Update docs for recent features

docs.json

@@ -37,6 +37,7 @@
             "pages": [
               "guides/app-features/budgets",
               "features/recurring-transactions",
+              "guides/app-features/family-sharing",
               "guides/app-features/settings"
             ]
           },

guides/app-features/family-sharing.mdx

@@ -0,0 +1,135 @@
+---
+title: "Family Sharing"
+description: "Share accounts and collaborate on finances with family members"
+---
+
+# Family Sharing
+
+Family sharing allows you to share specific accounts with other members of your family, enabling collaborative financial management while maintaining privacy and control over your data.
+
+## How Family Sharing Works
+
+Each Sure family can have multiple members with different permission levels. You can selectively share accounts with specific family members, giving them either view-only or edit access.
+
+### Permission Levels
+
+| Permission | Description | Can View | Can Edit |
+| --- | --- | --- | --- |
+| **Owner** | Full control over the account | ✅ | ✅ |
+| **Editor** | Can view and modify transactions | ✅ | ✅ |
+| **Viewer** | Read-only access | ✅ | ❌ |
+
+## Sharing an Account
+
+To share an account with family members:
+
+1. Navigate to the account you want to share
+2. Click the **Share** button or access sharing settings
+3. Select the family members you want to share with
+4. Choose their permission level (Viewer or Editor)
+5. Click **Save**
+
+The account will now appear in the selected family members' account lists with the appropriate access level.
+
+## What Gets Shared
+
+When you share an account, the following information is accessible to family members:
+
+- **Account balance** and balance history
+- **Transactions** and transaction details
+- **Holdings** (for investment accounts)
+- **Trades** (for investment accounts)
+- **Account settings** and preferences
+
+## Privacy and Scoping
+
+Family sharing respects privacy boundaries:
+
+- **Scoped views**: Each family member only sees accounts shared with them
+- **Reports**: Financial reports are scoped to only include accounts the user has access to
+- **Budgets**: Budget calculations only include shared accounts
+- **Totals**: Net worth and other totals reflect only accessible accounts
+- **Providers**: Third-party provider connections are scoped per family
+- **Merchants**: Merchant data is shared across the family for consistency
+
+## Managing Shared Accounts
+
+### Viewing Shared Accounts
+
+Shared accounts appear in your account list with an indicator showing they're shared. You can filter your account list to show:
+- Only your accounts
+- Only shared accounts
+- All accounts
+
+### Editing Shared Accounts
+
+If you have **Editor** permission on a shared account, you can:
+- Add, edit, and delete transactions
+- Update account settings
+- Record trades (for investment accounts)
+- Categorize and tag transactions
+
+If you have **Viewer** permission, you can only view the account data without making changes.
+
+### Removing Access
+
+Account owners can remove sharing access at any time:
+
+1. Open the shared account
+2. Go to sharing settings
+3. Remove the family member or change their permission level
+4. Click **Save**
+
+The account will immediately disappear from that family member's view.
+
+## Family Roles
+
+### Admin Role
+
+Family admins have additional privileges:
+- Manage family members
+- Configure family-wide settings
+- Manage third-party provider connections
+- Access all family accounts (if shared)
+
+Only admins can manage provider integrations to ensure security and consistency across the family.
+
+## Use Cases
+
+### Couples Managing Joint Finances
+
+Share checking, savings, and credit card accounts with your partner. Both can track spending, categorize transactions, and monitor budgets together.
+
+### Parents Teaching Financial Literacy
+
+Share specific accounts with children in view-only mode, allowing them to learn about budgeting and money management without making changes.
+
+### Household Budget Collaboration
+
+Share household expense accounts with all family members who contribute to bills, enabling transparent tracking of shared expenses.
+
+### Investment Portfolio Oversight
+
+Share investment accounts with a financial advisor or trusted family member for oversight while maintaining control over trading decisions.
+
+## Security Considerations
+
+- **Encryption**: All shared data is encrypted at rest and in transit
+- **Access control**: Permissions are enforced at the database level
+- **Audit trail**: All changes to shared accounts are logged
+- **Revocable access**: Sharing can be revoked instantly by the account owner
+
+## Limitations
+
+- Sharing is limited to members within the same family
+- Provider credentials are managed at the family level by admins
+- Some account types may have restrictions on sharing
+- Recurring transactions are scoped to the family, not individual users
+
+## Best Practices
+
+1. **Start with view-only**: Give new family members viewer access first, then upgrade to editor as needed
+2. **Regular reviews**: Periodically review who has access to your accounts
+3. **Clear communication**: Discuss financial goals and boundaries with family members
+4. **Use categories consistently**: Establish category conventions for shared accounts
+5. **Respect privacy**: Only share accounts that genuinely need collaboration

guides/app-features/settings.mdx

@@ -46,6 +46,35 @@ Configure third-party integrations and data providers from Settings → Provider
 
