admin user able to create test txs

README.md

@@ -1,83 +1,167 @@
-# MyApp
+# IngTrak
 
-Generic Flutter Android starter built with Flutter **3.47** (Dart **3.13**), Material 3, null safety, and [Provider](https://pub.dev/packages/provider) for state management.
+Personal finance app for **Enable Banking** (ING and other supported banks): transactions, labels, charts, budgets, look-ahead projections, and **PocketBase** cloud sync.
 
-Package name: `com.example.myapp`
+- **Package:** `com.ingtrak.app`
+- **Platform:** Android (Flutter)
+- **Flutter:** 3.47+ · **Dart:** 3.13+
 
 ## Features
 
-- Splash screen that fades into the main shell
+- **Bank connect** — Enable Banking via backend API + in-app WebView; optional deep link `ingtrak://connected`
-- Bottom navigation: Home, Search, Profile, Settings
+- **Home** — Balance, customizable layout: built-in sections (Transactions / Categorized / Recent) and filter widgets (stats or budget, half/full width, bar/pie/ring)
-- `ListView.builder` catalog with rounded, shadowed cards
+- **Transactions** — Search, filters, month heatmap, labels, notes, merchant / “apply to similar” rules
-- Detail screen with a matching `Hero` animation
+- **Overview** — Income/expense and label charts; save **favourite** chart filters
-- Light / dark / system theme, persisted with `shared_preferences`
+- **Look ahead** — Projected balance from recurring templates
-- Add-item form with validation
+- **Sync** — Bidirectional PocketBase sync (transactions, labels, annotations, favourites, home widgets, app prefs)
-- Mock catalog plus an `http` client aimed at JSONPlaceholder (toggle in Settings)
+- **Theme** — Light / dark / system (local)
+- **CSV** — Import ING CSV exports (Settings)
 
-## Folder structure
+## Prerequisites
+
+- [Flutter SDK](https://docs.flutter.dev/get-started/install) **3.47** or newer (Dart **3.13**)
+- Android Studio / SDK (Java **17**), emulator or device
+- Reachable **bank API** (`API_BASE_URL`) and **PocketBase** (`POCKETBASE_URL`)
+- PocketBase auth collection **`usersapp`** (create this before running migrations)
+
+```bash
+flutter doctor
+flutter doctor --android-licenses   # if prompted
+```
+
+## Quick start
+
+```bash
+cd ingtrakapp
+cp .env.example .env          # edit URLs if needed
+flutter pub get
+flutter devices
+flutter run                   # or: flutter run -d android
+```
+
+First Android build downloads Gradle and may take a few minutes.
+
+### Useful commands
+
+```bash
+flutter analyze
+flutter test
+flutter run --release
+flutter build apk
+```
+
+### Override config without editing `.env`
+
+```bash
+flutter run \
+  --dart-define=API_BASE_URL=https://your-api.example \
+  --dart-define=POCKETBASE_URL=https://your-pb.example \
+  --dart-define=POCKETBASE_USERS_COLLECTION=usersapp
+```
+
+`--dart-define` values win over `.env`.
+
+## Configuration
+
+Copy [`.env.example`](.env.example) to `.env` (both are listed as Flutter assets). No secrets belong in these files.
+
+| Variable | Purpose | Example |
+|----------|---------|---------|
+| `API_BASE_URL` | FastAPI bank / Enable Banking proxy | `https://ingtrak.satoshinakamoto.win` |
+| `POCKETBASE_URL` | PocketBase instance | `https://pb.satoshinakamoto.win` |
+| `POCKETBASE_USERS_COLLECTION` | Auth collection name | `usersapp` |
+
+Loaded in `lib/utils/app_config.dart` at startup (`flutter_dotenv`). Fallbacks: hosted API URL, PocketBase `http://127.0.0.1:8090`.
+
+### Bank redirect URIs
+
+1. **HTTP callback (Enable Banking Control Panel / backend `REDIRECT_URI`):**  
+   `{API_BASE_URL}/api/connect/callback`
+2. **Optional app deep link** (after HTML bounce; not registered with Enable Banking):  
+   `ingtrak://connected?code=…`  
+   Declared in `AndroidManifest.xml` and handled via `app_links`.
+
+## PocketBase setup
+
+Migrations live in [`pocketbase/pb_migrations/`](pocketbase/pb_migrations/). They assume collection **`usersapp`** already exists.
+
+### Collections
+
+| Migration | Collection |
+|-----------|------------|
+| `1740000000` | `labels`, `tx_meta`, `merchant_rules`, `exact_templates` |
+| `1740000001` | `transactions` |
+| `1740000002` | `recurring_templates` |
+| `1740000003` | `overview_favourites` |
+| `1740000004`–`0006` | `home_filter_widgets` (+ half width, budget fields) |
+| `1740000007` | `app_prefs` (Home section toggles + Look ahead years) |
+| `1740000008` | `home_filter_widgets.label_match` (AND/OR) |
+| `1740000009` | `usersapp.is_admin` (admin accounts) |
+
+Built-in labels stay in the app; only **custom** labels sync. Rows are scoped per user (`user = @request.auth.id`).
+
+### Admin accounts
+
+Migration `1740000009` adds `is_admin` (bool) on **`usersapp`**. In PocketBase Admin → **Users** → edit a user → enable **is_admin**.
+
+Admins see an **Admin** badge on Account and can **Create test transaction** (saved locally and synced with bank transactions). Normal users do not get that action. Re-sign-in after flipping the flag so the app picks it up.
+
+### Apply migrations (typical Linux host)
+
+```bash
+sudo cp pocketbase/pb_migrations/*.js /opt/pocketbase/pb_migrations/
+sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+sudo systemctl restart pocketbase
+```
+
+Adjust paths if your PocketBase install differs. After migrate, sign in on the app and run **Sync** (Account) so local data uploads.
+
+### What syncs
+
+- Bank transactions, labels, tx annotations, merchant/exact templates  
+- Recurring templates, overview favourites, home filter widgets  
+- App prefs: Home built-in section visibility, Look ahead max years  
+
+Theme mode stays **device-local**.
+
+## Project layout
 
 ```
-android-flutter-app-generic/
+ingtrakapp/
-├── android/                         # Android embedding, Gradle, manifest
+├── android/                      # Android embedding (com.ingtrak.app)
+├── assets/branding/              # App icon source + generated launcher assets
 ├── lib/
-│   ├── main.dart                    # Entry point, Provider scope, MaterialApp
+│   ├── main.dart                 # Providers, dotenv, deep links
-│   ├── models/
+│   ├── models/                   # Bank, meta, favourites, home widgets, prefs
-│   │   └── item.dart                # Item + ItemCategory
+│   ├── providers/                # Auth, bank, sync, tx_meta, preferences, theme
-│   ├── providers/
+│   ├── screens/                  # Splash, auth, Home / Overview / Look ahead, …
-│   │   ├── item_provider.dart       # Catalog ChangeNotifier
+│   ├── services/                 # Bank API, PocketBase sync, CSV, storage
-│   │   └── theme_provider.dart      # ThemeMode ChangeNotifier
+│   ├── utils/                    # Config, theme, constants, connect helpers
-│   ├── screens/
+│   └── widgets/                  # Home widgets, filters, charts, sync UI
-│   │   ├── splash_screen.dart
+├── pocketbase/pb_migrations/     # Schema migrations
-│   │   ├── main_shell.dart          # NavigationBar host
-│   │   ├── home_screen.dart
-│   │   ├── search_screen.dart
-│   │   ├── profile_screen.dart
-│   │   ├── settings_screen.dart
-│   │   ├── item_detail_screen.dart
-│   │   └── add_item_screen.dart
-│   ├── services/
-│   │   ├── storage_service.dart     # shared_preferences wrapper
-│   │   ├── item_api.dart            # http placeholder
-│   │   ├── fake_item_data.dart      # Offline sample catalog
-│   │   └── item_repository.dart     # Mock vs remote switch
-│   ├── utils/
-│   │   ├── app_theme.dart           # Material 3 light/dark themes
-│   │   ├── constants.dart
-│   │   └── helpers.dart
-│   └── widgets/
-│       ├── app_text_field.dart
-│       ├── empty_state.dart
-│       ├── item_card.dart
-│       ├── item_hero_badge.dart
-│       ├── loading_view.dart
-│       └── responsive_body.dart
 ├── test/
-│   └── widget_test.dart
+├── .env.example
 └── pubspec.yaml
 ```
 
-## Run the app
+## Launcher icon
 
-You need the [Flutter SDK](https://docs.flutter.dev/get-started/install) (3.47 or newer) and an Android emulator or device.
+Source: `assets/branding/app_icon.png`. Regenerate Android mipmaps:
 
 ```bash
-cd android-flutter-app-generic
+dart run flutter_launcher_icons
-flutter pub get
-flutter run
 ```
 
-Useful extras:
+(Configured in `pubspec.yaml`; iOS not enabled — no `ios/` folder yet.)
 
-```bash
+## First-run checklist
-flutter devices          # list emulators / devices
-flutter run -d android   # target Android explicitly
-flutter analyze          # static analysis
-flutter test             # widget + unit tests
-```
 
-On first Android run, Flutter will download a Gradle distribution and compile the app. Accept any Android licenses with `flutter doctor --android-licenses` if prompted.
+1. `.env` points at your API + PocketBase  
+2. PocketBase migrations applied; `usersapp` exists; create an account (or use Admin → Users)  
+3. Backend Enable Banking `REDIRECT_URI` matches `{API_BASE_URL}/api/connect/callback`  
+4. `flutter run` → sign in → **Settings** → connect bank (or import CSV) → **Account** → Sync  
 
-## Theme and data
+## License / privacy
 
-- Open **Settings** to switch System / Light / Dark. The choice is stored locally.
+Private project. Bank credentials and tokens are handled by your backend and Enable Banking — keep API and PocketBase access controlled.
-- Turn on **Use remote sample API** to fetch posts from `https://jsonplaceholder.typicode.com/posts` through the `http` package. If the request fails, the app falls back to the bundled mock list.

android/app/build.gradle.kts

@@ -5,7 +5,7 @@ plugins {
 }
 
 android {
-    namespace = "com.example.myapp"
+    namespace = "com.ingtrak.app"
     // file_picker / flutter_plugin_android_lifecycle require API 36+.
     compileSdk = 36
     ndkVersion = flutter.ndkVersion
@@ -17,7 +17,7 @@ android {
 
     defaultConfig {
         // TODO: Specify your own unique Application ID (https://developer.android.com/studio/build/application-id.html).
-        applicationId = "com.example.myapp"
+        applicationId = "com.ingtrak.app"
         // You can update the following values to match your application needs.
         // For more information, see: https://flutter.dev/to/review-gradle-config.
         minSdk = flutter.minSdkVersion

android/app/src/main/kotlin/com/ingtrak/app/MainActivity.kt

@@ -1,4 +1,4 @@
-package com.example.myapp
+package com.ingtrak.app
 
 import io.flutter.embedding.android.FlutterActivity
 

android/app/src/main/res/mipmap-anydpi-v26/ic_launcher.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="utf-8"?>
+<adaptive-icon xmlns:android="http://schemas.android.com/apk/res/android">
+  <background android:drawable="@color/ic_launcher_background"/>
+  <foreground>
+      <inset
+          android:drawable="@drawable/ic_launcher_foreground"
+          android:inset="16%" />
+  </foreground>
+</adaptive-icon>

android/app/src/main/res/values/colors.xml

@@ -0,0 +1,4 @@
+<?xml version="1.0" encoding="utf-8"?>
+<resources>
+    <color name="ic_launcher_background">#1A1C1B</color>
+</resources>

lib/main.dart

@@ -49,6 +49,7 @@ class MyApp extends StatefulWidget {
 class _MyAppState extends State<MyApp> {
   late final BankController _bank;
   late final TxMetaController _meta;
+  late final PreferencesController _prefs;
   late final SyncController _sync;
   late final AppLinks _appLinks;
   StreamSubscription<Uri>? _linkSub;
@@ -57,8 +58,14 @@ class _MyAppState extends State<MyApp> {
   void initState() {
     super.initState();
     _meta = TxMetaController(widget.storage);
+    _prefs = PreferencesController(widget.storage);
     _bank = BankController(storage: widget.storage)..refresh();
-    _sync = SyncController(auth: widget.auth, meta: _meta, bank: _bank);
+    _sync = SyncController(
+      auth: widget.auth,
+      meta: _meta,
+      bank: _bank,
+      prefs: _prefs,
+    );
     _appLinks = AppLinks();
     _listenForBankRedirects();
   }
@@ -97,9 +104,7 @@ class _MyAppState extends State<MyApp> {
       providers: [
         ChangeNotifierProvider<AuthController>.value(value: widget.auth),
         ChangeNotifierProvider(create: (_) => ThemeController(widget.storage)),
-        ChangeNotifierProvider(
+        ChangeNotifierProvider<PreferencesController>.value(value: _prefs),
-          create: (_) => PreferencesController(widget.storage),
-        ),
         ChangeNotifierProvider<TxMetaController>.value(value: _meta),
         ChangeNotifierProvider<SyncController>.value(value: _sync),
         ChangeNotifierProvider<BankController>.value(value: _bank),

lib/models/app_cloud_prefs.dart

@@ -0,0 +1,41 @@
+/// Cloud-synced app preferences (Home sections + Look ahead).
+library;
+
+import 'home_built_in_sections.dart';
+
+/// One-per-user prefs row mirrored in PocketBase `app_prefs`.
+class AppCloudPrefs {
+  const AppCloudPrefs({
+    required this.homeBuiltInSections,
+    required this.lookAheadMaxYears,
+  });
+
+  final HomeBuiltInSections homeBuiltInSections;
+  final int lookAheadMaxYears;
+
+  static const defaults = AppCloudPrefs(
+    homeBuiltInSections: HomeBuiltInSections.defaults,
+    lookAheadMaxYears: 5,
+  );
+
+  AppCloudPrefs copyWith({
+    HomeBuiltInSections? homeBuiltInSections,
+    int? lookAheadMaxYears,
+  }) {
+    return AppCloudPrefs(
+      homeBuiltInSections:
+          homeBuiltInSections ?? this.homeBuiltInSections,
+      lookAheadMaxYears: lookAheadMaxYears ?? this.lookAheadMaxYears,
+    );
+  }
+}
+
+/// Prefer local when the user has pending edits; otherwise take remote.
+AppCloudPrefs mergeAppCloudPrefs({
+  required AppCloudPrefs local,
+  required AppCloudPrefs? remote,
+  required bool preferLocal,
+}) {
+  if (preferLocal || remote == null) return local;
+  return remote;
+}

lib/models/bank.dart

@@ -88,6 +88,7 @@ class BankTransaction {
     required this.amount,
     required this.currency,
     required this.pending,
+    this.isManual = false,
   });
 
   final String date;
@@ -96,6 +97,9 @@ class BankTransaction {
   final String currency;
   final bool pending;
 
+  /// Admin-created test row (editable / deletable); not from bank feed or CSV.
+  final bool isManual;
+
   /// Stable local key used for per-occurrence annotations.
   String get id => '$date|$currency|$amount|$description';
 
@@ -109,6 +113,33 @@ class BankTransaction {
   /// Exact match for copying notes (same description + amount + currency).
   String get exactKey => '$descriptionKey|$amount|$currency';
 
+  BankTransaction copyWith({
+    String? date,
+    String? description,
+    double? amount,
+    String? currency,
+    bool? pending,
+    bool? isManual,
+  }) {
+    return BankTransaction(
+      date: date ?? this.date,
+      description: description ?? this.description,
+      amount: amount ?? this.amount,
+      currency: currency ?? this.currency,
+      pending: pending ?? this.pending,
+      isManual: isManual ?? this.isManual,
+    );
+  }
+
+  Map<String, dynamic> toJson() => {
+        'date': date,
+        'description': description,
+        'amount': amount,
+        'currency': currency,
+        'pending': pending,
+        if (isManual) 'isManual': true,
+      };
+
   factory BankTransaction.fromJson(Map<String, dynamic> json) {
     final rawAmount = json['amount'];
     final amount = switch (rawAmount) {
@@ -122,6 +153,9 @@ class BankTransaction {
       amount: amount,
       currency: json['currency'] as String? ?? 'EUR',
       pending: json['pending'] as bool? ?? false,
+      isManual: json['isManual'] as bool? ??
+          json['is_manual'] as bool? ??
+          false,
     );
   }
 }

lib/models/home_built_in_sections.dart

@@ -0,0 +1,43 @@
+/// Visibility flags for built-in Home screen sections.
+library;
+
+class HomeBuiltInSections {
+  const HomeBuiltInSections({
+    this.showTransactions = true,
+    this.showCategorized = true,
+    this.showRecent = true,
+  });
+
+  static const defaults = HomeBuiltInSections();
+
+  final bool showTransactions;
+  final bool showCategorized;
+  final bool showRecent;
+
+  HomeBuiltInSections copyWith({
+    bool? showTransactions,
+    bool? showCategorized,
+    bool? showRecent,
+  }) {
+    return HomeBuiltInSections(
+      showTransactions: showTransactions ?? this.showTransactions,
+      showCategorized: showCategorized ?? this.showCategorized,
+      showRecent: showRecent ?? this.showRecent,
+    );
+  }
+
+  Map<String, dynamic> toJson() => {
+        'showTransactions': showTransactions,
+        'showCategorized': showCategorized,
+        'showRecent': showRecent,
+      };
+
+  factory HomeBuiltInSections.fromJson(Map<String, dynamic>? json) {
+    if (json == null) return defaults;
+    return HomeBuiltInSections(
+      showTransactions: json['showTransactions'] as bool? ?? true,
+      showCategorized: json['showCategorized'] as bool? ?? true,
+      showRecent: json['showRecent'] as bool? ?? true,
+    );
+  }
+}

lib/models/home_filter_widget.dart

@@ -0,0 +1,323 @@
+/// Named transaction-filter widgets pinned on the Home screen.
+library;
+
+import 'package:flutter/material.dart';
+
+import '../widgets/label_filter_dialog.dart';
+import 'transaction_meta.dart';
+
+/// What a Home filter widget shows.
+enum HomeWidgetType {
+  /// In / Out / count metrics.
+  stats,
+
+  /// Progress of this month’s net toward a budget cap.
+  budget,
+}
+
+/// How the budget ceiling is chosen.
+enum HomeBudgetCapMode {
+  /// User-entered amount (positive).
+  fixed,
+
+  /// Absolute average of monthly nets over the last N months.
+  averageMonths,
+}
+
+/// Budget progress visualization.
+enum HomeWidgetChartStyle {
+  bar,
+  pie,
+  ring,
+}
+
+/// Preset icons users can assign to a Home widget.
+abstract final class HomeWidgetIcons {
+  static const List<(String id, IconData icon, String label)> all = [
+    ('dashboard', Icons.dashboard_outlined, 'Dashboard'),
+    ('savings', Icons.savings_outlined, 'Savings'),
+    ('wallet', Icons.account_balance_wallet_outlined, 'Wallet'),
+    ('cart', Icons.shopping_cart_outlined, 'Shopping'),
+    ('bag', Icons.shopping_bag_outlined, 'Bag'),
+    ('food', Icons.restaurant_outlined, 'Food'),
+    ('bolt', Icons.bolt_outlined, 'Utilities'),
+    ('home', Icons.home_work_outlined, 'Home'),
+    ('car', Icons.directions_car_outlined, 'Transport'),
+    ('bus', Icons.directions_bus_outlined, 'Transit'),
+    ('health', Icons.local_hospital_outlined, 'Health'),
+    ('sport', Icons.fitness_center_outlined, 'Sport'),
+    ('travel', Icons.flight_outlined, 'Travel'),
+    ('gift', Icons.card_giftcard_outlined, 'Gifts'),
+    ('pets', Icons.pets_outlined, 'Pets'),
+    ('work', Icons.work_outline, 'Work'),
+    ('pay', Icons.payments_outlined, 'Pay'),
+    ('swap', Icons.swap_horiz, 'Transfers'),
+    ('chart', Icons.pie_chart_outline, 'Chart'),
+    ('flag', Icons.flag_outlined, 'Goal'),
+  ];
+
+  static IconData iconFor(String? id) {
+    for (final entry in all) {
+      if (entry.$1 == id) return entry.$2;
+    }
+    return Icons.dashboard_outlined;
+  }
+
+  static String labelFor(String? id) {
+    for (final entry in all) {
+      if (entry.$1 == id) return entry.$3;
+    }
+    return 'Dashboard';
+  }
+}
+
+/// A saved [TransactionFilterSelection] plus Home display options.
+class HomeFilterWidget {
+  const HomeFilterWidget({
+    required this.id,
+    required this.name,
+    this.display = true,
+    this.sortOrder = 0,
+    this.halfWidth = false,
+    this.type = HomeWidgetType.stats,
+    this.iconId = 'dashboard',
+    this.chartStyle = HomeWidgetChartStyle.bar,
+    this.budgetCapMode = HomeBudgetCapMode.fixed,
+    this.budgetFixedAmount = 0,
+    this.budgetAverageMonths = 3,
+    this.labelIds = const [],
+    this.labelMatch = LabelMatchMode.and,
+    this.flow = TxFlowFilter.all,
+    this.amountRange = const TxAmountRange(),
+    this.query = '',
+    this.monthOnly = false,
+    this.showAmountIn = true,
+    this.showAmountOut = true,
+    this.showCount = true,
+  });
+
+  final String id;
+  final String name;
+  final bool display;
+  final int sortOrder;
+
+  /// When true, the Home card uses half the row width.
+  final bool halfWidth;
+
+  final HomeWidgetType type;
+  final String iconId;
+  final HomeWidgetChartStyle chartStyle;
+  final HomeBudgetCapMode budgetCapMode;
+
+  /// Positive ceiling when [budgetCapMode] is [HomeBudgetCapMode.fixed].
+  final double budgetFixedAmount;
+
+  /// Months of history when [budgetCapMode] is [HomeBudgetCapMode.averageMonths].
+  final int budgetAverageMonths;
+
+  final List<String> labelIds;
+
+  /// AND vs OR when multiple [labelIds] are selected.
+  final LabelMatchMode labelMatch;
+
+  final TxFlowFilter flow;
+  final TxAmountRange amountRange;
+  final String query;
+  final bool monthOnly;
+
+  final bool showAmountIn;
+  final bool showAmountOut;
+  final bool showCount;
+
+  IconData get icon => HomeWidgetIcons.iconFor(iconId);
+
+  TransactionFilterSelection get filter => TransactionFilterSelection(
+        labelIds: labelIds.toSet(),
+        labelMatch: labelMatch,
+        flow: flow,
+        amountRange: amountRange,
+        query: query,
+        monthOnly: monthOnly,
+      );
+
+  HomeFilterWidget copyWith({
+    String? id,
+    String? name,
+    bool? display,
+    int? sortOrder,
+    bool? halfWidth,
+    HomeWidgetType? type,
+    String? iconId,
+    HomeWidgetChartStyle? chartStyle,
+    HomeBudgetCapMode? budgetCapMode,
+    double? budgetFixedAmount,
+    int? budgetAverageMonths,
+    List<String>? labelIds,
+    LabelMatchMode? labelMatch,
+    TxFlowFilter? flow,
+    TxAmountRange? amountRange,
+    String? query,
+    bool? monthOnly,
+    bool? showAmountIn,
+    bool? showAmountOut,
+    bool? showCount,
+  }) {
+    return HomeFilterWidget(
+      id: id ?? this.id,
+      name: name ?? this.name,
+      display: display ?? this.display,
+      sortOrder: sortOrder ?? this.sortOrder,
+      halfWidth: halfWidth ?? this.halfWidth,
+      type: type ?? this.type,
+      iconId: iconId ?? this.iconId,
+      chartStyle: chartStyle ?? this.chartStyle,
+      budgetCapMode: budgetCapMode ?? this.budgetCapMode,
+      budgetFixedAmount: budgetFixedAmount ?? this.budgetFixedAmount,
+      budgetAverageMonths: budgetAverageMonths ?? this.budgetAverageMonths,
+      labelIds: labelIds ?? this.labelIds,
+      labelMatch: labelMatch ?? this.labelMatch,
+      flow: flow ?? this.flow,
+      amountRange: amountRange ?? this.amountRange,
+      query: query ?? this.query,
+      monthOnly: monthOnly ?? this.monthOnly,
+      showAmountIn: showAmountIn ?? this.showAmountIn,
+      showAmountOut: showAmountOut ?? this.showAmountOut,
+      showCount: showCount ?? this.showCount,
+    );
+  }
+
+  static HomeFilterWidget fromFilter({
+    required String name,
+    required TransactionFilterSelection filter,
+    bool display = true,
+    int sortOrder = 0,
+  }) {
+    final showIn = filter.flow != TxFlowFilter.expense;
+    final showOut = filter.flow != TxFlowFilter.income;
+    return HomeFilterWidget(
+      id: 'hw_${DateTime.now().millisecondsSinceEpoch}',
+      name: name,
+      display: display,
+      sortOrder: sortOrder,
+      labelIds: filter.labelIds.toList(growable: false),
+      labelMatch: filter.labelMatch,
+      flow: filter.flow,
+      amountRange: filter.amountRange,
+      query: filter.query,
+      monthOnly: filter.monthOnly,
+      showAmountIn: showIn,
+      showAmountOut: showOut,
+      showCount: true,
+    );
+  }
+
+  Map<String, dynamic> toJson() => {
+        'id': id,
+        'name': name,
+        'display': display,
+        'sortOrder': sortOrder,
+        'halfWidth': halfWidth,
+        'type': type.name,
+        'iconId': iconId,
+        'chartStyle': chartStyle.name,
+        'budgetCapMode': budgetCapMode.name,
+        'budgetFixedAmount': budgetFixedAmount,
+        'budgetAverageMonths': budgetAverageMonths,
+        'labelIds': labelIds,
+        'labelMatch': labelMatch.name,
+        'flow': flow.name,
+        'amountRange': {
+          if (amountRange.exact != null) 'exact': amountRange.exact,
+          if (amountRange.min != null) 'min': amountRange.min,
+          if (amountRange.max != null) 'max': amountRange.max,
+        },
+        'query': query,
+        'monthOnly': monthOnly,
+        'showAmountIn': showAmountIn,
+        'showAmountOut': showAmountOut,
+        'showCount': showCount,
+      };
+
+  factory HomeFilterWidget.fromJson(Map<String, dynamic> json) {
+    final rangeRaw = json['amountRange'];
+    final rangeMap = rangeRaw is Map
+        ? Map<String, dynamic>.from(rangeRaw)
+        : const <String, dynamic>{};
+    double? asDouble(dynamic value) {
+      if (value is num) return value.toDouble();
+      return null;
+    }
+
+    int asInt(dynamic value, int fallback) {
+      if (value is int) return value;
+      if (value is num) return value.round();
+      return fallback;
+    }
+
+    return HomeFilterWidget(
+      id: json['id'] as String? ??
+          'hw_${DateTime.now().millisecondsSinceEpoch}',
+      name: (json['name'] as String?)?.trim().isNotEmpty == true
+          ? (json['name'] as String).trim()
+          : 'Filter',
+      display: json['display'] as bool? ?? true,
+      sortOrder: asInt(json['sortOrder'], 0),
+      halfWidth: json['halfWidth'] as bool? ?? false,
+      type: HomeWidgetType.values.firstWhere(
+        (e) => e.name == json['type'],
+        orElse: () => HomeWidgetType.stats,
+      ),
+      iconId: (json['iconId'] as String?)?.trim().isNotEmpty == true
+          ? (json['iconId'] as String).trim()
+          : 'dashboard',
+      chartStyle: HomeWidgetChartStyle.values.firstWhere(
+        (e) => e.name == json['chartStyle'],
+        orElse: () => HomeWidgetChartStyle.bar,
+      ),
+      budgetCapMode: HomeBudgetCapMode.values.firstWhere(
+        (e) => e.name == json['budgetCapMode'],
+        orElse: () => HomeBudgetCapMode.fixed,
+      ),
+      budgetFixedAmount: asDouble(json['budgetFixedAmount']) ?? 0,
+      budgetAverageMonths: asInt(json['budgetAverageMonths'], 3).clamp(1, 36),
+      labelIds: [
+        for (final id in (json['labelIds'] as List? ?? const []))
+          if (id is String && id.isNotEmpty) id,
+      ],
+      labelMatch: LabelMatchMode.values.firstWhere(
+        (e) => e.name == json['labelMatch'],
+        orElse: () => LabelMatchMode.and,
+      ),
+      flow: TxFlowFilter.values.firstWhere(
+        (e) => e.name == json['flow'],
+        orElse: () => TxFlowFilter.all,
+      ),
+      amountRange: TxAmountRange(
+        exact: asDouble(rangeMap['exact']),
+        min: asDouble(rangeMap['min']),
+        max: asDouble(rangeMap['max']),
+      ),
+      query: json['query'] as String? ?? '',
+      monthOnly: json['monthOnly'] as bool? ?? false,
+      showAmountIn: json['showAmountIn'] as bool? ?? true,
+      showAmountOut: json['showAmountOut'] as bool? ?? true,
+      showCount: json['showCount'] as bool? ?? true,
+    );
+  }
+}
+
+/// Union home widgets by id (local wins on conflict).
+List<HomeFilterWidget> mergeHomeFilterWidgets(
+  List<HomeFilterWidget> local,
+  List<HomeFilterWidget> remote,
+) {
+  final byId = <String, HomeFilterWidget>{
+    for (final w in remote) w.id: w,
+  };
+  for (final w in local) {
+    byId[w.id] = w;
+  }
+  final merged = byId.values.toList()
+    ..sort((a, b) => a.sortOrder.compareTo(b.sortOrder));
+  return merged;
+}

lib/models/overview_favourite.dart

@@ -0,0 +1,109 @@
+/// Named Overview chart filter snapshots (local favourites).
+library;
+
+import '../models/transaction_meta.dart';
+import '../widgets/label_filter_dialog.dart';
+
+/// Persisted Overview lens: period, metric, and Labels-chart options.
+class OverviewFavourite {
+  const OverviewFavourite({
+    required this.id,
+    required this.name,
+    this.display = true,
+    this.metric = OverviewMetricMode.flow,
+    this.period = OverviewPeriodMode.monthly,
+    this.labelIds = const [],
+    this.flow = TxFlowFilter.expense,
+    this.barStyle = LabelChartBarStyle.parallel,
+    this.invertExpensePerspective = false,
+  });
+
+  final String id;
+  final String name;
+
+  /// When true, this favourite appears on the Favourites overview view.
+  final bool display;
+
+  final OverviewMetricMode metric;
+  final OverviewPeriodMode period;
+
+  /// Empty = all labels (Labels metric only).
+  final List<String> labelIds;
+
+  final TxFlowFilter flow;
+  final LabelChartBarStyle barStyle;
+  final bool invertExpensePerspective;
+
+  OverviewFavourite copyWith({
+    String? id,
+    String? name,
+    bool? display,
+    OverviewMetricMode? metric,
+    OverviewPeriodMode? period,
+    List<String>? labelIds,
+    TxFlowFilter? flow,
+    LabelChartBarStyle? barStyle,
+    bool? invertExpensePerspective,
+  }) {
+    return OverviewFavourite(
+      id: id ?? this.id,
+      name: name ?? this.name,
+      display: display ?? this.display,
+      metric: metric ?? this.metric,
+      period: period ?? this.period,
+      labelIds: labelIds ?? this.labelIds,
+      flow: flow ?? this.flow,
+      barStyle: barStyle ?? this.barStyle,
+      invertExpensePerspective:
+          invertExpensePerspective ?? this.invertExpensePerspective,
+    );
+  }
+
+  Map<String, dynamic> toJson() => {
+        'id': id,
+        'name': name,
+        'display': display,
+        'metric': metric.name,
+        'period': period.name,
+        'labelIds': labelIds,
+        'flow': flow.name,
+        'barStyle': barStyle.name,
+        'invertExpensePerspective': invertExpensePerspective,
+      };
+
+  factory OverviewFavourite.fromJson(Map<String, dynamic> json) {
+    return OverviewFavourite(
+      id: json['id'] as String? ?? 'fav_${DateTime.now().millisecondsSinceEpoch}',
+      name: (json['name'] as String?)?.trim().isNotEmpty == true
+          ? (json['name'] as String).trim()
+          : 'Favourite',
+      display: json['display'] as bool? ?? true,
+      metric: OverviewMetricMode.values.firstWhere(
+        (e) => e.name == json['metric'],
+        orElse: () => OverviewMetricMode.flow,
+      ),
+      period: OverviewPeriodMode.values.firstWhere(
+        (e) => e.name == json['period'],
+        orElse: () => OverviewPeriodMode.monthly,
+      ),
+      labelIds: [
+        for (final id in (json['labelIds'] as List? ?? const []))
+          if (id is String && id.isNotEmpty) id,
+      ],
+      flow: TxFlowFilter.values.firstWhere(
+        (e) => e.name == json['flow'],
+        orElse: () => TxFlowFilter.expense,
+      ),
+      barStyle: LabelChartBarStyle.values.firstWhere(
+        (e) => e.name == json['barStyle'],
+        orElse: () => LabelChartBarStyle.parallel,
+      ),
+      invertExpensePerspective:
+          json['invertExpensePerspective'] as bool? ?? false,
+    );
+  }
+}
+
+enum OverviewMetricMode { flow, labels }
+
+enum OverviewPeriodMode { monthly, yearly }

lib/models/transaction_meta.dart

@@ -134,6 +134,15 @@ int labelVisibleDepth(
 /// Filter-only id for txs with no labels (not an assignable category).
 const String kUncategorizedFilterId = '__uncategorized__';
 
