1511,7 +1545,8 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:967 templates/includes/navbar.html:73
+#: apps/transactions/models.py:980 templates/includes/navbar.html:73
+#: templates/includes/sidebar.html:83
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:11
 msgid "Quick Transactions"
@@ -1616,8 +1651,8 @@ msgid "Item deleted successfully"
 msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:155
-#: apps/transactions/views/transactions.py:52
-#: apps/transactions/views/transactions.py:148
+#: apps/transactions/views/transactions.py:53
+#: apps/transactions/views/transactions.py:149
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1657,30 +1692,30 @@ msgstr ""
 msgid "Tag deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:182
+#: apps/transactions/views/transactions.py:183
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:232
+#: apps/transactions/views/transactions.py:233
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:268
+#: apps/transactions/views/transactions.py:269
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:310
+#: apps/transactions/views/transactions.py:311
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:328
+#: apps/transactions/views/transactions.py:329
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:354
+#: apps/transactions/views/transactions.py:355
 msgid "Transfer added successfully"
 msgstr ""
 
@@ -1723,7 +1758,7 @@ msgstr ""
 
 #: apps/users/forms.py:54 apps/users/forms.py:67 apps/users/forms.py:89
 #: templates/monthly_overview/pages/overview.html:153
-#: templates/transactions/pages/transactions.html:35
+#: templates/transactions/pages/transactions.html:28
 msgid "Default"
 msgstr ""
 
@@ -1803,10 +1838,6 @@ msgstr ""
 msgid "A user with this email address already exists."
 msgstr ""
 
-#: apps/users/models.py:12 apps/users/models.py:497
-msgid "Auto"
-msgstr ""
-
 #: apps/users/models.py:465 templates/includes/navbar.html:29
 msgid "Yearly by currency"
 msgstr ""
@@ -1828,6 +1859,7 @@ msgid "All Transactions"
 msgstr ""
 
 #: apps/users/models.py:470 templates/includes/navbar.html:33
+#: templates/includes/sidebar.html:48
 msgid "Calendar"
 msgstr ""
 
@@ -1922,9 +1954,9 @@ msgstr ""
 #: templates/accounts/fragments/list.html:48
 #: templates/categories/fragments/table.html:36
 #: templates/cotton/transaction/item.html:136
-#: templates/cotton/transaction/item.html:178
+#: templates/cotton/transaction/item.html:182
 #: templates/cotton/ui/deleted_transactions_action_bar.html:55
-#: templates/cotton/ui/transactions_action_bar.html:89
+#: templates/cotton/ui/transactions_action_bar.html:90
 #: templates/currencies/fragments/list.html:44
 #: templates/dca/fragments/strategy/details.html:75
 #: templates/dca/fragments/strategy/list.html:44
@@ -1949,9 +1981,9 @@ msgstr ""
 #: templates/accounts/fragments/list.html:52
 #: templates/categories/fragments/table.html:41
 #: templates/cotton/transaction/item.html:140
-#: templates/cotton/transaction/item.html:182
+#: templates/cotton/transaction/item.html:186
 #: templates/cotton/ui/deleted_transactions_action_bar.html:57
-#: templates/cotton/ui/transactions_action_bar.html:91
+#: templates/cotton/ui/transactions_action_bar.html:92
 #: templates/currencies/fragments/list.html:48
 #: templates/dca/fragments/strategy/details.html:80
 #: templates/dca/fragments/strategy/list.html:48
@@ -1979,9 +2011,9 @@ msgstr ""
 #: templates/accounts/fragments/list.html:53
 #: templates/categories/fragments/table.html:42
 #: templates/cotton/transaction/item.html:141
-#: templates/cotton/transaction/item.html:183
+#: templates/cotton/transaction/item.html:187
 #: templates/cotton/ui/deleted_transactions_action_bar.html:58
-#: templates/cotton/ui/transactions_action_bar.html:92
+#: templates/cotton/ui/transactions_action_bar.html:93
 #: templates/currencies/fragments/list.html:49
 #: templates/dca/fragments/strategy/details.html:81
 #: templates/dca/fragments/strategy/list.html:49
@@ -2001,7 +2033,7 @@ msgstr ""
 #: templates/accounts/fragments/list.html:54
 #: templates/categories/fragments/table.html:43
 #: templates/cotton/transaction/item.html:142
-#: templates/cotton/transaction/item.html:184
+#: templates/cotton/transaction/item.html:188
 #: templates/currencies/fragments/list.html:50
 #: templates/dca/fragments/strategy/details.html:82
 #: templates/dca/fragments/strategy/list.html:50
@@ -2140,7 +2172,7 @@ msgid "Muted"
 msgstr ""
 
 #: templates/categories/fragments/table.html:75
-#: templates/insights/fragments/category_overview/index.html:430
+#: templates/insights/fragments/category_overview/index.html:429
 msgid "No categories"
 msgstr ""
 
@@ -2149,6 +2181,7 @@ msgid "Pick a month"
 msgstr ""
 
 #: templates/common/fragments/toasts.html:15 templates/extends/offcanvas.html:5
+#: templates/includes/sidebar.html:28
 msgid "Close"
 msgstr ""
 
@@ -2180,7 +2213,19 @@ msgid "Add as quick transaction"
 msgstr ""
 
 #: templates/cotton/transaction/item.html:166
-#: templates/cotton/ui/transactions_action_bar.html:81
+msgid "Move to previous month"
+msgstr ""
+
+#: templates/cotton/transaction/item.html:167
+msgid "Move to next month"
+msgstr ""
+
+#: templates/cotton/transaction/item.html:168
+msgid "Move to today"
+msgstr ""
+
+#: templates/cotton/transaction/item.html:170
+#: templates/cotton/ui/transactions_action_bar.html:82
 msgid "Duplicate"
 msgstr ""
 
@@ -2230,7 +2275,7 @@ msgid "Unselect All"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:59
-#: templates/cotton/ui/transactions_action_bar.html:93
+#: templates/cotton/ui/transactions_action_bar.html:94
 msgid "Yes, delete them!"
 msgstr ""
 
@@ -2241,49 +2286,49 @@ msgstr ""
 #: templates/cotton/ui/deleted_transactions_action_bar.html:189
 #: templates/cotton/ui/deleted_transactions_action_bar.html:209
 #: templates/cotton/ui/deleted_transactions_action_bar.html:229
-#: templates/cotton/ui/transactions_action_bar.html:139
-#: templates/cotton/ui/transactions_action_bar.html:163
-#: templates/cotton/ui/transactions_action_bar.html:183
-#: templates/cotton/ui/transactions_action_bar.html:203
-#: templates/cotton/ui/transactions_action_bar.html:223
-#: templates/cotton/ui/transactions_action_bar.html:243
-#: templates/cotton/ui/transactions_action_bar.html:263
+#: templates/cotton/ui/transactions_action_bar.html:140
+#: templates/cotton/ui/transactions_action_bar.html:165
+#: templates/cotton/ui/transactions_action_bar.html:185
+#: templates/cotton/ui/transactions_action_bar.html:205
+#: templates/cotton/ui/transactions_action_bar.html:225
+#: templates/cotton/ui/transactions_action_bar.html:245
+#: templates/cotton/ui/transactions_action_bar.html:265
 msgid "copied!"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:114
-#: templates/cotton/ui/transactions_action_bar.html:57
-#: templates/cotton/ui/transactions_action_bar.html:148
+#: templates/cotton/ui/transactions_action_bar.html:58
+#: templates/cotton/ui/transactions_action_bar.html:150
 msgid "Toggle Dropdown"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:122
-#: templates/cotton/ui/transactions_action_bar.html:156
+#: templates/cotton/ui/transactions_action_bar.html:158
 msgid "Flat Total"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:142
-#: templates/cotton/ui/transactions_action_bar.html:176
+#: templates/cotton/ui/transactions_action_bar.html:178
 msgid "Real Total"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:162
-#: templates/cotton/ui/transactions_action_bar.html:196
+#: templates/cotton/ui/transactions_action_bar.html:198
 msgid "Mean"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:182
-#: templates/cotton/ui/transactions_action_bar.html:216
+#: templates/cotton/ui/transactions_action_bar.html:218
 msgid "Max"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:202
-#: templates/cotton/ui/transactions_action_bar.html:236
+#: templates/cotton/ui/transactions_action_bar.html:238
 msgid "Min"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:222
-#: templates/cotton/ui/transactions_action_bar.html:256
+#: templates/cotton/ui/transactions_action_bar.html:258
 msgid "Count"
 msgstr ""
 