 Configure AI features like chat and transaction rules from Settings → Self-Hosting. See the [LLM support documentation](/llm-support) for more details.
 
+## Mobile app settings
+
+### Theme selection
+
+The Sure mobile app supports multiple theme options to match your preferences:
+
+- **Light mode**: Bright interface optimized for daytime use
+- **Dark mode**: Dark interface that's easier on the eyes in low-light conditions
+- **System**: Automatically matches your device's system theme setting
+
+To change the theme:
+
+1. Open the mobile app
+2. Navigate to Settings
+3. Select **Theme**
+4. Choose Light, Dark, or System
+5. The theme updates immediately
+
+The app remembers your preference across sessions.
+
+### AI chat improvements
+
+The mobile app includes an enhanced AI chat experience:
+
+- **Typing indicator**: An animated indicator shows when the AI is generating a response
+- **Smooth animations**: The typing indicator uses a classic three-dot bounce animation
+- **Auto-scroll**: The chat automatically scrolls to show new messages as they arrive
+- **Improved flow**: Chat creation is now lazy-loaded on first message send, eliminating loading delays
+
 ## Account preferences
 
 Manage your personal account settings, including:

guides/key-concepts/investment-accounts.mdx

@@ -99,6 +99,54 @@ After unlocking:
 
 Activity labels help you classify investment transactions. They appear as badges in your transaction list and help you understand your investment activity at a glance.
 
+## Recording Dividends and Interest
+
+Dividends and interest are recorded as **trades** with zero quantity and zero price. This approach maintains data integrity while properly tracking investment income:
+
+- **Dividends** require a security to be selected (the stock or fund paying the dividend)
+- **Interest** can optionally specify a security, or will use a synthetic cash security for the account
+- Both appear in your holdings and trade history
+- Both are properly labeled with their respective activity types
+
+When creating a dividend or interest transaction:
+
+1. Select **Dividend** or **Interest** from the trade type dropdown
+2. For dividends: Choose the security paying the dividend (required)
+3. For interest: Optionally select a security, or leave blank to use the account's cash position
+4. Enter the amount received
+5. The trade is created with qty: 0 and price: 0, maintaining the security association
+
+## Trade Fees
+
+All trades support an optional **fee** field to track transaction costs like brokerage commissions, exchange fees, or other trading expenses.
+
+### How Fees Work
+
+- Fees are included in the total transaction amount: `Total = (Quantity × Price) + Fee`
+- Fees default to 0 if not specified
+- Fees can be added when creating or editing trades
+- The fee field auto-submits like other trade fields
+
+### Adding Fees to Trades
+
+When creating or editing a trade:
+
+1. Enter the quantity and price as usual
+2. Add the fee amount in the **Fee** field
+3. The total amount updates automatically to include the fee
+4. Save the trade
+
+Example: Buying 10 shares at $50 with a $5 commission:
+- Quantity: 10
+- Price: $50
+- Fee: $5
+- **Total: $505** (10 × $50 + $5)
+
+Fees are particularly important for:
+- Accurate cost basis calculations
+- Understanding true investment returns
+- Tax reporting and record keeping
+
 ### Available Activity Labels
 
 | Label | Description |
@@ -107,8 +155,8 @@ Activity labels help you classify investment transactions. They appear as badges
 | **Sell** | Sale of securities |
 | **Contribution** | Money added to the investment account |
 | **Withdrawal** | Money removed from the investment account |
-| **Dividend** | Dividend payments received |
-| **Interest** | Interest earned |
+| **Dividend** | Dividend payments received (recorded as trades) |
+| **Interest** | Interest earned (recorded as trades) |
 | **Reinvestment** | Dividends or distributions reinvested |
 | **Sweep In** | Cash swept into the account |
 | **Sweep Out** | Cash swept out of the account |

guides/key-concepts/transfers.mdx

@@ -135,6 +135,18 @@ Example: Transferring from a USD checking account to a EUR savings account:
 
 The transfer is valid because one amount is negative and one is positive, even though the numbers differ due to the exchange rate.
 