+/// How multiple selected labels combine in a transaction filter.
+enum LabelMatchMode {
+  /// Tx must include every selected label.
+  and,
+
+  /// Tx must include at least one selected label.
+  or,
+}
+
 /// Chip presentation for [kUncategorizedFilterId] refine filters.
 const TxLabel kUncategorizedFilterLabel = TxLabel(
   id: kUncategorizedFilterId,

lib/providers/auth_provider.dart

@@ -26,6 +26,13 @@ class AuthController extends ChangeNotifier {
 
   RecordModel? get user => _client?.authStore.record;
 
+  /// True when PocketBase `usersapp.is_admin` is set for this account.
+  bool get isAdmin {
+    final record = user;
+    if (record == null) return false;
+    return record.getBoolValue('is_admin');
+  }
+
   String? get email {
     final value = user?.getStringValue('email');
     return value == null || value.isEmpty ? null : value;
@@ -80,6 +87,17 @@ class AuthController extends ChangeNotifier {
     notifyListeners();
   }
 
+  /// Refresh the auth record (e.g. after `is_admin` was toggled in Admin UI).
+  Future<void> refreshSession() async {
+    if (!isLoggedIn) return;
+    try {
+      await client.collection(kPocketBaseUsersCollection).authRefresh();
+    } catch (error, stackTrace) {
+      debugPrint('AuthController.refreshSession failed: $error\n$stackTrace');
+    }
+    notifyListeners();
+  }
+
   Future<void> logout() async {
     client.authStore.clear();
     notifyListeners();

lib/providers/bank_provider.dart

@@ -30,16 +30,80 @@ class BankController extends ChangeNotifier {
       _remoteTransactions = cached.transactions;
     }
     _importedTransactions = _storage?.loadImportedTransactions() ?? const [];
+    _importedTransactions = [
+      for (final tx in _importedTransactions) _upgradeLegacyManual(tx),
+    ];
+    _remoteTransactions = [
+      for (final tx in _remoteTransactions) _upgradeLegacyManual(tx),
+    ];
     _invalidateMerged();
   }
 
+  /// Older admin test rows used a ·#stamp suffix before [isManual] existed.
+  static BankTransaction _upgradeLegacyManual(BankTransaction tx) {
+    if (tx.isManual) return tx;
+    if (!RegExp(r' ·#\d+$').hasMatch(tx.description)) return tx;
+    return tx.copyWith(isManual: true);
+  }
+
   final IngtrakApi _api;
   final StorageService? _storage;
 
+  /// Fired after a successful live balance + transactions fetch.
+  ///
+  /// Used by [SyncController] to reconcile with PocketBase so a bank refresh
+  /// cannot leave the device behind the cloud (or wipe cloud-only history).
+  VoidCallback? onAfterSuccessfulLoad;
+
   ConnectStatus _status = ConnectStatus.disconnected;
   BankBalance? _balance;
   List<BankTransaction> _remoteTransactions = const [];
   List<BankTransaction> _importedTransactions = const [];
+  List<String> _pendingRemoteDeletes = const [];
+
+  /// Local tx_ids removed/replaced that should be deleted on the next PB push.
+  List<String> takePendingRemoteDeletes() {
+    final out = List<String>.of(_pendingRemoteDeletes);
+    _pendingRemoteDeletes = const [];
+    return out;
+  }
+
+  void requeueRemoteDeletes(Iterable<String> txIds) {
+    for (final id in txIds) {
+      _queueRemoteDelete(id);
+    }
+  }
+
+  void _queueRemoteDelete(String txId) {
+    if (txId.isEmpty) return;
+    if (_pendingRemoteDeletes.contains(txId)) return;
+    _pendingRemoteDeletes = [..._pendingRemoteDeletes, txId];
+  }
+
+  /// Keep [isManual] when a synced/API row replaces a matching imported test tx.
+  void _reapplyManualFlags(Set<String> manualIds) {
+    if (manualIds.isEmpty) return;
+    BankTransaction stamp(BankTransaction tx) =>
+        manualIds.contains(tx.id) && !tx.isManual
+            ? tx.copyWith(isManual: true)
+            : tx;
+    _remoteTransactions = [for (final tx in _remoteTransactions) stamp(tx)];
+    _importedTransactions = [
+      for (final tx in _importedTransactions) stamp(tx),
+    ];
+  }
+
+  Set<String> _collectManualIds([
+    Iterable<BankTransaction> extra = const [],
+  ]) =>
+      {
+        for (final tx in [
+          ..._remoteTransactions,
+          ..._importedTransactions,
+          ...extra,
+        ])
+          if (tx.isManual) tx.id,
+      };
   List<BankTransaction>? _mergedTransactions;
 
   bool _isLoading = false;
@@ -155,6 +219,117 @@ class BankController extends ChangeNotifier {
     notifyListeners();
   }
 
+  /// Insert a locally created transaction (admin testing). Persisted like CSV
+  /// imports and included in PocketBase `transactions` sync.
+  Future<BankTransaction> addManualTransaction({
+    required DateTime date,
+    required String description,
+    required double amount,
+    String currency = 'EUR',
+    bool pending = false,
+  }) async {
+    final desc =
+        description.trim().isEmpty ? 'Test transaction' : description.trim();
+    // Include a short unique suffix so identical drafts do not collide on id.
+    final stamp = DateTime.now().millisecondsSinceEpoch % 100000;
+    final tx = BankTransaction(
+      date:
+          '${date.year.toString().padLeft(4, '0')}-'
+          '${date.month.toString().padLeft(2, '0')}-'
+          '${date.day.toString().padLeft(2, '0')}',
+      description: '$desc ·#$stamp',
+      amount: amount,
+      currency: currency.trim().isEmpty ? 'EUR' : currency.trim().toUpperCase(),
+      pending: pending,
+      isManual: true,
+    );
+
+    _importedTransactions = mergeTransactions(_importedTransactions, [tx]);
+    _importedTransactions = filterNewTransactions(
+      _remoteTransactions,
+      _importedTransactions,
+    );
+    _invalidateMerged();
+    await _persistImported();
+    notifyListeners();
+    return tx;
+  }
+
+  /// Replace an admin test transaction. Returns the updated row (id may change).
+  Future<BankTransaction> updateManualTransaction({
+    required BankTransaction previous,
+    required DateTime date,
+    required String description,
+    required double amount,
+    String currency = 'EUR',
+    bool pending = false,
+  }) async {
+    if (!previous.isManual) {
+      throw StateError('Only admin test transactions can be edited');
+    }
+    final desc =
+        description.trim().isEmpty ? 'Test transaction' : description.trim();
+    final stamped = () {
+      if (RegExp(r' ·#\d+$').hasMatch(desc)) return desc;
+      final prevStamp = RegExp(r' ·#(\d+)$').firstMatch(previous.description);
+      final prevBase =
+          previous.description.replaceFirst(RegExp(r' ·#\d+$'), '');
+      if (prevStamp != null && prevBase == desc) {
+        return '$desc ·#${prevStamp.group(1)}';
+      }
+      return '$desc ·#${DateTime.now().millisecondsSinceEpoch % 100000}';
+    }();
+    final updated = BankTransaction(
+      date:
+          '${date.year.toString().padLeft(4, '0')}-'
+          '${date.month.toString().padLeft(2, '0')}-'
+          '${date.day.toString().padLeft(2, '0')}',
+      description: stamped,
+      amount: amount,
+      currency: currency.trim().isEmpty ? 'EUR' : currency.trim().toUpperCase(),
+      pending: pending,
+      isManual: true,
+    );
+
+    _importedTransactions = [
+      for (final tx in _importedTransactions)
+        if (tx.id != previous.id) tx,
+    ];
+    _remoteTransactions = [
+      for (final tx in _remoteTransactions)
+        if (tx.id != previous.id) tx,
+    ];
+    if (previous.id != updated.id) {
+      _queueRemoteDelete(previous.id);
+    }
+    _importedTransactions = mergeTransactions(_importedTransactions, [updated]);
+    _invalidateMerged();
+    await _persistImported();
+    await _persistCache();
+    notifyListeners();
+    return updated;
+  }
+
+  /// Remove an admin test transaction from local caches.
+  Future<void> deleteManualTransaction(BankTransaction tx) async {
+    if (!tx.isManual) {
+      throw StateError('Only admin test transactions can be deleted');
+    }
+    _importedTransactions = [
+      for (final row in _importedTransactions)
+        if (row.id != tx.id) row,
+    ];
+    _remoteTransactions = [
+      for (final row in _remoteTransactions)
+        if (row.id != tx.id) row,
+    ];
+    _queueRemoteDelete(tx.id);
+    _invalidateMerged();
+    await _persistImported();
+    await _persistCache();
+    notifyListeners();
+  }
+
   /// Union cloud txs into the local bank cache without dropping either side.
   ///
   /// Rows land in the API cache; CSV imports that match are deduped away.
@@ -164,11 +339,16 @@ class BankController extends ChangeNotifier {
   }) async {
     if (fromCloud.isEmpty) return;
 
-    _remoteTransactions = mergeTransactions(_remoteTransactions, fromCloud);
+    final manuals = _collectManualIds(fromCloud.map(_upgradeLegacyManual));
+    _remoteTransactions = mergeTransactions(
+      _remoteTransactions,
+      [for (final tx in fromCloud) _upgradeLegacyManual(tx)],
+    );
     _importedTransactions = filterNewTransactions(
       _remoteTransactions,
       _importedTransactions,
     );
+    _reapplyManualFlags(manuals);
     _invalidateMerged();
 
     if (!_status.linked && _remoteTransactions.isNotEmpty) {
@@ -193,6 +373,7 @@ class BankController extends ChangeNotifier {
     _error = null;
     notifyListeners();
 
+    var loadedLive = false;
     try {
       try {
         _status = await _api.fetchStatus();
@@ -209,7 +390,7 @@ class BankController extends ChangeNotifier {
       // have a local snapshot. Never wipe local txs because status said
       // "unlinked" — only a 409 from balance/transactions clears them.
       if (_status.linked || hasData) {
-        await _loadLinkedData();
+        loadedLive = await _loadLinkedData();
         await _persistCache();
       }
     } on IngtrakApiException catch (error, stackTrace) {
@@ -230,16 +411,25 @@ class BankController extends ChangeNotifier {
       _isLoading = false;
       notifyListeners();
     }
+
+    if (loadedLive) {
+      onAfterSuccessfulLoad?.call();
+    }
   }
 
-  Future<void> _loadLinkedData() async {
+  /// Returns true when balance + transactions were fetched successfully.
+  Future<bool> _loadLinkedData() async {
     try {
       final results = await Future.wait([
         _api.fetchBalance(),
         _api.fetchTransactions(),
       ]);
       _balance = results[0] as BankBalance;
-      _remoteTransactions = results[1] as List<BankTransaction>;
+      final apiTxs = results[1] as List<BankTransaction>;
+      // Bank API is ~89 days. Prefer API rows for overlaps, but keep any
+      // cloud/CSV history that the API window does not include.
+      final manuals = _collectManualIds();
+      _remoteTransactions = mergeTransactions(apiTxs, _remoteTransactions);
       if (!_status.linked) {
         _status = ConnectStatus(
           status: 'linked',
@@ -254,9 +444,11 @@ class BankController extends ChangeNotifier {
         _remoteTransactions,
         _importedTransactions,
       );
+      _reapplyManualFlags(manuals);
       _invalidateMerged();
       await _persistImported();
       _error = null;
+      return true;
     } on IngtrakApiException catch (error) {
       if (error.isNotLinked) {
         // Confirmed unlinked by data endpoints — clear remote only.
@@ -272,6 +464,7 @@ class BankController extends ChangeNotifier {
         // Keep previous balance/txs if refresh of data fails.
         _error = 'Using saved data · ${error.message}';
       }
+      return false;
     }
   }
 
@@ -349,11 +542,19 @@ class BankController extends ChangeNotifier {
         state: state ?? _pendingState,
       );
       _pendingState = null;
+      var loadedLive = false;
       if (_status.linked) {
-        await _loadLinkedData();
+        loadedLive = await _loadLinkedData();
         await _persistCache();
       }
-      return _status.linked;
+      final linked = _status.linked;
+      // Notify before cloud reconcile so UI can leave the connecting state.
+      _isLoading = false;
+      notifyListeners();
+      if (loadedLive) {
+        onAfterSuccessfulLoad?.call();
+      }
+      return linked;
     } on IngtrakApiException catch (error, stackTrace) {
       _error = error.message;
       debugPrint('BankController.completeWithCode failed: $error\n$stackTrace');
@@ -363,13 +564,16 @@ class BankController extends ChangeNotifier {
       debugPrint('BankController.completeWithCode failed: $error\n$stackTrace');
       return false;
     } finally {
+      if (_isLoading) {
         _isLoading = false;
         notifyListeners();
       }
     }
+  }
 
   @override
   void dispose() {
+    onAfterSuccessfulLoad = null;
     _api.close();
     super.dispose();
   }

lib/providers/preferences_provider.dart

@@ -1,26 +1,246 @@
-/// App preferences beyond theme (Look ahead horizon, etc.).
+/// App preferences beyond theme (Look ahead, Overview favourites, Home widgets).
 library;
 
 import 'package:flutter/foundation.dart';
 
+import '../models/app_cloud_prefs.dart';
+import '../models/home_built_in_sections.dart';
+import '../models/home_filter_widget.dart';
+import '../models/overview_favourite.dart';
 import '../services/storage_service.dart';
 
 class PreferencesController extends ChangeNotifier {
   PreferencesController(this._storage) {
     _lookAheadMaxYears = _storage.lookAheadMaxYears;
+    _overviewFavourites = _storage.loadOverviewFavourites();
+    _homeFilterWidgets = _storage.loadHomeFilterWidgets();
+    _homeBuiltInSections = _storage.loadHomeBuiltInSections();
   }
 
   final StorageService _storage;
   late int _lookAheadMaxYears;
+  late List<OverviewFavourite> _overviewFavourites;
+  late List<HomeFilterWidget> _homeFilterWidgets;
+  late HomeBuiltInSections _homeBuiltInSections;
+
+  /// Fired after favourites are persisted (for cloud push debounce).
+  VoidCallback? onFavouritesPersisted;
+
+  /// Fired after Home widgets are persisted (for cloud push debounce).
+  VoidCallback? onHomeWidgetsPersisted;
+
+  /// Fired after Home sections / Look ahead are persisted.
+  VoidCallback? onAppPrefsPersisted;
 
   /// Years ahead Look ahead can navigate (1–30, default 5).
   int get lookAheadMaxYears => _lookAheadMaxYears;
 
-  Future<void> setLookAheadMaxYears(int years) async {
+  /// Snapshot used for PocketBase `app_prefs` sync.
+  AppCloudPrefs get cloudPrefs => AppCloudPrefs(
+        homeBuiltInSections: _homeBuiltInSections,
+        lookAheadMaxYears: _lookAheadMaxYears,
+      );
+
+  List<OverviewFavourite> get overviewFavourites =>
+      List.unmodifiable(_overviewFavourites);
+
+  List<OverviewFavourite> get displayedOverviewFavourites => [
+        for (final fav in _overviewFavourites)
+          if (fav.display) fav,
+      ];
+
+  bool get hasDisplayedOverviewFavourites =>
+      _overviewFavourites.any((f) => f.display);
+
+  List<HomeFilterWidget> get homeFilterWidgets =>
+      List.unmodifiable(_homeFilterWidgets);
+
+  List<HomeFilterWidget> get displayedHomeFilterWidgets => [
+        for (final w in _homeFilterWidgets)
+          if (w.display) w,
+      ];
+
+  bool get hasDisplayedHomeFilterWidgets =>
+      _homeFilterWidgets.any((w) => w.display);
+
+  HomeBuiltInSections get homeBuiltInSections => _homeBuiltInSections;
+
+  Future<void> setHomeBuiltInSections(
+    HomeBuiltInSections sections, {
+    bool schedulePush = true,
+  }) async {
+    if (sections.showTransactions == _homeBuiltInSections.showTransactions &&
+        sections.showCategorized == _homeBuiltInSections.showCategorized &&
+        sections.showRecent == _homeBuiltInSections.showRecent) {
+      return;
+    }
+    _homeBuiltInSections = sections;
+    notifyListeners();
+    await _storage.saveHomeBuiltInSections(sections);
+    if (schedulePush) onAppPrefsPersisted?.call();
+  }
+
+  Future<void> setHomeShowTransactions(bool value) => setHomeBuiltInSections(
+        _homeBuiltInSections.copyWith(showTransactions: value),
+      );
+
+  Future<void> setHomeShowCategorized(bool value) => setHomeBuiltInSections(
+        _homeBuiltInSections.copyWith(showCategorized: value),
+      );
+
+  Future<void> setHomeShowRecent(bool value) => setHomeBuiltInSections(
+        _homeBuiltInSections.copyWith(showRecent: value),
+      );
+
+  Future<void> setLookAheadMaxYears(
+    int years, {
+    bool schedulePush = true,
+  }) async {
     final next = years.clamp(1, 30);
     if (next == _lookAheadMaxYears) return;
     _lookAheadMaxYears = next;
     notifyListeners();
     await _storage.setLookAheadMaxYears(next);
+    if (schedulePush) onAppPrefsPersisted?.call();
+  }
+
+  Future<void> replaceCloudPrefs(
+    AppCloudPrefs prefs, {
+    bool notify = true,
+    bool schedulePush = false,
+  }) async {
+    _homeBuiltInSections = prefs.homeBuiltInSections;
+    _lookAheadMaxYears = prefs.lookAheadMaxYears.clamp(1, 30);
+    if (notify) notifyListeners();
+    await _storage.saveHomeBuiltInSections(_homeBuiltInSections);
+    await _storage.setLookAheadMaxYears(_lookAheadMaxYears);
+    if (schedulePush) onAppPrefsPersisted?.call();
+  }
+
+  Future<void> addOverviewFavourite(OverviewFavourite favourite) async {
+    _overviewFavourites = [..._overviewFavourites, favourite];
+    notifyListeners();
+    await _persistFavourites();
+  }
+
+  Future<void> updateOverviewFavourite(OverviewFavourite favourite) async {
+    final index = _overviewFavourites.indexWhere((f) => f.id == favourite.id);
+    if (index < 0) return;
+    final next = [..._overviewFavourites];
+    next[index] = favourite;
+    _overviewFavourites = next;
+    notifyListeners();
+    await _persistFavourites();
+  }
+
+  Future<void> removeOverviewFavourite(String id) async {
+    final next = [
+      for (final fav in _overviewFavourites)
+        if (fav.id != id) fav,
+    ];
+    if (next.length == _overviewFavourites.length) return;
+    _overviewFavourites = next;
+    notifyListeners();
+    await _persistFavourites();
+  }
+
+  Future<void> setOverviewFavouriteDisplay(String id, bool display) async {
+    final index = _overviewFavourites.indexWhere((f) => f.id == id);
+    if (index < 0) return;
+    final current = _overviewFavourites[index];
+    if (current.display == display) return;
+    await updateOverviewFavourite(current.copyWith(display: display));
+  }
+
+  Future<void> replaceOverviewFavourites(
+    List<OverviewFavourite> favourites, {
+    bool notify = true,
+    bool schedulePush = false,
+  }) async {
+    _overviewFavourites = List.of(favourites);
+    if (notify) notifyListeners();
+    await _storage.saveOverviewFavourites(_overviewFavourites);
+    if (schedulePush) onFavouritesPersisted?.call();
+  }
+
+  Future<void> addHomeFilterWidget(HomeFilterWidget widget) async {
+    final order = _homeFilterWidgets.isEmpty
+        ? 0
+        : _homeFilterWidgets
+                .map((w) => w.sortOrder)
+                .reduce((a, b) => a > b ? a : b) +
+            1;
+    _homeFilterWidgets = [
+      ..._homeFilterWidgets,
+      widget.copyWith(sortOrder: widget.sortOrder == 0 ? order : widget.sortOrder),
+    ];
+    notifyListeners();
+    await _persistHomeWidgets();
+  }
+
+  Future<void> updateHomeFilterWidget(HomeFilterWidget widget) async {
+    final index = _homeFilterWidgets.indexWhere((w) => w.id == widget.id);
+    if (index < 0) return;
+    final next = [..._homeFilterWidgets];
+    next[index] = widget;
+    next.sort((a, b) => a.sortOrder.compareTo(b.sortOrder));
+    _homeFilterWidgets = next;
+    notifyListeners();
+    await _persistHomeWidgets();
+  }
+
+  Future<void> removeHomeFilterWidget(String id) async {
+    final next = [
+      for (final w in _homeFilterWidgets)
+        if (w.id != id) w,
+    ];
+    if (next.length == _homeFilterWidgets.length) return;
+    _homeFilterWidgets = next;
+    notifyListeners();
+    await _persistHomeWidgets();
+  }
+
+  Future<void> setHomeFilterWidgetDisplay(String id, bool display) async {
+    final index = _homeFilterWidgets.indexWhere((w) => w.id == id);
+    if (index < 0) return;
+    final current = _homeFilterWidgets[index];
+    if (current.display == display) return;
+    await updateHomeFilterWidget(current.copyWith(display: display));
+  }
+
+  Future<void> reorderHomeFilterWidgets(int oldIndex, int newIndex) async {
+    if (oldIndex == newIndex) return;
+    final next = [..._homeFilterWidgets];
+    final item = next.removeAt(oldIndex);
+    final target = newIndex.clamp(0, next.length);
+    next.insert(target, item);
+    _homeFilterWidgets = [
+      for (var i = 0; i < next.length; i++) next[i].copyWith(sortOrder: i),
+    ];
+    notifyListeners();
+    await _persistHomeWidgets();
+  }
+
+  Future<void> replaceHomeFilterWidgets(
+    List<HomeFilterWidget> widgets, {
+    bool notify = true,
+    bool schedulePush = false,
+  }) async {
+    final next = List.of(widgets)
+      ..sort((a, b) => a.sortOrder.compareTo(b.sortOrder));
+    _homeFilterWidgets = next;
+    if (notify) notifyListeners();
+    await _storage.saveHomeFilterWidgets(_homeFilterWidgets);
+    if (schedulePush) onHomeWidgetsPersisted?.call();
+  }
+
+  Future<void> _persistFavourites() async {
+    await _storage.saveOverviewFavourites(_overviewFavourites);
+    onFavouritesPersisted?.call();
+  }
+
+  Future<void> _persistHomeWidgets() async {
+    await _storage.saveHomeFilterWidgets(_homeFilterWidgets);
+    onHomeWidgetsPersisted?.call();
   }
 }

lib/providers/sync_provider.dart

@@ -5,9 +5,13 @@ import 'dart:async';
 
 import 'package:flutter/foundation.dart';
 
+import '../models/app_cloud_prefs.dart';
+import '../models/home_filter_widget.dart';
+import '../models/overview_favourite.dart';
 import '../services/pb_sync_service.dart';
 import 'auth_provider.dart';
 import 'bank_provider.dart';
+import 'preferences_provider.dart';
 import 'tx_meta_provider.dart';
 
 /// User-visible sync toast state (watched by [SyncFeedbackListener]).
@@ -30,12 +34,18 @@ class SyncController extends ChangeNotifier {
     required AuthController auth,
     required TxMetaController meta,
     required BankController bank,
+    required PreferencesController prefs,
   })  : _auth = auth,
         _meta = meta,
-        _bank = bank {
+        _bank = bank,
+        _prefs = prefs {
     _wasLoggedIn = auth.isLoggedIn;
-    _meta.onPersisted = _schedulePush;
+    _meta.onPersisted = _scheduleMetaPush;
+    _prefs.onFavouritesPersisted = _scheduleFavouritesPush;
+    _prefs.onHomeWidgetsPersisted = _scheduleHomeWidgetsPush;
+    _prefs.onAppPrefsPersisted = _scheduleAppPrefsPush;
     _auth.addListener(_onAuthChanged);
+    _bank.onAfterSuccessfulLoad = _onBankDataLoaded;
     if (_auth.isLoggedIn) {
       unawaited(syncNow());
     }
@@ -44,11 +54,16 @@ class SyncController extends ChangeNotifier {
   final AuthController _auth;
   final TxMetaController _meta;
   final BankController _bank;
+  final PreferencesController _prefs;
 
   bool _wasLoggedIn = false;
   bool _syncing = false;
   bool _pushQueued = false;
   bool _queuedFullSync = false;
+  bool _pushMetaPending = false;
+  bool _pushFavouritesPending = false;
+  bool _pushHomeWidgetsPending = false;
+  bool _pushAppPrefsPending = false;
   Timer? _pushDebounce;
   Timer? _progressHold;
   Timer? _uiNotifyThrottle;
@@ -178,6 +193,11 @@ class SyncController extends ChangeNotifier {
       _progressHold?.cancel();
       _uiNotifyThrottle?.cancel();
       _uiNotifyQueued = false;
+      _pushQueued = false;
+      _pushMetaPending = false;
+      _pushFavouritesPending = false;
+      _pushHomeWidgetsPending = false;
+      _pushAppPrefsPending = false;
       _lastError = null;
       _statusDetail = '';
       _showProgressRing = false;
@@ -188,8 +208,69 @@ class SyncController extends ChangeNotifier {
     }
   }
 
-  void _schedulePush() {
+  /// Bank pull-to-refresh / reconnect finished — reconcile with PocketBase.
+  ///
+  /// Runs a full sync when idle so (1) new API txs are pushed and
+  /// (2) any cloud-only history the bank window lacks is pulled back.
+  ///
+  /// If a sync is already in flight (common at cold start: constructor sync
+  /// overlaps bank refresh), do **not** queue another full sync — that was
+  /// causing a back-to-back double pull of 4k+ txs.
+  void _onBankDataLoaded() {
     if (!_auth.isLoggedIn) return;
+    if (_syncing) {
+      debugPrint(
+        'SyncController: bank load finished during sync — skip queued full sync',
+      );
+      return;
+    }
+    unawaited(syncNow());
+  }
+
+  /// If the server has more bank txs than this device, sync now.
+  Future<void> syncIfBehindServer() async {
+    if (!_auth.isLoggedIn || _syncing) return;
+    try {
+      final remoteCount =
+          await PbSyncService(_auth.client).countTransactions();
+      if (remoteCount > _bank.transactions.length) {
+        debugPrint(
+          'SyncController: behind server '
+          '(local=${_bank.transactions.length} remote=$remoteCount) — syncing',
+        );
+        await syncNow();
+      }
+    } catch (error, stackTrace) {
+      debugPrint('SyncController.syncIfBehindServer failed: $error\n$stackTrace');
+    }
+  }
+
+  void _scheduleMetaPush() {
+    _pushMetaPending = true;
+    _armPushDebounce();
+  }
+
+  void _scheduleFavouritesPush() {
+    _pushFavouritesPending = true;
+    _armPushDebounce();
+  }
+
+  void _scheduleHomeWidgetsPush() {
+    _pushHomeWidgetsPending = true;
+    _armPushDebounce();
+  }
+
+  void _scheduleAppPrefsPush() {
+    _pushAppPrefsPending = true;
+    _armPushDebounce();
+  }
+
+  void _armPushDebounce() {
+    if (!_auth.isLoggedIn) return;
+    if (_syncing) {
+      _pushQueued = true;
+      return;
+    }
     _pushDebounce?.cancel();
     _pushDebounce = Timer(const Duration(seconds: 2), () {
       unawaited(_pushOnly());
@@ -232,20 +313,110 @@ class SyncController extends ChangeNotifier {
       _setProgress(0.5);
       _setStatus('Merging…');
       final mergedMeta = mergeTxMetaStores(_meta.exportStore(), remoteMeta);
+      List<OverviewFavourite> remoteFavourites = const [];
+      try {
+        remoteFavourites = await service.pullOverviewFavourites(
+          onStatus: _setStatus,
+        );
+      } catch (error) {
+        debugPrint(
+          'SyncController: overview_favourites pull skipped ($error)',
+        );
+      }
+      final mergedFavourites = mergeOverviewFavourites(
+        _prefs.overviewFavourites,
+        remoteFavourites,
+      );
+      List<HomeFilterWidget> remoteHomeWidgets = const [];
+      try {
+        remoteHomeWidgets = await service.pullHomeFilterWidgets(
+          onStatus: _setStatus,
+        );
+      } catch (error) {
+        debugPrint(
+          'SyncController: home_filter_widgets pull skipped ($error)',
+        );
+      }
+      final mergedHomeWidgets = mergeHomeFilterWidgets(
+        _prefs.homeFilterWidgets,
+        remoteHomeWidgets,
+      );
+      AppCloudPrefs? remoteAppPrefs;
+      try {
+        remoteAppPrefs = await service.pullAppPrefs(onStatus: _setStatus);
+      } catch (error) {
+        debugPrint('SyncController: app_prefs pull skipped ($error)');
+      }
+      // Prefer local when this device has pending prefs edits; otherwise
+      // take remote so a new install picks up cloud Home section toggles.
+      final preferLocalAppPrefs = _pushAppPrefsPending;
+      final mergedAppPrefs = mergeAppCloudPrefs(
+        local: _prefs.cloudPrefs,
+        remote: remoteAppPrefs,
+        preferLocal: preferLocalAppPrefs,
+      );
       // Apply without notifying — one rebuild after both stores are ready.
       await _meta.replaceStore(mergedMeta, notify: false);
       await _bank.applySyncedTransactions(remoteTxs, notify: false);
+      await _prefs.replaceOverviewFavourites(
+        mergedFavourites,
+        notify: false,
+      );
+      await _prefs.replaceHomeFilterWidgets(
+        mergedHomeWidgets,
+        notify: false,
+      );
+      await _prefs.replaceCloudPrefs(mergedAppPrefs, notify: false);
       _meta.notifyListeners();
       _bank.notifyListeners();
+      _prefs.notifyListeners();
       _setProgress(0.55);
       _setStatus('Pushing…');
       final metaSummary = await service.push(
         mergedMeta,
         progressStart: 0.55,
-        progressEnd: 0.82,
+        progressEnd: 0.75,
         onProgress: _setProgress,
         onStatus: _setStatus,
       );
+      try {
+        await service.pushOverviewFavourites(
+          mergedFavourites,
+          onStatus: _setStatus,
+        );
+      } catch (error) {
+        debugPrint(
+          'SyncController: overview_favourites push skipped ($error)',
+        );
+      }
+      try {
+        await service.pushHomeFilterWidgets(
+          mergedHomeWidgets,
+          onStatus: _setStatus,
+        );
+      } catch (error) {
+        debugPrint(
+          'SyncController: home_filter_widgets push skipped ($error)',
+        );
+      }
+      try {
+        await service.pushAppPrefs(
+          mergedAppPrefs,
+          onStatus: _setStatus,
+        );
+        _pushAppPrefsPending = false;
+      } catch (error) {
+        debugPrint('SyncController: app_prefs push skipped ($error)');
+      }
+      final pendingDeletes = _bank.takePendingRemoteDeletes();
+      if (pendingDeletes.isNotEmpty) {
+        try {
+          await service.deleteTransactionsByTxIds(pendingDeletes);
+        } catch (error) {
+          debugPrint('SyncController: tx deletes skipped ($error)');
+          _bank.requeueRemoteDeletes(pendingDeletes);
+        }
+      }
       final bankSummary = await service.pushTransactions(
         _bank.transactions,
         progressStart: 0.82,
@@ -277,32 +448,128 @@ class SyncController extends ChangeNotifier {
     }
   }
 