@@ -2302,11 +2347,11 @@ msgstr ""
 msgid "Balance"
 msgstr ""
 
-#: templates/cotton/ui/transactions_action_bar.html:65
+#: templates/cotton/ui/transactions_action_bar.html:66
 msgid "Mark as unpaid"
 msgstr ""
 
-#: templates/cotton/ui/transactions_action_bar.html:72
+#: templates/cotton/ui/transactions_action_bar.html:73
 msgid "Mark as paid"
 msgstr ""
 
@@ -2462,10 +2507,10 @@ msgid "Edit exchange rate"
 msgstr ""
 
 #: templates/exchange_rates/fragments/list.html:25
-#: templates/includes/navbar.html:62
+#: templates/includes/navbar.html:62 templates/includes/sidebar.html:68
 #: templates/installment_plans/fragments/list.html:21
-#: templates/yearly_overview/pages/overview_by_account.html:94
-#: templates/yearly_overview/pages/overview_by_currency.html:96
+#: templates/yearly_overview/pages/overview_by_account.html:105
+#: templates/yearly_overview/pages/overview_by_currency.html:107
 msgid "All"
 msgstr ""
 
@@ -2519,6 +2564,7 @@ msgid "No services configured"
 msgstr ""
 
 #: templates/export_app/pages/index.html:4 templates/includes/navbar.html:140
+#: templates/includes/sidebar.html:223
 msgid "Export and Restore"
 msgstr ""
 
@@ -2606,7 +2652,7 @@ msgstr ""
 msgid "Logs for"
 msgstr ""
 
-#: templates/includes/navbar.html:12
+#: templates/includes/mobile_navbar.html:12 templates/includes/navbar.html:12
 msgid "Toggle navigation"
 msgstr ""
 
@@ -2614,88 +2660,88 @@ msgstr ""
 msgid "Overview"
 msgstr ""
 
-#: templates/includes/navbar.html:41
+#: templates/includes/navbar.html:41 templates/includes/sidebar.html:60
 msgid "Net Worth"
 msgstr ""
 
 #: templates/includes/navbar.html:45
 #: templates/insights/fragments/category_overview/index.html:50
+#: templates/net_worth/net_worth.html:22
 msgid "Current"
 msgstr ""
 
-#: templates/includes/navbar.html:51 templates/insights/pages/index.html:5
+#: templates/includes/navbar.html:51 templates/includes/sidebar.html:54
+#: templates/insights/pages/index.html:5
 msgid "Insights"
 msgstr ""
 
-#: templates/includes/navbar.html:67
+#: templates/includes/navbar.html:67 templates/includes/sidebar.html:76
 msgid "Trash Can"
 msgstr ""
 
-#: templates/includes/navbar.html:85
+#: templates/includes/navbar.html:85 templates/includes/sidebar.html:101
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/navbar.html:89
+#: templates/includes/navbar.html:89 templates/includes/sidebar.html:103
 msgid "Dollar Cost Average Tracker"
 msgstr ""
 
-#: templates/includes/navbar.html:92
+#: templates/includes/navbar.html:92 templates/includes/sidebar.html:109
 #: templates/mini_tools/unit_price_calculator.html:5
 #: templates/mini_tools/unit_price_calculator.html:10
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/navbar.html:95
+#: templates/includes/navbar.html:95 templates/includes/sidebar.html:115
 #: templates/mini_tools/currency_converter/currency_converter.html:8
 #: templates/mini_tools/currency_converter/currency_converter.html:15
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/navbar.html:104
+#: templates/includes/navbar.html:104 templates/includes/sidebar.html:134
+#: templates/includes/sidebar.html:147
 msgid "Management"
 msgstr ""
 
-#: templates/includes/navbar.html:133
+#: templates/includes/navbar.html:133 templates/includes/sidebar.html:208
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/navbar.html:148
+#: templates/includes/navbar.html:148 templates/includes/sidebar.html:237
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/navbar.html:157
+#: templates/includes/navbar.html:157 templates/includes/sidebar.html:246
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/navbar.html:158
+#: templates/includes/navbar.html:158 templates/includes/sidebar.html:245
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/navbar.html:169
+#: templates/includes/navbar.html:169 templates/includes/sidebar.html:260
 msgid "is available"
 msgstr ""
 
 #: templates/includes/navbar.html:174 templates/includes/navbar.html:177
+#: templates/includes/sidebar.html:266
 msgid "Calculator"
 msgstr ""
 
-#: templates/includes/navbar/user_menu.html:6
-msgid "Profile"
-msgstr ""
-
-#: templates/includes/navbar/user_menu.html:15
+#: templates/includes/navbar/user_menu.html:12
 msgid "Settings"
 msgstr ""
 
-#: templates/includes/navbar/user_menu.html:20
+#: templates/includes/navbar/user_menu.html:17
 msgid "Edit profile"
 msgstr ""
 
-#: templates/includes/navbar/user_menu.html:47
+#: templates/includes/navbar/user_menu.html:44
 msgid "Clear cache"
 msgstr ""
 
-#: templates/includes/navbar/user_menu.html:51
+#: templates/includes/navbar/user_menu.html:48
 msgid "Logout"
 msgstr ""
 
@@ -2772,7 +2818,7 @@ msgstr ""
 msgid "Untagged"
 msgstr ""
 
-#: templates/insights/fragments/category_overview/index.html:407
+#: templates/insights/fragments/category_overview/index.html:406
 msgid "Final Total"
 msgstr ""
 
@@ -2825,8 +2871,8 @@ msgid "Month"
 msgstr ""
 
 #: templates/insights/pages/index.html:40
-#: templates/yearly_overview/pages/overview_by_account.html:62
-#: templates/yearly_overview/pages/overview_by_currency.html:64
+#: templates/yearly_overview/pages/overview_by_account.html:73
+#: templates/yearly_overview/pages/overview_by_currency.html:75
 msgid "Year"
 msgstr ""
 
@@ -2905,11 +2951,11 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
-#: templates/layouts/base.html:40
+#: templates/layouts/base.html:43
 msgid "This is a demo!"
 msgstr ""
 
-#: templates/layouts/base.html:40
+#: templates/layouts/base.html:43
 msgid "Any data you add here will be wiped in 24hrs or less"
 msgstr ""
 