+## Transfer Summary Totals
+
+When viewing transactions filtered by transfer type, the summary bar displays **Inflow** and **Outflow** totals instead of Income and Expenses:
+
+- **Inflow**: Total money coming into accounts from transfers
+- **Outflow**: Total money leaving accounts from transfers
+
+This provides a clear view of money movement when analyzing transfer activity.
+
+> [!NOTE]
+> When filtering by both transfers and other transaction types (income/expense), the summary bar shows Income and Expenses, and transfer amounts are excluded from those totals to avoid confusion.
+
 ## How Transfers Affect Budgets
 
 Transfers are generally **excluded** from budget calculations because they don't represent actual spending or income:

providers/coinstats.mdx

@@ -4,17 +4,21 @@ description: "Sync cryptocurrency wallets using CoinStats integration"
 ---
 
 
-CoinStats is a third-party provider that allows you to sync cryptocurrency wallet balances and transactions into Sure. This integration uses the CoinStats OpenAPI to fetch data from multiple blockchain networks.
+CoinStats is a third-party provider that allows you to sync cryptocurrency wallet balances, exchange portfolios, and transactions into Sure. This integration uses the CoinStats OpenAPI to fetch data from multiple blockchain networks and centralized exchanges.
 
 ## How it works
 
-When you connect a crypto wallet through CoinStats, Sure syncs:
+When you connect through CoinStats, Sure syncs:
 
-- Wallet balances across multiple tokens
-- Transaction history
-- Real-time price data
+- **Wallet balances** across multiple tokens
+- **Exchange portfolios** from centralized exchanges
+- **Transaction history** from both wallets and exchanges
+- **Real-time price data** for all holdings
 
-The integration supports multiple blockchain networks including Ethereum, Bitcoin, and many others available through CoinStats.
+The integration supports:
+- Multiple blockchain networks including Ethereum, Bitcoin, and many others
+- Centralized exchange accounts (Binance, Coinbase, Kraken, etc.)
+- Linked investment charts normalized across all connected accounts
 
 ## Currency storage approach
 
@@ -66,10 +70,12 @@ Once connected, Sure will automatically sync your wallet balances and transactio
 ## Supported features
 
 - **Multiple blockchains**: Connect wallets from different blockchain networks
-- **Bulk syncing**: Fetch balances and transactions for multiple wallets in a single request
+- **Exchange portfolios**: Sync holdings and transactions from centralized exchanges
+- **Bulk syncing**: Fetch balances and transactions for multiple wallets and exchanges in a single request
 - **Automatic updates**: Sync runs periodically to keep your data current
-- **Transaction history**: Import historical transactions from your wallets
+- **Transaction history**: Import historical transactions from wallets and exchanges
 - **Token balances**: Track balances across multiple tokens in each wallet
+- **Normalized charts**: Investment charts are automatically normalized and linked across all CoinStats accounts
 
 ## Limitations
 

providers/enable-banking.mdx

@@ -55,6 +55,16 @@ When syncing transactions, you can:
 - Only booked transactions are imported (pending transactions are excluded)
 - Paginate through large transaction sets using continuation keys
 
+### Automatic deduplication
+
+Enable Banking implements intelligent deduplication to prevent duplicate transactions:
+
+- **Content-based deduplication**: Transactions are compared using a composite key that includes transaction_id, date, amount, currency, creditor, debtor, remittance information, status, and credit/debit indicator
+- **API-level duplicate handling**: The Enable Banking API sometimes returns the same transaction multiple times with different entry_reference IDs. Sure automatically detects and removes these duplicates
+- **Direction tracking**: The credit_debit_indicator (CRDT/DBIT) is included in deduplication to distinguish between payments and refunds of the same amount on the same day
+
+This ensures your transaction history remains clean and accurate, even when the API returns duplicate data.
+
 ## Supported account types
 
 Enable Banking supports both personal and business accounts: