diff --git a/src/views/AddEntryView.vue b/src/views/AddEntryView.vue
index d39e896..da42c5e 100644
--- a/src/views/AddEntryView.vue
+++ b/src/views/AddEntryView.vue
@@ -3,7 +3,7 @@ import { computed, reactive, ref, watch } from 'vue'
 import {
   DEFAULT_TRANSACTION_CATEGORY,
   TRANSACTION_CATEGORIES,
-  getCategoryLabel,
+  getCategoryMeta,
 } from '../config/transactionCategories.js'
 import { useTransactionStore } from '../stores/transactions'
 import { useUiStore } from '../stores/ui'
@@ -19,7 +19,11 @@ const dragStartY = ref(0)
 const dragging = ref(false)
 const dragOffset = ref(0)
 
-const categories = TRANSACTION_CATEGORIES
+const categories = computed(() =>
+  TRANSACTION_CATEGORIES.filter((category) =>
+    form.type === 'income' ? ['Income', 'Uncategorized'].includes(category.value) : category.value !== 'Income',
+  ),
+)
 
 const toDatetimeLocal = (value) => {
   const date = value ? new Date(value) : new Date()
@@ -65,6 +69,19 @@ const hydrateForm = () => {
 
 watch(editingId, hydrateForm, { immediate: true })
 
+watch(
+  () => form.type,
+  (nextType) => {
+    if (nextType === 'income' && form.category !== 'Income') {
+      form.category = 'Income'
+      return
+    }
+    if (nextType === 'expense' && form.category === 'Income') {
+      form.category = DEFAULT_TRANSACTION_CATEGORY
+    }
+  },
+)
+
 const closePanel = () => {
   uiStore.closeAddEntry()
 }
@@ -181,9 +198,9 @@ const sheetStyle = computed(() => {
         <button class="text-stone-400 text-sm font-bold" @click="closePanel">关闭</button>
       </div>
 
-      <div class="flex items-center gap-2 mb-6 bg-stone-100 rounded-3xl p-1">
+      <div class="grid grid-cols-2 gap-2 mb-6 bg-stone-100 rounded-[26px] p-1.5">
         <button
-          class="flex-1 py-2 rounded-2xl text-sm font-bold transition"
+          class="inline-flex items-center justify-center gap-2 min-h-[48px] rounded-[22px] text-sm font-bold transition"
           :class="
             form.type === 'expense'
               ? 'bg-white shadow text-rose-500'
@@ -194,7 +211,7 @@ const sheetStyle = computed(() => {
           <i class="ph-bold ph-arrow-up-right" /> 支出
         </button>
         <button
-          class="flex-1 py-2 rounded-2xl text-sm font-bold transition"
+          class="inline-flex items-center justify-center gap-2 min-h-[48px] rounded-[22px] text-sm font-bold transition"
           :class="
             form.type === 'income'
               ? 'bg-white shadow text-emerald-500'
@@ -229,11 +246,11 @@ const sheetStyle = computed(() => {
 
         <div>
           <span class="text-xs font-bold text-stone-400">分类</span>
-          <div class="mt-2 flex gap-2 overflow-x-auto hide-scrollbar pb-1">
+          <div class="mt-3 grid grid-cols-3 gap-3 sm:grid-cols-4">
             <button
               v-for="category in categories"
               :key="category.value"
-              class="px-4 py-2 rounded-2xl text-xs font-bold border transition"
+              class="flex min-h-[78px] flex-col items-center justify-center gap-2 rounded-[24px] border px-3 py-3 text-xs font-bold leading-snug transition text-center"
               :class="
                 form.category === category.value
                   ? 'bg-gradient-warm text-white border-transparent'
@@ -241,7 +258,8 @@ const sheetStyle = computed(() => {
               "
               @click="form.category = category.value"
             >
-              {{ getCategoryLabel(category.value) }}
+              <i :class="['ph-fill text-lg leading-none', getCategoryMeta(category.value).icon]" />
+              <span class="block leading-tight">{{ getCategoryMeta(category.value).label }}</span>
             </button>
           </div>
         </div>
diff --git a/src/views/AnalysisView.vue b/src/views/AnalysisView.vue
index 2e7ccf9..ce6e75c 100644
--- a/src/views/AnalysisView.vue
+++ b/src/views/AnalysisView.vue
@@ -113,38 +113,17 @@ const handleKeydown = (event) => {
       </div>
     </div>
 
