Add category management UI and service layer
Users can now create, edit, and delete custom categories from Settings → Categories. System categories (45 built-in) are shown read-only. Backend adds update_category() and delete_category() service functions; frontend has a new categories API module and a full CRUD section in SettingsPage with filter tabs, colour picker, and delete confirmation. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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README.md
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README.md
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@ -23,6 +23,7 @@ Runs entirely on your own hardware via Docker Compose. Designed for LAN access w
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- Per-category budget tracking with rollover support
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- Visual radial gauges showing spend vs. budget
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- Configurable alert threshold (default 80%)
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- Edit existing budgets (amount, period, alert threshold) without losing history
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### Investments
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- Portfolio tracking with holdings and buy/sell/dividend/split transactions
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- Hourly FX rates for multi-currency conversion to GBP base
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- TWRR and MWRR performance metrics
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- Capital gains reporting (short/long-term by tax year)
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- OHLCV candlestick charts per asset
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- OHLCV candlestick charts per asset with buy/sell transaction history overlay
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- Portfolio visualisations: allocation donut by holding, allocation donut by asset type, cost basis vs current value bar chart, return % per holding bar chart
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- Investment account balances include holding market values in net worth, balance sheet, and accounts list — supports both simple (holdings only) and full cash-flow tracking workflows
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### Reports
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### Categories
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- 45 built-in system categories across income, expense, and transfer types
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- Create custom categories with a name, type, and colour
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- Rename and recolour existing custom categories
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- Managed in **Settings → Categories**
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### Reports
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Seven report views:
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1. Net Worth over time (area chart with time slider)
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