@@ -2978,43 +3024,44 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:142
+#: templates/transactions/pages/transactions.html:17
 msgid "Filter transactions"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:148
-#: templates/transactions/pages/transactions.html:33
+#: templates/transactions/pages/transactions.html:23
 msgid "Order by"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:155
-#: templates/transactions/pages/transactions.html:36
+#: templates/transactions/pages/transactions.html:30
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:157
-#: templates/transactions/pages/transactions.html:37
+#: templates/transactions/pages/transactions.html:32
 msgid "Newest first"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:18
+#: templates/net_worth/net_worth.html:40
 #: templates/yearly_overview/pages/overview_by_currency.html:9
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:53
+#: templates/net_worth/net_worth.html:75
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:82
+#: templates/net_worth/net_worth.html:104
 #: templates/yearly_overview/pages/overview_by_account.html:7
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:189
+#: templates/net_worth/net_worth.html:211
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:253
+#: templates/net_worth/net_worth.html:275
 msgid "Evolution by account"
 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: 2025-07-28 02:21+0000\n"
+"POT-Creation-Date: 2025-08-08 02:41+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/"
@@ -25,26 +25,26 @@ msgstr ""
 
 #: apps/accounts/forms.py:40 apps/accounts/forms.py:98
 #: apps/currencies/forms.py:53 apps/currencies/forms.py:91
-#: apps/currencies/forms.py:142 apps/dca/forms.py:49 apps/dca/forms.py:224
+#: apps/currencies/forms.py:144 apps/dca/forms.py:49 apps/dca/forms.py:224
 #: apps/import_app/forms.py:34 apps/rules/forms.py:51 apps/rules/forms.py:93
 #: apps/rules/forms.py:365 apps/transactions/forms.py:204
 #: apps/transactions/forms.py:374 apps/transactions/forms.py:421
 #: apps/transactions/forms.py:793 apps/transactions/forms.py:836
 #: apps/transactions/forms.py:868 apps/transactions/forms.py:903
-#: apps/transactions/forms.py:1055 apps/users/forms.py:215
+#: apps/transactions/forms.py:1057 apps/users/forms.py:215
 #: apps/users/forms.py:377
 msgid "Update"
 msgstr "Uppdatera"
 
 #: apps/accounts/forms.py:48 apps/accounts/forms.py:106
 #: apps/common/widgets/tom_select.py:13 apps/currencies/forms.py:61
-#: apps/currencies/forms.py:99 apps/currencies/forms.py:150
+#: apps/currencies/forms.py:99 apps/currencies/forms.py:152
 #: apps/dca/forms.py:57 apps/dca/forms.py:232 apps/import_app/forms.py:42
 #: apps/rules/forms.py:59 apps/rules/forms.py:101 apps/rules/forms.py:373
 #: apps/transactions/forms.py:189 apps/transactions/forms.py:213
 #: apps/transactions/forms.py:383 apps/transactions/forms.py:801
 #: apps/transactions/forms.py:844 apps/transactions/forms.py:876
-#: apps/transactions/forms.py:911 apps/transactions/forms.py:1063
+#: apps/transactions/forms.py:911 apps/transactions/forms.py:1065
 #: apps/users/forms.py:223 apps/users/forms.py:385
 #: templates/account_groups/fragments/list.html:9
 #: templates/accounts/fragments/list.html:9
@@ -81,9 +81,9 @@ msgstr ""
 #: apps/transactions/forms.py:455 apps/transactions/forms.py:462
 #: apps/transactions/forms.py:674 apps/transactions/forms.py:935
 #: apps/transactions/models.py:318 apps/transactions/models.py:501
-#: apps/transactions/models.py:701 apps/transactions/models.py:938
+#: apps/transactions/models.py:701 apps/transactions/models.py:951
 #: templates/insights/fragments/category_overview/index.html:63
-#: templates/insights/fragments/category_overview/index.html:420
+#: templates/insights/fragments/category_overview/index.html:419
 msgid "Category"
 msgstr ""
 
@@ -95,8 +95,8 @@ msgstr ""
 #: apps/transactions/forms.py:471 apps/transactions/forms.py:479
 #: apps/transactions/forms.py:667 apps/transactions/forms.py:928
 #: apps/transactions/models.py:324 apps/transactions/models.py:503
-#: apps/transactions/models.py:705 apps/transactions/models.py:944
-#: templates/includes/navbar.html:111
+#: apps/transactions/models.py:705 apps/transactions/models.py:957
+#: templates/includes/navbar.html:111 templates/includes/sidebar.html:168
 #: templates/insights/fragments/category_overview/index.html:35
 #: templates/tags/fragments/list.html:5 templates/tags/pages/index.html:4
 msgid "Tags"
@@ -105,7 +105,7 @@ 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:210 apps/transactions/models.py:235
-#: apps/transactions/models.py:259 apps/transactions/models.py:906
+#: apps/transactions/models.py:259 apps/transactions/models.py:919
 #: templates/account_groups/fragments/list.html:25
 #: templates/accounts/fragments/list.html:25
 #: templates/categories/fragments/table.html:16
@@ -128,12 +128,14 @@ msgstr ""
 
 #: apps/accounts/models.py:19 templates/account_groups/fragments/list.html:5
 #: templates/account_groups/pages/index.html:4
-#: templates/includes/navbar.html:121
+#: templates/includes/navbar.html:121 templates/includes/sidebar.html:188
 msgid "Account Groups"
 msgstr ""
 
 #: apps/accounts/models.py:39 apps/currencies/models.py:39
 #: templates/accounts/fragments/list.html:27
+#: templates/yearly_overview/pages/overview_by_account.html:18
+#: templates/yearly_overview/pages/overview_by_currency.html:20
 msgid "Currency"
 msgstr ""
 
@@ -171,10 +173,12 @@ msgstr ""
 #: apps/transactions/forms.py:62 apps/transactions/forms.py:276
 #: apps/transactions/forms.py:659 apps/transactions/forms.py:920
 #: apps/transactions/models.py:290 apps/transactions/models.py:461
-#: apps/transactions/models.py:683 apps/transactions/models.py:912
+#: apps/transactions/models.py:683 apps/transactions/models.py:925
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
+#: templates/yearly_overview/pages/overview_by_account.html:22
+#: templates/yearly_overview/pages/overview_by_currency.html:24
 msgid "Account"
 msgstr ""
 
@@ -182,10 +186,11 @@ msgstr ""
 #: apps/export_app/forms.py:132 apps/transactions/filters.py:53
 #: templates/accounts/fragments/list.html:5
 #: templates/accounts/pages/index.html:4 templates/includes/navbar.html:117
-#: templates/includes/navbar.html:119
+#: templates/includes/navbar.html:119 templates/includes/sidebar.html:180
+#: templates/includes/sidebar.html:182
 #: templates/monthly_overview/pages/overview.html:94
 #: templates/transactions/fragments/summary.html:12
-#: templates/transactions/pages/transactions.html:72
+#: templates/transactions/pages/transactions.html:81
 msgid "Accounts"
 msgstr ""
 
@@ -282,7 +287,7 @@ msgstr ""
 msgid "Invalid entity data. Provide an ID or name."
 msgstr ""
 
-#: apps/api/serializers/transactions.py:191
+#: apps/api/serializers/transactions.py:192
 msgid "Either 'date' or 'reference_date' must be provided."
 msgstr ""
 
@@ -455,7 +460,7 @@ msgstr ""
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:174
 #: templates/monthly_overview/pages/overview.html:172
-#: templates/transactions/pages/transactions.html:17
+#: templates/transactions/pages/transactions.html:47
 msgid "Clear"
 msgstr ""
 