-  /// Annotation-only push after local meta edits (avoids re-uploading 4k+ txs).
+  /// Pushes only the stores that changed locally (debounced).
+  ///
+  /// Annotation edits push tx_meta; favourite / Home-widget edits do not
+  /// re-upload the full annotation store or bank transactions.
   Future<void> _pushOnly() async {
-    if (!_auth.isLoggedIn || _syncing) {
+    if (!_auth.isLoggedIn) return;
-      if (_syncing) _pushQueued = true;
+    if (_syncing) {
+      _pushQueued = true;
+      return;
+    }
+
+    final pushMeta = _pushMetaPending;
+    final pushFavourites = _pushFavouritesPending;
+    final pushHomeWidgets = _pushHomeWidgetsPending;
+    final pushAppPrefs = _pushAppPrefsPending;
+    _pushMetaPending = false;
+    _pushFavouritesPending = false;
+    _pushHomeWidgetsPending = false;
+    _pushAppPrefsPending = false;
+    if (!pushMeta && !pushFavourites && !pushHomeWidgets && !pushAppPrefs) {
       return;
     }
 
     _progressHold?.cancel();
     _syncing = true;
     _progressSuccess = false;
-    _statusDetail = 'Pushing…';
+
+    final label = switch ((
+      pushMeta,
+      pushFavourites,
+      pushHomeWidgets,
+      pushAppPrefs,
+    )) {
+      (false, false, false, true) => 'App prefs',
+      (false, false, true, false) => 'Home widgets',
+      (false, false, true, true) => 'Home layout',
+      (false, true, false, false) => 'Favourites',
+      (false, true, true, _) => 'Home layout',
+      (true, false, false, false) => 'Annotations',
+      _ => 'Changes',
+    };
+    _statusDetail = 'Pushing $label…';
     _setProgress(0.05);
-    _announce('Syncing…', isProgress: true);
+    _announce('Saving $label…', isProgress: true);
+
     try {
       final service = PbSyncService(_auth.client);
+      final parts = <String>[];
+      var done = 0;
+      final total = (pushMeta ? 1 : 0) +
+          (pushFavourites ? 1 : 0) +
+          (pushHomeWidgets ? 1 : 0) +
+          (pushAppPrefs ? 1 : 0);
+      void bump() {
+        done++;
+        _setProgress(done / total);
+      }
+
+      if (pushMeta) {
+        _setStatus('Pushing annotations…');
         final summary = await service.push(
           _meta.exportStore(),
-        progressStart: 0.05,
+          progressStart: done / total,
-        progressEnd: 1.0,
+          progressEnd: (done + 1) / total,
           onProgress: _setProgress,
           onStatus: _setStatus,
         );
+        parts.add(summary);
+        bump();
+      }
+      if (pushFavourites) {
+        _setStatus('Pushing favourites…');
+        try {
+          await service.pushOverviewFavourites(
+            _prefs.overviewFavourites,
+            onStatus: _setStatus,
+          );
+          parts.add('Favourites updated');
+        } catch (error) {
+          debugPrint(
+            'SyncController: overview_favourites push skipped ($error)',
+          );
+        }
+        bump();
+      }
+      if (pushHomeWidgets) {
+        _setStatus('Pushing home widgets…');
+        try {
+          await service.pushHomeFilterWidgets(
+            _prefs.homeFilterWidgets,
+            onStatus: _setStatus,
+          );
+          parts.add('Home widgets updated');
+        } catch (error) {
+          debugPrint(
+            'SyncController: home_filter_widgets push skipped ($error)',
+          );
+        }
+        bump();
+      }
+      if (pushAppPrefs) {
+        _setStatus('Pushing app prefs…');
+        try {
+          await service.pushAppPrefs(
+            _prefs.cloudPrefs,
+            onStatus: _setStatus,
+          );
+          parts.add('App prefs updated');
+        } catch (error) {
+          debugPrint('SyncController: app_prefs push skipped ($error)');
+          // Re-queue so a missing collection doesn't drop the edit forever
+          // until the next manual full sync after migrate.
+          _pushAppPrefsPending = true;
+        }
+        bump();
+      }
+
+      _setProgress(1.0);
       _lastSyncedAt = DateTime.now();
       _lastError = null;
-      _lastSyncSummary = summary;
+      _lastSyncSummary = parts.isEmpty ? label : parts.join('\n');
-      _announce('Sync complete');
+      _announce('Saved $label');
       _syncing = false;
       _finishProgress(success: true);
     } catch (error, stackTrace) {
@@ -329,7 +596,11 @@ class SyncController extends ChangeNotifier {
     _progressHold?.cancel();
     _uiNotifyThrottle?.cancel();
     _auth.removeListener(_onAuthChanged);
+    _bank.onAfterSuccessfulLoad = null;
     _meta.onPersisted = null;
+    _prefs.onFavouritesPersisted = null;
+    _prefs.onHomeWidgetsPersisted = null;
+    _prefs.onAppPrefsPersisted = null;
     super.dispose();
   }
 }

lib/providers/tx_meta_provider.dart

@@ -722,6 +722,25 @@ class TxMetaController extends ChangeNotifier {
     _schedulePersist(invalidateLabels: false);
   }
 
+  /// Move per-tx annotations when an admin test transaction's id changes.
+  Future<void> rekeyTransaction(String fromId, String toId) async {
+    if (fromId == toId || fromId.isEmpty || toId.isEmpty) return;
+    final stored = _byId.remove(fromId);
+    if (stored != null) {
+      _byId[toId] = stored;
+    }
+    _labelIdsByTxCache = null;
+    _schedulePersist(invalidateLabels: true);
+  }
+
+  /// Drop per-tx annotations for a deleted admin test transaction.
+  Future<void> clearTransactionMeta(String txId) async {
+    if (txId.isEmpty) return;
+    if (_byId.remove(txId) == null) return;
+    _labelIdsByTxCache = null;
+    _schedulePersist(invalidateLabels: true);
+  }
+
   Future<void> setNotes(
     BankTransaction tx,
     String notes, {
@@ -800,6 +819,7 @@ class TxMetaController extends ChangeNotifier {
     List<BankTransaction> txs,
     String query, {
     Set<String> labelIds = const {},
+    LabelMatchMode labelMatch = LabelMatchMode.and,
   }) {
     final needle = query.trim().toLowerCase();
     final hasText = needle.isNotEmpty;
@@ -809,7 +829,15 @@ class TxMetaController extends ChangeNotifier {
     final labelIndex = _labelById;
     return [
       for (final tx in txs)
-        if (_matchesSearch(tx, needle, hasText, labelIds, hasLabels, labelIndex))
+        if (_matchesSearch(
+          tx,
+          needle,
+          hasText,
+          labelIds,
+          hasLabels,
+          labelMatch,
+          labelIndex,
+        ))
           tx,
     ];
   }
@@ -820,10 +848,11 @@ class TxMetaController extends ChangeNotifier {
     bool hasText,
     Set<String> labelIds,
     bool hasLabels,
+    LabelMatchMode labelMatch,
     Map<String, TxLabel> labelIndex,
   ) {
     final meta = metaFor(tx);
-    if (hasLabels && !_matchesLabelFilter(meta, labelIds)) {
+    if (hasLabels && !_matchesLabelFilter(meta, labelIds, labelMatch)) {
       return false;
     }
     if (!hasText) return true;
@@ -838,20 +867,33 @@ class TxMetaController extends ChangeNotifier {
     return false;
   }
 
-  /// AND filter: every selected label must be on the tx.
+  /// AND: every selected label must be on the tx.
+  /// OR: at least one selected label (or unlabeled, if that filter is set).
   ///
-  /// Uncategorized alone matches unlabeled txs. Uncategorized combined with
+  /// Uncategorized alone matches unlabeled txs. Uncategorized + others with
-  /// other labels matches nothing (a tx cannot be both).
+  /// AND matches nothing; with OR matches unlabeled or any of the labels.
-  bool _matchesLabelFilter(TxMeta meta, Set<String> labelIds) {
+  bool _matchesLabelFilter(
+    TxMeta meta,
+    Set<String> labelIds,
+    LabelMatchMode mode,
+  ) {
     final wantUncategorized = labelIds.contains(kUncategorizedFilterId);
     final required = <String>[
       for (final id in labelIds)
         if (id != kUncategorizedFilterId) id,
     ];
-    if (wantUncategorized) {
+    if (required.isEmpty) {
-      if (required.isNotEmpty) return false;
+      if (wantUncategorized) return !meta.hasLabel;
-      return !meta.hasLabel;
+      return true;
     }
+    if (mode == LabelMatchMode.or) {
+      if (wantUncategorized && !meta.hasLabel) return true;
+      for (final id in required) {
+        if (meta.labelIds.contains(id)) return true;
+      }
+      return false;
+    }
+    if (wantUncategorized) return false;
     for (final id in required) {
       if (!meta.labelIds.contains(id)) return false;
     }

lib/screens/account_screen.dart

@@ -1,6 +1,8 @@
-/// Signed-in account details, sync status, and sign-out.
+/// Signed-in account details, sync status, bank link, and sign-out.
 library;
 
+import 'dart:async';
+
 import 'package:flutter/material.dart';
 import 'package:provider/provider.dart';
 
@@ -8,12 +10,28 @@ import '../providers/auth_provider.dart';
 import '../providers/bank_provider.dart';
 import '../providers/sync_provider.dart';
 import '../providers/tx_meta_provider.dart';
+import '../utils/connect_bank.dart';
 import '../utils/constants.dart';
+import '../widgets/admin_create_transaction_dialog.dart';
 import '../widgets/responsive_body.dart';
 
-class AccountScreen extends StatelessWidget {
+class AccountScreen extends StatefulWidget {
   const AccountScreen({super.key});
 
+  @override
+  State<AccountScreen> createState() => _AccountScreenState();
+}
+
+class _AccountScreenState extends State<AccountScreen> {
+  @override
+  void initState() {
+    super.initState();
+    WidgetsBinding.instance.addPostFrameCallback((_) {
+      if (!mounted) return;
+      unawaited(context.read<AuthController>().refreshSession());
+    });
+  }
+
   @override
   Widget build(BuildContext context) {
     final auth = context.watch<AuthController>();
@@ -61,6 +79,24 @@ class AccountScreen extends StatelessWidget {
                   ),
                 ),
               ),
+            if (auth.isAdmin)
+              Padding(
+                padding: const EdgeInsets.only(top: 8),
+                child: Chip(
+                  avatar: Icon(
+                    Icons.shield_outlined,
+                    size: 16,
+                    color: colors.onSecondaryContainer,
+                  ),
+                  label: const Text('Admin'),
+                  visualDensity: VisualDensity.compact,
+                  backgroundColor: colors.secondaryContainer,
+                  labelStyle: theme.textTheme.labelMedium?.copyWith(
+                    color: colors.onSecondaryContainer,
+                    fontWeight: FontWeight.w600,
+                  ),
+                ),
+              ),
             const SizedBox(height: 24),
             Card(
               child: Column(
@@ -89,12 +125,91 @@ class AccountScreen extends StatelessWidget {
                 ],
               ),
             ),
+            const SizedBox(height: 16),
+            Card(
+              child: ListTile(
+                leading: Icon(
+                  Icons.add_card_outlined,
+                  color: auth.isAdmin ? null : colors.onSurfaceVariant,
+                ),
+                title: const Text('Create test transaction'),
+                subtitle: Text(
+                  auth.isAdmin
+                      ? 'Admin · saved locally and synced to PocketBase'
+                      : 'Admin only · enable is_admin on your usersapp user in PocketBase, then sign out and back in',
+                ),
+                trailing: auth.isAdmin
+                    ? const Icon(Icons.chevron_right)
+                    : Icon(
+                        Icons.lock_outline,
+                        color: colors.onSurfaceVariant,
+                      ),
+                onTap: () async {
+                  if (!auth.isAdmin) {
+                    await auth.refreshSession();
+                    if (!context.mounted) return;
+                    if (!context.read<AuthController>().isAdmin) {
+                      ScaffoldMessenger.of(context).showSnackBar(
+                        const SnackBar(
+                          content: Text(
+                            'Not an admin yet. In PocketBase Admin → '
+                            'usersapp → your user → set is_admin = true, '
+                            'then sign out and sign in again.',
+                          ),
+                        ),
+                      );
+                      return;
+                    }
+                  }
+                  final tx = await showAdminCreateTransactionDialog(context);
+                  if (tx == null || !context.mounted) return;
+                  ScaffoldMessenger.of(context).showSnackBar(
+                    SnackBar(
+                      content: Text(
+                        'Created “${tx.description}” · '
+                        '${tx.amount.toStringAsFixed(2)} ${tx.currency}',
+                      ),
+                    ),
+                  );
+                  final sync = context.read<SyncController>();
+                  if (sync.canSync && !sync.isSyncing) {
+                    unawaited(sync.syncNow());
+                  }
+                },
+              ),
+            ),
+            const SizedBox(height: 16),
+            Card(
+              child: ListTile(
+                leading: Icon(
+                  bank.isLinked ? Icons.link : Icons.link_off_outlined,
+                ),
+                title: const Text('Bank link'),
+                subtitle: Text(
+                  bank.isLinked
+                      ? 'Linked · ${bank.status.status}'
+                      : bank.hasData
+                          ? 'Not linked · ${bank.transactions.length} synced txs on device'
+                          : 'Not linked · connect to fetch live balance and feed',
+                ),
+                trailing: bank.isLinked
+                    ? null
+                    : TextButton(
+                        onPressed: bank.isConnecting
+                            ? null
+                            : () => runConnectBank(context, bank),
+                        child: Text(
+                          bank.isConnecting ? 'Opening…' : 'Connect',
+                        ),
+                      ),
+              ),
+            ),
             const SizedBox(height: 24),
             OutlinedButton.icon(
               onPressed: () async {
                 await auth.logout();
                 if (!context.mounted) return;
-                Navigator.of(context).pop();
+                Navigator.of(context).popUntil((route) => route.isFirst);
               },
               icon: const Icon(Icons.logout),
               label: const Text('Sign out'),

lib/screens/auth_gate.dart

@@ -0,0 +1,23 @@
+/// Routes to [LoginScreen] or [MainShell] based on PocketBase auth.
+library;
+
+import 'package:flutter/material.dart';
+import 'package:provider/provider.dart';
+
+import '../providers/auth_provider.dart';
+import 'login_screen.dart';
+import 'main_shell.dart';
+
+/// Root after splash: signed-out users see login; signed-in users see the shell.
+class AuthGate extends StatelessWidget {
+  const AuthGate({super.key});
+
+  @override
+  Widget build(BuildContext context) {
+    final auth = context.watch<AuthController>();
+    if (!auth.isLoggedIn) {
+      return const LoginScreen(asRoot: true);
+    }
+    return const MainShell();
+  }
+}

lib/screens/home_screen.dart

@@ -4,13 +4,17 @@ library;
 import 'package:flutter/material.dart';
 import 'package:provider/provider.dart';
 
+import '../models/home_filter_widget.dart';
 import '../providers/bank_provider.dart';
+import '../providers/preferences_provider.dart';
 import '../providers/tx_meta_provider.dart';
 import '../utils/app_theme.dart';
 import '../utils/connect_bank.dart';
 import '../utils/helpers.dart';
 import '../utils/navigation.dart';
 import '../widgets/empty_state.dart';
+import '../widgets/home_filter_widget_card.dart';
+import '../widgets/home_widgets_sheet.dart';
 import '../widgets/loading_view.dart';
 import '../widgets/responsive_body.dart';
 import '../widgets/shell_tab_scope.dart';
@@ -18,16 +22,23 @@ import '../widgets/skip_build_when_covered.dart';
 import 'transaction_detail_screen.dart';
 import 'transactions_screen.dart';
 
-class HomeScreen extends StatelessWidget {
+class HomeScreen extends StatefulWidget {
   const HomeScreen({super.key});
 
   static const tabIndex = 0;
 
+  @override
+  State<HomeScreen> createState() => _HomeScreenState();
+}
+
+class _HomeScreenState extends State<HomeScreen> {
+  var _editingWidgets = false;
+
   @override
   Widget build(BuildContext context) {
     // Inactive IndexedStack tabs must not watch providers — otherwise every
     // annotation save rebuilds Home while the user is on another tab.
-    if (ShellTabScope.of(context) != tabIndex) {
+    if (ShellTabScope.of(context) != HomeScreen.tabIndex) {
       return const SizedBox.expand();
     }
 
@@ -35,17 +46,31 @@ class HomeScreen extends StatelessWidget {
 
     return Scaffold(
       appBar: AppBar(
-        title: const Text('Home'),
+        title: Text(_editingWidgets ? 'Edit Home' : 'Home'),
-        actions: bankAppBarActions(
+        actions: [
+          if (bank.isLinked || bank.hasData)
+            IconButton(
+              tooltip: _editingWidgets ? 'Done' : 'Edit Home layout',
+              onPressed: () =>
+                  setState(() => _editingWidgets = !_editingWidgets),
+              icon: Icon(
+                _editingWidgets ? Icons.check : Icons.dashboard_customize_outlined,
+              ),
+            ),
+          ...bankAppBarActions(
             context: context,
             onRefresh: bank.refresh,
             refreshing: bank.isLoading,
           ),
+        ],
       ),
       body: RefreshIndicator(
         onRefresh: bank.refresh,
         child: ResponsiveBody(
-          child: _HomeBody(bank: bank),
+          child: _HomeBody(
+            bank: bank,
+            editingWidgets: _editingWidgets,
+          ),
         ),
       ),
     );
@@ -53,9 +78,13 @@ class HomeScreen extends StatelessWidget {
 }
 
 class _HomeBody extends StatelessWidget {
-  const _HomeBody({required this.bank});
+  const _HomeBody({
+    required this.bank,
+    required this.editingWidgets,
+  });
 
   final BankController bank;
+  final bool editingWidgets;
 
   void _openTransactions(BuildContext context) {
     Navigator.of(context).push(
@@ -68,6 +97,7 @@ class _HomeBody extends StatelessWidget {
     // Stay subscribed, but skip heavy scans while covered by another route
     // (e.g. transaction detail applying labels to many similar txs).
     context.watch<TxMetaController>();
+    final prefs = context.watch<PreferencesController>();
 
     if (bank.isLoading && bank.balance == null && !bank.hasData) {
       return const LoadingView(message: 'Checking bank link…');
@@ -113,6 +143,9 @@ class _HomeBody extends StatelessWidget {
         final recent = bank.transactions.take(5).toList(growable: false);
         final categorized =
             meta.labeledTransactionCount(bank.transactions);
+        final widgets = editingWidgets
+            ? prefs.homeFilterWidgets
+            : prefs.displayedHomeFilterWidgets;
 
         return ListView(
           physics: const AlwaysScrollableScrollPhysics(),
@@ -170,7 +203,8 @@ class _HomeBody extends StatelessWidget {
                             child: Text(
                               'Tap to view transactions',
                               style: theme.textTheme.labelMedium?.copyWith(
-                            color: colors.onPrimary.withValues(alpha: 0.9),
+                                color:
+                                    colors.onPrimary.withValues(alpha: 0.9),
                               ),
                             ),
                           ),
@@ -185,28 +219,149 @@ class _HomeBody extends StatelessWidget {
                 ),
               ),
             ),
+            if (_showBuiltIn(
+                  editing: editingWidgets,
+                  enabled: prefs.homeBuiltInSections.showTransactions,
+                ) ||
+                _showBuiltIn(
+                  editing: editingWidgets,
+                  enabled: prefs.homeBuiltInSections.showCategorized,
+                )) ...[
               const SizedBox(height: 20),
               Row(
                 children: [
+                  if (_showBuiltIn(
+                    editing: editingWidgets,
+                    enabled: prefs.homeBuiltInSections.showTransactions,
+                  ))
                     Expanded(
+                      child: _EditableHomeBlock(
+                        editing: editingWidgets,
+                        visible: prefs.homeBuiltInSections.showTransactions,
+                        onToggleVisible: (value) =>
+                            prefs.setHomeShowTransactions(value),
                         child: _StatChip(
                           label: 'Transactions',
                           value: '${bank.transactions.length}',
                           icon: Icons.list_alt,
                         ),
                       ),
+                    ),
+                  if (_showBuiltIn(
+                        editing: editingWidgets,
+                        enabled: prefs.homeBuiltInSections.showTransactions,
+                      ) &&
+                      _showBuiltIn(
+                        editing: editingWidgets,
+                        enabled: prefs.homeBuiltInSections.showCategorized,
+                      ))
                     const SizedBox(width: 10),
+                  if (_showBuiltIn(
+                    editing: editingWidgets,
+                    enabled: prefs.homeBuiltInSections.showCategorized,
+                  ))
                     Expanded(
+                      child: _EditableHomeBlock(
+                        editing: editingWidgets,
+                        visible: prefs.homeBuiltInSections.showCategorized,
+                        onToggleVisible: (value) =>
+                            prefs.setHomeShowCategorized(value),
                         child: _StatChip(
                           label: 'Categorized',
                           value: '$categorized',
                           icon: Icons.label_outline,
                         ),
                       ),
+                    ),
                 ],
               ),
-        if (recent.isNotEmpty) ...[
+            ],
+            if (editingWidgets || widgets.isNotEmpty) ...[
               const SizedBox(height: 24),
+              if (editingWidgets)
+                Align(
+                  alignment: Alignment.centerRight,
+                  child: TextButton.icon(
+                    onPressed: () => showHomeWidgetsSheet(context),
+                    icon: const Icon(Icons.add, size: 18),
+                    label: const Text('Add'),
+                  ),
+                ),
+              if (widgets.isEmpty)
+                Text(
+                  'No widgets yet. Tap Add to pin a transaction filter.',
+                  style: theme.textTheme.bodyMedium?.copyWith(
+                    color: colors.onSurfaceVariant,
+                  ),
+                )
+              else if (editingWidgets)
+                ReorderableListView.builder(
+                  shrinkWrap: true,
+                  physics: const NeverScrollableScrollPhysics(),
+                  buildDefaultDragHandles: false,
+                  itemCount: widgets.length,
+                  onReorderItem: prefs.reorderHomeFilterWidgets,
+                  proxyDecorator: (child, index, animation) {
+                    return Material(
+                      elevation: 2,
+                      color: Colors.transparent,
+                      borderRadius: BorderRadius.circular(16),
+                      child: child,
+                    );
+                  },
+                  itemBuilder: (context, index) {
+                    final widgetConfig = widgets[index];
+                    return Padding(
+                      key: ValueKey(widgetConfig.id),
+                      padding: const EdgeInsets.only(bottom: 10),
+                      child: _HomeWidgetSlot(
+                        halfWidth: widgetConfig.halfWidth,
+                        child: HomeFilterWidgetCard(
+                          widgetConfig: widgetConfig,
+                          editing: true,
+                          onToggleDisplay: (display) =>
+                              prefs.setHomeFilterWidgetDisplay(
+                            widgetConfig.id,
+                            display,
+                          ),
+                          onEdit: () async {
+                            final preferences =
+                                context.read<PreferencesController>();
+                            final updated = await composeHomeFilterWidget(
+                              context,
+                              existing: widgetConfig,
+                            );
+                            if (updated == null) return;
+                            await preferences.updateHomeFilterWidget(updated);
+                          },
+                          dragHandle: ReorderableDragStartListener(
+                            index: index,
+                            child: Icon(
+                              Icons.drag_handle,
+                              color: colors.onSurfaceVariant,
+                            ),
+                          ),
+                        ),
+                      ),
+                    );
+                  },
+                )
+              else
+                ..._packedHomeWidgetRows(widgets),
+            ],
+            if (_showBuiltIn(
+                  editing: editingWidgets,
+                  enabled: prefs.homeBuiltInSections.showRecent,
+                ) &&
+                (recent.isNotEmpty || editingWidgets)) ...[
+              const SizedBox(height: 24),
+              _EditableHomeBlock(
+                editing: editingWidgets,
+                visible: prefs.homeBuiltInSections.showRecent,
+                onToggleVisible: (value) => prefs.setHomeShowRecent(value),
+                child: Column(
+                  crossAxisAlignment: CrossAxisAlignment.stretch,
+                  children: [
                     Row(
                       children: [
                         Text('Recent', style: theme.textTheme.titleMedium),
@@ -218,6 +373,14 @@ class _HomeBody extends StatelessWidget {
                       ],
                     ),
                     const SizedBox(height: 4),
+                    if (recent.isEmpty)
+                      Text(
+                        'No recent transactions yet.',
+                        style: theme.textTheme.bodyMedium?.copyWith(
+                          color: colors.onSurfaceVariant,
+                        ),
+                      )
+                    else
                       for (final tx in recent)
                         ListTile(
                           contentPadding: EdgeInsets.zero,
@@ -226,7 +389,8 @@ class _HomeBody extends StatelessWidget {
                             builder: (context) {
                               final labels =
                                   meta.leafLabelsFor(meta.metaFor(tx));
-                    final label = labels.isEmpty ? null : labels.first;
+                              final label =
+                                  labels.isEmpty ? null : labels.first;
                               return Icon(
                                 label?.icon ?? Icons.receipt_long_outlined,
                                 color: label?.color,
@@ -242,23 +406,32 @@ class _HomeBody extends StatelessWidget {
                           trailing: Text(
                             formatMoney(tx.amount, tx.currency),
                             style: theme.textTheme.titleSmall?.copyWith(
-                  color: tx.amount >= 0 ? AppTheme.accent : AppTheme.expense,
+                              color: tx.amount >= 0
+                                  ? AppTheme.accent
+                                  : AppTheme.expense,
                             ),
                           ),
-              onTap: () {
+                          onTap: editingWidgets
+                              ? null
+                              : () {
                                   Navigator.of(context).push(
                                     MaterialPageRoute<void>(
-                    builder: (_) => TransactionDetailScreen(tx: tx),
+                                      builder: (_) =>
+                                          TransactionDetailScreen(tx: tx),
                                     ),
                                   );
                                 },
                         ),
                   ],
+                ),
+              ),
+            ],
             if (bank.error != null) ...[
               const SizedBox(height: 12),
               Text(
                 bank.error!,
-            style: theme.textTheme.bodyMedium?.copyWith(color: colors.error),
+                style: theme.textTheme.bodyMedium
+                    ?.copyWith(color: colors.error),
               ),
             ],
           ],
@@ -297,8 +470,13 @@ class _StatChip extends StatelessWidget {
             child: Column(
               crossAxisAlignment: CrossAxisAlignment.start,
               children: [
+                Text(
+                  label,
+                  style: theme.textTheme.labelMedium?.copyWith(
+                    color: colors.onSurfaceVariant,
+                  ),
+                ),
                 Text(value, style: theme.textTheme.titleMedium),
-                Text(label, style: theme.textTheme.labelMedium),
               ],
             ),
           ),
@@ -307,3 +485,116 @@ class _StatChip extends StatelessWidget {
     );
   }
 }
+
+bool _showBuiltIn({required bool editing, required bool enabled}) =>
+    editing || enabled;
+
+/// Wraps a built-in Home block with show/hide controls while editing.
+class _EditableHomeBlock extends StatelessWidget {
+  const _EditableHomeBlock({
+    required this.editing,
+    required this.visible,
+    required this.onToggleVisible,
+    required this.child,
+  });
+
+  final bool editing;
+  final bool visible;
+  final ValueChanged<bool> onToggleVisible;
+  final Widget child;
+
+  @override
+  Widget build(BuildContext context) {
+    final colors = Theme.of(context).colorScheme;
+    final content = Opacity(
+      opacity: editing && !visible ? 0.45 : 1,
+      child: child,
+    );
+    if (!editing) return content;
+    return Row(
+      crossAxisAlignment: CrossAxisAlignment.start,
+      children: [
+        Expanded(child: content),
+        IconButton(
+          tooltip: visible ? 'Hide from Home' : 'Show on Home',
+          onPressed: () => onToggleVisible(!visible),
+          icon: Icon(
+            visible ? Icons.visibility_outlined : Icons.visibility_off_outlined,
+            color: visible ? colors.onSurfaceVariant : colors.primary,
+          ),
+        ),
+      ],
+    );
+  }
+}
+
+/// Full- or half-width slot for a Home filter widget card.
+class _HomeWidgetSlot extends StatelessWidget {
+  const _HomeWidgetSlot({
+    required this.halfWidth,
+    required this.child,
+  });
+
+  final bool halfWidth;
+  final Widget child;
+
+  @override
+  Widget build(BuildContext context) {
+    if (!halfWidth) return child;
+    return LayoutBuilder(
+      builder: (context, constraints) {
+        final width = (constraints.maxWidth - 10) / 2;
+        return Align(
+          alignment: Alignment.centerLeft,
+          child: SizedBox(width: width, child: child),
+        );
+      },
+    );
+  }
+}
+
+List<Widget> _packedHomeWidgetRows(List<HomeFilterWidget> widgets) {
+  final rows = <Widget>[];
+  var i = 0;
+  while (i < widgets.length) {
+    final a = widgets[i];
+    final canPair = a.halfWidth &&
+        i + 1 < widgets.length &&
+        widgets[i + 1].halfWidth;
+    if (canPair) {
+      final b = widgets[i + 1];
+      rows.add(
+        Padding(
+          padding: const EdgeInsets.only(bottom: 10),
+          child: IntrinsicHeight(
+            child: Row(
+              crossAxisAlignment: CrossAxisAlignment.stretch,
+              children: [
+                Expanded(
+                  child: HomeFilterWidgetCard(widgetConfig: a),
+                ),
+                const SizedBox(width: 10),
+                Expanded(
+                  child: HomeFilterWidgetCard(widgetConfig: b),
+                ),
+              ],
+            ),
+          ),
+        ),
+      );
+      i += 2;
+      continue;
+    }
+    rows.add(
+      Padding(
+        padding: const EdgeInsets.only(bottom: 10),
+        child: _HomeWidgetSlot(
+          halfWidth: a.halfWidth,
+          child: HomeFilterWidgetCard(widgetConfig: a),
+        ),
+      ),
+    );
+    i += 1;
+  }
+  return rows;
+}

lib/screens/label_transactions_screen.dart

@@ -31,7 +31,10 @@ class LabelTransactionsScreen extends StatelessWidget {
           builder: (context) {
               final txs = [
                 for (final tx in bank.transactions)
-                  if (meta.labelIdsFor(tx).contains(label.id)) tx,
+                  if (label.id == kUncategorizedFilterId
+                      ? meta.labelIdsFor(tx).isEmpty
+                      : meta.labelIdsFor(tx).contains(label.id))
+                    tx,
               ];
               final theme = Theme.of(context);
               final currency = bank.balance?.currency ??

lib/screens/login_screen.dart

@@ -11,7 +11,11 @@ import '../widgets/app_text_field.dart';
 import '../widgets/responsive_body.dart';
 
 class LoginScreen extends StatefulWidget {
-  const LoginScreen({super.key});
+  const LoginScreen({super.key, this.asRoot = false});
+
+  /// When true (cold start / auth gate), stay put on success so [AuthGate]
+  /// rebuilds into the shell. When false, pop with `true` for modal sign-in.
+  final bool asRoot;
 