-    <div class="grid grid-cols-2 gap-3 mb-4">
-      <div class="bg-white rounded-2xl border border-stone-100 p-4 shadow-sm">
-        <p class="text-[11px] font-bold text-stone-400">账本样本</p>
-        <p class="text-lg font-extrabold text-stone-800 mt-1">{{ sortedTransactions.length }}</p>
-        <p class="text-[11px] text-stone-400 mt-1">聊天时会带上最近 80 条记录摘要</p>
-      </div>
-      <div class="bg-white rounded-2xl border border-stone-100 p-4 shadow-sm">
-        <p class="text-[11px] font-bold text-stone-400">AI 状态</p>
-        <p class="text-lg font-extrabold mt-1" :class="aiReady ? 'text-emerald-600' : 'text-amber-600'">
-          {{ aiReady ? '已连接' : '待配置' }}
-        </p>
-        <p class="text-[11px] text-stone-400 mt-1">
-          {{ aiReady ? '使用设置页里的 DeepSeek Key 直接调用。' : '先去设置页填写 DeepSeek API Key。' }}
-        </p>
-      </div>
-    </div>
-
-    <div class="flex gap-2 flex-wrap mb-4">
-      <button
-        v-for="item in quickPrompts"
-        :key="item"
-        class="px-3 py-2 rounded-full bg-white border border-stone-100 text-xs font-bold text-stone-600 shadow-sm"
-        @click="handleQuickPrompt(item)"
-      >
-        {{ item }}
-      </button>
-    </div>
-
     <div v-if="!hasTransactions" class="mb-4 rounded-2xl border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-700">
       当前还没有账本记录。聊天功能可以使用，但回答只会提示你先开始记账。
     </div>
 
+    <div
+      v-if="!aiReady"
+      class="mb-4 rounded-2xl border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-700"
+    >
+      先去设置页填写 DeepSeek API Key，这里才能真正发送提问。
+    </div>
+
     <div class="flex-1 overflow-y-auto space-y-4 pr-1 pb-2">
       <div
         v-for="message in messages"
@@ -173,7 +152,19 @@ const handleKeydown = (event) => {
       </div>
     </div>
 
-    <div class="mt-3 relative shrink-0">
+    <div class="mt-4 shrink-0 space-y-3">
+      <div class="flex gap-2 overflow-x-auto hide-scrollbar pb-1">
+        <button
+          v-for="item in quickPrompts"
+          :key="item"
+          class="shrink-0 rounded-full bg-white border border-stone-100 px-3 py-2 text-xs font-bold text-stone-600 shadow-sm"
+          @click="handleQuickPrompt(item)"
+        >
+          {{ item }}
+        </button>
+      </div>
+
+      <div class="relative">
       <textarea
         v-model="prompt"
         rows="2"
@@ -193,6 +184,7 @@ const handleKeydown = (event) => {
       >
         <i :class="['ph-bold', sending ? 'ph-circle-notch animate-spin' : 'ph-arrow-up']" />
       </button>
+      </div>
     </div>
   </div>
 </template>
diff --git a/src/views/HomeView.vue b/src/views/HomeView.vue
index 5a40df5..9510113 100644
--- a/src/views/HomeView.vue
+++ b/src/views/HomeView.vue
@@ -12,6 +12,8 @@ import {
   getEntryTypeLabel,
   getTransferSummary,
   isStoredValueAccountType,
+  shouldCountAsExpense,
+  shouldCountAsIncome,
 } from '../config/ledger.js'
 import { getCategoryLabel, getCategoryMeta } from '../config/transactionCategories.js'
 import { bootstrapApp } from '../services/appBootstrap.js'
@@ -104,6 +106,28 @@ const periodExpense = computed(() => {
   }, 0)
 })
 
+const currentMonthIncome = computed(() =>
+  (sortedTransactions.value || []).reduce((sum, tx) => {
+    const date = new Date(tx.date)
+    const now = new Date()
+    if (date.getFullYear() !== now.getFullYear() || date.getMonth() !== now.getMonth()) return sum
+    return shouldCountAsIncome(tx) ? sum + tx.amount : sum
+  }, 0),
+)
+
+const currentMonthExpense = computed(() =>
+  Math.abs(
+    (sortedTransactions.value || []).reduce((sum, tx) => {
+      const date = new Date(tx.date)
+      const now = new Date()
+      if (date.getFullYear() !== now.getFullYear() || date.getMonth() !== now.getMonth()) return sum
+      return shouldCountAsExpense(tx) ? sum + tx.amount : sum
+    }, 0),
+  ),
+)
+
+const currentMonthNet = computed(() => currentMonthIncome.value - currentMonthExpense.value)
+
 const budgetUsage = computed(() => {
   const expense = Math.abs(periodExpense.value || 0)
   const budget = monthlyBudget.value || 0
@@ -111,7 +135,6 @@ const budgetUsage = computed(() => {
   return Math.min(expense / budget, 1)
 })
 