@@ -497,10 +502,11 @@ msgstr ""
 #: apps/export_app/forms.py:133 apps/transactions/filters.py:60
 #: templates/currencies/fragments/list.html:5
 #: templates/currencies/pages/index.html:4 templates/includes/navbar.html:125
-#: templates/includes/navbar.html:127
+#: templates/includes/navbar.html:127 templates/includes/sidebar.html:194
+#: templates/includes/sidebar.html:196
 #: templates/monthly_overview/pages/overview.html:81
 #: templates/transactions/fragments/summary.html:8
-#: templates/transactions/pages/transactions.html:59
+#: templates/transactions/pages/transactions.html:68
 msgid "Currencies"
 msgstr ""
 
@@ -516,7 +522,7 @@ msgstr ""
 msgid "To Currency"
 msgstr ""
 
-#: apps/currencies/models.py:69 apps/currencies/models.py:74
+#: apps/currencies/models.py:69 apps/currencies/models.py:76
 msgid "Exchange Rate"
 msgstr ""
 
@@ -524,38 +530,43 @@ msgstr ""
 msgid "Date and Time"
 msgstr ""
 
-#: apps/currencies/models.py:75 apps/export_app/forms.py:68
+#: apps/currencies/models.py:73 apps/users/models.py:12
+#: apps/users/models.py:497
+msgid "Auto"
+msgstr ""
+
+#: apps/currencies/models.py:77 apps/export_app/forms.py:68
 #: apps/export_app/forms.py:145 templates/exchange_rates/fragments/list.html:6
 #: templates/exchange_rates/pages/index.html:4
-#: templates/includes/navbar.html:129
+#: templates/includes/navbar.html:129 templates/includes/sidebar.html:202
 msgid "Exchange Rates"
 msgstr ""
 
-#: apps/currencies/models.py:87
+#: apps/currencies/models.py:89
 msgid "From and To currencies cannot be the same."
 msgstr ""
 
-#: apps/currencies/models.py:102
+#: apps/currencies/models.py:104
 msgid "On"
 msgstr ""
 
-#: apps/currencies/models.py:103
+#: apps/currencies/models.py:105
 msgid "Every X hours"
 msgstr ""
 
-#: apps/currencies/models.py:104
+#: apps/currencies/models.py:106
 msgid "Not on"
 msgstr ""
 
-#: apps/currencies/models.py:106
+#: apps/currencies/models.py:108
 msgid "Service Name"
 msgstr ""
 
-#: apps/currencies/models.py:108
+#: apps/currencies/models.py:110
 msgid "Service Type"
 msgstr ""
 
-#: apps/currencies/models.py:110 apps/transactions/models.py:214
+#: apps/currencies/models.py:112 apps/transactions/models.py:214
 #: apps/transactions/models.py:238 apps/transactions/models.py:262
 #: templates/categories/fragments/list.html:21
 #: templates/entities/fragments/list.html:21
@@ -564,69 +575,77 @@ msgstr ""
 msgid "Active"
 msgstr ""
 
-#: apps/currencies/models.py:115
+#: apps/currencies/models.py:117
 msgid "API Key"
 msgstr ""
 
-#: apps/currencies/models.py:116
+#: apps/currencies/models.py:118
 msgid "API key for the service (if required)"
 msgstr ""
 
-#: apps/currencies/models.py:121
+#: apps/currencies/models.py:123
 msgid "Interval Type"
 msgstr ""
 
-#: apps/currencies/models.py:125
+#: apps/currencies/models.py:127
 msgid "Interval"
 msgstr ""
 
-#: apps/currencies/models.py:128
+#: apps/currencies/models.py:130
 msgid "Last Successful Fetch"
 msgstr ""
 
-#: apps/currencies/models.py:133
+#: apps/currencies/models.py:135
 msgid "Target Currencies"
 msgstr ""
 
-#: apps/currencies/models.py:135
+#: apps/currencies/models.py:137
 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:143
+#: apps/currencies/models.py:145
 msgid "Target Accounts"
 msgstr ""
 
-#: apps/currencies/models.py:145
+#: apps/currencies/models.py:147
 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:152
+#: apps/currencies/models.py:154
+msgid "Single exchange rate"
+msgstr ""
+
+#: apps/currencies/models.py:157
+msgid "Create one exchange rate and keep updating it. Avoids database clutter."
+msgstr ""
+
+#: apps/currencies/models.py:162
 msgid "Exchange Rate Service"
 msgstr ""
 
-#: apps/currencies/models.py:153
+#: apps/currencies/models.py:163
 msgid "Exchange Rate Services"
 msgstr ""
 
-#: apps/currencies/models.py:205
+#: apps/currencies/models.py:215
 msgid "'Every X hours' interval type requires a positive integer."
 msgstr ""
 
-#: apps/currencies/models.py:214
+#: apps/currencies/models.py:224
 msgid "'Every X hours' interval must be between 1 and 24."
 msgstr ""
 
-#: apps/currencies/models.py:228
+#: apps/currencies/models.py:238
 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:239
+#: apps/currencies/models.py:249
 msgid ""
 "Invalid format. Please check the requirements for your selected interval "
 "type."
@@ -726,7 +745,7 @@ msgstr ""
 #: apps/rules/forms.py:188 apps/rules/models.py:37 apps/rules/models.py:270
 #: apps/transactions/forms.py:499 apps/transactions/models.py:314
 #: apps/transactions/models.py:510 apps/transactions/models.py:711
-#: apps/transactions/models.py:934
+#: apps/transactions/models.py:947
 msgid "Notes"
 msgstr ""
 
@@ -783,14 +802,15 @@ msgid "Entry deleted successfully"
 msgstr ""
 
 #: apps/export_app/forms.py:14 apps/export_app/forms.py:131
-#: templates/includes/navbar.html:150 templates/users/fragments/list.html:6
-#: templates/users/pages/index.html:4
+#: templates/includes/navbar.html:150 templates/includes/sidebar.html:239
+#: templates/users/fragments/list.html:6 templates/users/pages/index.html:4
 msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:32 apps/export_app/forms.py:137
 #: apps/transactions/models.py:375 templates/includes/navbar.html:58
-#: templates/includes/navbar.html:107
+#: templates/includes/navbar.html:107 templates/includes/sidebar.html:66
+#: templates/includes/sidebar.html:160
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:39
 #: templates/transactions/pages/transactions.html:5
@@ -800,6 +820,7 @@ msgstr ""
 #: apps/export_app/forms.py:38 apps/export_app/forms.py:134
 #: apps/transactions/filters.py:67 templates/categories/fragments/list.html:5
 #: templates/categories/pages/index.html:4 templates/includes/navbar.html:109
+#: templates/includes/sidebar.html:162
 msgid "Categories"
 msgstr ""
 
@@ -810,13 +831,15 @@ msgstr ""
 #: apps/transactions/forms.py:682 apps/transactions/forms.py:943
 #: apps/transactions/models.py:273 apps/transactions/models.py:329
 #: apps/transactions/models.py:506 apps/transactions/models.py:708
-#: apps/transactions/models.py:949 templates/entities/fragments/list.html:5
+#: apps/transactions/models.py:962 templates/entities/fragments/list.html:5
 #: templates/entities/pages/index.html:4 templates/includes/navbar.html:113
+#: templates/includes/sidebar.html:174
 msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:56 apps/export_app/forms.py:140
-#: apps/transactions/models.py:745 templates/includes/navbar.html:77
+#: apps/transactions/models.py:748 templates/includes/navbar.html:77
+#: templates/includes/sidebar.html:95
 #: templates/recurring_transactions/fragments/list.html:5
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
@@ -824,6 +847,7 @@ msgstr ""
 