   @override
   State<LoginScreen> createState() => _LoginScreenState();
@@ -43,7 +47,9 @@ class _LoginScreenState extends State<LoginScreen> {
         password: _passwordController.text,
       );
       if (!mounted) return;
+      if (!widget.asRoot) {
         Navigator.of(context).pop(true);
+      }
     } on ClientException catch (error) {
       if (!mounted) return;
       final message = error.response['message'] as String? ??
@@ -66,18 +72,24 @@ class _LoginScreenState extends State<LoginScreen> {
     final theme = Theme.of(context);
 
     return Scaffold(
-      appBar: AppBar(title: const Text('Sign in')),
+      appBar: AppBar(
+        title: const Text('Sign in'),
+        automaticallyImplyLeading: !widget.asRoot,
+      ),
       body: ResponsiveBody(
         child: ListView(
           padding: const EdgeInsets.fromLTRB(16, 24, 16, 32),
           children: [
             Text(
-              'Sync account',
+              widget.asRoot ? 'Welcome to $kAppName' : 'Sync account',
               style: theme.textTheme.headlineSmall,
             ),
             const SizedBox(height: 8),
             Text(
-              'Sign in to link this device with PocketBase. Labels, notes, '
+              widget.asRoot
+                  ? 'Sign in to sync labels, notes, and transactions across '
+                      'your devices. You can connect your bank afterward.'
+                  : 'Sign in to link this device with PocketBase. Labels, notes, '
                       'and bank transactions sync across your devices.',
               style: theme.textTheme.bodyMedium?.copyWith(
                 color: theme.colorScheme.onSurfaceVariant,

lib/screens/look_ahead_screen.dart

@@ -9,7 +9,7 @@ import '../models/transaction_meta.dart';
 import '../providers/bank_provider.dart';
 import '../providers/preferences_provider.dart';
 import '../providers/tx_meta_provider.dart';
-import '../screens/transaction_detail_screen.dart';
+import '../screens/transactions_screen.dart';
 import '../utils/app_theme.dart';
 import '../utils/helpers.dart';
 import '../utils/look_ahead.dart';
@@ -337,17 +337,6 @@ class _LookAheadScreenState extends State<LookAheadScreen> {
                 ),
               ],
             ),
-            const SizedBox(height: 4),
-            Text(
-              items.isEmpty
-                  ? 'Create a spending from a transaction, or tap New.'
-                  : '${items.length} spending${items.length == 1 ? '' : 's'} · '
-                      'projected income ${formatMoney(income, currency)} · '
-                      'expenses ${formatMoney(expenses, currency)}.',
-              style: theme.textTheme.bodySmall?.copyWith(
-                color: colors.onSurfaceVariant,
-              ),
-            ),
             const SizedBox(height: 10),
             Row(
               children: [
@@ -622,6 +611,46 @@ class _TemplateTile extends StatelessWidget {
     return null;
   }
 
+  void _openTransactions(BuildContext context) {
+    final labelIds = item.labelIds.toSet();
+    SimilarMatchCriteria? similar;
+    TxFlowFilter? flow;
+    String? query;
+
+    if (labelIds.isEmpty) {
+      final tx = _sourceTx;
+      if (tx != null) {
+        // Same matching as Look ahead / apply-to-similar for this source tx.
+        similar = SimilarMatchCriteria(
+          pattern: defaultSimilarPattern(tx.description),
+          flow: tx.amount < 0
+              ? TxFlowFilter.expense
+              : tx.amount > 0
+                  ? TxFlowFilter.income
+                  : TxFlowFilter.all,
+        );
+        flow = similar.flow;
+      } else if (template != null && template!.merchantKey.isNotEmpty) {
+        query = template!.merchantKey;
+      } else {
+        query = item.description;
+      }
+    }
+
+    Navigator.of(context).push(
+      MaterialPageRoute<void>(
+        builder: (_) => TransactionsScreen(
+          initialLabelIds: labelIds,
+          initialLabelMatch: LabelMatchMode.or,
+          initialQuery: query,
+          initialFlow: flow,
+          initialSimilarMatch: similar,
+          initialSearchInMonthOnly: false,
+        ),
+      ),
+    );
+  }
+
   @override
   Widget build(BuildContext context) {
     final theme = Theme.of(context);
@@ -658,15 +687,7 @@ class _TemplateTile extends StatelessWidget {
           color: income ? AppTheme.accent : AppTheme.expense,
         ),
       ),
-      onTap: () {
+      onTap: () => _openTransactions(context),
-        final tx = _sourceTx;
-        if (tx == null) return;
-        Navigator.of(context).push(
-          MaterialPageRoute<void>(
-            builder: (_) => TransactionDetailScreen(tx: tx),
-          ),
-        );
-      },
     );
   }
 }

lib/screens/main_shell.dart

@@ -2,7 +2,9 @@
 library;
 
 import 'package:flutter/material.dart';
+import 'package:provider/provider.dart';
 
+import '../providers/sync_provider.dart';
 import '../widgets/shell_tab_scope.dart';
 import 'home_screen.dart';
 import 'look_ahead_screen.dart';
@@ -24,6 +26,15 @@ class _MainShellState extends State<MainShell> {
     LookAheadScreen(),
   ];
 
+  @override
+  void initState() {
+    super.initState();
+    WidgetsBinding.instance.addPostFrameCallback((_) {
+      if (!mounted) return;
+      context.read<SyncController>().syncIfBehindServer();
+    });
+  }
+
   @override
   Widget build(BuildContext context) {
     return ShellTabScope(

lib/screens/settings_screen.dart

@@ -177,28 +177,20 @@ class SettingsScreen extends StatelessWidget {
               ),
             ),
             const SizedBox(height: 28),
-            Text('Backend', style: theme.textTheme.titleMedium),
+            Text('Bank', style: theme.textTheme.titleMedium),
             const SizedBox(height: 8),
             Card(
-              child: Column(
+              child: ListTile(
-                children: [
-                  ListTile(
-                    leading: const Icon(Icons.dns_outlined),
-                    title: const Text('API base URL'),
-                    subtitle: Text(bank.apiBaseUrl),
-                  ),
-                  const Divider(height: 1),
-                  ListTile(
                 leading: Icon(
-                      bank.isLinked
+                  bank.isLinked ? Icons.link : Icons.link_off_outlined,
-                          ? Icons.link
-                          : Icons.link_off_outlined,
                 ),
                 title: const Text('Bank link'),
                 subtitle: Text(
                   bank.isLinked
                       ? 'Linked · ${bank.status.status}'
-                          : 'Not linked',
+                      : bank.hasData
+                          ? 'Not linked · ${bank.transactions.length} synced txs on device'
+                          : 'Not linked · connect to fetch live balance and feed',
                 ),
                 trailing: bank.isLinked
                     ? null
@@ -211,6 +203,18 @@ class SettingsScreen extends StatelessWidget {
                         ),
                       ),
               ),
+            ),
+            const SizedBox(height: 28),
+            Text('Backend', style: theme.textTheme.titleMedium),
+            const SizedBox(height: 8),
+            Card(
+              child: Column(
+                children: [
+                  ListTile(
+                    leading: const Icon(Icons.dns_outlined),
+                    title: const Text('API base URL'),
+                    subtitle: Text(bank.apiBaseUrl),
+                  ),
                   const Divider(height: 1),
                   ListTile(
                     leading: const Icon(Icons.open_in_browser_outlined),

lib/screens/splash_screen.dart

@@ -1,12 +1,12 @@
-/// First route shown after launch. Hands off to [MainShell] after a short delay.
+/// First route shown after launch. Hands off to [AuthGate] after a short delay.
 library;
 
 import 'package:flutter/material.dart';
 
 import '../utils/constants.dart';
-import 'main_shell.dart';
+import 'auth_gate.dart';
 
-/// Branded splash with a fade-in logo. Replaced by the bottom-nav shell.
+/// Branded splash with a fade-in logo. Replaced by the auth gate.
 class SplashScreen extends StatefulWidget {
   const SplashScreen({super.key});
 
@@ -32,17 +32,17 @@ class _SplashScreenState extends State<SplashScreen>
       CurvedAnimation(parent: _controller, curve: Curves.easeOutBack),
     );
     _controller.forward();
-    _goToShell();
+    _goToAuthGate();
   }
 
-  Future<void> _goToShell() async {
+  Future<void> _goToAuthGate() async {
     await Future<void>.delayed(kSplashDuration);
     if (!mounted) return;
     Navigator.of(context).pushReplacement(
       PageRouteBuilder<void>(
         pageBuilder: (_, animation, _) => FadeTransition(
           opacity: animation,
-          child: const MainShell(),
+          child: const AuthGate(),
         ),
         transitionDuration: const Duration(milliseconds: 400),
       ),
@@ -82,17 +82,13 @@ class _SplashScreenState extends State<SplashScreen>
                 child: Column(
                   mainAxisSize: MainAxisSize.min,
                   children: [
-                    Container(
+                    ClipRRect(
-                      width: 88,
-                      height: 88,
-                      decoration: BoxDecoration(
-                        color: colors.onPrimary.withValues(alpha: 0.16),
                       borderRadius: BorderRadius.circular(24),
-                      ),
+                      child: Image.asset(
-                      child: Icon(
+                        'assets/branding/app_icon.png',
-                        Icons.account_balance_rounded,
+                        width: 112,
-                        size: 44,
+                        height: 112,
-                        color: colors.onPrimary,
+                        filterQuality: FilterQuality.high,
                       ),
                     ),
                     const SizedBox(height: 24),

lib/screens/transaction_detail_screen.dart

@@ -6,10 +6,12 @@ import 'package:provider/provider.dart';
 
 import '../models/bank.dart';
 import '../models/transaction_meta.dart';
+import '../providers/auth_provider.dart';
 import '../providers/bank_provider.dart';
 import '../providers/tx_meta_provider.dart';
 import '../utils/app_theme.dart';
 import '../utils/helpers.dart';
+import '../widgets/admin_create_transaction_dialog.dart';
 import '../widgets/label_parent_picker.dart';
 import '../widgets/recurring_template_sheet.dart';
 import '../widgets/responsive_body.dart';
@@ -26,6 +28,7 @@ class TransactionDetailScreen extends StatefulWidget {
 }
 
 class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
+  late BankTransaction _tx;
   late final TextEditingController _notesController;
   late final TextEditingController _labelSearchController;
   late SimilarMatchCriteria _matchCriteria;
@@ -41,11 +44,12 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
   @override
   void initState() {
     super.initState();
+    _tx = widget.tx;
     final meta = context.read<TxMetaController>();
-    final notes = meta.metaFor(widget.tx).notes;
+    final notes = meta.metaFor(_tx).notes;
     _notesController = TextEditingController(text: notes);
     _labelSearchController = TextEditingController();
-    final tx = widget.tx;
+    final tx = _tx;
     _matchCriteria = SimilarMatchCriteria(
       pattern: defaultSimilarPattern(tx.description),
       flow: tx.amount < 0
@@ -63,7 +67,7 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
     if (!mounted) return;
     final all = context.read<BankController>().transactions;
     final count = context.read<TxMetaController>().countSimilar(
-          widget.tx,
+          _tx,
           all,
           criteria: _matchCriteria,
         );
@@ -88,14 +92,14 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
   List<BankTransaction> _similarScope(TxMetaController meta) {
     final all = context.read<BankController>().transactions;
     if (!_applyToSimilar) return const [];
-    return meta.similarTo(widget.tx, all, criteria: _matchCriteria);
+    return meta.similarTo(_tx, all, criteria: _matchCriteria);
   }
 
   Future<void> _editMatchCriteria() async {
     final all = context.read<BankController>().transactions;
     final result = await showSimilarMatchDialog(
       context,
-      prototype: widget.tx,
+      prototype: _tx,
       all: all,
       initial: _matchCriteria,
     );
@@ -138,7 +142,7 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
         final similar = _similarScope(meta);
         final count = similar.isEmpty ? 1 : similar.length;
         await meta.setNotes(
-          widget.tx,
+          _tx,
           _notesController.text,
           applyToSimilar: similar,
           matchPattern: _pattern,
@@ -180,7 +184,7 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
       () async {
         final meta = context.read<TxMetaController>();
         final similar = toMatched ? _similarScope(meta) : const <BankTransaction>[];
-        final targets = similar.isEmpty ? [widget.tx] : similar;
+        final targets = similar.isEmpty ? [_tx] : similar;
         await meta.setLabelsForMany(
           targets,
           _draftLabelIds.toList(growable: false),
@@ -188,7 +192,7 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
         if (!mounted) return;
         setState(() {
           _labelsDirty = false;
-          _draftLabelIds = meta.metaFor(widget.tx).labelIds.toSet();
+          _draftLabelIds = meta.metaFor(_tx).labelIds.toSet();
         });
         final count = targets.length;
         ScaffoldMessenger.of(context).showSnackBar(
@@ -291,9 +295,79 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
     await context.read<TxMetaController>().removeLabel(label.id);
   }
 
+  Future<void> _editManualTransaction() async {
+    final updated = await showAdminCreateTransactionDialog(
+      context,
+      existing: _tx,
+    );
+    if (updated == null || !mounted) return;
+    final meta = context.read<TxMetaController>();
+    if (updated.id != _tx.id) {
+      await meta.rekeyTransaction(_tx.id, updated.id);
+    }
+    setState(() {
+      _tx = updated;
+      _matchCriteria = SimilarMatchCriteria(
+        pattern: defaultSimilarPattern(updated.description),
+        flow: updated.amount < 0
+            ? TxFlowFilter.expense
+            : updated.amount > 0
+                ? TxFlowFilter.income
+                : TxFlowFilter.all,
+      );
+      _draftLabelIds = meta.metaFor(updated).labelIds.toSet();
+      _labelsDirty = false;
+      _similarReady = false;
+      _similarCount = 0;
+    });
+    _refreshSimilarCount();
+    if (!mounted) return;
+    ScaffoldMessenger.of(context).showSnackBar(
+      const SnackBar(content: Text('Test transaction updated')),
+    );
+  }
+
+  Future<void> _deleteManualTransaction() async {
+    final ok = await showDialog<bool>(
+      context: context,
+      builder: (context) {
+        return AlertDialog(
+          title: const Text('Delete test transaction?'),
+          content: const Text(
+            'This removes the transaction from this device. The remote copy is '
+            'deleted on the next PocketBase sync.',
+          ),
+          actions: [
+            TextButton(
+              onPressed: () => Navigator.pop(context, false),
+              child: const Text('Cancel'),
+            ),
+            FilledButton(
+              onPressed: () => Navigator.pop(context, true),
+              child: const Text('Delete'),
+            ),
+          ],
+        );
+      },
+    );
+    if (ok != true || !mounted) return;
+    final id = _tx.id;
+    final bank = context.read<BankController>();
+    final meta = context.read<TxMetaController>();
+    final messenger = ScaffoldMessenger.of(context);
+    final navigator = Navigator.of(context);
+    await bank.deleteManualTransaction(_tx);
+    await meta.clearTransactionMeta(id);
+    if (!mounted) return;
+    navigator.pop();
+    messenger.showSnackBar(
+      const SnackBar(content: Text('Test transaction deleted')),
+    );
+  }
+
   @override
   Widget build(BuildContext context) {
-    final tx = widget.tx;
+    final tx = _tx;
     final metaController = context.watch<TxMetaController>();
     final meta = metaController.metaFor(tx);
     final similarCount = _similarCount;
@@ -317,11 +391,37 @@ class _TransactionDetailScreenState extends State<TransactionDetailScreen> {
                 if (keep.contains(entry.label.id)) entry,
             ];
           }();
+    final canEditManual =
+        context.watch<AuthController>().isAdmin && tx.isManual;
 
     return Scaffold(
       appBar: AppBar(
         title: const Text('Transaction'),
         actions: [
+          if (canEditManual)
+            PopupMenuButton<String>(
+              enabled: !_busy,
+              onSelected: (value) {
+                if (value == 'edit') {
+                  _editManualTransaction();
+                } else if (value == 'delete') {
+                  _deleteManualTransaction();
+                }
+              },
+              itemBuilder: (context) => [
+                const PopupMenuItem(
+                  value: 'edit',
+                  child: Text('Edit test transaction'),
+                ),
+                PopupMenuItem(
+                  value: 'delete',
+                  child: Text(
+                    'Delete',
+                    style: TextStyle(color: Theme.of(context).colorScheme.error),
+                  ),
+                ),
+              ],
+            ),
           if (_dirty)
             TextButton(
               onPressed: _busy ? null : _saveNotes,

lib/screens/transactions_screen.dart

@@ -28,8 +28,13 @@ class TransactionsScreen extends StatefulWidget {
     super.key,
     this.initialMonth,
     this.initialLabelIds = const {},
+    this.initialLabelMatch = LabelMatchMode.and,
     this.initialSearchInMonthOnly,
     this.initialYear,
+    this.initialQuery,
+    this.initialFlow,
+    this.initialAmountRange,
+    this.initialSimilarMatch,
   });
 
   /// When set, opens on this calendar month instead of the current month.
@@ -38,12 +43,24 @@ class TransactionsScreen extends StatefulWidget {
   /// Pre-select these label filters (e.g. from overview history).
   final Set<String> initialLabelIds;
 
+  /// AND vs OR for [initialLabelIds] (and later filter edits).
+  final LabelMatchMode initialLabelMatch;
+
   /// When set, overrides the default "search in month" checkbox.
   final bool? initialSearchInMonthOnly;
 
   /// When set, label/search results are limited to this calendar year.
   final int? initialYear;
 
+  /// Pre-fill search query (e.g. from a Home filter widget).
+  final String? initialQuery;
+
+  final TxFlowFilter? initialFlow;
+  final TxAmountRange? initialAmountRange;
+
+  /// Match txs the same way as “apply to similar” / Look ahead transaction source.
+  final SimilarMatchCriteria? initialSimilarMatch;
+
   @override
   State<TransactionsScreen> createState() => _TransactionsScreenState();
 }
@@ -57,6 +74,8 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
   DateTime? _selectedDay;
   late bool _searchInMonthOnly;
   late final Set<String> _labelFilters;
+  late LabelMatchMode _labelMatch;
+  SimilarMatchCriteria? _similarMatch;
   int? _yearFilter;
   var _showCalendar = false;
   var _flowFilter = TxFlowFilter.all;
@@ -78,9 +97,23 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
       _month = start.isAfter(now) ? now : start;
     }
     _labelFilters = Set<String>.of(widget.initialLabelIds);
+    _labelMatch = widget.initialLabelMatch;
+    _similarMatch = widget.initialSimilarMatch;
     // Default to current month so the list, navigator, and filter popup agree.
     _searchInMonthOnly = widget.initialSearchInMonthOnly ?? true;
     _yearFilter = widget.initialYear;
+    _flowFilter = widget.initialFlow ?? TxFlowFilter.all;
+    _amountRange = widget.initialAmountRange ?? const TxAmountRange();
+    final initialQuery = widget.initialQuery?.trim() ?? '';
+    if (initialQuery.isNotEmpty) {
+      _searchController.text = initialQuery;
+      _activeQuery = initialQuery;
+    } else if (_similarMatch != null &&
+        _similarMatch!.pattern.trim().isNotEmpty) {
+      // Show the similar pattern in the search field for context; filtering
+      // uses [txMatchesSimilarCriteria], not plain text contains.
+      _searchController.text = _similarMatch!.pattern;
+    }
   }
 
   @override
@@ -91,16 +124,23 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
   }
 
   bool get _isSearching =>
-      _activeQuery.trim().isNotEmpty || _labelFilters.isNotEmpty;
+      _activeQuery.trim().isNotEmpty ||
+      _labelFilters.isNotEmpty ||
+      _similarMatch != null;
 
   bool get _hasListFilters =>
       _labelFilters.isNotEmpty ||
       _flowFilter != TxFlowFilter.all ||
-      _amountRange.isActive;
+      _amountRange.isActive ||
+      _similarMatch != null;
 
   bool _matchesExtraFilters(BankTransaction tx, TxMetaController meta) {
     if (!txMatchesFlow(tx, _flowFilter)) return false;
     if (!txMatchesAmountRange(tx, _amountRange)) return false;
+    final similar = _similarMatch;
+    if (similar != null && !txMatchesSimilarCriteria(tx, similar)) {
+      return false;
+    }
     return true;
   }
 
@@ -129,6 +169,11 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
     final trimmed = value.trim();
     _searchDebounceTimer?.cancel();
 
+    // Editing the box leaves “similar match” mode and uses plain text search.
+    if (_similarMatch != null) {
+      setState(() => _similarMatch = null);
+    }
+
     if (trimmed.length >= _minLiveSearchChars) {
       // TextField updates via the controller; only rebuild the list after debounce.
       _searchDebounceTimer = Timer(_searchDebounce, () {
@@ -147,13 +192,19 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
 
   void _onSearchSubmitted(String value) {
     _searchDebounceTimer?.cancel();
-    setState(() => _activeQuery = value.trim());
+    setState(() {
+      _similarMatch = null;
+      _activeQuery = value.trim();
+    });
   }
 
   void _clearSearch() {
     _searchDebounceTimer?.cancel();
     _searchController.clear();
-    setState(() => _activeQuery = '');
+    setState(() {
+      _activeQuery = '';
+      _similarMatch = null;
+    });
   }
 
   Future<void> _pickFilters(List<TxLabel> available) async {
@@ -165,6 +216,7 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
       currentMonth: _month,
       initial: TransactionFilterSelection(
         labelIds: Set<String>.of(_labelFilters),
+        labelMatch: _labelMatch,
         flow: _flowFilter,
         amountRange: _amountRange,
         query: _activeQuery,
@@ -177,6 +229,7 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
       _labelFilters
         ..clear()
         ..addAll(result.labelIds);
+      _labelMatch = result.labelMatch;
       _flowFilter = result.flow;
       _amountRange = result.amountRange;
       _searchInMonthOnly = result.monthOnly;
@@ -229,11 +282,13 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
     return Scaffold(
       appBar: AppBar(
         title: const Text('Transactions'),
-        actions: bankAppBarActions(
+        actions: [
+          ...bankAppBarActions(
             context: context,
             onRefresh: bank.refresh,
             refreshing: bank.isLoading,
           ),
+        ],
       ),
       body: Column(
         children: [
@@ -340,6 +395,7 @@ class _TransactionsScreenState extends State<TransactionsScreen> {
         searchPool,
         _activeQuery,
         labelIds: _labelFilters,
+        labelMatch: _labelMatch,
       ))
         if (_matchesExtraFilters(tx, metaController)) tx,
     ];

lib/services/pb_sync_service.dart

@@ -7,8 +7,13 @@ import 'package:flutter/foundation.dart';
 import 'package:flutter/material.dart';
 import 'package:pocketbase/pocketbase.dart';
 
+import '../models/app_cloud_prefs.dart';
 import '../models/bank.dart';
+import '../models/home_built_in_sections.dart';
+import '../models/home_filter_widget.dart';
+import '../models/overview_favourite.dart';
 import '../models/transaction_meta.dart';
+import '../widgets/label_filter_dialog.dart';
 import 'ing_csv_import.dart';
 import 'storage_service.dart';
 
@@ -20,6 +25,20 @@ List<BankTransaction> mergeBankTransactionLists(
   return mergeTransactions(local, remote);
 }
 
+/// Union Overview favourites by client id (local wins on conflict).
+List<OverviewFavourite> mergeOverviewFavourites(
+  List<OverviewFavourite> local,
+  List<OverviewFavourite> remote,
+) {
+  final byId = <String, OverviewFavourite>{
+    for (final fav in remote) fav.id: fav,
+  };
+  for (final fav in local) {
+    byId[fav.id] = fav;
+  }
+  return byId.values.toList(growable: false);
+}
+
 /// Union-merge so neither device loses annotations on first sync.
 TxMetaStoreData mergeTxMetaStores(TxMetaStoreData a, TxMetaStoreData b) {
   final byId = <String, TxMeta>{...a.byId};
@@ -335,6 +354,22 @@ class PbSyncService {
     );
   }
 
+  /// Cheap remote count for stale detection (1 row, with totals).
+  Future<int> countTransactions() async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    final result = await _withTimeout(
+      _pb.collection('transactions').getList(
+            page: 1,
+            perPage: 1,
+            filter: filter,
+            skipTotal: false,
+          ),
+      label: 'transactions count',
+    );
+    return result.totalItems;
+  }
+
   /// Pulls the full bank transaction list for the signed-in user.
   Future<List<BankTransaction>> pullTransactions({
     void Function(double progress)? onProgress,
@@ -410,6 +445,159 @@ class PbSyncService {
     return txSummary;
   }
 
+  /// Pull Overview favourites for the signed-in user.
+  ///
+  /// Soft-fails at the call site if the collection is missing.
+  Future<List<OverviewFavourite>> pullOverviewFavourites({
+    void Function(String message)? onStatus,
+  }) async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    onStatus?.call('Pulling overview favourites…');
+    final records = await _fullList('overview_favourites', filter);
+    final out = <OverviewFavourite>[];
+    for (final r in records) {
+      final clientId = r.getStringValue('client_id');
+      if (clientId.isEmpty) continue;
+      out.add(
+        OverviewFavourite(
+          id: clientId,
+          name: r.getStringValue('name').isEmpty
+              ? 'Favourite'
+              : r.getStringValue('name'),
+          display: r.getBoolValue('display', true),
+          metric: OverviewMetricMode.values.firstWhere(
+            (e) => e.name == r.getStringValue('metric'),
+            orElse: () => OverviewMetricMode.flow,
+          ),
+          period: OverviewPeriodMode.values.firstWhere(
+            (e) => e.name == r.getStringValue('period'),
+            orElse: () => OverviewPeriodMode.monthly,
+          ),
+          labelIds: _jsonStringList(r.get<dynamic>('label_ids')),
+          flow: TxFlowFilter.values.firstWhere(
+            (e) => e.name == r.getStringValue('flow'),
+            orElse: () => TxFlowFilter.expense,
+          ),
+          barStyle: LabelChartBarStyle.values.firstWhere(
+            (e) => e.name == r.getStringValue('bar_style'),
+            orElse: () => LabelChartBarStyle.parallel,
+          ),
+          invertExpensePerspective:
+              r.getBoolValue('invert_expense_perspective'),
+        ),
+      );
+    }
+    debugPrint('PbSyncService pull: overview_favourites=${out.length}');
+    return out;
+  }
+
+  /// Upsert Overview favourites; deletes remote rows no longer local.
+  Future<void> pushOverviewFavourites(
+    List<OverviewFavourite> favourites, {
+    void Function(String message)? onStatus,
+  }) async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    onStatus?.call('Syncing overview favourites…');
+    await _syncOverviewFavourites(userId, filter, favourites);
+  }
+
+  /// Pull Home filter widgets for the signed-in user.
+  Future<List<HomeFilterWidget>> pullHomeFilterWidgets({
+    void Function(String message)? onStatus,
+  }) async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    onStatus?.call('Pulling home widgets…');
+    final records = await _fullList('home_filter_widgets', filter);
+    final out = <HomeFilterWidget>[];
+    for (final r in records) {
+      final clientId = r.getStringValue('client_id');
+      if (clientId.isEmpty) continue;
+      final rangeRaw = r.get<dynamic>('amount_range');
+      out.add(
+        HomeFilterWidget.fromJson({
+          'id': clientId,
+          'name': r.getStringValue('name'),
+          'display': r.getBoolValue('display', true),
+          'sortOrder': r.getIntValue('sort_order', 0),
+          'halfWidth': r.getBoolValue('half_width'),
+          'type': r.getStringValue('widget_type'),
+          'iconId': r.getStringValue('icon_id'),
+          'chartStyle': r.getStringValue('chart_style'),
+          'budgetCapMode': r.getStringValue('budget_cap_mode'),
+          'budgetFixedAmount': switch (r.get<dynamic>('budget_fixed_amount')) {
+            num n => n.toDouble(),
+            String s => double.tryParse(s) ?? 0,
+            _ => 0.0,
+          },
+          'budgetAverageMonths': r.getIntValue('budget_average_months', 3),
+          'labelIds': _jsonStringList(r.get<dynamic>('label_ids')),
+          'labelMatch': r.getStringValue('label_match'),
+          'flow': r.getStringValue('flow'),
+          'amountRange': rangeRaw is Map
+              ? Map<String, dynamic>.from(rangeRaw)
+              : const <String, dynamic>{},
+          'query': r.getStringValue('query'),
+          'monthOnly': r.getBoolValue('month_only'),
+          'showAmountIn': r.getBoolValue('show_amount_in', true),
+          'showAmountOut': r.getBoolValue('show_amount_out', true),
+          'showCount': r.getBoolValue('show_count', true),
+        }),
+      );
+    }
+    debugPrint('PbSyncService pull: home_filter_widgets=${out.length}');
+    return out;
+  }
+
+  Future<void> pushHomeFilterWidgets(
+    List<HomeFilterWidget> widgets, {
+    void Function(String message)? onStatus,
+  }) async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    onStatus?.call('Syncing home widgets…');
+    await _syncHomeFilterWidgets(userId, filter, widgets);
+  }
+
+  /// Pull per-user app prefs (Home sections + Look ahead). Soft-fail if missing.
+  Future<AppCloudPrefs?> pullAppPrefs({
+    void Function(String message)? onStatus,
+  }) async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    onStatus?.call('Pulling app prefs…');
+    final records = await _fullList('app_prefs', filter);
+    if (records.isEmpty) {
+      debugPrint('PbSyncService pull: app_prefs=0');
+      return null;
+    }
+    final r = records.first;
+    final prefs = AppCloudPrefs(
+      homeBuiltInSections: HomeBuiltInSections(
+        showTransactions: r.getBoolValue('home_show_transactions', true),
+        showCategorized: r.getBoolValue('home_show_categorized', true),
+        showRecent: r.getBoolValue('home_show_recent', true),
+      ),
+      lookAheadMaxYears:
+          r.getIntValue('look_ahead_max_years', 5).clamp(1, 30),
+    );
+    debugPrint('PbSyncService pull: app_prefs=1');
+    return prefs;
+  }
+
+  /// Upsert the single app_prefs row for this user.
+  Future<void> pushAppPrefs(
+    AppCloudPrefs prefs, {
+    void Function(String message)? onStatus,
+  }) async {
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    onStatus?.call('Syncing app prefs…');
+    await _syncAppPrefs(userId, filter, prefs);
+  }
+
   /// Upserts local bank txs to PocketBase. Does **not** delete remote rows
   /// (partial local caches must not wipe another device).
   Future<String> pushTransactions(
@@ -460,6 +648,7 @@ class PbSyncService {
           8,
         ),
         'pending': tx.pending,
+        'is_manual': tx.isManual,
       };
       final remote = existing[syncId];
       if (remote == null) {
@@ -511,6 +700,7 @@ class PbSyncService {
           ? 'EUR'
           : r.getStringValue('currency'),
       pending: r.getBoolValue('pending'),
+      isManual: r.getBoolValue('is_manual'),
     );
   }
 
@@ -527,7 +717,30 @@ class PbSyncService {
         (remoteAmount * 100).round() == (tx.amount * 100).round() &&
         remote.getStringValue('currency').toUpperCase() ==
             tx.currency.toUpperCase() &&
-        remote.getBoolValue('pending') == tx.pending;
+        remote.getBoolValue('pending') == tx.pending &&
+        remote.getBoolValue('is_manual') == tx.isManual;
+  }
+
+  /// Deletes remote bank rows by local [BankTransaction.id] (tx_id field).
+  Future<String> deleteTransactionsByTxIds(Iterable<String> txIds) async {
+    final ids = {
+      for (final id in txIds)
+        if (_clip(id, 2000).isNotEmpty) _clip(id, 2000),
+    };
+    if (ids.isEmpty) return 'Bank txs: nothing to delete';
+
+    final userId = _userId;
+    final filter = 'user="$userId"';
+    final existing = await _fullList('transactions', filter);
+    final ops = <_BatchOp>[
+      for (final r in existing)
+        if (ids.contains(r.getStringValue('tx_id'))) _BatchOp.delete(r.id),
+    ];
+    if (ops.isEmpty) {
+      return 'Bank txs: 0 remote deletes (ids ${ids.length})';
+    }
+    await _runWriteOps('transactions', ops);
+    return 'Bank txs: deleted ${ops.length} remote row(s)';
   }
 
   Future<void> _runOne(String collection, _BatchOp op) {
@@ -672,6 +885,22 @@ class PbSyncService {
           filter =
               'user="$userId" && client_id="${key.replaceAll('"', '\\"')}"';
         }
+      case 'overview_favourites':
+        final key = body['client_id'];
+        if (userId != null && key is String) {
+          filter =
+              'user="$userId" && client_id="${key.replaceAll('"', '\\"')}"';
+        }
+      case 'home_filter_widgets':
+        final key = body['client_id'];
+        if (userId != null && key is String) {
+          filter =
+              'user="$userId" && client_id="${key.replaceAll('"', '\\"')}"';
+        }
+      case 'app_prefs':
+        if (userId != null) {
+          filter = 'user="$userId"';
+        }
       case 'transactions':
         final key = body['tx_id'];
         if (userId != null && key is String) {
@@ -977,6 +1206,149 @@ class PbSyncService {
     await _runWriteOps('recurring_templates', ops);
   }
 
+  Future<void> _syncOverviewFavourites(
+    String userId,
+    String filter,
+    List<OverviewFavourite> favourites,
+  ) async {
+    final existing = {
+      for (final r in await _fullList('overview_favourites', filter))
+        r.getStringValue('client_id'): r,
+    };
+    final keep = <String>{};
+    final ops = <_BatchOp>[];
+
+    for (final fav in favourites) {
+      final clientId = _clip(fav.id, 120);
+      if (clientId.isEmpty) continue;
+      keep.add(clientId);
+      final body = <String, dynamic>{
+        'user': userId,
+        'client_id': clientId,
+        'name': _clip(fav.name.isEmpty ? 'Favourite' : fav.name, 200),
+        'display': fav.display,
+        'metric': fav.metric.name,
+        'period': fav.period.name,
+        'label_ids': fav.labelIds,
+        'flow': fav.flow.name,
+        'bar_style': fav.barStyle.name,
+        'invert_expense_perspective': fav.invertExpensePerspective,
+      };
+      final remote = existing[clientId];
+      if (remote == null) {
+        ops.add(_BatchOp.create(body));
+      } else if (!_overviewFavouriteUnchanged(remote, fav)) {
+        ops.add(_BatchOp.update(remote.id, body));
+      }
+    }
+
+    for (final e in existing.entries) {
+      if (!keep.contains(e.key)) {
+        ops.add(_BatchOp.delete(e.value.id));
+      }
+    }
+
+    debugPrint(
+      'PbSyncService overview_favourites: remote=${existing.length} '
+      'ops=${ops.length}',
+    );
+    await _runWriteOps('overview_favourites', ops);
+  }
+
+  Future<void> _syncHomeFilterWidgets(
+    String userId,
+    String filter,
+    List<HomeFilterWidget> widgets,
+  ) async {
+    final existing = {
+      for (final r in await _fullList('home_filter_widgets', filter))
+        r.getStringValue('client_id'): r,
+    };
+    final keep = <String>{};
+    final ops = <_BatchOp>[];
+
+    for (final w in widgets) {
+      final clientId = _clip(w.id, 120);
+      if (clientId.isEmpty) continue;
+      keep.add(clientId);
+      final body = <String, dynamic>{
+        'user': userId,
+        'client_id': clientId,
+        'name': _clip(w.name.isEmpty ? 'Filter' : w.name, 200),
+        'display': w.display,
+        'sort_order': w.sortOrder,
+        'half_width': w.halfWidth,
+        'widget_type': w.type.name,
+        'icon_id': w.iconId,
+        'chart_style': w.chartStyle.name,
+        'budget_cap_mode': w.budgetCapMode.name,
+        'budget_fixed_amount': w.budgetFixedAmount,
+        'budget_average_months': w.budgetAverageMonths,
+        'label_ids': w.labelIds,
+        'label_match': w.labelMatch.name,
+        'flow': w.flow.name,
+        'amount_range': {
+          if (w.amountRange.exact != null) 'exact': w.amountRange.exact,
+          if (w.amountRange.min != null) 'min': w.amountRange.min,
+          if (w.amountRange.max != null) 'max': w.amountRange.max,
+        },
+        'query': _clip(w.query, 400),
+        'month_only': w.monthOnly,
+        'show_amount_in': w.showAmountIn,
+        'show_amount_out': w.showAmountOut,
+        'show_count': w.showCount,
+      };
+      final remote = existing[clientId];
+      if (remote == null) {
+        ops.add(_BatchOp.create(body));
+      } else if (!_homeFilterWidgetUnchanged(remote, w)) {
+        ops.add(_BatchOp.update(remote.id, body));
+      }
+    }
+
+    for (final e in existing.entries) {
+      if (!keep.contains(e.key)) {
+        ops.add(_BatchOp.delete(e.value.id));
+      }
+    }
+
+    debugPrint(
+      'PbSyncService home_filter_widgets: remote=${existing.length} '
+      'ops=${ops.length}',
+    );
+    await _runWriteOps('home_filter_widgets', ops);
+  }
+
+  Future<void> _syncAppPrefs(
+    String userId,
+    String filter,
+    AppCloudPrefs prefs,
+  ) async {
+    final existing = await _fullList('app_prefs', filter);
+    final body = <String, dynamic>{
+      'user': userId,
+      'home_show_transactions': prefs.homeBuiltInSections.showTransactions,
+      'home_show_categorized': prefs.homeBuiltInSections.showCategorized,
+      'home_show_recent': prefs.homeBuiltInSections.showRecent,
+      'look_ahead_max_years': prefs.lookAheadMaxYears.clamp(1, 30),
+    };
+    final ops = <_BatchOp>[];
+    if (existing.isEmpty) {
+      ops.add(_BatchOp.create(body));
+    } else {
+      final remote = existing.first;
+      if (!_appPrefsUnchanged(remote, prefs)) {
+        ops.add(_BatchOp.update(remote.id, body));
+      }
+      // Enforce singleton: drop extras if any.
+      for (var i = 1; i < existing.length; i++) {
+        ops.add(_BatchOp.delete(existing[i].id));
+      }
+    }
+    debugPrint('PbSyncService app_prefs: remote=${existing.length} ops=${ops.length}');
+    await _runWriteOps('app_prefs', ops);
+  }
+
   bool _labelUnchanged(RecordModel remote, Map<String, dynamic> body) {
     return remote.getStringValue('name') == body['name'] &&
         remote.getIntValue('color') == body['color'] &&
@@ -1019,6 +1391,69 @@ class PbSyncService {
         remote.getIntValue('avg_count', 5) == t.avgCount &&
         remote.getBoolValue('auto_from_recurring') == t.autoFromRecurring;
   }
+
+  bool _overviewFavouriteUnchanged(RecordModel remote, OverviewFavourite fav) {
+    final remoteIds = _jsonStringList(remote.get<dynamic>('label_ids'));
+    return remote.getStringValue('name') == fav.name &&
+        remote.getBoolValue('display', true) == fav.display &&
+        remote.getStringValue('metric') == fav.metric.name &&
+        remote.getStringValue('period') == fav.period.name &&
+        _sameIdList(remoteIds, fav.labelIds) &&
+        remote.getStringValue('flow') == fav.flow.name &&
+        remote.getStringValue('bar_style') == fav.barStyle.name &&
+        remote.getBoolValue('invert_expense_perspective') ==
+            fav.invertExpensePerspective;
+  }
+
+  bool _homeFilterWidgetUnchanged(RecordModel remote, HomeFilterWidget w) {
+    final remoteIds = _jsonStringList(remote.get<dynamic>('label_ids'));
+    final rangeRaw = remote.get<dynamic>('amount_range');
+    final rangeMap = rangeRaw is Map
+        ? Map<String, dynamic>.from(rangeRaw)
+        : const <String, dynamic>{};
+    double? asDouble(dynamic value) => value is num ? value.toDouble() : null;
+    final remoteFixed = switch (remote.get<dynamic>('budget_fixed_amount')) {
+      num n => n.toDouble(),
+      String s => double.tryParse(s) ?? 0,
+      _ => 0.0,
+    };
+    return remote.getStringValue('name') == w.name &&
+        remote.getBoolValue('display', true) == w.display &&
+        remote.getIntValue('sort_order', 0) == w.sortOrder &&
+        remote.getBoolValue('half_width') == w.halfWidth &&
+        remote.getStringValue('widget_type') == w.type.name &&
+        remote.getStringValue('icon_id') == w.iconId &&
+        remote.getStringValue('chart_style') == w.chartStyle.name &&
+        remote.getStringValue('budget_cap_mode') == w.budgetCapMode.name &&
+        (remoteFixed * 100).round() == (w.budgetFixedAmount * 100).round() &&
+        remote.getIntValue('budget_average_months', 3) ==
+            w.budgetAverageMonths &&
+        _sameIdList(remoteIds, w.labelIds) &&
+        (remote.getStringValue('label_match').isEmpty
+                ? 'and'
+                : remote.getStringValue('label_match')) ==
+            w.labelMatch.name &&
+        remote.getStringValue('flow') == w.flow.name &&
+        asDouble(rangeMap['exact']) == w.amountRange.exact &&
+        asDouble(rangeMap['min']) == w.amountRange.min &&
+        asDouble(rangeMap['max']) == w.amountRange.max &&
+        remote.getStringValue('query') == w.query &&
+        remote.getBoolValue('month_only') == w.monthOnly &&
+        remote.getBoolValue('show_amount_in', true) == w.showAmountIn &&
+        remote.getBoolValue('show_amount_out', true) == w.showAmountOut &&
+        remote.getBoolValue('show_count', true) == w.showCount;
+  }
+
+  bool _appPrefsUnchanged(RecordModel remote, AppCloudPrefs prefs) {
+    final s = prefs.homeBuiltInSections;
+    return remote.getBoolValue('home_show_transactions', true) ==
+            s.showTransactions &&
+        remote.getBoolValue('home_show_categorized', true) ==
+            s.showCategorized &&
+        remote.getBoolValue('home_show_recent', true) == s.showRecent &&
+        remote.getIntValue('look_ahead_max_years', 5) ==
+            prefs.lookAheadMaxYears.clamp(1, 30);
+  }
 }
 
 RecurringTemplateSource _parseTemplateSource(String raw) {

lib/services/storage_service.dart

@@ -7,6 +7,9 @@ import 'package:flutter/foundation.dart';
 import 'package:shared_preferences/shared_preferences.dart';
 
 import '../models/bank.dart';
+import '../models/home_built_in_sections.dart';
+import '../models/home_filter_widget.dart';
+import '../models/overview_favourite.dart';
 import '../models/transaction_meta.dart';
 import '../utils/constants.dart';
 
@@ -62,14 +65,7 @@ class BankCache {
                 'balanceType': balance!.balanceType,
               },
         'transactions': [
-          for (final tx in transactions)
+          for (final tx in transactions) tx.toJson(),
-            {
-              'date': tx.date,
-              'description': tx.description,
-              'amount': tx.amount,
-              'currency': tx.currency,
-              'pending': tx.pending,
-            },
         ],
       };
 
@@ -133,6 +129,75 @@ class StorageService {
     return _prefs.setInt(StorageKeys.lookAheadMaxYears, years.clamp(1, 30));
   }
 
+  List<OverviewFavourite> loadOverviewFavourites() {
+    final raw = _prefs.getString(StorageKeys.overviewFavourites);
+    if (raw == null || raw.isEmpty) return const [];
+    try {
+      final decoded = jsonDecode(raw);
+      if (decoded is! List) return const [];
+      return [
+        for (final item in decoded)
+          if (item is Map)
+            OverviewFavourite.fromJson(Map<String, dynamic>.from(item)),
+      ];
+    } catch (_) {
+      return const [];
+    }
+  }
+
+  Future<void> saveOverviewFavourites(List<OverviewFavourite> favourites) {
+    final encoded = jsonEncode([
+      for (final fav in favourites) fav.toJson(),
+    ]);
+    return _prefs.setString(StorageKeys.overviewFavourites, encoded);
+  }
+
+  List<HomeFilterWidget> loadHomeFilterWidgets() {
+    final raw = _prefs.getString(StorageKeys.homeFilterWidgets);
+    if (raw == null || raw.isEmpty) return const [];
+    try {
+      final decoded = jsonDecode(raw);
+      if (decoded is! List) return const [];
+      final list = [
+        for (final item in decoded)
+          if (item is Map)
+            HomeFilterWidget.fromJson(Map<String, dynamic>.from(item)),
+      ];
+      list.sort((a, b) => a.sortOrder.compareTo(b.sortOrder));
+      return list;
+    } catch (_) {
+      return const [];
+    }
+  }
+
+  Future<void> saveHomeFilterWidgets(List<HomeFilterWidget> widgets) {
+    final encoded = jsonEncode([
+      for (final w in widgets) w.toJson(),
+    ]);
+    return _prefs.setString(StorageKeys.homeFilterWidgets, encoded);
+  }
+
+  HomeBuiltInSections loadHomeBuiltInSections() {
+    final raw = _prefs.getString(StorageKeys.homeBuiltInSections);
+    if (raw == null || raw.isEmpty) return HomeBuiltInSections.defaults;
+    try {
+      final decoded = jsonDecode(raw);
+      if (decoded is! Map) return HomeBuiltInSections.defaults;
+      return HomeBuiltInSections.fromJson(
+        Map<String, dynamic>.from(decoded),
+      );
+    } catch (_) {
+      return HomeBuiltInSections.defaults;
+    }
+  }
+
+  Future<void> saveHomeBuiltInSections(HomeBuiltInSections sections) {
+    return _prefs.setString(
+      StorageKeys.homeBuiltInSections,
+      jsonEncode(sections.toJson()),
+    );
+  }
+
   bool get useRemoteData => _prefs.getBool(StorageKeys.useRemoteData) ?? false;
 
   Future<void> setUseRemoteData(bool value) {
@@ -186,16 +251,7 @@ class StorageService {
   }
 
   Future<void> saveImportedTransactions(List<BankTransaction> txs) async {
-    final encoded = [
+    final encoded = [for (final tx in txs) tx.toJson()];
-      for (final tx in txs)
-        {
-          'date': tx.date,
-          'description': tx.description,
-          'amount': tx.amount,
-          'currency': tx.currency,
-          'pending': tx.pending,
-        },
-    ];
     final json = await compute(jsonEncode, encoded);
     await _prefs.setString(StorageKeys.importedTransactions, json);
   }

lib/utils/app_theme.dart

@@ -12,6 +12,22 @@ abstract final class AppTheme {
   /// Soft rose for expenses / money out.
   static const Color expense = Color(0xFFE07A7A);
 
+  /// Amber mid-stop for budget progress (between mint and rose).
+  static const Color budgetWarn = Color(0xFFE5A24A);
+
+  /// Budget chart fill: green when low → amber → red as usage rises.
+  static Color budgetProgressFill(double progress) {
+    final t = progress.clamp(0.0, 1.0);
+    if (t <= 0.55) {
+      // Stay mostly mint through ~half the budget.
+      return Color.lerp(accent, budgetWarn, (t / 0.55) * 0.45)!;
+    }
+    if (t <= 0.85) {
+      return Color.lerp(budgetWarn, expense, (t - 0.55) / 0.30)!;
+    }
+    return Color.lerp(expense, const Color(0xFFD94C4C), (t - 0.85) / 0.15)!;
+  }
+
   /// Near-black charcoal scaffold (dark).
   static const Color darkCanvas = Color(0xFF0B0D0C);
 

lib/utils/constants.dart

@@ -7,7 +7,7 @@ import 'app_config.dart';
 const String kAppName = 'IngTrak';
 
 /// Package / Android application id.
-const String kPackageName = 'com.example.myapp';
+const String kPackageName = 'com.ingtrak.app';
 
 /// How long the splash screen stays visible before navigating to the shell.
 const Duration kSplashDuration = Duration(seconds: 2);
@@ -51,6 +51,15 @@ abstract final class StorageKeys {
 
   /// How many years ahead Look ahead can navigate (default 5).
   static const lookAheadMaxYears = 'look_ahead_max_years_v1';
+
+  /// Named Overview chart favourites (JSON list).
+  static const overviewFavourites = 'overview_favourites_v1';
+
+  /// Home screen filter widgets (JSON list).
+  static const homeFilterWidgets = 'home_filter_widgets_v1';
+
+  /// Built-in Home sections visibility (Transactions / Categorized / Recent).
+  static const homeBuiltInSections = 'home_built_in_sections_v1';
 }
 
 /// Named routes registered on [MaterialApp].

lib/utils/navigation.dart

@@ -44,6 +44,95 @@ class _SyncAwareAccountMenu extends StatelessWidget {
 
   final AuthController auth;
 
+  @override
+  Widget build(BuildContext context) {
+    final colors = Theme.of(context).colorScheme;
+
+    // MenuAnchor (not PopupMenuButton): no modal black barrier, and the menu
+    // stays anchored under this trailing control instead of jumping left.
+    return MenuAnchor(
+      consumeOutsideTap: true,
+      alignmentOffset: const Offset(0, 4),
+      style: MenuStyle(
+        alignment: AlignmentDirectional.bottomEnd,
+        backgroundColor: WidgetStatePropertyAll(colors.surfaceContainerHigh),
+        surfaceTintColor: const WidgetStatePropertyAll(Colors.transparent),
+        elevation: const WidgetStatePropertyAll(6),
+        shadowColor: const WidgetStatePropertyAll(Colors.black38),
+        shape: WidgetStatePropertyAll(
+          RoundedRectangleBorder(borderRadius: BorderRadius.circular(12)),
+        ),
+        padding: const WidgetStatePropertyAll(
+          EdgeInsets.symmetric(vertical: 8),
+        ),
+      ),
+      builder: (context, controller, child) {
+        return ListenableBuilder(
+          listenable: context.read<SyncController>(),
+          builder: (context, _) {
+            final sync = context.read<SyncController>();
+            final tooltip = sync.isSyncing
+                ? 'Syncing… ${(sync.syncProgress * 100).round()}%'
+                : auth.displayName;
+
+            return IconButton(
+              tooltip: tooltip,
+              onPressed: () {
+                if (controller.isOpen) {
+                  controller.close();
+                } else {
+                  controller.open();
+                }
+              },
+              icon: child ?? const SizedBox.shrink(),
+            );
+          },
+        );
+      },
+      menuChildren: [
+        if (auth.email case final email?)
+          Padding(
+            padding: const EdgeInsets.fromLTRB(16, 4, 16, 8),
+            child: Text(
+              email,
+              style: Theme.of(context).textTheme.bodySmall?.copyWith(
+                    color: colors.onSurfaceVariant,
+                  ),
+            ),
+          ),
+        const _SyncProgressMenuEntry(),
+        MenuItemButton(
+          leadingIcon: const Icon(Icons.person_outline),
+          onPressed: () {
+            Navigator.of(context).push(
+              MaterialPageRoute<void>(
+                builder: (_) => const AccountScreen(),
+              ),
+            );
+          },
+          child: const Text('Account'),
+        ),
+        MenuItemButton(
+          leadingIcon: const Icon(Icons.logout),
+          onPressed: () async {
+            await auth.logout();
+            if (!context.mounted) return;
+            Navigator.of(context).popUntil((route) => route.isFirst);
+          },
+          child: const Text('Sign out'),
+        ),
+      ],
+      child: _AccountAvatar(auth: auth),
+    );
+  }
+}
+
+/// Avatar + optional sync ring; watches sync without rebuilding the menu shell.
+class _AccountAvatar extends StatelessWidget {
+  const _AccountAvatar({required this.auth});
+
+  final AuthController auth;
+
   @override
   Widget build(BuildContext context) {
     return ListenableBuilder(
@@ -53,73 +142,18 @@ class _SyncAwareAccountMenu extends StatelessWidget {
         final showRing = sync.showProgressRing;
         final progress = sync.syncProgress;
         final success = sync.progressSuccess;
-        final syncActive = sync.isSyncing || showRing;
         final ringColor = success
             ? const Color(0xFF16A34A)
             : Theme.of(context).colorScheme.primary;
 
-        return PopupMenuButton<_AccountMenuAction>(
+        return SizedBox(
-          tooltip: sync.isSyncing
-              ? 'Syncing… ${(progress * 100).round()}%'
-              : auth.displayName,
-          offset: const Offset(0, 48),
-          onSelected: (action) async {
-            switch (action) {
-              case _AccountMenuAction.account:
-                await Navigator.of(context).push(
-                  MaterialPageRoute<void>(
-                    builder: (_) => const AccountScreen(),
-                  ),
-                );
-              case _AccountMenuAction.logout:
-                await auth.logout();
-            }
-          },
-          itemBuilder: (context) {
-            final email = auth.email;
-            final showSyncRow = syncActive;
-            return [
-              if (email != null)
-                PopupMenuItem<_AccountMenuAction>(
-                  enabled: false,
-                  child: Text(
-                    email,
-                    style: Theme.of(context).textTheme.bodySmall,
-                  ),
-                ),
-              if (showSyncRow)
-                const PopupMenuItem<_AccountMenuAction>(
-                  enabled: false,
-                  child: _SyncProgressMenuTile(),
-                ),
-              const PopupMenuItem<_AccountMenuAction>(
-                value: _AccountMenuAction.account,
-                child: ListTile(
-                  contentPadding: EdgeInsets.zero,
-                  leading: Icon(Icons.person_outline),
-                  title: Text('Account'),
-                ),
-              ),
-              const PopupMenuItem<_AccountMenuAction>(
-                value: _AccountMenuAction.logout,
-                child: ListTile(
-                  contentPadding: EdgeInsets.zero,
-                  leading: Icon(Icons.logout),
-                  title: Text('Sign out'),
-                ),
-              ),
-            ];
-          },
-          child: Padding(
-            padding: const EdgeInsets.symmetric(horizontal: 8),
-            child: SizedBox(
           width: 32,
           height: 32,
           child: Stack(
             alignment: Alignment.center,
             children: [
               CircleAvatar(
-                    radius: 16,
+                radius: 14,
                 backgroundColor:
                     Theme.of(context).colorScheme.primaryContainer,
                 child: Text(
@@ -136,8 +170,7 @@ class _SyncAwareAccountMenu extends StatelessWidget {
                   width: 32,
                   height: 32,
                   child: CircularProgressIndicator(
-                        value:
+                    value: progress <= 0 ? null : progress.clamp(0.02, 1.0),
-                            progress <= 0 ? null : progress.clamp(0.02, 1.0),
                     strokeWidth: 2.5,
                     color: ringColor,
                     backgroundColor: Theme.of(context)
@@ -148,17 +181,15 @@ class _SyncAwareAccountMenu extends StatelessWidget {
                 ),
             ],
           ),
-            ),
-          ),
         );
       },
     );
   }
 }
 
-/// Live sync status row inside the account popup (watches [SyncController]).
+/// Sync row shown only while a sync is active / finishing.
-class _SyncProgressMenuTile extends StatelessWidget {
+class _SyncProgressMenuEntry extends StatelessWidget {
-  const _SyncProgressMenuTile();
+  const _SyncProgressMenuEntry();
 
   @override
   Widget build(BuildContext context) {
@@ -166,29 +197,39 @@ class _SyncProgressMenuTile extends StatelessWidget {
       listenable: context.read<SyncController>(),
       builder: (context, _) {
         final sync = context.read<SyncController>();
+        if (!sync.isSyncing && !sync.showProgressRing) {
+          return const SizedBox.shrink();
+        }
+
         final theme = Theme.of(context);
         final colors = theme.colorScheme;
         final pct = (sync.syncProgress * 100).round().clamp(0, 100);
         final detail = sync.statusDetail.trim();
 
         if (sync.progressSuccess) {
-          return ListTile(
+          return Padding(
-            contentPadding: EdgeInsets.zero,
+            padding: const EdgeInsets.symmetric(horizontal: 16, vertical: 8),
-            leading: Icon(Icons.check_circle_outline, color: colors.primary),
+            child: Row(
-            title: Text(
+              children: [
-              'Sync complete',
+                Icon(
-              style: theme.textTheme.bodyMedium?.copyWith(
+                  Icons.check_circle_outline,
-                color: colors.onSurface,
+                  color: colors.primary,
+                  size: 20,
                 ),
+                const SizedBox(width: 12),
+                Text('Sync complete', style: theme.textTheme.bodyMedium),
+              ],
             ),
           );
         }
 
-        return ListTile(
+        return Padding(
-          contentPadding: EdgeInsets.zero,
+          padding: const EdgeInsets.symmetric(horizontal: 16, vertical: 8),
-          leading: SizedBox(
+          child: Row(
-            width: 24,
+            children: [
-            height: 24,
+              SizedBox(
+                width: 20,
+                height: 20,
                 child: CircularProgressIndicator(
                   value: sync.syncProgress <= 0
                       ? null
@@ -196,21 +237,21 @@ class _SyncProgressMenuTile extends StatelessWidget {
                   strokeWidth: 2.5,
                 ),
               ),
-          title: Text(
+              const SizedBox(width: 12),
+              Expanded(
+                child: Text(
                   detail.isEmpty ? 'Sync in progress ($pct%)' : detail,
-            style: theme.textTheme.bodyMedium?.copyWith(
+                  style: theme.textTheme.bodyMedium,
-              color: colors.onSurface,
                 ),
               ),
-          subtitle: detail.isEmpty ? null : Text('Sync in progress ($pct%)'),
+            ],
+          ),
         );
       },
     );
   }
 }
 
-enum _AccountMenuAction { account, logout }
-
 List<Widget> bankAppBarActions({
   required BuildContext context,
   VoidCallback? onRefresh,

lib/utils/tx_filter_metrics.dart

@@ -0,0 +1,160 @@
+/// Apply a [TransactionFilterSelection] and compute Home widget metrics.
+library;
+
+import '../models/bank.dart';
+import '../models/home_filter_widget.dart';
+import '../models/transaction_meta.dart';
+import '../providers/tx_meta_provider.dart';
+import '../utils/tx_calendar.dart';
+import '../widgets/label_filter_dialog.dart';
+
+class TxFilterMetrics {
+  const TxFilterMetrics({
+    required this.count,
+    required this.amountIn,
+    required this.amountOut,
+    required this.transactions,
+  });
+
+  final int count;
+  final double amountIn;
+  final double amountOut;
+  final List<BankTransaction> transactions;
+
+  double get net => amountIn - amountOut;
+}
+
+class HomeBudgetMetrics {
+  const HomeBudgetMetrics({
+    required this.monthNet,
+    required this.target,
+    required this.averageMonths,
+  });
+
+  /// Net (in − out) for the current calendar month.
+  final double monthNet;
+
+  /// Positive budget ceiling (fixed amount or avg |net| of last N months).
+  final double target;
+
+  final int averageMonths;
+
+  /// How much of the ceiling is used, based on |monthNet|.
+  double get used => monthNet.abs();
+
+  double get progress => target <= 0 ? 0 : used / target;
+
+  bool get overBudget => target > 0 && used > target;
+}
+
+/// Filter [all] the same way Transactions does (pool → search → flow/amount).
+List<BankTransaction> applyTransactionFilter({
+  required List<BankTransaction> all,
+  required TxMetaController meta,
+  required TransactionFilterSelection filter,
+  DateTime? month,
+  bool forceMonthOnly = false,
+}) {
+  final nowMonth = monthStart(month ?? DateTime.now());
+  final limitToMonth = forceMonthOnly || filter.monthOnly;
+  final pool = limitToMonth
+      ? [
+          for (final tx in all)
+            if (_txInMonth(tx, nowMonth)) tx,
+        ]
+      : all;
+
+  return [
+    for (final tx in meta.search(
+      pool,
+      filter.query,
+      labelIds: filter.labelIds,
+      labelMatch: filter.labelMatch,
+    ))
+      if (txMatchesFlow(tx, filter.flow) &&
+          txMatchesAmountRange(tx, filter.amountRange))
+        tx,
+  ];
+}
+
+TxFilterMetrics computeTxFilterMetrics({
+  required List<BankTransaction> all,
+  required TxMetaController meta,
+  required TransactionFilterSelection filter,
+  DateTime? month,
+  bool forceMonthOnly = false,
+}) {
+  final filtered = applyTransactionFilter(
+    all: all,
+    meta: meta,
+    filter: filter,
+    month: month,
+    forceMonthOnly: forceMonthOnly,
+  );
+  var amountIn = 0.0;
+  var amountOut = 0.0;
+  for (final tx in filtered) {
+    if (meta.metaFor(tx).internalTransfer) continue;
+    if (tx.amount < 0) {
+      amountOut += tx.amount.abs();
+    } else if (tx.amount > 0) {
+      amountIn += tx.amount;
+    }
+  }
+  return TxFilterMetrics(
+    count: filtered.length,
+    amountIn: amountIn,
+    amountOut: amountOut,
+    transactions: filtered,
+  );
+}
+
+/// Budget progress: this month’s |net| vs fixed or average-of-last-N-months cap.
+HomeBudgetMetrics computeHomeBudgetMetrics({
+  required List<BankTransaction> all,
+  required TxMetaController meta,
+  required HomeFilterWidget widget,
+  DateTime? now,
+}) {
+  final today = now ?? DateTime.now();
+  final currentMonth = monthStart(today);
+  final monthFilter = widget.filter;
+  final monthNet = computeTxFilterMetrics(
+    all: all,
+    meta: meta,
+    filter: monthFilter,
+    month: currentMonth,
+    forceMonthOnly: true,
+  ).net;
+
+  final months = widget.budgetAverageMonths.clamp(1, 36);
+  final double target;
+  if (widget.budgetCapMode == HomeBudgetCapMode.fixed) {
+    target = widget.budgetFixedAmount.abs();
+  } else {
+    var sum = 0.0;
+    for (var i = 1; i <= months; i++) {
+      final month = addMonths(currentMonth, -i);
+      sum += computeTxFilterMetrics(
+        all: all,
+        meta: meta,
+        filter: monthFilter,
+        month: month,
+        forceMonthOnly: true,
+      ).net.abs();
+    }
+    target = sum / months;
+  }
+
+  return HomeBudgetMetrics(
+    monthNet: monthNet,
+    target: target,
+    averageMonths: months,
+  );
+}
+
+bool _txInMonth(BankTransaction tx, DateTime month) {
+  final date = DateTime.tryParse(tx.date);
+  if (date == null) return false;
+  return isSameMonth(date, month);
+}