-const balance = computed(() => (totalIncome.value || 0) + (totalExpense.value || 0))
 const remainingBudget = computed(() =>
   Math.max((monthlyBudget.value || 0) - Math.abs(periodExpense.value || 0), 0),
 )
@@ -191,10 +214,6 @@ const goList = () => {
   router.push({ name: 'list' })
 }
 
-const goAnalysis = () => {
-  router.push({ name: 'analysis' })
-}
-
 const openTransactionDetail = (tx) => {
   if (!tx?.id) return
   uiStore.openAddEntry(tx.id)
@@ -223,38 +242,37 @@ const openTransactionDetail = (tx) => {
     </div>
 
     <div
-      class="w-full h-48 rounded-3xl bg-gradient-warm text-white p-6 shadow-xl shadow-orange-200/50 relative overflow-hidden group transition-all hover:shadow-orange-300/50"
+      class="w-full rounded-[32px] bg-gradient-warm text-white p-6 shadow-xl shadow-orange-200/50 relative overflow-hidden"
     >
       <div class="absolute -right-10 -top-10 w-40 h-40 bg-white opacity-10 rounded-full blur-2xl" />
       <div class="absolute left-0 bottom-0 w-full h-1/2 bg-gradient-to-t from-black/10 to-transparent" />
 
-      <div class="relative z-10 flex flex-col h-full justify-between">
+      <div class="relative z-10 space-y-5">
         <div>
           <div class="flex items-center justify-between">
-            <p class="text-white/80 text-xs font-bold tracking-widest uppercase">当前结余</p>
-            <button
-              class="w-8 h-8 rounded-full bg-white/20 flex items-center justify-center backdrop-blur-md hover:bg-white/30 transition"
-            >
-              <i class="ph-bold ph-eye" />
-            </button>
+            <div>
+              <p class="text-white/80 text-xs font-bold tracking-widest uppercase">本月净结余</p>
+              <p class="text-[11px] text-white/70 mt-1">仅统计本月已入账的收入和支出</p>
+            </div>
+            <span class="px-3 py-1 rounded-full bg-white/15 text-[11px] font-bold">本月口径</span>
           </div>
-          <h2 class="text-4xl font-extrabold mt-2">
-            {{ formatCurrency(balance) }}
+          <h2 class="text-4xl font-extrabold mt-3">
+            {{ currentMonthNet >= 0 ? '' : '-' }}{{ formatCurrency(currentMonthNet) }}
           </h2>
         </div>
 
-        <div class="flex gap-8">
-          <div>
+        <div class="grid grid-cols-2 gap-3">
+          <div class="rounded-2xl bg-white/10 px-4 py-3 backdrop-blur-sm">
             <p class="text-white/70 text-xs mb-0.5 flex items-center gap-1">
               <i class="ph-bold ph-arrow-down-left" /> 收入
             </p>
-            <p class="font-bold text-lg">{{ formatCurrency(totalIncome) }}</p>
+            <p class="font-bold text-lg">{{ formatCurrency(currentMonthIncome) }}</p>
           </div>
-          <div>
+          <div class="rounded-2xl bg-white/10 px-4 py-3 backdrop-blur-sm">
             <p class="text-white/70 text-xs mb-0.5 flex items-center gap-1">
               <i class="ph-bold ph-arrow-up-right" /> 支出
             </p>
-            <p class="font-bold text-lg">{{ formatCurrency(Math.abs(totalExpense)) }}</p>
+            <p class="font-bold text-lg">{{ formatCurrency(currentMonthExpense) }}</p>
           </div>
         </div>
       </div>
@@ -437,22 +455,5 @@ const openTransactionDetail = (tx) => {
       </div>
     </div>
 