 #: apps/export_app/forms.py:62 apps/export_app/forms.py:138
 #: apps/transactions/models.py:524 templates/includes/navbar.html:75
+#: templates/includes/sidebar.html:89
 #: templates/installment_plans/fragments/list.html:5
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -832,12 +856,13 @@ msgstr ""
 #: apps/export_app/forms.py:74 apps/export_app/forms.py:143
 #: templates/exchange_rates_services/fragments/list.html:6
 #: templates/exchange_rates_services/pages/index.html:4
-#: templates/includes/navbar.html:143
+#: templates/includes/navbar.html:143 templates/includes/sidebar.html:230
 msgid "Automatic Exchange Rates"
 msgstr ""
 
 #: apps/export_app/forms.py:80 templates/includes/navbar.html:135
-#: templates/rules/fragments/list.html:5 templates/rules/pages/index.html:4
+#: templates/includes/sidebar.html:210 templates/rules/fragments/list.html:5
+#: templates/rules/pages/index.html:4
 msgid "Rules"
 msgstr ""
 
@@ -876,7 +901,7 @@ msgstr ""
 msgid "Update or create transaction actions"
 msgstr ""
 
-#: apps/export_app/forms.py:185 templates/cotton/transaction/item.html:172
+#: apps/export_app/forms.py:185 templates/cotton/transaction/item.html:176
 #: templates/cotton/ui/deleted_transactions_action_bar.html:47
 #: templates/export_app/fragments/restore.html:5
 #: templates/export_app/pages/index.html:24
@@ -906,7 +931,7 @@ msgstr ""
 
 #: apps/import_app/forms.py:61
 #: templates/import_app/fragments/profiles/list.html:62
-#: templates/includes/navbar.html:137
+#: templates/includes/navbar.html:137 templates/includes/sidebar.html:216
 msgid "Import"
 msgstr ""
 
@@ -977,8 +1002,8 @@ msgstr ""
 #: apps/insights/forms.py:119 apps/insights/utils/sankey.py:36
 #: apps/insights/utils/sankey.py:167
 #: templates/insights/fragments/category_overview/index.html:73
-#: templates/insights/fragments/category_overview/index.html:285
-#: templates/insights/fragments/category_overview/index.html:314
+#: templates/insights/fragments/category_overview/index.html:284
+#: templates/insights/fragments/category_overview/index.html:313
 msgid "Uncategorized"
 msgstr ""
 
@@ -1062,13 +1087,13 @@ msgstr ""
 #: apps/rules/forms.py:167 apps/rules/forms.py:180 apps/rules/models.py:31
 #: apps/rules/models.py:246 apps/transactions/models.py:297
 #: apps/transactions/models.py:466 apps/transactions/models.py:689
-#: apps/transactions/models.py:919
+#: apps/transactions/models.py:932
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:168 apps/rules/forms.py:181 apps/rules/models.py:32
 #: apps/rules/models.py:250 apps/transactions/filters.py:23
-#: apps/transactions/models.py:299 apps/transactions/models.py:921
+#: apps/transactions/models.py:299 apps/transactions/models.py:934
 #: templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:30
 #: templates/transactions/widgets/paid_toggle_button.html:12
@@ -1086,7 +1111,7 @@ msgstr ""
 
 #: apps/rules/forms.py:171 apps/rules/forms.py:184 apps/rules/models.py:35
 #: apps/rules/models.py:262 apps/transactions/models.py:307
-#: apps/transactions/models.py:694 apps/transactions/models.py:927
+#: apps/transactions/models.py:694 apps/transactions/models.py:940
 #: templates/insights/fragments/sankey.html:95
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1098,17 +1123,17 @@ msgstr ""
 #: apps/rules/models.py:36 apps/rules/models.py:266
 #: apps/transactions/forms.py:490 apps/transactions/models.py:312
 #: apps/transactions/models.py:468 apps/transactions/models.py:697
-#: apps/transactions/models.py:932
+#: apps/transactions/models.py:945
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:190 apps/rules/models.py:274
-#: apps/transactions/models.py:351 apps/transactions/models.py:954
+#: apps/transactions/models.py:351 apps/transactions/models.py:967
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:176 apps/rules/forms.py:191 apps/rules/models.py:278
-#: apps/transactions/models.py:353 apps/transactions/models.py:956
+#: apps/transactions/models.py:353 apps/transactions/models.py:969
 msgid "Internal ID"
 msgstr ""
 
@@ -1180,7 +1205,7 @@ msgstr ""
 msgid "less than or equal"
 msgstr ""
 
-#: apps/rules/models.py:88 templates/transactions/pages/transactions.html:15
+#: apps/rules/models.py:88
 msgid "Filter"
 msgstr ""
 
@@ -1237,6 +1262,7 @@ msgstr ""
 #: apps/transactions/filters.py:24 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:30 templates/includes/navbar.html:47
 #: templates/insights/fragments/category_overview/index.html:46
+#: templates/net_worth/net_worth.html:32
 #: templates/transactions/widgets/paid_toggle_button.html:8
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:12
 msgid "Projected"
@@ -1295,7 +1321,7 @@ msgid "To Amount"
 msgstr ""
 
 #: apps/transactions/forms.py:503 apps/transactions/models.py:211
-#: apps/transactions/models.py:302 apps/transactions/models.py:922
+#: apps/transactions/models.py:302 apps/transactions/models.py:935
 msgid "Mute"
 msgstr ""
 
@@ -1321,7 +1347,11 @@ msgstr ""
 msgid "Muted categories won't be displayed on monthly summaries"
 msgstr ""
 
-#: apps/transactions/forms.py:1074
+#: apps/transactions/forms.py:1046
+msgid "future transactions"
+msgstr ""
+
+#: apps/transactions/forms.py:1076
 msgid "End date should be after the start date"
 msgstr ""
 
@@ -1358,7 +1388,7 @@ msgstr ""
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:284 apps/transactions/models.py:899
+#: apps/transactions/models.py:284 apps/transactions/models.py:912
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1370,7 +1400,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:285 apps/transactions/models.py:900
+#: apps/transactions/models.py:285 apps/transactions/models.py:913
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1385,7 +1415,7 @@ msgstr ""
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:349 apps/transactions/models.py:744
+#: apps/transactions/models.py:349 apps/transactions/models.py:747
 msgid "Recurring Transaction"
 msgstr ""
 
@@ -1413,12 +1443,12 @@ msgstr ""
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:455
+#: apps/transactions/models.py:455 templates/includes/sidebar.html:42
 msgid "Yearly"
 msgstr ""
 
 #: apps/transactions/models.py:456 apps/users/models.py:464
-#: templates/includes/navbar.html:27
+#: templates/includes/navbar.html:27 templates/includes/sidebar.html:36
 msgid "Monthly"
 msgstr ""
 
@@ -1458,11 +1488,11 @@ msgstr ""
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:513 apps/transactions/models.py:734
+#: apps/transactions/models.py:513 apps/transactions/models.py:737
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:516 apps/transactions/models.py:737
+#: apps/transactions/models.py:516 apps/transactions/models.py:740
 msgid "Add notes to transactions"
 msgstr ""
 
@@ -1495,15 +1525,19 @@ msgstr ""
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:727
-msgid "Last Generated Date"
+#: apps/transactions/models.py:726
+msgid "Keep at most"
 msgstr ""
 