lib/widgets/admin_create_transaction_dialog.dart

@@ -0,0 +1,268 @@
+/// Admin-only dialog to create or edit a local test bank transaction.
+library;
+
+import 'package:flutter/material.dart';
+import 'package:flutter/services.dart';
+import 'package:provider/provider.dart';
+
+import '../models/bank.dart';
+import '../models/transaction_meta.dart';
+import '../providers/bank_provider.dart';
+import '../utils/helpers.dart';
+
+Future<BankTransaction?> showAdminCreateTransactionDialog(
+  BuildContext context, {
+  BankTransaction? existing,
+}) {
+  return showDialog<BankTransaction>(
+    context: context,
+    builder: (context) => _AdminCreateTransactionDialog(existing: existing),
+  );
+}
+
+String _stripManualStamp(String description) =>
+    description.replaceFirst(RegExp(r' ·#\d+$'), '');
+
+class _AdminCreateTransactionDialog extends StatefulWidget {
+  const _AdminCreateTransactionDialog({this.existing});
+
+  final BankTransaction? existing;
+
+  @override
+  State<_AdminCreateTransactionDialog> createState() =>
+      _AdminCreateTransactionDialogState();
+}
+
+class _AdminCreateTransactionDialogState
+    extends State<_AdminCreateTransactionDialog> {
+  late DateTime _date;
+  late final TextEditingController _description;
+  late final TextEditingController _amount;
+  late final TextEditingController _currency;
+  late TxFlowFilter _flow;
+  late bool _pending;
+  var _saving = false;
+  String? _error;
+
+  bool get _editing => widget.existing != null;
+
+  @override
+  void initState() {
+    super.initState();
+    final existing = widget.existing;
+    if (existing != null) {
+      final parsed = DateTime.tryParse(existing.date) ?? DateTime.now();
+      _date = DateTime(parsed.year, parsed.month, parsed.day);
+      _description = TextEditingController(
+        text: _stripManualStamp(existing.description),
+      );
+      _amount = TextEditingController(
+        text: existing.amount.abs().toStringAsFixed(2),
+      );
+      _currency = TextEditingController(text: existing.currency);
+      _flow = existing.amount >= 0
+          ? TxFlowFilter.income
+          : TxFlowFilter.expense;
+      _pending = existing.pending;
+    } else {
+      final now = DateTime.now();
+      _date = DateTime(now.year, now.month, now.day);
+      _description = TextEditingController(text: 'Test merchant');
+      _amount = TextEditingController(text: '12.50');
+      _currency = TextEditingController(text: 'EUR');
+      _flow = TxFlowFilter.expense;
+      _pending = false;
+    }
+  }
+
+  @override
+  void dispose() {
+    _description.dispose();
+    _amount.dispose();
+    _currency.dispose();
+    super.dispose();
+  }
+
+  Future<void> _pickDate() async {
+    final picked = await showDatePicker(
+      context: context,
+      initialDate: _date,
+      firstDate: DateTime(2015),
+      lastDate: DateTime.now().add(const Duration(days: 365)),
+    );
+    if (picked == null || !mounted) return;
+    setState(() => _date = DateTime(picked.year, picked.month, picked.day));
+  }
+
+  Future<void> _save() async {
+    final raw = _amount.text.trim().replaceAll(',', '.');
+    final parsed = double.tryParse(raw);
+    if (parsed == null || parsed <= 0) {
+      setState(() => _error = 'Enter a positive amount');
+      return;
+    }
+    final signed = _flow == TxFlowFilter.income ? parsed : -parsed;
+    setState(() {
+      _saving = true;
+      _error = null;
+    });
+    try {
+      final bank = context.read<BankController>();
+      final existing = widget.existing;
+      final BankTransaction tx;
+      if (existing != null) {
+        tx = await bank.updateManualTransaction(
+          previous: existing,
+          date: _date,
+          description: _description.text,
+          amount: signed,
+          currency: _currency.text,
+          pending: _pending,
+        );
+      } else {
+        tx = await bank.addManualTransaction(
+          date: _date,
+          description: _description.text,
+          amount: signed,
+          currency: _currency.text,
+          pending: _pending,
+        );
+      }
+      if (!mounted) return;
+      Navigator.pop(context, tx);
+    } catch (error) {
+      if (!mounted) return;
+      setState(() {
+        _saving = false;
+        _error = '$error';
+      });
+    }
+  }
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    return AlertDialog(
+      title: Text(_editing ? 'Edit test transaction' : 'Create test transaction'),
+      content: SingleChildScrollView(
+        child: Column(
+          mainAxisSize: MainAxisSize.min,
+          crossAxisAlignment: CrossAxisAlignment.stretch,
+          children: [
+            Text(
+              _editing
+                  ? 'Updates this device and removes the old row on the next PocketBase sync.'
+                  : 'Saved on this device and included in the next PocketBase sync.',
+              style: theme.textTheme.bodySmall?.copyWith(
+                color: theme.colorScheme.onSurfaceVariant,
+              ),
+            ),
+            const SizedBox(height: 16),
+            ListTile(
+              contentPadding: EdgeInsets.zero,
+              title: const Text('Date'),
+              subtitle: Text(formatDate(_date)),
+              trailing: const Icon(Icons.calendar_today_outlined, size: 20),
+              onTap: _saving ? null : _pickDate,
+            ),
+            TextField(
+              controller: _description,
+              enabled: !_saving,
+              textCapitalization: TextCapitalization.sentences,
+              decoration: const InputDecoration(
+                labelText: 'Description',
+              ),
+            ),
+            const SizedBox(height: 12),
+            SegmentedButton<TxFlowFilter>(
+              segments: const [
+                ButtonSegment(
+                  value: TxFlowFilter.expense,
+                  label: Text('Expense'),
+                  icon: Icon(Icons.north_east, size: 16),
+                ),
+                ButtonSegment(
+                  value: TxFlowFilter.income,
+                  label: Text('Income'),
+                  icon: Icon(Icons.south_west, size: 16),
+                ),
+              ],
+              selected: {_flow},
+              onSelectionChanged: _saving
+                  ? null
+                  : (selection) {
+                      setState(() => _flow = selection.first);
+                    },
+            ),
+            const SizedBox(height: 12),
+            Row(
+              children: [
+                Expanded(
+                  flex: 2,
+                  child: TextField(
+                    controller: _amount,
+                    enabled: !_saving,
+                    keyboardType: const TextInputType.numberWithOptions(
+                      decimal: true,
+                    ),
+                    inputFormatters: [
+                      FilteringTextInputFormatter.allow(RegExp(r'[0-9.,]')),
+                    ],
+                    decoration: const InputDecoration(
+                      labelText: 'Amount',
+                    ),
+                  ),
+                ),
+                const SizedBox(width: 12),
+                Expanded(
+                  child: TextField(
+                    controller: _currency,
+                    enabled: !_saving,
+                    textCapitalization: TextCapitalization.characters,
+                    decoration: const InputDecoration(
+                      labelText: 'Currency',
+                    ),
+                  ),
+                ),
+              ],
+            ),
+            SwitchListTile(
+              contentPadding: EdgeInsets.zero,
+              title: const Text('Pending'),
+              value: _pending,
+              onChanged: _saving
+                  ? null
+                  : (value) => setState(() => _pending = value),
+            ),
+            if (_error != null)
+              Padding(
+                padding: const EdgeInsets.only(top: 4),
+                child: Text(
+                  _error!,
+                  style: theme.textTheme.bodySmall?.copyWith(
+                    color: theme.colorScheme.error,
+                  ),
+                ),
+              ),
+          ],
+        ),
+      ),
+      actions: [
+        TextButton(
+          onPressed: _saving ? null : () => Navigator.pop(context),
+          child: const Text('Cancel'),
+        ),
+        FilledButton(
+          onPressed: _saving ? null : _save,
+          child: _saving
+              ? const SizedBox(
+                  width: 18,
+                  height: 18,
+                  child: CircularProgressIndicator(strokeWidth: 2),
+                )
+              : Text(_editing ? 'Save' : 'Create'),
+        ),
+      ],
+    );
+  }
+}

lib/widgets/home_filter_widget_card.dart

@@ -0,0 +1,783 @@
+/// Home card for a saved transaction-filter widget.
+library;
+
+import 'dart:math' as math;
+
+import 'package:flutter/material.dart';
+import 'package:provider/provider.dart';
+
+import '../models/bank.dart';
+import '../models/home_filter_widget.dart';
+import '../providers/bank_provider.dart';
+import '../providers/tx_meta_provider.dart';
+import '../screens/transactions_screen.dart';
+import '../utils/app_theme.dart';
+import '../utils/helpers.dart';
+import '../utils/tx_filter_metrics.dart';
+
+class HomeFilterWidgetCard extends StatelessWidget {
+  const HomeFilterWidgetCard({
+    super.key,
+    required this.widgetConfig,
+    this.editing = false,
+    this.onToggleDisplay,
+    this.onEdit,
+    this.dragHandle,
+  });
+
+  final HomeFilterWidget widgetConfig;
+  final bool editing;
+  final ValueChanged<bool>? onToggleDisplay;
+  final VoidCallback? onEdit;
+  final Widget? dragHandle;
+
+  void _openTransactions(BuildContext context) {
+    final filter = widgetConfig.filter;
+    Navigator.of(context).push(
+      MaterialPageRoute<void>(
+        builder: (_) => TransactionsScreen(
+          initialLabelIds: filter.labelIds,
+          initialLabelMatch: filter.labelMatch,
+          initialSearchInMonthOnly:
+              widgetConfig.type == HomeWidgetType.budget || filter.monthOnly,
+          initialQuery: filter.query,
+          initialFlow: filter.flow,
+          initialAmountRange: filter.amountRange,
+        ),
+      ),
+    );
+  }
+
+  @override
+  Widget build(BuildContext context) {
+    final bank = context.watch<BankController>();
+    final meta = context.watch<TxMetaController>();
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    final currency = bank.balance?.currency ??
+        (bank.transactions.isNotEmpty
+            ? bank.transactions.first.currency
+            : 'EUR');
+
+    final hidden = editing && !widgetConfig.display;
+
+    return Opacity(
+      opacity: hidden ? 0.45 : 1,
+      child: Card(
+        color: colors.surfaceContainer,
+        elevation: 0,
+        margin: EdgeInsets.zero,
+        clipBehavior: Clip.antiAlias,
+        shape: RoundedRectangleBorder(borderRadius: BorderRadius.circular(20)),
+        child: InkWell(
+          onTap: editing ? onEdit : () => _openTransactions(context),
+          child: Padding(
+            padding: EdgeInsets.fromLTRB(
+              14,
+              14,
+              editing ? 4 : 14,
+              14,
+            ),
+            child: Row(
+              crossAxisAlignment: CrossAxisAlignment.start,
+              children: [
+                if (dragHandle != null) ...[
+                  Padding(
+                    padding: const EdgeInsets.only(top: 8),
+                    child: dragHandle!,
+                  ),
+                  const SizedBox(width: 4),
+                ],
+                Expanded(
+                  child: widgetConfig.type == HomeWidgetType.budget
+                      ? _BudgetBody(
+                          widgetConfig: widgetConfig,
+                          currency: currency,
+                          transactions: bank.transactions,
+                          meta: meta,
+                        )
+                      : _StatsBody(
+                          widgetConfig: widgetConfig,
+                          currency: currency,
+                          transactions: bank.transactions,
+                          meta: meta,
+                        ),
+                ),
+                if (editing && onToggleDisplay != null)
+                  IconButton(
+                    tooltip: widgetConfig.display
+                        ? 'Hide from Home'
+                        : 'Show on Home',
+                    onPressed: () =>
+                        onToggleDisplay!(!widgetConfig.display),
+                    icon: Icon(
+                      widgetConfig.display
+                          ? Icons.remove_circle_outline
+                          : Icons.add_circle_outline,
+                      color: widgetConfig.display
+                          ? colors.error
+                          : colors.primary,
+                    ),
+                  ),
+              ],
+            ),
+          ),
+        ),
+      ),
+    );
+  }
+}
+
+String _monthName(DateTime date) {
+  const months = [
+    'January',
+    'February',
+    'March',
+    'April',
+    'May',
+    'June',
+    'July',
+    'August',
+    'September',
+    'October',
+    'November',
+    'December',
+  ];
+  return months[date.month - 1];
+}
+
+String? _subtitleFor(HomeFilterWidget widget) {
+  if (widget.type == HomeWidgetType.budget) return 'MONTHLY LIMIT';
+  if (widget.monthOnly) return _monthName(DateTime.now());
+  return null;
+}
+
+class _IconBadge extends StatelessWidget {
+  const _IconBadge({required this.icon});
+
+  final IconData icon;
+
+  @override
+  Widget build(BuildContext context) {
+    final colors = Theme.of(context).colorScheme;
+    return Container(
+      width: 40,
+      height: 40,
+      decoration: BoxDecoration(
+        borderRadius: BorderRadius.circular(12),
+        border: Border.all(
+          color: colors.outlineVariant.withValues(alpha: 0.55),
+        ),
+        color: colors.surfaceContainerHigh.withValues(alpha: 0.35),
+      ),
+      child: Icon(icon, color: colors.primary, size: 20),
+    );
+  }
+}
+
+class _CardHeader extends StatelessWidget {
+  const _CardHeader({
+    required this.icon,
+    required this.title,
+    this.subtitle,
+    this.trailing,
+  });
+
+  final IconData icon;
+  final String title;
+  final String? subtitle;
+  final Widget? trailing;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    return Row(
+      crossAxisAlignment: CrossAxisAlignment.start,
+      children: [
+        _IconBadge(icon: icon),
+        const SizedBox(width: 12),
+        Expanded(
+          child: Column(
+            crossAxisAlignment: CrossAxisAlignment.start,
+            children: [
+              Text(
+                title,
+                style: theme.textTheme.titleSmall?.copyWith(
+                  fontWeight: FontWeight.w700,
+                ),
+                maxLines: 1,
+                overflow: TextOverflow.ellipsis,
+              ),
+              if (subtitle != null) ...[
+                const SizedBox(height: 2),
+                Text(
+                  subtitle!,
+                  style: theme.textTheme.labelSmall?.copyWith(
+                    color: colors.onSurfaceVariant,
+                    letterSpacing:
+                        subtitle == 'MONTHLY LIMIT' ? 0.6 : 0,
+                    fontWeight: FontWeight.w500,
+                  ),
+                  maxLines: 1,
+                  overflow: TextOverflow.ellipsis,
+                ),
+              ],
+            ],
+          ),
+        ),
+        if (trailing != null) ...[
+          const SizedBox(width: 8),
+          trailing!,
+        ],
+      ],
+    );
+  }
+}
+
+class _UsedPill extends StatelessWidget {
+  const _UsedPill({required this.label});
+
+  final String label;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    return Container(
+      padding: const EdgeInsets.symmetric(horizontal: 10, vertical: 5),
+      decoration: BoxDecoration(
+        color: colors.surfaceContainerHighest.withValues(alpha: 0.65),
+        borderRadius: BorderRadius.circular(999),
+      ),
+      child: Text(
+        label,
+        style: theme.textTheme.labelSmall?.copyWith(
+          color: colors.onSurfaceVariant,
+          fontWeight: FontWeight.w600,
+        ),
+      ),
+    );
+  }
+}
+
+class _StatsBody extends StatelessWidget {
+  const _StatsBody({
+    required this.widgetConfig,
+    required this.currency,
+    required this.transactions,
+    required this.meta,
+  });
+
+  final HomeFilterWidget widgetConfig;
+  final String currency;
+  final List<BankTransaction> transactions;
+  final TxMetaController meta;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    final metrics = computeTxFilterMetrics(
+      all: transactions,
+      meta: meta,
+      filter: widgetConfig.filter,
+    );
+
+    // Prefer a single hero "Spent" figure when that's the main metric.
+    final spentOnly = widgetConfig.showAmountOut &&
+        !widgetConfig.showAmountIn &&
+        !widgetConfig.showCount;
+
+    // Avoid LayoutBuilder/Spacer/Expanded here: half-width rows use
+    // IntrinsicHeight, which cannot measure those widgets.
+    return Column(
+      crossAxisAlignment: CrossAxisAlignment.start,
+      children: [
+        _CardHeader(
+          icon: widgetConfig.icon,
+          title: widgetConfig.name,
+          subtitle: _subtitleFor(widgetConfig),
+        ),
+        if (spentOnly) ...[
+          const SizedBox(height: 32),
+          Text(
+            'Spent',
+            style: theme.textTheme.labelMedium?.copyWith(
+              color: colors.onSurfaceVariant,
+            ),
+          ),
+          const SizedBox(height: 2),
+          Text(
+            formatMoney(metrics.amountOut, currency),
+            style: theme.textTheme.titleMedium?.copyWith(
+              color: AppTheme.expense,
+              fontWeight: FontWeight.w700,
+              height: 1.15,
+            ),
+          ),
+        ] else ...[
+          const SizedBox(height: 14),
+          Wrap(
+            spacing: 16,
+            runSpacing: 8,
+            children: [
+              if (widgetConfig.showAmountIn)
+                _Metric(
+                  label: 'In',
+                  value: formatMoney(metrics.amountIn, currency),
+                  color: AppTheme.accent,
+                ),
+              if (widgetConfig.showAmountOut)
+                _Metric(
+                  label: 'Spent',
+                  value: formatMoney(metrics.amountOut, currency),
+                  color: AppTheme.expense,
+                ),
+              if (widgetConfig.showCount)
+                _Metric(
+                  label: 'Txs',
+                  value: '${metrics.count}',
+                  color: colors.primary,
+                ),
+            ],
+          ),
+        ],
+      ],
+    );
+  }
+}
+
+class _BudgetBody extends StatelessWidget {
+  const _BudgetBody({
+    required this.widgetConfig,
+    required this.currency,
+    required this.transactions,
+    required this.meta,
+  });
+
+  final HomeFilterWidget widgetConfig;
+  final String currency;
+  final List<BankTransaction> transactions;
+  final TxMetaController meta;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    final budget = computeHomeBudgetMetrics(
+      all: transactions,
+      meta: meta,
+      widget: widgetConfig,
+    );
+    final progress = budget.progress.clamp(0.0, 1.0);
+    final fillColor = budget.overBudget
+        ? AppTheme.expense
+        : AppTheme.budgetProgressFill(
+            budget.target <= 0 ? 0 : progress,
+          );
+    // Grayish unfilled track (not green-tinted).
+    final trackColor = Color.alphaBlend(
+      colors.onSurface.withValues(alpha: 0.14),
+      colors.surfaceContainerHigh,
+    );
+    final trackLabelColor = colors.onSurfaceVariant;
+    final spentLabelColor = colors.onSurface;
+    final pct = budget.target <= 0 ? 0 : (progress * 100).round();
+    final half = widgetConfig.halfWidth;
+    final isBar = widgetConfig.chartStyle == HomeWidgetChartStyle.bar;
+    final subtitle = widgetConfig.monthOnly
+        ? _monthName(DateTime.now())
+        : 'MONTHLY LIMIT';
+
+    final capLine = _BudgetLegendLine(
+      bulletColor: trackLabelColor.withValues(alpha: 0.75),
+      textColor: trackLabelColor,
+      fontWeight: FontWeight.w500,
+      text: budget.target <= 0
+          ? '— cap'
+          : formatMoney(budget.target, currency),
+    );
+    final spentLine = _BudgetLegendLine(
+      bulletColor: fillColor,
+      textColor: spentLabelColor,
+      fontWeight: FontWeight.w700,
+      text: formatMoney(budget.used, currency),
+    );
+
+    final isRingOrPie = widgetConfig.chartStyle == HomeWidgetChartStyle.pie ||
+        widgetConfig.chartStyle == HomeWidgetChartStyle.ring;
+
+    Widget ringChart({required double size}) => SizedBox(
+          width: size,
+          height: size,
+          child: CustomPaint(
+            painter: _BudgetChartPainter(
+              progress: budget.target <= 0 ? 0 : progress,
+              style: widgetConfig.chartStyle,
+              fillColor: fillColor,
+              trackColor: trackColor,
+              percentLabel: budget.target > 0 ? '$pct%' : null,
+              labelColor: colors.onSurface,
+              labelScale: 0.32,
+            ),
+          ),
+        );
+
+    // Full-width ring/pie: ring beside header+amounts so the card stays short.
+    if (isRingOrPie && !half) {
+      return Row(
+        crossAxisAlignment: CrossAxisAlignment.start,
+        children: [
+          Expanded(
+            child: Column(
+              crossAxisAlignment: CrossAxisAlignment.start,
+              children: [
+                _CardHeader(
+                  icon: widgetConfig.icon,
+                  title: widgetConfig.name,
+                  subtitle: subtitle,
+                ),
+                const SizedBox(height: 10),
+                capLine,
+                const SizedBox(height: 6),
+                spentLine,
+              ],
+            ),
+          ),
+          const SizedBox(width: 8),
+          ringChart(size: 68),
+        ],
+      );
+    }
+
+    return Column(
+      crossAxisAlignment: CrossAxisAlignment.start,
+      children: [
+        _CardHeader(
+          icon: widgetConfig.icon,
+          title: widgetConfig.name,
+          subtitle: subtitle,
+          // Percent lives in the ring/pie center; pill only for full-width bars.
+          trailing: budget.target > 0 && !half && isBar
+              ? _UsedPill(label: '$pct% used')
+              : null,
+        ),
+        const SizedBox(height: 14),
+        switch (widgetConfig.chartStyle) {
+          HomeWidgetChartStyle.bar => Column(
+              crossAxisAlignment: CrossAxisAlignment.stretch,
+              children: [
+                _BudgetBar(
+                  progress: budget.target <= 0 ? 0 : progress,
+                  fillColor: fillColor,
+                  trackColor: trackColor,
+                  // Solid rounded bar (not a slider thumb).
+                  height: 14,
+                  percentLabel: half && budget.target > 0 ? '$pct%' : null,
+                ),
+                const SizedBox(height: 10),
+                if (half)
+                  Column(
+                    crossAxisAlignment: CrossAxisAlignment.start,
+                    children: [
+                      capLine,
+                      const SizedBox(height: 4),
+                      spentLine,
+                    ],
+                  )
+                else
+                  Row(
+                    children: [
+                      Expanded(child: capLine),
+                      const SizedBox(width: 8),
+                      Expanded(
+                        child: Align(
+                          alignment: Alignment.centerRight,
+                          child: spentLine,
+                        ),
+                      ),
+                    ],
+                  ),
+              ],
+            ),
+          HomeWidgetChartStyle.pie || HomeWidgetChartStyle.ring => half
+              // Stack on half cards so amounts never get crushed beside the ring
+              // (and avoid LayoutBuilder — half rows use IntrinsicHeight).
+              ? Column(
+                  crossAxisAlignment: CrossAxisAlignment.start,
+                  children: [
+                    capLine,
+                    const SizedBox(height: 6),
+                    spentLine,
+                    const SizedBox(height: 8),
+                    Align(
+                      alignment: Alignment.centerRight,
+                      child: ringChart(size: 56),
+                    ),
+                  ],
+                )
+              : Row(
+                  crossAxisAlignment: CrossAxisAlignment.center,
+                  children: [
+                    Expanded(
+                      child: Column(
+                        crossAxisAlignment: CrossAxisAlignment.start,
+                        mainAxisAlignment: MainAxisAlignment.center,
+                        children: [
+                          capLine,
+                          const SizedBox(height: 6),
+                          spentLine,
+                        ],
+                      ),
+                    ),
+                    const SizedBox(width: 8),
+                    ringChart(size: 68),
+                  ],
+                ),
+        },
+      ],
+    );
+  }
+}
+
+/// Rounded progress bar (no slider thumb).
+class _BudgetBar extends StatelessWidget {
+  const _BudgetBar({
+    required this.progress,
+    required this.fillColor,
+    required this.trackColor,
+    required this.height,
+    this.percentLabel,
+  });
+
+  final double progress;
+  final Color fillColor;
+  final Color trackColor;
+  final double height;
+  final String? percentLabel;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final colors = theme.colorScheme;
+    return SizedBox(
+      height: height,
+      child: ClipRRect(
+        borderRadius: BorderRadius.circular(999),
+        child: Stack(
+          fit: StackFit.expand,
+          children: [
+            ColoredBox(color: trackColor),
+            FractionallySizedBox(
+              widthFactor: progress.clamp(0.0, 1.0),
+              alignment: Alignment.centerLeft,
+              child: ColoredBox(color: fillColor),
+            ),
+            if (percentLabel != null)
+              Center(
+                child: Text(
+                  percentLabel!,
+                  style: theme.textTheme.labelSmall?.copyWith(
+                    color: progress >= 0.45
+                        ? colors.onPrimary
+                        : colors.onSurface,
+                    fontWeight: FontWeight.w800,
+                  ),
+                ),
+              ),
+          ],
+        ),
+      ),
+    );
+  }
+}
+
+class _BudgetLegendLine extends StatelessWidget {
+  const _BudgetLegendLine({
+    required this.bulletColor,
+    required this.textColor,
+    required this.text,
+    this.fontWeight = FontWeight.w600,
+  });
+
+  final Color bulletColor;
+  final Color textColor;
+  final String text;
+  final FontWeight fontWeight;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    // Stretch to the parent width so Expanded+ellipsis can shrink safely
+    // (half-width ring rows can be very tight).
+    return Row(
+      children: [
+        Container(
+          width: 7,
+          height: 7,
+          decoration: BoxDecoration(
+            color: bulletColor,
+            shape: BoxShape.circle,
+          ),
+        ),
+        const SizedBox(width: 6),
+        Expanded(
+          child: Text(
+            text,
+            maxLines: 1,
+            softWrap: false,
+            overflow: TextOverflow.ellipsis,
+            style: theme.textTheme.labelMedium?.copyWith(
+              color: textColor,
+              fontWeight: fontWeight,
+            ),
+          ),
+        ),
+      ],
+    );
+  }
+}
+
+class _BudgetChartPainter extends CustomPainter {
+  _BudgetChartPainter({
+    required this.progress,
+    required this.style,
+    required this.fillColor,
+    required this.trackColor,
+    this.percentLabel,
+    this.labelColor,
+    this.labelScale = 0.42,
+  });
+
+  final double progress;
+  final HomeWidgetChartStyle style;
+  final Color fillColor;
+  final Color trackColor;
+  final String? percentLabel;
+  final Color? labelColor;
+  final double labelScale;
+
+  @override
+  void paint(Canvas canvas, Size size) {
+    final center = Offset(size.width / 2, size.height / 2);
+    final radius = math.min(size.width, size.height) / 2;
+    final sweep = 2 * math.pi * progress.clamp(0.0, 1.0);
+
+    if (style == HomeWidgetChartStyle.pie) {
+      // Donut-style pizza: thick ring cutout so % stays readable.
+      final stroke = radius * 0.42;
+      final r = radius - stroke / 2;
+      final trackPaint = Paint()
+        ..color = trackColor
+        ..style = PaintingStyle.stroke
+        ..strokeWidth = stroke;
+      canvas.drawCircle(center, r, trackPaint);
+      if (progress > 0) {
+        canvas.drawArc(
+          Rect.fromCircle(center: center, radius: r),
+          -math.pi / 2,
+          sweep,
+          false,
+          Paint()
+            ..color = fillColor
+            ..style = PaintingStyle.stroke
+            ..strokeWidth = stroke
+            ..strokeCap = StrokeCap.butt,
+        );
+      }
+    } else {
+      // Thick ring with rounded caps (reference mock).
+      final stroke = radius * 0.22;
+      final r = radius - stroke / 2;
+      canvas.drawCircle(
+        center,
+        r,
+        Paint()
+          ..color = trackColor
+          ..style = PaintingStyle.stroke
+          ..strokeWidth = stroke
+          ..strokeCap = StrokeCap.round,
+      );
+      if (progress > 0) {
+        canvas.drawArc(
+          Rect.fromCircle(center: center, radius: r),
+          -math.pi / 2,
+          sweep,
+          false,
+          Paint()
+            ..color = fillColor
+            ..style = PaintingStyle.stroke
+            ..strokeWidth = stroke
+            ..strokeCap = StrokeCap.round,
+        );
+      }
+    }
+
+    final label = percentLabel;
+    if (label != null && labelColor != null) {
+      final tp = TextPainter(
+        text: TextSpan(
+          text: label,
+          style: TextStyle(
+            color: labelColor,
+            fontSize: radius * labelScale,
+            fontWeight: FontWeight.w800,
+            height: 1,
+          ),
+        ),
+        textDirection: TextDirection.ltr,
+      )..layout();
+      tp.paint(
+        canvas,
+        center - Offset(tp.width / 2, tp.height / 2),
+      );
+    }
+  }
+
+  @override
+  bool shouldRepaint(covariant _BudgetChartPainter oldDelegate) {
+    return oldDelegate.progress != progress ||
+        oldDelegate.style != style ||
+        oldDelegate.fillColor != fillColor ||
+        oldDelegate.trackColor != trackColor ||
+        oldDelegate.percentLabel != percentLabel ||
+        oldDelegate.labelColor != labelColor ||
+        oldDelegate.labelScale != labelScale;
+  }
+}
+
+class _Metric extends StatelessWidget {
+  const _Metric({
+    required this.label,
+    required this.value,
+    required this.color,
+  });
+
+  final String label;
+  final String value;
+  final Color color;
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    return Column(
+      crossAxisAlignment: CrossAxisAlignment.start,
+      children: [
+        Text(
+          label,
+          style: theme.textTheme.labelSmall?.copyWith(
+            color: theme.colorScheme.onSurfaceVariant,
+          ),
+        ),
+        Text(
+          value,
+          style: theme.textTheme.titleSmall?.copyWith(
+            color: color,
+            fontWeight: FontWeight.w700,
+          ),
+        ),
+      ],
+    );
+  }
+}