-    <div
-      class="bg-white p-5 rounded-3xl shadow-sm border border-stone-100 flex flex-col justify-between h-32 relative overflow-hidden group"
-      @click="goAnalysis"
-    >
-      <div
-        class="absolute right-[-10px] top-[-10px] w-20 h-20 bg-purple-50 rounded-full blur-xl group-hover:bg-purple-100 transition"
-      />
-      <div
-        class="w-10 h-10 rounded-full bg-purple-100 text-purple-600 flex items-center justify-center z-10"
-      >
-        <i class="ph-fill ph-robot text-xl" />
-      </div>
-      <div class="z-10">
-        <h4 class="font-bold text-stone-700">AI 财务顾问</h4>
-        <p class="text-xs text-stone-400 mt-1">现在可直接对话分析账本，并查看自动分类建议和预算提醒。</p>
-      </div>
-    </div>
   </div>
 </template>
diff --git a/src/views/ListView.vue b/src/views/ListView.vue
index a18be92..110a19e 100644
--- a/src/views/ListView.vue
+++ b/src/views/ListView.vue
@@ -117,7 +117,7 @@ const hasData = computed(() => groupedTransactions.value.length > 0)
         <button
           v-for="chip in categoryChips"
           :key="chip.value"
-          class="shrink-0 min-h-[44px] px-4 py-2.5 rounded-[22px] text-sm font-bold flex items-center gap-2 border transition whitespace-nowrap"
+          class="shrink-0 min-h-[44px] px-4 py-2.5 rounded-[22px] text-sm font-bold inline-flex items-center justify-center gap-2 border transition whitespace-nowrap leading-none"
           :class="
             filters.category === chip.value
               ? 'bg-gradient-warm text-white border-transparent shadow-sm shadow-orange-200/40'
@@ -125,8 +125,8 @@ const hasData = computed(() => groupedTransactions.value.length > 0)
           "
           @click="setCategory(chip.value)"
         >
-          <i :class="['text-base', chip.icon]" />
-          {{ chip.label }}
+          <i :class="['text-base leading-none', chip.icon]" />
+          <span class="inline-flex items-center leading-none">{{ chip.label }}</span>
         </button>
       </div>
 
@@ -188,25 +188,25 @@ const hasData = computed(() => groupedTransactions.value.length > 0)
                   </p>
                   <span
                     v-if="resolveLedgerBadge(item)"
-                    class="inline-flex items-center gap-1 px-2 py-0.5 rounded-full border text-[10px] font-bold"
+                    class="inline-flex items-center justify-center gap-1 px-2 py-1 rounded-full border text-[10px] font-bold leading-none"
                     :class="resolveLedgerBadge(item).className"
                   >
-                    <i :class="['ph-bold text-[10px]', resolveLedgerBadge(item).icon]" />
-                    {{ resolveLedgerBadge(item).label }}
+                    <i :class="['ph-bold text-[10px] leading-none', resolveLedgerBadge(item).icon]" />
+                    <span class="inline-flex items-center leading-none">{{ resolveLedgerBadge(item).label }}</span>
                   </span>
                   <span
                     v-if="resolveAiBadge(item)"
-                    class="inline-flex items-center gap-1 px-2 py-0.5 rounded-full border text-[10px] font-bold"
+                    class="inline-flex items-center justify-center gap-1 px-2 py-1 rounded-full border text-[10px] font-bold leading-none"
                     :class="resolveAiBadge(item).className"
                   >
                     <i
                       :class="[
-                        'ph-bold text-[10px]',
+                        'ph-bold text-[10px] leading-none',
                         resolveAiBadge(item).icon,
                         resolveAiBadge(item).iconClassName,
                       ]"
                     />
-                    {{ resolveAiBadge(item).label }}
+                    <span class="inline-flex items-center leading-none">{{ resolveAiBadge(item).label }}</span>
                   </span>
                 </div>
                 <p class="text-xs leading-5 text-stone-400">
diff --git a/src/views/SettingsView.vue b/src/views/SettingsView.vue
index 7fd312a..dd52335 100644
--- a/src/views/SettingsView.vue
+++ b/src/views/SettingsView.vue
@@ -28,7 +28,7 @@ const notificationCaptureEnabled = computed({
   get: () => settingsStore.notificationCaptureEnabled,
   set: (value) => settingsStore.setNotificationCaptureEnabled(value),
 })
-
+ 
 const aiAutoCategoryEnabled = computed({
   get: () => settingsStore.aiAutoCategoryEnabled,
   set: (value) => settingsStore.setAiAutoCategoryEnabled(value),