 #: apps/transactions/models.py:730
+msgid "Last Generated Date"
+msgstr ""
+
+#: apps/transactions/models.py:733
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:966
+#: apps/transactions/models.py:979
 #: apps/transactions/views/quick_transactions.py:177
 #: apps/transactions/views/quick_transactions.py:186
 #: apps/transactions/views/quick_transactions.py:188
@@ -1512,7 +1546,8 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:967 templates/includes/navbar.html:73
+#: apps/transactions/models.py:980 templates/includes/navbar.html:73
+#: templates/includes/sidebar.html:83
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:11
 msgid "Quick Transactions"
@@ -1617,8 +1652,8 @@ msgid "Item deleted successfully"
 msgstr ""
 
 #: apps/transactions/views/quick_transactions.py:155
-#: apps/transactions/views/transactions.py:52
-#: apps/transactions/views/transactions.py:148
+#: apps/transactions/views/transactions.py:53
+#: apps/transactions/views/transactions.py:149
 msgid "Transaction added successfully"
 msgstr ""
 
@@ -1658,30 +1693,30 @@ msgstr ""
 msgid "Tag deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:182
+#: apps/transactions/views/transactions.py:183
 msgid "Transaction updated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:232
+#: apps/transactions/views/transactions.py:233
 #, python-format
 msgid "%(count)s transaction updated successfully"
 msgid_plural "%(count)s transactions updated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/transactions.py:268
+#: apps/transactions/views/transactions.py:269
 msgid "Transaction duplicated successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:310
+#: apps/transactions/views/transactions.py:311
 msgid "Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:328
+#: apps/transactions/views/transactions.py:329
 msgid "Transaction restored successfully"
 msgstr ""
 
-#: apps/transactions/views/transactions.py:354
+#: apps/transactions/views/transactions.py:355
 msgid "Transfer added successfully"
 msgstr ""
 
@@ -1724,7 +1759,7 @@ msgstr ""
 
 #: apps/users/forms.py:54 apps/users/forms.py:67 apps/users/forms.py:89
 #: templates/monthly_overview/pages/overview.html:153
-#: templates/transactions/pages/transactions.html:35
+#: templates/transactions/pages/transactions.html:28
 msgid "Default"
 msgstr ""
 
@@ -1804,10 +1839,6 @@ msgstr ""
 msgid "A user with this email address already exists."
 msgstr ""
 
-#: apps/users/models.py:12 apps/users/models.py:497
-msgid "Auto"
-msgstr ""
-
 #: apps/users/models.py:465 templates/includes/navbar.html:29
 msgid "Yearly by currency"
 msgstr ""
@@ -1829,6 +1860,7 @@ msgid "All Transactions"
 msgstr ""
 
 #: apps/users/models.py:470 templates/includes/navbar.html:33
+#: templates/includes/sidebar.html:48
 msgid "Calendar"
 msgstr ""
 
@@ -1923,9 +1955,9 @@ msgstr ""
 #: templates/accounts/fragments/list.html:48
 #: templates/categories/fragments/table.html:36
 #: templates/cotton/transaction/item.html:136
-#: templates/cotton/transaction/item.html:178
+#: templates/cotton/transaction/item.html:182
 #: templates/cotton/ui/deleted_transactions_action_bar.html:55
-#: templates/cotton/ui/transactions_action_bar.html:89
+#: templates/cotton/ui/transactions_action_bar.html:90
 #: templates/currencies/fragments/list.html:44
 #: templates/dca/fragments/strategy/details.html:75
 #: templates/dca/fragments/strategy/list.html:44
@@ -1950,9 +1982,9 @@ msgstr ""
 #: templates/accounts/fragments/list.html:52
 #: templates/categories/fragments/table.html:41
 #: templates/cotton/transaction/item.html:140
-#: templates/cotton/transaction/item.html:182
+#: templates/cotton/transaction/item.html:186
 #: templates/cotton/ui/deleted_transactions_action_bar.html:57
-#: templates/cotton/ui/transactions_action_bar.html:91
+#: templates/cotton/ui/transactions_action_bar.html:92
 #: templates/currencies/fragments/list.html:48
 #: templates/dca/fragments/strategy/details.html:80
 #: templates/dca/fragments/strategy/list.html:48
@@ -1980,9 +2012,9 @@ msgstr ""
 #: templates/accounts/fragments/list.html:53
 #: templates/categories/fragments/table.html:42
 #: templates/cotton/transaction/item.html:141
-#: templates/cotton/transaction/item.html:183
+#: templates/cotton/transaction/item.html:187
 #: templates/cotton/ui/deleted_transactions_action_bar.html:58
-#: templates/cotton/ui/transactions_action_bar.html:92
+#: templates/cotton/ui/transactions_action_bar.html:93
 #: templates/currencies/fragments/list.html:49
 #: templates/dca/fragments/strategy/details.html:81
 #: templates/dca/fragments/strategy/list.html:49
@@ -2002,7 +2034,7 @@ msgstr ""
 #: templates/accounts/fragments/list.html:54
 #: templates/categories/fragments/table.html:43
 #: templates/cotton/transaction/item.html:142
-#: templates/cotton/transaction/item.html:184
+#: templates/cotton/transaction/item.html:188
 #: templates/currencies/fragments/list.html:50
 #: templates/dca/fragments/strategy/details.html:82
 #: templates/dca/fragments/strategy/list.html:50
@@ -2141,7 +2173,7 @@ msgid "Muted"
 msgstr ""
 
 #: templates/categories/fragments/table.html:75
-#: templates/insights/fragments/category_overview/index.html:430
+#: templates/insights/fragments/category_overview/index.html:429
 msgid "No categories"
 msgstr ""
 
@@ -2150,6 +2182,7 @@ msgid "Pick a month"
 msgstr ""
 
 #: templates/common/fragments/toasts.html:15 templates/extends/offcanvas.html:5
+#: templates/includes/sidebar.html:28
 msgid "Close"
 msgstr ""
 
@@ -2181,7 +2214,19 @@ msgid "Add as quick transaction"
 msgstr ""
 
 #: templates/cotton/transaction/item.html:166
-#: templates/cotton/ui/transactions_action_bar.html:81
+msgid "Move to previous month"
+msgstr ""
+
+#: templates/cotton/transaction/item.html:167
+msgid "Move to next month"
+msgstr ""
+
+#: templates/cotton/transaction/item.html:168
+msgid "Move to today"
+msgstr ""
+
+#: templates/cotton/transaction/item.html:170
+#: templates/cotton/ui/transactions_action_bar.html:82
 msgid "Duplicate"
 msgstr ""
 
@@ -2231,7 +2276,7 @@ msgid "Unselect All"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:59
-#: templates/cotton/ui/transactions_action_bar.html:93
+#: templates/cotton/ui/transactions_action_bar.html:94
 msgid "Yes, delete them!"
 msgstr ""
 
@@ -2242,49 +2287,49 @@ msgstr ""
 #: templates/cotton/ui/deleted_transactions_action_bar.html:189
 #: templates/cotton/ui/deleted_transactions_action_bar.html:209
 #: templates/cotton/ui/deleted_transactions_action_bar.html:229
-#: templates/cotton/ui/transactions_action_bar.html:139
-#: templates/cotton/ui/transactions_action_bar.html:163
-#: templates/cotton/ui/transactions_action_bar.html:183
-#: templates/cotton/ui/transactions_action_bar.html:203
-#: templates/cotton/ui/transactions_action_bar.html:223
-#: templates/cotton/ui/transactions_action_bar.html:243
-#: templates/cotton/ui/transactions_action_bar.html:263
+#: templates/cotton/ui/transactions_action_bar.html:140
+#: templates/cotton/ui/transactions_action_bar.html:165
+#: templates/cotton/ui/transactions_action_bar.html:185
+#: templates/cotton/ui/transactions_action_bar.html:205
+#: templates/cotton/ui/transactions_action_bar.html:225
+#: templates/cotton/ui/transactions_action_bar.html:245
+#: templates/cotton/ui/transactions_action_bar.html:265
 msgid "copied!"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:114
-#: templates/cotton/ui/transactions_action_bar.html:57
-#: templates/cotton/ui/transactions_action_bar.html:148
+#: templates/cotton/ui/transactions_action_bar.html:58
+#: templates/cotton/ui/transactions_action_bar.html:150
 msgid "Toggle Dropdown"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:122
-#: templates/cotton/ui/transactions_action_bar.html:156
+#: templates/cotton/ui/transactions_action_bar.html:158
 msgid "Flat Total"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:142
-#: templates/cotton/ui/transactions_action_bar.html:176
+#: templates/cotton/ui/transactions_action_bar.html:178
 msgid "Real Total"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:162
-#: templates/cotton/ui/transactions_action_bar.html:196
+#: templates/cotton/ui/transactions_action_bar.html:198
 msgid "Mean"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:182
-#: templates/cotton/ui/transactions_action_bar.html:216
+#: templates/cotton/ui/transactions_action_bar.html:218
 msgid "Max"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:202
-#: templates/cotton/ui/transactions_action_bar.html:236
+#: templates/cotton/ui/transactions_action_bar.html:238
 msgid "Min"
 msgstr ""
 
 #: templates/cotton/ui/deleted_transactions_action_bar.html:222
-#: templates/cotton/ui/transactions_action_bar.html:256
+#: templates/cotton/ui/transactions_action_bar.html:258
 msgid "Count"
 msgstr ""
 
@@ -2303,11 +2348,11 @@ msgstr ""
 msgid "Balance"
 msgstr ""
 
-#: templates/cotton/ui/transactions_action_bar.html:65
+#: templates/cotton/ui/transactions_action_bar.html:66
 msgid "Mark as unpaid"
 msgstr ""
 
-#: templates/cotton/ui/transactions_action_bar.html:72
+#: templates/cotton/ui/transactions_action_bar.html:73
 msgid "Mark as paid"
 msgstr ""
 
@@ -2463,10 +2508,10 @@ msgid "Edit exchange rate"
 msgstr ""
 
 #: templates/exchange_rates/fragments/list.html:25
-#: templates/includes/navbar.html:62
+#: templates/includes/navbar.html:62 templates/includes/sidebar.html:68
 #: templates/installment_plans/fragments/list.html:21
-#: templates/yearly_overview/pages/overview_by_account.html:94
-#: templates/yearly_overview/pages/overview_by_currency.html:96
+#: templates/yearly_overview/pages/overview_by_account.html:105
+#: templates/yearly_overview/pages/overview_by_currency.html:107
 msgid "All"
 msgstr ""
 
@@ -2520,6 +2565,7 @@ msgid "No services configured"
 msgstr ""
 
 #: templates/export_app/pages/index.html:4 templates/includes/navbar.html:140
+#: templates/includes/sidebar.html:223
 msgid "Export and Restore"
 msgstr ""
 
@@ -2607,7 +2653,7 @@ msgstr ""
 msgid "Logs for"
 msgstr ""
 
-#: templates/includes/navbar.html:12
+#: templates/includes/mobile_navbar.html:12 templates/includes/navbar.html:12
 msgid "Toggle navigation"
 msgstr ""
 
@@ -2615,88 +2661,88 @@ msgstr ""
 msgid "Overview"
 msgstr ""
 
-#: templates/includes/navbar.html:41
+#: templates/includes/navbar.html:41 templates/includes/sidebar.html:60
 msgid "Net Worth"
 msgstr ""
 
 #: templates/includes/navbar.html:45
 #: templates/insights/fragments/category_overview/index.html:50
+#: templates/net_worth/net_worth.html:22
 msgid "Current"
 msgstr ""
 
-#: templates/includes/navbar.html:51 templates/insights/pages/index.html:5
+#: templates/includes/navbar.html:51 templates/includes/sidebar.html:54
+#: templates/insights/pages/index.html:5
 msgid "Insights"
 msgstr ""
 
-#: templates/includes/navbar.html:67
+#: templates/includes/navbar.html:67 templates/includes/sidebar.html:76
 msgid "Trash Can"
 msgstr ""
 
-#: templates/includes/navbar.html:85
+#: templates/includes/navbar.html:85 templates/includes/sidebar.html:101
 msgid "Tools"
 msgstr ""
 
-#: templates/includes/navbar.html:89
+#: templates/includes/navbar.html:89 templates/includes/sidebar.html:103
 msgid "Dollar Cost Average Tracker"
 msgstr ""
 
-#: templates/includes/navbar.html:92
+#: templates/includes/navbar.html:92 templates/includes/sidebar.html:109
 #: templates/mini_tools/unit_price_calculator.html:5
 #: templates/mini_tools/unit_price_calculator.html:10
 msgid "Unit Price Calculator"
 msgstr ""
 
-#: templates/includes/navbar.html:95
+#: templates/includes/navbar.html:95 templates/includes/sidebar.html:115
 #: templates/mini_tools/currency_converter/currency_converter.html:8
 #: templates/mini_tools/currency_converter/currency_converter.html:15
 msgid "Currency Converter"
 msgstr ""
 
-#: templates/includes/navbar.html:104
+#: templates/includes/navbar.html:104 templates/includes/sidebar.html:134
+#: templates/includes/sidebar.html:147
 msgid "Management"
 msgstr ""
 
-#: templates/includes/navbar.html:133
+#: templates/includes/navbar.html:133 templates/includes/sidebar.html:208
 msgid "Automation"
 msgstr ""
 
-#: templates/includes/navbar.html:148
+#: templates/includes/navbar.html:148 templates/includes/sidebar.html:237
 msgid "Admin"
 msgstr ""
 
-#: templates/includes/navbar.html:157
+#: templates/includes/navbar.html:157 templates/includes/sidebar.html:246
 msgid "Only use this if you know what you're doing"
 msgstr ""
 
-#: templates/includes/navbar.html:158
+#: templates/includes/navbar.html:158 templates/includes/sidebar.html:245
 msgid "Django Admin"
 msgstr ""
 
-#: templates/includes/navbar.html:169
+#: templates/includes/navbar.html:169 templates/includes/sidebar.html:260
 msgid "is available"
 msgstr ""
 
 #: templates/includes/navbar.html:174 templates/includes/navbar.html:177
+#: templates/includes/sidebar.html:266
 msgid "Calculator"
 msgstr ""
 
-#: templates/includes/navbar/user_menu.html:6
-msgid "Profile"
-msgstr ""
-
-#: templates/includes/navbar/user_menu.html:15
+#: templates/includes/navbar/user_menu.html:12
 msgid "Settings"
 msgstr ""
 
-#: templates/includes/navbar/user_menu.html:20
+#: templates/includes/navbar/user_menu.html:17
 msgid "Edit profile"
 msgstr ""
 
-#: templates/includes/navbar/user_menu.html:47
+#: templates/includes/navbar/user_menu.html:44
 msgid "Clear cache"
 msgstr ""
 
-#: templates/includes/navbar/user_menu.html:51
+#: templates/includes/navbar/user_menu.html:48
 msgid "Logout"
 msgstr ""
 
@@ -2773,7 +2819,7 @@ msgstr ""
 msgid "Untagged"
 msgstr ""
 
-#: templates/insights/fragments/category_overview/index.html:407
+#: templates/insights/fragments/category_overview/index.html:406
 msgid "Final Total"
 msgstr ""
 
@@ -2826,8 +2872,8 @@ msgid "Month"
 msgstr ""
 
 #: templates/insights/pages/index.html:40
-#: templates/yearly_overview/pages/overview_by_account.html:62
-#: templates/yearly_overview/pages/overview_by_currency.html:64
+#: templates/yearly_overview/pages/overview_by_account.html:73
+#: templates/yearly_overview/pages/overview_by_currency.html:75
 msgid "Year"
 msgstr ""
 
@@ -2906,11 +2952,11 @@ msgstr ""
 msgid "No installment plans"
 msgstr ""
 
-#: templates/layouts/base.html:40
+#: templates/layouts/base.html:43
 msgid "This is a demo!"
 msgstr ""
 
-#: templates/layouts/base.html:40
+#: templates/layouts/base.html:43
 msgid "Any data you add here will be wiped in 24hrs or less"
 msgstr ""
 
@@ -2979,43 +3025,44 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:142
+#: templates/transactions/pages/transactions.html:17
 msgid "Filter transactions"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:148
-#: templates/transactions/pages/transactions.html:33
+#: templates/transactions/pages/transactions.html:23
 msgid "Order by"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:155
-#: templates/transactions/pages/transactions.html:36
+#: templates/transactions/pages/transactions.html:30
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:157
-#: templates/transactions/pages/transactions.html:37
+#: templates/transactions/pages/transactions.html:32
 msgid "Newest first"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:18
+#: templates/net_worth/net_worth.html:40
 #: templates/yearly_overview/pages/overview_by_currency.html:9
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:53
+#: templates/net_worth/net_worth.html:75
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:82
+#: templates/net_worth/net_worth.html:104
 #: templates/yearly_overview/pages/overview_by_account.html:7
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:189
+#: templates/net_worth/net_worth.html:211
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:253
+#: templates/net_worth/net_worth.html:275
 msgid "Evolution by account"
 msgstr ""
 

app/templates/accounts/fragments/list.html

@@ -71,6 +71,17 @@
                  hx-get="{% url 'account_share_settings' pk=account.id %}">
                 <i class="fa-solid fa-share fa-fw"></i></a>
                 {% endif %}
+                <a class="btn btn-secondary btn-sm"
+                   role="button"
+                   hx-get="{% url 'account_toggle_untracked' pk=account.id %}"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% if account.is_untracked_by %}{% translate "Track" %}{% else %}{% translate "Untrack" %}{% endif %}">
+                  {% if account.is_untracked_by %}
+                    <i class="fa-solid fa-eye fa-fw"></i>
+                  {% else %}
+                    <i class="fa-solid fa-eye-slash fa-fw"></i>
+                  {% endif %}
+                </a>
               </div>
             </td>
             <td class="col">{{ account.name }}</td>

app/templates/cotton/transaction/item.html

@@ -33,7 +33,7 @@
             </div>
           {% endif %}
         </div>
-        <div class="col-lg col-12 {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div class="col-lg col-12 {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           {#      Date#}
           <div class="row mb-2 mb-lg-1 tw:text-gray-400">
             <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
@@ -91,7 +91,7 @@
             {% endwith %}
           </div>
         </div>
-        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           <div class="main-amount mb-2 mb-lg-0">
             <c-amount.display
                 :amount="transaction.amount"
@@ -121,7 +121,7 @@
           {#      Item actions#}
           <div
               class="transaction-actions tw:absolute! tw:left-1/2 tw:top-0 tw:-translate-x-1/2 tw:-translate-y-1/2 tw:invisible tw:group-hover/transaction:visible d-flex flex-row card">
-            <div class="card-body p-1 shadow-lg">
+            <div class="card-body p-1 shadow-lg d-flex flex-row gap-1">
               {% if not transaction.deleted %}
                 <a class="btn btn-secondary btn-sm transaction-action"
                    role="button"
@@ -145,17 +145,27 @@
                 <button class="btn btn-secondary btn-sm transaction-action" type="button" data-bs-toggle="dropdown" aria-expanded="false">
                   <i class="fa-solid fa-ellipsis fa-fw"></i>
                 </button>
-                <ul class="dropdown-menu">
-                  {% if transaction.category.mute %}
-                  <li>
-                    <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
-                      <i class="fa-solid fa-eye fa-fw me-2"></i>
-                      <div>
-                        {% translate 'Show on summaries' %}
-                        <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
-                      </div>
-                    </a>
-                  </li>
+                <ul class="dropdown-menu dropdown-menu-end dropdown-menu-md-start">
+                  {% if transaction.account.is_untracked_by %}
+                    <li>
+                      <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
+                        <i class="fa-solid fa-eye fa-fw me-2"></i>
+                        <div>
+                          {% translate 'Show on summaries' %}
+                          <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by account' %}</div>
+                        </div>
+                      </a>
+                    </li>
+                  {% elif transaction.category.mute %}
+                    <li>
+                      <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
+                        <i class="fa-solid fa-eye fa-fw me-2"></i>
+                        <div>
+                          {% translate 'Show on summaries' %}
+                          <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
+                        </div>
+                      </a>
+                    </li>
                   {% elif transaction.mute %}
                     <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
                   {% else %}
@@ -163,6 +173,10 @@
                   {% endif %}
                   <li><a class="dropdown-item" href="#" hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a></li>
                   <li><hr class="dropdown-divider"></li>
+                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='previous' %}"><i class="fa-solid fa-calendar-minus fa-fw me-2"></i>{% translate 'Move to previous month' %}</a></li>
+                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='next' %}"><i class="fa-solid fa-calendar-plus fa-fw me-2"></i>{% translate 'Move to next month' %}</a></li>
+                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_move_to_today' transaction_id=transaction.id %}"><i class="fa-solid fa-calendar-day fa-fw me-2"></i>{% translate 'Move to today' %}</a></li>
+                  <li><hr class="dropdown-divider"></li>
                   <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"><i class="fa-solid fa-clone fa-fw me-2"></i>{% translate 'Duplicate' %}</a></li>
                 </ul>
               {% else %}

app/templates/includes/sidebar.html

@@ -138,8 +138,8 @@
 
     <div class="mt-auto p-2 w-100">
       <div id="collapsible-panel"
-           class="p-0 collapse tw:absolute tw:bottom-0 tw:left-0 tw:w-full tw:z-30 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:max-h-screen">
-        <div class="tw:h-screen tw:backdrop-blur-3xl">
+           class="p-0 collapse tw:absolute tw:bottom-0 tw:left-0 tw:w-full tw:z-30 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:max-h-dvh">
+        <div class="tw:h-dvh tw:backdrop-blur-3xl">
           <!-- Header -->
           <div
               class="tw:flex tw:justify-between tw:items-center tw:p-4 tw:border-b tw:border-gray-600 tw:lg:hidden tw:lg:group-hover:flex">

frontend/src/styles/style.scss

@@ -85,3 +85,7 @@ select[multiple] {
 [data-bs-toggle="collapse"][aria-expanded="true"] .fa-chevron-down {
   transform: rotate(-180deg);
 }
+
+div:where(.swal2-container) {
+  z-index: 1100 !important;
+}