lib/widgets/home_widgets_sheet.dart

@@ -0,0 +1,549 @@
+/// Manage Home filter widgets: display, metrics, add/remove.
+library;
+
+import 'package:flutter/material.dart';
+import 'package:provider/provider.dart';
+
+import '../models/home_filter_widget.dart';
+import '../models/transaction_meta.dart';
+import '../providers/bank_provider.dart';
+import '../providers/preferences_provider.dart';
+import '../providers/tx_meta_provider.dart';
+import '../widgets/label_filter_dialog.dart';
+
+Future<void> showHomeWidgetsSheet(BuildContext context) {
+  return showModalBottomSheet<void>(
+    context: context,
+    isScrollControlled: true,
+    showDragHandle: true,
+    builder: (context) {
+      return Padding(
+        padding: EdgeInsets.only(
+          bottom: MediaQuery.viewInsetsOf(context).bottom,
+        ),
+        child: const _HomeWidgetsSheet(),
+      );
+    },
+  );
+}
+
+Future<HomeFilterWidget?> composeHomeFilterWidget(
+  BuildContext context, {
+  TransactionFilterSelection? initialFilter,
+  HomeFilterWidget? existing,
+  bool skipFilterDialog = false,
+}) async {
+  // Capture before any modal opens — the caller's element may be rebuilt.
+  final bank = context.read<BankController>();
+  final meta = context.read<TxMetaController>();
+  final navigator = Navigator.of(context);
+
+  TransactionFilterSelection? filter = initialFilter ?? existing?.filter;
+  if (!skipFilterDialog || filter == null) {
+    filter = await showTransactionFilterDialog(
+      navigator.context,
+      available: meta.allLabels,
+      transactions: bank.transactions,
+      initial: filter ?? const TransactionFilterSelection(labelIds: {}),
+    );
+    if (filter == null || !navigator.mounted) return null;
+  }
+
+  if (!navigator.mounted) return null;
+
+  final draft = existing == null
+      ? HomeFilterWidget.fromFilter(name: 'Filter', filter: filter)
+      : existing.copyWith(
+          labelIds: filter.labelIds.toList(growable: false),
+          labelMatch: filter.labelMatch,
+          flow: filter.flow,
+          amountRange: filter.amountRange,
+          query: filter.query,
+          monthOnly: filter.monthOnly,
+        );
+
+  // Name is edited inside Widget options (no separate rename dialog).
+  await WidgetsBinding.instance.endOfFrame;
+  if (!navigator.mounted) return null;
+  return _promptWidgetMetrics(navigator.context, draft);
+}
+
+Future<HomeFilterWidget?> _promptWidgetMetrics(
+  BuildContext context,
+  HomeFilterWidget draft,
+) {
+  return showDialog<HomeFilterWidget>(
+    context: context,
+    useRootNavigator: true,
+    builder: (context) => _WidgetOptionsDialog(draft: draft),
+  );
+}
+
+class _WidgetOptionsDialog extends StatefulWidget {
+  const _WidgetOptionsDialog({required this.draft});
+
+  final HomeFilterWidget draft;
+
+  @override
+  State<_WidgetOptionsDialog> createState() => _WidgetOptionsDialogState();
+}
+
+class _WidgetOptionsDialogState extends State<_WidgetOptionsDialog> {
+  late HomeWidgetType _type;
+  late String _iconId;
+  late HomeWidgetChartStyle _chartStyle;
+  late HomeBudgetCapMode _budgetCapMode;
+  late int _budgetAverageMonths;
+  late bool _showIn;
+  late bool _showOut;
+  late bool _showCount;
+  late bool _halfWidth;
+  late final TextEditingController _nameController;
+  late final TextEditingController _amountController;
+
+  @override
+  void initState() {
+    super.initState();
+    final draft = widget.draft;
+    _type = draft.type;
+    _iconId = draft.iconId;
+    _chartStyle = draft.chartStyle;
+    _budgetCapMode = draft.budgetCapMode;
+    _budgetAverageMonths = draft.budgetAverageMonths;
+    _showIn = draft.showAmountIn;
+    _showOut = draft.showAmountOut;
+    _showCount = draft.showCount;
+    _halfWidth = draft.halfWidth;
+    _nameController = TextEditingController(text: draft.name);
+    final fixed = draft.budgetFixedAmount;
+    _amountController = TextEditingController(
+      text: fixed > 0
+          ? (fixed == fixed.roundToDouble()
+              ? fixed.toStringAsFixed(0)
+              : fixed.toStringAsFixed(2))
+          : '',
+    );
+  }
+
+  @override
+  void dispose() {
+    _nameController.dispose();
+    _amountController.dispose();
+    super.dispose();
+  }
+
+  void _save() {
+    final name = _nameController.text.trim();
+    if (name.isEmpty) return;
+    if (_type == HomeWidgetType.stats && !_showIn && !_showOut && !_showCount) {
+      return;
+    }
+    var fixed = widget.draft.budgetFixedAmount;
+    if (_type == HomeWidgetType.budget &&
+        _budgetCapMode == HomeBudgetCapMode.fixed) {
+      final parsed = double.tryParse(
+        _amountController.text.trim().replaceAll(',', '.'),
+      );
+      if (parsed == null || parsed <= 0) return;
+      fixed = parsed;
+    }
+    Navigator.of(context).pop(
+      widget.draft.copyWith(
+        name: name,
+        type: _type,
+        iconId: _iconId,
+        chartStyle: _chartStyle,
+        budgetCapMode: _budgetCapMode,
+        budgetFixedAmount: fixed,
+        budgetAverageMonths: _budgetAverageMonths,
+        showAmountIn: _showIn,
+        showAmountOut: _showOut,
+        showCount: _showCount,
+        halfWidth: _halfWidth,
+      ),
+    );
+  }
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    return AlertDialog(
+      title: const Text('Widget options'),
+      content: SizedBox(
+        width: double.maxFinite,
+        child: SingleChildScrollView(
+          child: Column(
+            mainAxisSize: MainAxisSize.min,
+            crossAxisAlignment: CrossAxisAlignment.stretch,
+            children: [
+              TextField(
+                controller: _nameController,
+                textCapitalization: TextCapitalization.sentences,
+                decoration: const InputDecoration(
+                  labelText: 'Name',
+                  border: OutlineInputBorder(),
+                  isDense: true,
+                ),
+              ),
+              const SizedBox(height: 16),
+              Text('Type', style: theme.textTheme.titleSmall),
+              const SizedBox(height: 8),
+              SegmentedButton<HomeWidgetType>(
+                showSelectedIcon: false,
+                segments: const [
+                  ButtonSegment(
+                    value: HomeWidgetType.stats,
+                    label: Text('Stats'),
+                    icon: Icon(Icons.analytics_outlined),
+                  ),
+                  ButtonSegment(
+                    value: HomeWidgetType.budget,
+                    label: Text('Budget'),
+                    icon: Icon(Icons.savings_outlined),
+                  ),
+                ],
+                selected: {_type},
+                onSelectionChanged: (value) {
+                  setState(() => _type = value.first);
+                },
+              ),
+              const SizedBox(height: 16),
+              Text('Icon', style: theme.textTheme.titleSmall),
+              const SizedBox(height: 8),
+              Wrap(
+                spacing: 6,
+                runSpacing: 6,
+                children: [
+                  for (final entry in HomeWidgetIcons.all)
+                    ChoiceChip(
+                      label: Icon(entry.$2, size: 18),
+                      selected: _iconId == entry.$1,
+                      onSelected: (_) => setState(() => _iconId = entry.$1),
+                      tooltip: entry.$3,
+                      visualDensity: VisualDensity.compact,
+                      padding: const EdgeInsets.all(4),
+                    ),
+                ],
+              ),
+              const SizedBox(height: 12),
+              SwitchListTile(
+                contentPadding: EdgeInsets.zero,
+                title: const Text('Half width'),
+                subtitle: const Text('Share the row with another widget'),
+                value: _halfWidth,
+                onChanged: (value) => setState(() => _halfWidth = value),
+              ),
+              if (_type == HomeWidgetType.stats) ...[
+                const Divider(),
+                CheckboxListTile(
+                  contentPadding: EdgeInsets.zero,
+                  title: const Text('Amount in'),
+                  value: _showIn,
+                  onChanged: (value) =>
+                      setState(() => _showIn = value ?? false),
+                ),
+                CheckboxListTile(
+                  contentPadding: EdgeInsets.zero,
+                  title: const Text('Spent'),
+                  value: _showOut,
+                  onChanged: (value) =>
+                      setState(() => _showOut = value ?? false),
+                ),
+                CheckboxListTile(
+                  contentPadding: EdgeInsets.zero,
+                  title: const Text('Number of transactions'),
+                  value: _showCount,
+                  onChanged: (value) =>
+                      setState(() => _showCount = value ?? false),
+                ),
+              ] else ...[
+                const Divider(),
+                Text('Budget cap', style: theme.textTheme.titleSmall),
+                const SizedBox(height: 8),
+                SegmentedButton<HomeBudgetCapMode>(
+                  showSelectedIcon: false,
+                  segments: const [
+                    ButtonSegment(
+                      value: HomeBudgetCapMode.fixed,
+                      label: Text('Fixed'),
+                    ),
+                    ButtonSegment(
+                      value: HomeBudgetCapMode.averageMonths,
+                      label: Text('Average'),
+                    ),
+                  ],
+                  selected: {_budgetCapMode},
+                  onSelectionChanged: (value) {
+                    setState(() => _budgetCapMode = value.first);
+                  },
+                ),
+                const SizedBox(height: 12),
+                if (_budgetCapMode == HomeBudgetCapMode.fixed)
+                  TextField(
+                    controller: _amountController,
+                    keyboardType: const TextInputType.numberWithOptions(
+                      decimal: true,
+                    ),
+                    decoration: const InputDecoration(
+                      labelText: 'Budget amount',
+                      hintText: 'e.g. 500',
+                      border: OutlineInputBorder(),
+                      isDense: true,
+                    ),
+                  )
+                else
+                  DropdownButtonFormField<int>(
+                    key: ValueKey(_budgetAverageMonths),
+                    initialValue: _budgetAverageMonths,
+                    isExpanded: true,
+                    decoration: const InputDecoration(
+                      labelText: 'Average of last N months',
+                      border: OutlineInputBorder(),
+                      isDense: true,
+                    ),
+                    items: [
+                      for (final n in const [1, 2, 3, 6, 12, 24])
+                        DropdownMenuItem(
+                          value: n,
+                          child: Text('$n months'),
+                        ),
+                    ],
+                    onChanged: (value) {
+                      if (value == null) return;
+                      setState(() => _budgetAverageMonths = value);
+                    },
+                  ),
+                const SizedBox(height: 16),
+                Text('Chart', style: theme.textTheme.titleSmall),
+                const SizedBox(height: 8),
+                Wrap(
+                  spacing: 8,
+                  children: [
+                    for (final entry in const [
+                      (HomeWidgetChartStyle.bar, Icons.linear_scale, 'Bar'),
+                      (
+                        HomeWidgetChartStyle.pie,
+                        Icons.pie_chart_outline,
+                        'Pie'
+                      ),
+                      (HomeWidgetChartStyle.ring, Icons.donut_large, 'Ring'),
+                    ])
+                      ChoiceChip(
+                        avatar: Icon(entry.$2, size: 18),
+                        label: Text(entry.$3),
+                        selected: _chartStyle == entry.$1,
+                        onSelected: (_) =>
+                            setState(() => _chartStyle = entry.$1),
+                      ),
+                  ],
+                ),
+                const SizedBox(height: 8),
+                Text(
+                  'Progress uses this month’s net (|in − out|) for the '
+                  'filter toward the cap.',
+                  style: theme.textTheme.bodySmall?.copyWith(
+                    color: theme.colorScheme.onSurfaceVariant,
+                  ),
+                ),
+              ],
+            ],
+          ),
+        ),
+      ),
+      actions: [
+        TextButton(
+          onPressed: () => Navigator.of(context).pop(),
+          child: const Text('Cancel'),
+        ),
+        FilledButton(
+          onPressed: _save,
+          child: const Text('Save'),
+        ),
+      ],
+    );
+  }
+}
+
+class _HomeWidgetsSheet extends StatelessWidget {
+  const _HomeWidgetsSheet();
+
+  @override
+  Widget build(BuildContext context) {
+    final prefs = context.watch<PreferencesController>();
+    final theme = Theme.of(context);
+    final widgets = prefs.homeFilterWidgets;
+
+    return SafeArea(
+      child: ConstrainedBox(
+        constraints: BoxConstraints(
+          maxHeight: MediaQuery.sizeOf(context).height * 0.72,
+        ),
+        child: Column(
+          crossAxisAlignment: CrossAxisAlignment.stretch,
+          children: [
+            Padding(
+              padding: const EdgeInsets.fromLTRB(20, 4, 20, 8),
+              child: Column(
+                crossAxisAlignment: CrossAxisAlignment.start,
+                children: [
+                  Text('Home layout', style: theme.textTheme.titleLarge),
+                  const SizedBox(height: 4),
+                  Text(
+                    'Choose which built-in sections and filter widgets appear '
+                    'on Home. Check Display to show an item.',
+                    style: theme.textTheme.bodyMedium?.copyWith(
+                      color: theme.colorScheme.onSurfaceVariant,
+                    ),
+                  ),
+                ],
+              ),
+            ),
+            Padding(
+              padding: const EdgeInsets.fromLTRB(8, 0, 8, 0),
+              child: Column(
+                children: [
+                  CheckboxListTile(
+                    value: prefs.homeBuiltInSections.showTransactions,
+                    onChanged: (value) {
+                      if (value == null) return;
+                      prefs.setHomeShowTransactions(value);
+                    },
+                    title: const Text('Transactions'),
+                    subtitle: const Text('Total transaction count'),
+                    controlAffinity: ListTileControlAffinity.leading,
+                  ),
+                  CheckboxListTile(
+                    value: prefs.homeBuiltInSections.showCategorized,
+                    onChanged: (value) {
+                      if (value == null) return;
+                      prefs.setHomeShowCategorized(value);
+                    },
+                    title: const Text('Categorized'),
+                    subtitle: const Text('Labeled transaction count'),
+                    controlAffinity: ListTileControlAffinity.leading,
+                  ),
+                  CheckboxListTile(
+                    value: prefs.homeBuiltInSections.showRecent,
+                    onChanged: (value) {
+                      if (value == null) return;
+                      prefs.setHomeShowRecent(value);
+                    },
+                    title: const Text('Recent transactions'),
+                    subtitle: const Text('Latest activity list'),
+                    controlAffinity: ListTileControlAffinity.leading,
+                  ),
+                ],
+              ),
+            ),
+            const Divider(height: 1),
+            Padding(
+              padding: const EdgeInsets.fromLTRB(16, 8, 16, 8),
+              child: OutlinedButton.icon(
+                onPressed: () async {
+                  final preferences = context.read<PreferencesController>();
+                  final created = await composeHomeFilterWidget(context);
+                  if (created == null) return;
+                  await preferences.addHomeFilterWidget(created);
+                },
+                icon: const Icon(Icons.add),
+                label: const Text('Add filter widget'),
+              ),
+            ),
+            const Divider(height: 1),
+            Expanded(
+              child: widgets.isEmpty
+                  ? Center(
+                      child: Padding(
+                        padding: const EdgeInsets.all(24),
+                        child: Text(
+                          'No filter widgets yet. Add one here, or save a '
+                          'filter from Transactions.',
+                          textAlign: TextAlign.center,
+                          style: theme.textTheme.bodyMedium?.copyWith(
+                            color: theme.colorScheme.onSurfaceVariant,
+                          ),
+                        ),
+                      ),
+                    )
+                  : ListView.separated(
+                      padding: const EdgeInsets.fromLTRB(8, 8, 8, 24),
+                      itemCount: widgets.length,
+                      separatorBuilder: (_, _) => const Divider(height: 1),
+                      itemBuilder: (context, index) {
+                        final widgetItem = widgets[index];
+                        return CheckboxListTile(
+                          value: widgetItem.display,
+                          onChanged: (value) {
+                            if (value == null) return;
+                            prefs.setHomeFilterWidgetDisplay(
+                              widgetItem.id,
+                              value,
+                            );
+                          },
+                          secondary: PopupMenuButton<String>(
+                            tooltip: 'Widget actions',
+                            onSelected: (value) async {
+                              if (value == 'edit') {
+                                final preferences =
+                                    context.read<PreferencesController>();
+                                final updated =
+                                    await composeHomeFilterWidget(
+                                  context,
+                                  existing: widgetItem,
+                                );
+                                if (updated == null) return;
+                                await preferences
+                                    .updateHomeFilterWidget(updated);
+                              } else if (value == 'delete') {
+                                await prefs
+                                    .removeHomeFilterWidget(widgetItem.id);
+                              }
+                            },
+                            itemBuilder: (context) => const [
+                              PopupMenuItem(
+                                value: 'edit',
+                                child: Text('Edit'),
+                              ),
+                              PopupMenuItem(
+                                value: 'delete',
+                                child: Text('Delete'),
+                              ),
+                            ],
+                          ),
+                          title: Text(widgetItem.name),
+                          subtitle: Text(
+                            '${_subtitle(widgetItem)}\n'
+                            'Display on Home',
+                          ),
+                          isThreeLine: true,
+                          controlAffinity: ListTileControlAffinity.leading,
+                        );
+                      },
+                    ),
+            ),
+          ],
+        ),
+      ),
+    );
+  }
+
+  static String _subtitle(HomeFilterWidget w) {
+    final parts = <String>[
+      w.type == HomeWidgetType.budget ? 'Budget' : 'Stats',
+      if (w.type == HomeWidgetType.budget)
+        w.budgetCapMode == HomeBudgetCapMode.fixed
+            ? 'Fixed'
+            : 'Avg ${w.budgetAverageMonths}mo',
+      if (w.type == HomeWidgetType.budget) w.chartStyle.name,
+      if (w.monthOnly) 'This month',
+      if (w.flow != TxFlowFilter.all) w.flow.name,
+      if (w.labelIds.isNotEmpty) '${w.labelIds.length} labels',
+      if (w.query.trim().isNotEmpty) '“${w.query.trim()}”',
+      if (w.type == HomeWidgetType.stats && w.showAmountIn) 'In',
+      if (w.type == HomeWidgetType.stats && w.showAmountOut) 'Spent',
+      if (w.type == HomeWidgetType.stats && w.showCount) 'Count',
+      if (w.halfWidth) 'Half',
+    ];
+    return parts.join(' · ');
+  }
+}

lib/widgets/label_filter_dialog.dart

@@ -15,6 +15,7 @@ import 'label_parent_picker.dart';
 class TransactionFilterSelection {
   const TransactionFilterSelection({
     required this.labelIds,
+    this.labelMatch = LabelMatchMode.and,
     this.flow = TxFlowFilter.all,
     this.amountRange = const TxAmountRange(),
     this.query = '',
@@ -22,6 +23,10 @@ class TransactionFilterSelection {
   });
 
   final Set<String> labelIds;
+
+  /// AND vs OR when more than one label is selected.
+  final LabelMatchMode labelMatch;
+
   final TxFlowFilter flow;
   final TxAmountRange amountRange;
   final String query;
@@ -446,6 +451,8 @@ class _SimpleLabelFilterDialogState extends State<_SimpleLabelFilterDialog> {
                 onToggle: _toggle,
                 allowMove: widget.allowMove,
                 shrinkWrap: true,
+                parentOf: meta.parentIdOf,
+                expandAll: needle.isNotEmpty,
               ),
             ],
           ),
@@ -495,6 +502,7 @@ class _TransactionFilterDialog extends StatefulWidget {
 
 class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
   late final Set<String> _selected;
+  late LabelMatchMode _labelMatch;
   late TxFlowFilter _flow;
   late bool _monthOnly;
   late final TextEditingController _queryController;
@@ -508,6 +516,7 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
     super.initState();
     final initial = widget.initial;
     _selected = Set<String>.of(initial.labelIds);
+    _labelMatch = initial.labelMatch;
     _flow = initial.flow;
     _monthOnly = initial.monthOnly;
     _queryController = TextEditingController(text: initial.query);
@@ -591,6 +600,7 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
       context,
       TransactionFilterSelection(
         labelIds: Set<String>.of(_selected),
+        labelMatch: _labelMatch,
         flow: _flow,
         amountRange: _amountResult,
         query: _queryController.text.trim(),
@@ -838,7 +848,10 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
                 ),
                 onChanged: (_) => setState(() {}),
               ),
-              Row(
+              Wrap(
+                spacing: 0,
+                runSpacing: 4,
+                crossAxisAlignment: WrapCrossAlignment.center,
                 children: [
                   TextButton(
                     onPressed: () {
@@ -857,6 +870,27 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
                     onPressed: () => setState(() => _selected.clear()),
                     child: const Text('No labels'),
                   ),
+                  SegmentedButton<LabelMatchMode>(
+                    style: const ButtonStyle(
+                      visualDensity: VisualDensity.compact,
+                      tapTargetSize: MaterialTapTargetSize.shrinkWrap,
+                    ),
+                    showSelectedIcon: false,
+                    segments: const [
+                      ButtonSegment(
+                        value: LabelMatchMode.and,
+                        label: Text('AND'),
+                      ),
+                      ButtonSegment(
+                        value: LabelMatchMode.or,
+                        label: Text('OR'),
+                      ),
+                    ],
+                    selected: {_labelMatch},
+                    onSelectionChanged: (selection) {
+                      setState(() => _labelMatch = selection.first);
+                    },
+                  ),
                 ],
               ),
               const SizedBox(height: 4),
@@ -868,6 +902,8 @@ class _TransactionFilterDialogState extends State<_TransactionFilterDialog> {
                 onToggle: _toggle,
                 allowMove: false,
                 shrinkWrap: true,
+                parentOf: meta.parentIdOf,
+                expandAll: needle.isNotEmpty,
               ),
               const SizedBox(height: 12),
             ],
@@ -914,14 +950,16 @@ List<LabelTreeEntry> _filterLabelEntries({
   ];
 }
 
-class _LabelChecklist extends StatelessWidget {
+class _LabelChecklist extends StatefulWidget {
   const _LabelChecklist({
     required this.entries,
     required this.showUncategorized,
     required this.selected,
     required this.onToggle,
     required this.allowMove,
+    required this.parentOf,
     this.shrinkWrap = false,
+    this.expandAll = false,
   });
 
   final List<LabelTreeEntry> entries;
@@ -929,13 +967,62 @@ class _LabelChecklist extends StatelessWidget {
   final Set<String> selected;
   final void Function(String id, bool selected) onToggle;
   final bool allowMove;
+  final String? Function(String id) parentOf;
   final bool shrinkWrap;
+  final bool expandAll;
+
+  @override
+  State<_LabelChecklist> createState() => _LabelChecklistState();
+}
+
+class _LabelChecklistState extends State<_LabelChecklist> {
+  final Set<String> _expanded = {};
+
+  @override
+  void didUpdateWidget(covariant _LabelChecklist oldWidget) {
+    super.didUpdateWidget(oldWidget);
+    if (widget.expandAll && !oldWidget.expandAll) {
+      _expanded
+        ..clear()
+        ..addAll({
+          for (final entry in widget.entries)
+            if (_hasChildren(entry.label.id)) entry.label.id,
+        });
+    }
+  }
+
+  bool _hasChildren(String id) {
+    for (final entry in widget.entries) {
+      if (widget.parentOf(entry.label.id) == id) return true;
+    }
+    return false;
+  }
+
+  bool _isVisible(String id) {
+    if (widget.expandAll) return true;
+    var parent = widget.parentOf(id);
+    while (parent != null) {
+      if (!_expanded.contains(parent)) return false;
+      parent = widget.parentOf(parent);
+    }
+    return true;
+  }
+
+  void _toggleExpanded(String id) {
+    setState(() {
+      if (_expanded.contains(id)) {
+        _expanded.remove(id);
+      } else {
+        _expanded.add(id);
+      }
+    });
+  }
 
   @override
   Widget build(BuildContext context) {
     final theme = Theme.of(context);
     final colors = theme.colorScheme;
-    if (entries.isEmpty && !showUncategorized) {
+    if (widget.entries.isEmpty && !widget.showUncategorized) {
       return DecoratedBox(
         decoration: BoxDecoration(
           color: colors.surfaceContainerHighest,
@@ -958,6 +1045,11 @@ class _LabelChecklist extends StatelessWidget {
       );
     }
 
+    final visibleEntries = [
+      for (final entry in widget.entries)
+        if (_isVisible(entry.label.id)) entry,
+    ];
+
     return DecoratedBox(
       decoration: BoxDecoration(
         color: colors.surfaceContainerHighest,
@@ -969,12 +1061,13 @@ class _LabelChecklist extends StatelessWidget {
       child: ClipRRect(
         borderRadius: BorderRadius.circular(10),
         child: ListView.separated(
-          shrinkWrap: shrinkWrap,
+          shrinkWrap: widget.shrinkWrap,
-          physics: shrinkWrap
+          physics: widget.shrinkWrap
               ? const NeverScrollableScrollPhysics()
               : null,
           padding: const EdgeInsets.symmetric(vertical: 4),
-          itemCount: entries.length + (showUncategorized ? 1 : 0),
+          itemCount:
+              visibleEntries.length + (widget.showUncategorized ? 1 : 0),
           separatorBuilder: (_, _) => Divider(
             height: 1,
             thickness: 1,
@@ -982,28 +1075,35 @@ class _LabelChecklist extends StatelessWidget {
             color: colors.outlineVariant.withValues(alpha: 0.45),
           ),
           itemBuilder: (context, index) {
-            if (showUncategorized && index == 0) {
+            if (widget.showUncategorized && index == 0) {
               return _FilterRow(
                 depth: 0,
                 icon: kUncategorizedFilterLabel.icon,
                 color: kUncategorizedFilterLabel.color,
                 name: kUncategorizedFilterLabel.name,
-                checked: selected.contains(kUncategorizedFilterId),
+                checked: widget.selected.contains(kUncategorizedFilterId),
                 onToggle: (value) =>
-                    onToggle(kUncategorizedFilterId, value),
+                    widget.onToggle(kUncategorizedFilterId, value),
               );
             }
-            final entry =
+            final entry = visibleEntries[
-                entries[showUncategorized ? index - 1 : index];
+                widget.showUncategorized ? index - 1 : index];
             final label = entry.label;
+            final hasChildren = _hasChildren(label.id);
+            final expanded =
+                widget.expandAll || _expanded.contains(label.id);
             return _FilterRow(
               depth: entry.depth,
               icon: label.icon,
               color: label.color,
               name: label.name,
-              checked: selected.contains(label.id),
+              checked: widget.selected.contains(label.id),
-              onToggle: (value) => onToggle(label.id, value),
+              onToggle: (value) => widget.onToggle(label.id, value),
-              onLongPress: allowMove
+              hasChildren: hasChildren,
+              expanded: expanded,
+              onExpandToggle:
+                  hasChildren ? () => _toggleExpanded(label.id) : null,
+              onLongPress: widget.allowMove
                   ? () async {
                       await showMoveLabelDialog(context, label: label);
                     }
@@ -1134,6 +1234,9 @@ class _FilterRow extends StatelessWidget {
     required this.checked,
     required this.onToggle,
     this.onLongPress,
+    this.hasChildren = false,
+    this.expanded = false,
+    this.onExpandToggle,
   });
 
   final int depth;
@@ -1143,26 +1246,52 @@ class _FilterRow extends StatelessWidget {
   final bool checked;
   final ValueChanged<bool> onToggle;
   final VoidCallback? onLongPress;
+  final bool hasChildren;
+  final bool expanded;
+  final VoidCallback? onExpandToggle;
 
   @override
   Widget build(BuildContext context) {
     final theme = Theme.of(context);
     final colors = theme.colorScheme;
     return InkWell(
-      onTap: () => onToggle(!checked),
+      onTap: () {
+        if (hasChildren && onExpandToggle != null) {
+          onExpandToggle!();
+        } else {
+          onToggle(!checked);
+        }
+      },
       onLongPress: onLongPress,
       child: Padding(
         padding: EdgeInsets.fromLTRB(8 + depth * 16.0, 2, 4, 2),
         child: Row(
           children: [
-            if (depth > 0) ...[
+            SizedBox(
-              Icon(
+              width: 28,
+              height: 32,
+              child: hasChildren
+                  ? IconButton(
+                      tooltip: expanded ? 'Collapse' : 'Expand',
+                      onPressed: onExpandToggle,
+                      padding: EdgeInsets.zero,
+                      visualDensity: VisualDensity.compact,
+                      icon: Icon(
+                        expanded
+                            ? Icons.expand_more
+                            : Icons.chevron_right,
+                        size: 20,
+                        color: colors.onSurfaceVariant,
+                      ),
+                    )
+                  : depth > 0
+                      ? Icon(
                           Icons.subdirectory_arrow_right,
                           size: 14,
                           color: colors.onSurfaceVariant,
+                        )
+                      : null,
             ),
-              const SizedBox(width: 4),
-            ],
             Icon(icon, size: 18, color: color),
             const SizedBox(width: 10),
             Expanded(

lib/widgets/overview_favourites_sheet.dart

@@ -0,0 +1,491 @@
+/// Manage Overview favourites: display toggles, rename, delete, save current.
+library;
+
+import 'package:flutter/material.dart';
+import 'package:provider/provider.dart';
+
+import '../models/overview_favourite.dart';
+import '../models/transaction_meta.dart';
+import '../providers/preferences_provider.dart';
+import '../providers/tx_meta_provider.dart';
+import 'label_filter_dialog.dart';
+
+Future<void> showOverviewFavouritesSheet(
+  BuildContext context, {
+  required OverviewFavourite? Function() currentFilterSnapshot,
+}) {
+  return showModalBottomSheet<void>(
+    context: context,
+    isScrollControlled: true,
+    showDragHandle: true,
+    builder: (context) {
+      return Padding(
+        padding: EdgeInsets.only(
+          bottom: MediaQuery.viewInsetsOf(context).bottom,
+        ),
+        child: _OverviewFavouritesSheet(
+          currentFilterSnapshot: currentFilterSnapshot,
+        ),
+      );
+    },
+  );
+}
+
+Future<String?> promptFavouriteName(
+  BuildContext context, {
+  String initial = '',
+  String title = 'Name this favourite',
+}) {
+  return showDialog<String>(
+    context: context,
+    useRootNavigator: true,
+    builder: (dialogContext) {
+      return _FavouriteNameDialog(
+        initial: initial,
+        title: title,
+      );
+    },
+  );
+}
+
+/// Edit an existing favourite (name, metric, period, labels, display).
+Future<void> showEditOverviewFavouriteSheet(
+  BuildContext context, {
+  required OverviewFavourite favourite,
+}) {
+  return showModalBottomSheet<void>(
+    context: context,
+    isScrollControlled: true,
+    showDragHandle: true,
+    builder: (context) {
+      return Padding(
+        padding: EdgeInsets.only(
+          bottom: MediaQuery.viewInsetsOf(context).bottom,
+        ),
+        child: _EditOverviewFavouriteSheet(favourite: favourite),
+      );
+    },
+  );
+}
+
+class _FavouriteNameDialog extends StatefulWidget {
+  const _FavouriteNameDialog({
+    required this.initial,
+    required this.title,
+  });
+
+  final String initial;
+  final String title;
+
+  @override
+  State<_FavouriteNameDialog> createState() => _FavouriteNameDialogState();
+}
+
+class _FavouriteNameDialogState extends State<_FavouriteNameDialog> {
+  late final TextEditingController _controller;
+
+  @override
+  void initState() {
+    super.initState();
+    _controller = TextEditingController(text: widget.initial);
+  }
+
+  @override
+  void dispose() {
+    _controller.dispose();
+    super.dispose();
+  }
+
+  void _submit() {
+    final name = _controller.text.trim();
+    if (name.isEmpty) return;
+    Navigator.of(context).pop(name);
+  }
+
+  @override
+  Widget build(BuildContext context) {
+    return AlertDialog(
+      title: Text(widget.title),
+      content: TextField(
+        controller: _controller,
+        autofocus: true,
+        textCapitalization: TextCapitalization.sentences,
+        decoration: const InputDecoration(
+          labelText: 'Name',
+          hintText: 'e.g. Groceries this year',
+        ),
+        onSubmitted: (_) => _submit(),
+      ),
+      actions: [
+        TextButton(
+          onPressed: () => Navigator.of(context).pop(),
+          child: const Text('Cancel'),
+        ),
+        FilledButton(
+          onPressed: _submit,
+          child: const Text('Save'),
+        ),
+      ],
+    );
+  }
+}
+
+class _OverviewFavouritesSheet extends StatelessWidget {
+  const _OverviewFavouritesSheet({required this.currentFilterSnapshot});
+
+  final OverviewFavourite? Function() currentFilterSnapshot;
+
+  Future<void> _saveCurrent(BuildContext context) async {
+    final prefs = context.read<PreferencesController>();
+    final snap = currentFilterSnapshot();
+    if (snap == null) return;
+
+    final name = await promptFavouriteName(context);
+    if (name == null || !context.mounted) return;
+
+    // Let the dialog route + IME finish tearing down before notifying
+    // dependents (avoids wrong-build-scope / _dependents asserts).
+    await Future<void>.delayed(Duration.zero);
+    if (!context.mounted) return;
+
+    await prefs.addOverviewFavourite(snap.copyWith(name: name));
+    if (!context.mounted) return;
+
+    final messenger = ScaffoldMessenger.maybeOf(context);
+    messenger?.showSnackBar(SnackBar(content: Text('Saved “$name”')));
+  }
+
+  @override
+  Widget build(BuildContext context) {
+    final prefs = context.watch<PreferencesController>();
+    final theme = Theme.of(context);
+    final favourites = prefs.overviewFavourites;
+
+    return SafeArea(
+      child: ConstrainedBox(
+        constraints: BoxConstraints(
+          maxHeight: MediaQuery.sizeOf(context).height * 0.72,
+        ),
+        child: Column(
+          crossAxisAlignment: CrossAxisAlignment.stretch,
+          children: [
+            Padding(
+              padding: const EdgeInsets.fromLTRB(20, 4, 20, 8),
+              child: Column(
+                crossAxisAlignment: CrossAxisAlignment.start,
+                children: [
+                  Text('Favourites', style: theme.textTheme.titleLarge),
+                  const SizedBox(height: 4),
+                  Text(
+                    'Check Display for each favourite you want on the Favourites '
+                    'view — all checked ones show as charts. Save as many filters '
+                    'as you like.',
+                    style: theme.textTheme.bodyMedium?.copyWith(
+                      color: theme.colorScheme.onSurfaceVariant,
+                    ),
+                  ),
+                ],
+              ),
+            ),
+            Padding(
+              padding: const EdgeInsets.fromLTRB(16, 0, 16, 8),
+              child: OutlinedButton.icon(
+                onPressed: () => _saveCurrent(context),
+                icon: const Icon(Icons.star_outline),
+                label: const Text('Save current filter'),
+              ),
+            ),
+            const Divider(height: 1),
+            Expanded(
+              child: favourites.isEmpty
+                  ? Center(
+                      child: Padding(
+                        padding: const EdgeInsets.all(24),
+                        child: Text(
+                          'No favourites yet. Set up Flow or Labels on Overview, '
+                          'then save the current filter.',
+                          textAlign: TextAlign.center,
+                          style: theme.textTheme.bodyMedium?.copyWith(
+                            color: theme.colorScheme.onSurfaceVariant,
+                          ),
+                        ),
+                      ),
+                    )
+                  : ListView.separated(
+                      padding: const EdgeInsets.fromLTRB(8, 8, 8, 24),
+                      itemCount: favourites.length,
+                      separatorBuilder: (_, _) => const Divider(height: 1),
+                      itemBuilder: (context, index) {
+                        final fav = favourites[index];
+                        return CheckboxListTile(
+                          value: fav.display,
+                          onChanged: (value) {
+                            if (value == null) return;
+                            prefs.setOverviewFavouriteDisplay(fav.id, value);
+                          },
+                          secondary: IconButton(
+                            tooltip: 'Delete',
+                            onPressed: () =>
+                                prefs.removeOverviewFavourite(fav.id),
+                            icon: const Icon(Icons.delete_outline),
+                          ),
+                          title: Text(fav.name),
+                          subtitle: Text(
+                            '${_subtitle(fav)}\n'
+                            'Display on Favourites view',
+                          ),
+                          isThreeLine: true,
+                          controlAffinity: ListTileControlAffinity.leading,
+                        );
+                      },
+                    ),
+            ),
+          ],
+        ),
+      ),
+    );
+  }
+
+  static String _subtitle(OverviewFavourite fav) {
+    final metric =
+        fav.metric == OverviewMetricMode.flow ? 'Flow' : 'Labels';
+    final period =
+        fav.period == OverviewPeriodMode.monthly ? 'Month' : 'Year';
+    if (fav.metric == OverviewMetricMode.flow) {
+      return '$metric · $period';
+    }
+    final flow = switch (fav.flow) {
+      TxFlowFilter.all => 'All',
+      TxFlowFilter.income => 'Income',
+      TxFlowFilter.expense => 'Expenses',
+    };
+    final labels = fav.labelIds.isEmpty
+        ? 'All labels'
+        : '${fav.labelIds.length} labels';
+    return '$metric · $period · $flow · $labels';
+  }
+}
+
+class _EditOverviewFavouriteSheet extends StatefulWidget {
+  const _EditOverviewFavouriteSheet({required this.favourite});
+
+  final OverviewFavourite favourite;
+
+  @override
+  State<_EditOverviewFavouriteSheet> createState() =>
+      _EditOverviewFavouriteSheetState();
+}
+
+class _EditOverviewFavouriteSheetState
+    extends State<_EditOverviewFavouriteSheet> {
+  late OverviewFavourite _draft;
+  late final TextEditingController _nameController;
+
+  static const _segmentStyle = ButtonStyle(
+    visualDensity: VisualDensity(horizontal: -2, vertical: -2),
+    tapTargetSize: MaterialTapTargetSize.shrinkWrap,
+    padding: WidgetStatePropertyAll(EdgeInsets.symmetric(horizontal: 12)),
+    minimumSize: WidgetStatePropertyAll(Size(0, 36)),
+  );
+
+  @override
+  void initState() {
+    super.initState();
+    _draft = widget.favourite;
+    _nameController = TextEditingController(text: _draft.name);
+  }
+
+  @override
+  void dispose() {
+    _nameController.dispose();
+    super.dispose();
+  }
+
+  Future<void> _persist(OverviewFavourite next) async {
+    setState(() => _draft = next);
+    await context.read<PreferencesController>().updateOverviewFavourite(next);
+  }
+
+  Future<void> _editLabels() async {
+    final meta = context.read<TxMetaController>();
+    final available = meta.allLabels;
+
+    final initial = <String>{
+      if (_draft.labelIds.isEmpty)
+        ...available.map((l) => l.id)
+      else ...[
+        for (final id in _draft.labelIds)
+          if (id == kUncategorizedFilterId ||
+              available.any((l) => l.id == id))
+            id,
+      ],
+    };
+
+    final result = await showLabelFilterDialog(
+      context,
+      available: available,
+      initiallySelected: initial,
+      title: 'Labels on chart',
+      subtitle: 'Choose which labels appear on this favourite.',
+      allowMove: true,
+      includeUncategorized: true,
+      includeFlow: true,
+      initialFlow: _draft.flow,
+      includeBarStyle: true,
+      initialBarStyle: _draft.barStyle,
+      includeInvertChart: true,
+      initialInvertChart: _draft.invertExpensePerspective,
+    );
+    if (result == null || !mounted) return;
+
+    final allIds = available.map((l) => l.id).toSet();
+    final hasUncategorized =
+        result.labelIds.contains(kUncategorizedFilterId);
+    final realIds = result.labelIds
+        .where((id) => id != kUncategorizedFilterId)
+        .toSet();
+    final allRealSelected =
+        realIds.length == allIds.length && realIds.containsAll(allIds);
+    final labelIds = !hasUncategorized &&
+            (realIds.isEmpty || allRealSelected)
+        ? const <String>[]
+        : result.labelIds.toList(growable: false);
+
+    await _persist(
+      _draft.copyWith(
+        metric: OverviewMetricMode.labels,
+        labelIds: labelIds,
+        flow: result.flow,
+        barStyle: result.barStyle,
+        invertExpensePerspective:
+            result.flow == TxFlowFilter.all && result.invertExpensePerspective,
+      ),
+    );
+  }
+
+  @override
+  Widget build(BuildContext context) {
+    final theme = Theme.of(context);
+    final prefs = context.read<PreferencesController>();
+
+    return SafeArea(
+      child: ConstrainedBox(
+        constraints: BoxConstraints(
+          maxHeight: MediaQuery.sizeOf(context).height * 0.85,
+        ),
+        child: ListView(
+          padding: const EdgeInsets.fromLTRB(20, 4, 20, 24),
+          children: [
+            Text('Edit favourite', style: theme.textTheme.titleLarge),
+            const SizedBox(height: 16),
+            TextField(
+              controller: _nameController,
+              textCapitalization: TextCapitalization.sentences,
+              decoration: const InputDecoration(
+                labelText: 'Name',
+              ),
+              textInputAction: TextInputAction.done,
+              onEditingComplete: () {
+                FocusScope.of(context).unfocus();
+              },
+            ),
+            const SizedBox(height: 20),
+            Text('Chart type', style: theme.textTheme.titleSmall),
+            const SizedBox(height: 8),
+            SegmentedButton<OverviewMetricMode>(
+              showSelectedIcon: false,
+              style: _segmentStyle,
+              segments: const [
+                ButtonSegment(
+                  value: OverviewMetricMode.flow,
+                  label: Text('Flow'),
+                ),
+                ButtonSegment(
+                  value: OverviewMetricMode.labels,
+                  label: Text('Labels'),
+                ),
+              ],
+              selected: {_draft.metric},
+              onSelectionChanged: (selection) {
+                _persist(_draft.copyWith(metric: selection.first));
+              },
+            ),
+            const SizedBox(height: 16),
+            Text('Period', style: theme.textTheme.titleSmall),
+            const SizedBox(height: 8),
+            SegmentedButton<OverviewPeriodMode>(
+              showSelectedIcon: false,
+              style: _segmentStyle,
+              segments: const [
+                ButtonSegment(
+                  value: OverviewPeriodMode.monthly,
+                  label: Text('Month'),
+                ),
+                ButtonSegment(
+                  value: OverviewPeriodMode.yearly,
+                  label: Text('Year'),
+                ),
+              ],
+              selected: {_draft.period},
+              onSelectionChanged: (selection) {
+                _persist(_draft.copyWith(period: selection.first));
+              },
+            ),
+            const SizedBox(height: 8),
+            SwitchListTile(
+              contentPadding: EdgeInsets.zero,
+              title: const Text('Display on Favourites view'),
+              value: _draft.display,
+              onChanged: (value) {
+                _persist(_draft.copyWith(display: value));
+              },
+            ),
+            if (_draft.metric == OverviewMetricMode.labels) ...[
+              const SizedBox(height: 8),
+              ListTile(
+                contentPadding: EdgeInsets.zero,
+                leading: const Icon(Icons.filter_list),
+                title: const Text('Label filter'),
+                subtitle: Text(
+                  _draft.labelIds.isEmpty
+                      ? 'All labels · ${_draft.flow.name}'
+                      : '${_draft.labelIds.length} labels · ${_draft.flow.name}',
+                ),
+                trailing: const Icon(Icons.chevron_right),
+                onTap: _editLabels,
+              ),
+            ],
+            const SizedBox(height: 16),
+            FilledButton(
+              onPressed: () async {
+                final name = _nameController.text.trim();
+                final next =
+                    name.isEmpty ? _draft : _draft.copyWith(name: name);
+                await prefs.updateOverviewFavourite(next);
+                if (!context.mounted) return;
+                Navigator.of(context).pop();
+              },
+              child: const Text('Done'),
+            ),
+            const SizedBox(height: 8),
+            TextButton.icon(
+              onPressed: () async {
+                await prefs.removeOverviewFavourite(_draft.id);
+                if (!context.mounted) return;
+                Navigator.of(context).pop();
+              },
+              icon: Icon(
+                Icons.delete_outline,
+                color: theme.colorScheme.error,
+              ),
+              label: Text(
+                'Delete favourite',
+                style: TextStyle(color: theme.colorScheme.error),
+              ),
+            ),
+          ],
+        ),
+      ),
+    );
+  }
+}

lib/widgets/skip_build_when_covered.dart

@@ -8,6 +8,10 @@ final RouteObserver<ModalRoute<void>> appRouteObserver =
     RouteObserver<ModalRoute<void>>();
 
 /// Builds via [builder] only when this route is not covered by a pushed page.
+///
+/// Only [PageRoute]s count as covering (via [RouteAware]). Modal bottom sheets
+/// and dialogs must not tear down the subtree — async flows started from Home
+/// (e.g. compose widget → name → options) need a mounted context between steps.
 class SkipBuildWhenCovered extends StatefulWidget {
   const SkipBuildWhenCovered({
     super.key,

pocketbase/pb_migrations/1740000003_ingtrak_overview_favourites.js

@@ -0,0 +1,110 @@
+/// PocketBase migration: Overview chart favourites.
+///
+/// Apply on the server (from /opt/pocketbase or wherever the binary lives):
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+///
+/// Depends on usersapp (same owner rules as labels / recurring_templates).
+migrate((app) => {
+  const users = app.findCollectionByNameOrId("usersapp");
+
+  const ownerRules = {
+    listRule: "user = @request.auth.id",
+    viewRule: "user = @request.auth.id",
+    createRule: "@request.auth.id != '' && user = @request.auth.id",
+    updateRule: "user = @request.auth.id",
+    deleteRule: "user = @request.auth.id",
+  };
+
+  const overviewFavourites = new Collection({
+    type: "base",
+    name: "overview_favourites",
+    ...ownerRules,
+    fields: [
+      {
+        type: "relation",
+        name: "user",
+        required: true,
+        collectionId: users.id,
+        cascadeDelete: true,
+        maxSelect: 1,
+      },
+      {
+        // App-side OverviewFavourite.id
+        type: "text",
+        name: "client_id",
+        required: true,
+        min: 1,
+        max: 120,
+      },
+      {
+        type: "text",
+        name: "name",
+        required: true,
+        min: 1,
+        max: 200,
+      },
+      {
+        // Show on Favourites overview view
+        type: "bool",
+        name: "display",
+        required: false,
+      },
+      {
+        // "flow" | "labels"
+        type: "text",
+        name: "metric",
+        required: true,
+        min: 1,
+        max: 32,
+      },
+      {
+        // "monthly" | "yearly"
+        type: "text",
+        name: "period",
+        required: true,
+        min: 1,
+        max: 32,
+      },
+      {
+        // Label client_ids included on Labels chart ([] = all)
+        type: "json",
+        name: "label_ids",
+        required: false,
+      },
+      {
+        // "all" | "income" | "expense"
+        type: "text",
+        name: "flow",
+        required: true,
+        min: 1,
+        max: 32,
+      },
+      {
+        // "parallel" | "stacked"
+        type: "text",
+        name: "bar_style",
+        required: true,
+        min: 1,
+        max: 32,
+      },
+      {
+        type: "bool",
+        name: "invert_expense_perspective",
+        required: false,
+      },
+    ],
+    indexes: [
+      "CREATE UNIQUE INDEX idx_overview_favourites_user_client ON overview_favourites (user, client_id)",
+    ],
+  });
+  app.save(overviewFavourites);
+}, (app) => {
+  try {
+    const col = app.findCollectionByNameOrId("overview_favourites");
+    app.delete(col);
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000004_ingtrak_home_filter_widgets.js

@@ -0,0 +1,154 @@
+/// PocketBase migration: Home filter widgets.
+///
+/// Apply on the server:
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+///
+/// Depends on usersapp (same owner rules as overview_favourites).
+migrate((app) => {
+  const users = app.findCollectionByNameOrId("usersapp");
+
+  const ownerRules = {
+    listRule: "user = @request.auth.id",
+    viewRule: "user = @request.auth.id",
+    createRule: "@request.auth.id != '' && user = @request.auth.id",
+    updateRule: "user = @request.auth.id",
+    deleteRule: "user = @request.auth.id",
+  };
+
+  const homeFilterWidgets = new Collection({
+    type: "base",
+    name: "home_filter_widgets",
+    ...ownerRules,
+    fields: [
+      {
+        type: "relation",
+        name: "user",
+        required: true,
+        collectionId: users.id,
+        cascadeDelete: true,
+        maxSelect: 1,
+      },
+      {
+        type: "text",
+        name: "client_id",
+        required: true,
+        min: 1,
+        max: 120,
+      },
+      {
+        type: "text",
+        name: "name",
+        required: true,
+        min: 1,
+        max: 200,
+      },
+      {
+        type: "bool",
+        name: "display",
+        required: false,
+      },
+      {
+        type: "number",
+        name: "sort_order",
+        required: false,
+        onlyInt: true,
+      },
+      {
+        type: "bool",
+        name: "half_width",
+        required: false,
+      },
+      {
+        type: "text",
+        name: "widget_type",
+        required: false,
+        max: 40,
+      },
+      {
+        type: "text",
+        name: "icon_id",
+        required: false,
+        max: 40,
+      },
+      {
+        type: "text",
+        name: "chart_style",
+        required: false,
+        max: 40,
+      },
+      {
+        type: "text",
+        name: "budget_cap_mode",
+        required: false,
+        max: 40,
+      },
+      {
+        type: "number",
+        name: "budget_fixed_amount",
+        required: false,
+      },
+      {
+        type: "number",
+        name: "budget_average_months",
+        required: false,
+        onlyInt: true,
+      },
+      {
+        type: "json",
+        name: "label_ids",
+        required: false,
+      },
+      {
+        type: "text",
+        name: "flow",
+        required: true,
+        min: 1,
+        max: 32,
+      },
+      {
+        type: "json",
+        name: "amount_range",
+        required: false,
+      },
+      {
+        type: "text",
+        name: "query",
+        required: false,
+        max: 400,
+      },
+      {
+        type: "bool",
+        name: "month_only",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "show_amount_in",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "show_amount_out",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "show_count",
+        required: false,
+      },
+    ],
+    indexes: [
+      "CREATE UNIQUE INDEX idx_home_filter_widgets_user_client ON home_filter_widgets (user, client_id)",
+    ],
+  });
+  app.save(homeFilterWidgets);
+}, (app) => {
+  try {
+    const col = app.findCollectionByNameOrId("home_filter_widgets");
+    app.delete(col);
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000005_ingtrak_home_widgets_half_width.js

@@ -0,0 +1,25 @@
+/// PocketBase migration: half_width on home_filter_widgets.
+///
+/// Apply after 1740000004 if that collection already exists without half_width.
+/// For new installs, 1740000004 already creates half_width — this is a no-op then.
+migrate((app) => {
+  const col = app.findCollectionByNameOrId("home_filter_widgets");
+  if (col.fields.getByName("half_width")) return;
+
+  // Automigrate-style constructor (plain objects are rejected by fields.add).
+  col.fields.add(new Field({
+    type: "bool",
+    name: "half_width",
+    required: false,
+  }));
+  app.save(col);
+}, (app) => {
+  try {
+    const col = app.findCollectionByNameOrId("home_filter_widgets");
+    const field = col.fields.getByName("half_width");
+    if (field) {
+      col.fields.removeById(field.id);
+      app.save(col);
+    }
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000006_ingtrak_home_widgets_budget.js

@@ -0,0 +1,63 @@
+/// PocketBase migration: budget / chart / icon fields on home_filter_widgets.
+migrate((app) => {
+  const col = app.findCollectionByNameOrId("home_filter_widgets");
+
+  const addIfMissing = (config) => {
+    if (col.fields.getByName(config.name)) return;
+    col.fields.add(new Field(config));
+  };
+
+  addIfMissing({
+    type: "text",
+    name: "widget_type",
+    required: false,
+    max: 40,
+  });
+  addIfMissing({
+    type: "text",
+    name: "icon_id",
+    required: false,
+    max: 40,
+  });
+  addIfMissing({
+    type: "text",
+    name: "chart_style",
+    required: false,
+    max: 40,
+  });
+  addIfMissing({
+    type: "text",
+    name: "budget_cap_mode",
+    required: false,
+    max: 40,
+  });
+  addIfMissing({
+    type: "number",
+    name: "budget_fixed_amount",
+    required: false,
+  });
+  addIfMissing({
+    type: "number",
+    name: "budget_average_months",
+    required: false,
+    onlyInt: true,
+  });
+
+  app.save(col);
+}, (app) => {
+  try {
+    const col = app.findCollectionByNameOrId("home_filter_widgets");
+    for (const name of [
+      "widget_type",
+      "icon_id",
+      "chart_style",
+      "budget_cap_mode",
+      "budget_fixed_amount",
+      "budget_average_months",
+    ]) {
+      const field = col.fields.getByName(name);
+      if (field) col.fields.removeById(field.id);
+    }
+    app.save(col);
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000007_ingtrak_app_prefs.js

@@ -0,0 +1,67 @@
+/// PocketBase migration: per-user app preferences (Home sections + Look ahead).
+///
+/// Apply on the server:
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+///
+/// Depends on usersapp.
+migrate((app) => {
+  const users = app.findCollectionByNameOrId("usersapp");
+
+  const ownerRules = {
+    listRule: "user = @request.auth.id",
+    viewRule: "user = @request.auth.id",
+    createRule: "@request.auth.id != '' && user = @request.auth.id",
+    updateRule: "user = @request.auth.id",
+    deleteRule: "user = @request.auth.id",
+  };
+
+  const appPrefs = new Collection({
+    type: "base",
+    name: "app_prefs",
+    ...ownerRules,
+    fields: [
+      {
+        type: "relation",
+        name: "user",
+        required: true,
+        collectionId: users.id,
+        cascadeDelete: true,
+        maxSelect: 1,
+      },
+      {
+        type: "bool",
+        name: "home_show_transactions",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "home_show_categorized",
+        required: false,
+      },
+      {
+        type: "bool",
+        name: "home_show_recent",
+        required: false,
+      },
+      {
+        type: "number",
+        name: "look_ahead_max_years",
+        required: false,
+        onlyInt: true,
+      },
+    ],
+    indexes: [
+      "CREATE UNIQUE INDEX idx_app_prefs_user ON app_prefs (user)",
+    ],
+  });
+  app.save(appPrefs);
+}, (app) => {
+  try {
+    const col = app.findCollectionByNameOrId("app_prefs");
+    app.delete(col);
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000008_ingtrak_home_widgets_label_match.js

@@ -0,0 +1,22 @@
+/// PocketBase migration: label_match (AND/OR) on home_filter_widgets.
+migrate((app) => {
+  const col = app.findCollectionByNameOrId("home_filter_widgets");
+  if (col.fields.getByName("label_match")) return;
+
+  col.fields.add(new Field({
+    type: "text",
+    name: "label_match",
+    required: false,
+    max: 16,
+  }));
+  app.save(col);
+}, (app) => {
+  try {
+    const col = app.findCollectionByNameOrId("home_filter_widgets");
+    const field = col.fields.getByName("label_match");
+    if (field) {
+      col.fields.removeById(field.id);
+      app.save(col);
+    }
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000009_ingtrak_usersapp_is_admin.js

@@ -0,0 +1,31 @@
+/// PocketBase migration: `is_admin` on usersapp (admin vs normal accounts).
+///
+/// Admins can create test transactions in the app. Set the flag in Admin UI:
+/// Users → pick user → is_admin = true.
+///
+/// Apply on the server:
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+migrate((app) => {
+  const users = app.findCollectionByNameOrId("usersapp");
+  if (users.fields.getByName("is_admin")) return;
+
+  users.fields.add(new Field({
+    type: "bool",
+    name: "is_admin",
+    required: false,
+  }));
+  app.save(users);
+}, (app) => {
+  try {
+    const users = app.findCollectionByNameOrId("usersapp");
+    const field = users.fields.getByName("is_admin");
+    if (field) {
+      users.fields.removeById(field.id);
+      app.save(users);
+    }
+  } catch (_) {}
+});

pocketbase/pb_migrations/1740000010_ingtrak_transactions_is_manual.js

@@ -0,0 +1,28 @@
+/// PocketBase migration: `is_manual` on transactions (admin test rows).
+///
+/// Apply on the server:
+///
+///   sudo cp this_file /opt/pocketbase/pb_migrations/
+///   sudo chown pocketbase:pocketbase /opt/pocketbase/pb_migrations/*.js
+///   sudo -u pocketbase /opt/pocketbase/pocketbase migrate up
+///   sudo systemctl restart pocketbase
+migrate((app) => {
+  const transactions = app.findCollectionByNameOrId("transactions");
+  if (transactions.fields.getByName("is_manual")) return;
+
+  transactions.fields.add(new Field({
+    type: "bool",
+    name: "is_manual",
+    required: false,
+  }));
+  app.save(transactions);
+}, (app) => {
+  try {
+    const transactions = app.findCollectionByNameOrId("transactions");
+    const field = transactions.fields.getByName("is_manual");
+    if (field) {
+      transactions.fields.removeById(field.id);
+      app.save(transactions);
+    }
+  } catch (_) {}
+});

pubspec.lock

@@ -33,6 +33,22 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "1.0.4"
+  archive:
+    dependency: transitive
+    description:
+      name: archive
+      sha256: ace891da0862b0e4cabbb064ee3fd87b2728b898949fdb366d83fe98342c9f19
+      url: "https://pub.dev"
+    source: hosted
+    version: "4.2.0"
+  args:
+    dependency: transitive
+    description:
+      name: args
+      sha256: d0481093c50b1da8910eb0bb301626d4d8eb7284aa739614d2b394ee09e3ea04
+      url: "https://pub.dev"
+    source: hosted
+    version: "2.7.0"
   async:
     dependency: transitive
     description:
@@ -57,6 +73,22 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "1.4.1"
+  checked_yaml:
+    dependency: transitive
+    description:
+      name: checked_yaml
+      sha256: "959525d3162f249993882720d52b7e0c833978df229be20702b33d48d91de70f"
+      url: "https://pub.dev"
+    source: hosted
+    version: "2.0.4"
+  cli_util:
+    dependency: transitive
+    description:
+      name: cli_util
+      sha256: ff6785f7e9e3c38ac98b2fb035701789de90154024a75b6cb926445e83197d1c
+      url: "https://pub.dev"
+    source: hosted
+    version: "0.4.2"
   clock:
     dependency: transitive
     description:
@@ -150,6 +182,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "6.0.1"
+  flutter_launcher_icons:
+    dependency: "direct dev"
+    description:
+      name: flutter_launcher_icons
+      sha256: "10f13781741a2e3972126fae08393d3c4e01fa4cd7473326b94b72cf594195e7"
+      url: "https://pub.dev"
+    source: hosted
+    version: "0.14.4"
   flutter_lints:
     dependency: "direct dev"
     description:
@@ -200,6 +240,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "4.1.2"
+  image:
+    dependency: transitive
+    description:
+      name: image
+      sha256: "1976370a4df3091bb0f72409c187ad1f9132a818bc6b95ca59c0bae1c75c688e"
+      url: "https://pub.dev"
+    source: hosted
+    version: "4.9.2"
   json_annotation:
     dependency: transitive
     description:
@@ -328,6 +376,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "0.25.1"
+  posix:
+    dependency: transitive
+    description:
+      name: posix
+      sha256: bc1bad54ad2b735816e31f8d4600cfde6c7839975085ddfbca48b6c9f7c4044e
+      url: "https://pub.dev"
+    source: hosted
+    version: "6.5.2"
   provider:
     dependency: "direct main"
     description:
@@ -525,6 +581,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "1.1.0"
+  yaml:
+    dependency: transitive
+    description:
+      name: yaml
+      sha256: f67cdd8e07d3c6329146aaef1ba043542b3134c12489f553ca9a7435d1068aea
+      url: "https://pub.dev"
+    source: hosted
+    version: "3.1.4"
 sdks:
   dart: ">=3.13.2 <4.0.0"
   flutter: ">=3.44.0"

pubspec.yaml

@@ -53,6 +53,15 @@ dev_dependencies:
   # package. See that file for information about deactivating specific lint
   # rules and activating additional ones.
   flutter_lints: ^6.0.0
+  flutter_launcher_icons: ^0.14.4
+
+flutter_launcher_icons:
+  android: true
+  ios: false
+  image_path: assets/branding/app_icon.png
+  adaptive_icon_background: "#1A1C1B"
+  adaptive_icon_foreground: assets/branding/app_icon_foreground.png
+  min_sdk_android: 21
 
 # For information on the generic Dart part of this file, see the
 # following page: https://dart.dev/tools/pub/pubspec
@@ -68,6 +77,7 @@ flutter:
   assets:
     - .env
     - .env.example
+    - assets/branding/app_icon.png
 
   # An image asset can refer to one or more resolution-specific "variants", see
   # https://flutter.dev/to/resolution-aware-images

test/home_filter_widget_test.dart

@@ -0,0 +1,77 @@
+import 'package:flutter_test/flutter_test.dart';
+import 'package:myapp/models/home_filter_widget.dart';
+import 'package:myapp/models/transaction_meta.dart';
+import 'package:myapp/widgets/label_filter_dialog.dart';
+
+void main() {
+  test('HomeFilterWidget JSON round-trips', () {
+    final widget = HomeFilterWidget.fromFilter(
+      name: 'Groceries out',
+      filter: const TransactionFilterSelection(
+        labelIds: {'groceries'},
+        flow: TxFlowFilter.expense,
+        monthOnly: true,
+      ),
+    );
+
+    final restored = HomeFilterWidget.fromJson(widget.toJson());
+    expect(restored.name, 'Groceries out');
+    expect(restored.flow, TxFlowFilter.expense);
+    expect(restored.monthOnly, isTrue);
+    expect(restored.labelIds, ['groceries']);
+    expect(restored.labelMatch, LabelMatchMode.and);
+    expect(restored.showAmountOut, isTrue);
+    expect(restored.showAmountIn, isFalse);
+    expect(restored.showCount, isTrue);
+    expect(restored.halfWidth, isFalse);
+    expect(restored.type, HomeWidgetType.stats);
+
+    final withOr = widget.copyWith(labelMatch: LabelMatchMode.or);
+    expect(
+      HomeFilterWidget.fromJson(withOr.toJson()).labelMatch,
+      LabelMatchMode.or,
+    );
+
+    final budget = widget.copyWith(
+      halfWidth: true,
+      type: HomeWidgetType.budget,
+      iconId: 'cart',
+      chartStyle: HomeWidgetChartStyle.ring,
+      budgetCapMode: HomeBudgetCapMode.averageMonths,
+      budgetAverageMonths: 6,
+      budgetFixedAmount: 250,
+    );
+    final budgetRestored = HomeFilterWidget.fromJson(budget.toJson());
+    expect(budgetRestored.halfWidth, isTrue);
+    expect(budgetRestored.type, HomeWidgetType.budget);
+    expect(budgetRestored.iconId, 'cart');
+    expect(budgetRestored.chartStyle, HomeWidgetChartStyle.ring);
+    expect(budgetRestored.budgetCapMode, HomeBudgetCapMode.averageMonths);
+    expect(budgetRestored.budgetAverageMonths, 6);
+    expect(budgetRestored.budgetFixedAmount, 250);
+  });
+
+  test('mergeHomeFilterWidgets unions by id with local wins', () {
+    const local = HomeFilterWidget(
+      id: 'hw_1',
+      name: 'Local',
+      display: true,
+      showAmountIn: false,
+    );
+    const remote = HomeFilterWidget(
+      id: 'hw_1',
+      name: 'Remote',
+      display: false,
+    );
+    const remoteOnly = HomeFilterWidget(
+      id: 'hw_2',
+      name: 'Other',
+      sortOrder: 1,
+    );
+
+    final merged = mergeHomeFilterWidgets([local], [remote, remoteOnly]);
+    expect(merged.length, 2);
+    expect(merged.firstWhere((w) => w.id == 'hw_1').name, 'Local');
+    expect(merged.firstWhere((w) => w.id == 'hw_1').display, isTrue);
+  });
+}

test/overview_favourite_test.dart

@@ -0,0 +1,61 @@
+import 'package:flutter_test/flutter_test.dart';
+import 'package:myapp/models/overview_favourite.dart';
+import 'package:myapp/models/transaction_meta.dart';
+import 'package:myapp/services/pb_sync_service.dart';
+import 'package:myapp/widgets/label_filter_dialog.dart';
+
+void main() {
+  test('OverviewFavourite JSON round-trips', () {
+    const fav = OverviewFavourite(
+      id: 'fav_1',
+      name: 'Groceries',
+      display: true,
+      metric: OverviewMetricMode.labels,
+      period: OverviewPeriodMode.monthly,
+      labelIds: ['groceries', 'custom_ah'],
+      flow: TxFlowFilter.expense,
+      barStyle: LabelChartBarStyle.stacked,
+      invertExpensePerspective: false,
+    );
+
+    final restored = OverviewFavourite.fromJson(fav.toJson());
+    expect(restored.id, fav.id);
+    expect(restored.name, fav.name);
+    expect(restored.display, isTrue);
+    expect(restored.metric, OverviewMetricMode.labels);
+    expect(restored.period, OverviewPeriodMode.monthly);
+    expect(restored.labelIds, ['groceries', 'custom_ah']);
+    expect(restored.flow, TxFlowFilter.expense);
+    expect(restored.barStyle, LabelChartBarStyle.stacked);
+  });
+
+  test('mergeOverviewFavourites unions by id with local wins', () {
+    const local = OverviewFavourite(
+      id: 'fav_1',
+      name: 'Local name',
+      display: true,
+    );
+    const remoteOnly = OverviewFavourite(
+      id: 'fav_2',
+      name: 'Remote only',
+      display: false,
+      metric: OverviewMetricMode.labels,
+    );
+    const remoteConflict = OverviewFavourite(
+      id: 'fav_1',
+      name: 'Remote name',
+      display: false,
+    );
+
+    final merged = mergeOverviewFavourites(
+      [local],
+      [remoteConflict, remoteOnly],
+    );
+
+    expect(merged.length, 2);
+    final byId = {for (final f in merged) f.id: f};
+    expect(byId['fav_1']!.name, 'Local name');
+    expect(byId['fav_1']!.display, isTrue);
+    expect(byId['fav_2']!.name, 'Remote only');
+  });
+}

test/pb_sync_merge_test.dart

@@ -97,4 +97,40 @@ void main() {
     ]));
     expect(merged.first.date, '2024-01-03');
   });
+
+  test('bank API merge keeps cloud-only txs outside the API window', () {
+    const cloudOnly = BankTransaction(
+      date: '2020-06-01',
+      description: 'Old cloud tx',
+      amount: -20,
+      currency: 'EUR',
+      pending: false,
+    );
+    const recentShared = BankTransaction(
+      date: '2026-09-01',
+      description: 'Recent Shop',
+      amount: -5,
+      currency: 'EUR',
+      pending: false,
+    );
+    const apiOnly = BankTransaction(
+      date: '2026-09-02',
+      description: 'New API tx',
+      amount: -3,
+      currency: 'EUR',
+      pending: false,
+    );
+
+    // Same order as BankController._loadLinkedData: API first, then existing.
+    final afterRefresh = mergeBankTransactionLists(
+      [recentShared, apiOnly],
+      [cloudOnly, recentShared],
+    );
+
+    expect(afterRefresh.length, 3);
+    expect(
+      afterRefresh.map((t) => t.description),
+      containsAll(['Old cloud tx', 'Recent Shop', 'New API tx']),
+    );
+  });
 }

test/widget_test.dart

@@ -24,7 +24,8 @@ void main() {
     await tester.pumpWidget(MyApp(storage: storage, auth: auth));
   }
 
-  testWidgets('splash shows the app name then opens Home', (tester) async {
+  testWidgets('splash shows the app name then opens Sign in when logged out',
+      (tester) async {
     await pumpApp(tester);
 
     expect(find.text(kAppName), findsWidgets);
@@ -33,9 +34,9 @@ void main() {
     await tester.pump(const Duration(milliseconds: 450));
     await tester.pump(const Duration(milliseconds: 350));
 
-    expect(find.text('Home'), findsWidgets);
+    expect(find.text('Sign in'), findsWidgets);
-    expect(find.text('Overview'), findsOneWidget);
+    expect(find.textContaining('Welcome to'), findsOneWidget);
-    expect(find.byTooltip('Settings'), findsOneWidget);
+    expect(find.text('Home'), findsNothing);
   });
 
   test('ConnectStart.fromJson maps authUrl and state', () {
@@ -116,6 +117,7 @@ void main() {
   test('look-ahead applies monthly recurring amounts', () {
     final items = [
       const RecurringItem(
+        templateId: 'salary',
         description: 'Salary',
         amount: 2000,
         currency: 'EUR',
@@ -123,6 +125,7 @@ void main() {
         labelIds: ['salary'],
       ),
       const RecurringItem(
+        templateId: 'rent',
         description: 'Rent',
         amount: -900,
         currency: 'EUR',