diff --git a/apps/api/src/treasury/treasury.service.ts b/apps/api/src/treasury/treasury.service.ts
index a341e2e..d9cfdc3 100644
--- a/apps/api/src/treasury/treasury.service.ts
+++ b/apps/api/src/treasury/treasury.service.ts
@@ -360,6 +360,7 @@ export class TreasuryService {
         organizationId: actor.organizationId,
         accountId,
         voidedAt: null,
+        kind: { not: 'allocation' },
         ...(from || to
           ? {
               occurredAt: {
@@ -378,6 +379,7 @@ export class TreasuryService {
           organizationId: actor.organizationId,
           accountId,
           voidedAt: null,
+          kind: { not: 'allocation' },
           occurredAt: { lt: from },
         },
         select: { direction: true, amount: true },
@@ -531,6 +533,8 @@ export class TreasuryService {
       settleAmount?: string | number | null;
       accountId?: string | null;
       settledAt?: string | null;
+      /** دریافت یا پرداخت روی مانده؛ سند تعهدی جدید نمی‌سازد. */
+      settlement?: boolean;
     },
   ): Promise<FinancialDocumentDto> {
     const title = input.title.trim();
@@ -561,69 +565,18 @@ export class TreasuryService {
       }
     }
     const bookedAt = startOfDay(input.bookedAt) ?? new Date();
-    const payExisting =
-      party.partyKind !== 'other' && settle.equals(amount) && settle.greaterThan(0);
+    const settlement = input.settlement === true;
+    if (settlement) {
+      if (party.partyKind === 'other') {
+        throw new BadRequestException('برای دریافت یا پرداخت، طرف حساب واقعی لازم است.');
+      }
+      if (!settle.equals(amount) || !settle.greaterThan(0)) {
+        throw new BadRequestException('مبلغ دریافت یا پرداخت را وارد کنید.');
+      }
+      if (!input.accountId) throw new BadRequestException('حساب را انتخاب کنید.');
+    }
+    const payExisting = settlement;
     const doc = await this.prisma.$transaction(async (tx) => {
-      let amountLeft = amount;
-      let settleLeft = settle;
-      let touchedId = '';
-      if (payExisting && input.accountId) {
-        const scope = await this.accountScope(actor);
-        const openDocs = await tx.financialDocument.findMany({
-          where: {
-            organizationId: actor.organizationId,
-            kind: input.kind,
-            voidedAt: null,
-            status: { in: ['open', 'partial'] },
-            partyKind: party.partyKind,
-            ...(party.personId ? { personId: party.personId } : {}),
-            ...(party.companyId ? { companyId: party.companyId } : {}),
-            ...(party.userId ? { userId: party.userId } : {}),
-            ...(scope ? { OR: [{ accountId: null }, { accountId: { in: scope } }] } : {}),
-          },
-          include: { movements: { select: { amount: true, voidedAt: true } } },
-          orderBy: [{ bookedAt: 'asc' }, { createdAt: 'asc' }],
-        });
-        for (const row of openDocs) {
-          if (!settleLeft.greaterThan(0)) break;
-          const remaining = row.amount.minus(this.settledOf(row.movements));
-          if (!remaining.greaterThan(0)) continue;
-          const slice = settleLeft.lessThan(remaining) ? settleLeft : remaining;
-          const status = slice.equals(remaining) ? 'settled' : 'partial';
-          await tx.financialMovement.create({
-            data: {
-              organizationId: actor.organizationId,
-              accountId: input.accountId,
-              documentId: row.id,
-              direction: input.kind === 'income' ? 'in' : 'out',
-              amount: slice,
-              kind: input.kind === 'income' ? 'receipt' : 'payment',
-              occurredAt: startOfDay(input.settledAt ?? undefined) ?? bookedAt,
-              memo: title,
-              createdById: actor.userId,
-            },
-          });
-          await tx.financialDocument.update({
-            where: { id: row.id },
-            data: { status, accountId: input.accountId },
-          });
-          if (status === 'settled') {
-            await tx.financialRecurringOccurrence.updateMany({
-              where: { documentId: row.id, status: 'pending' },
-              data: { status: 'confirmed' },
-            });
-          }
-          touchedId = row.id;
-          settleLeft = settleLeft.minus(slice);
-          amountLeft = amountLeft.minus(slice);
-        }
-      }
-      if (!amountLeft.greaterThan(0)) {
-        return tx.financialDocument.findUniqueOrThrow({
-          where: { id: touchedId },
-          include: { category: true, account: true, movements: true },
-        });
-      }
       const reference = await this.nextDocumentReference(
         tx,
         actor.organizationId,
@@ -636,7 +589,7 @@ export class TreasuryService {
           organizationId: actor.organizationId,
           kind: input.kind,
           title,
-          amount: amountLeft,
+          amount,
           bookedAt,
           dueAt: input.dueAt ? startOfDay(input.dueAt) : null,
           categoryId: input.categoryId || null,
@@ -647,20 +600,20 @@ export class TreasuryService {
           partyName: party.partyName,
           accountId: input.accountId || null,
           method: input.method || null,
-          status: settleLeft.equals(0) ? 'open' : settleLeft.equals(amountLeft) ? 'settled' : 'partial',
+          status: settle.equals(0) ? 'open' : settle.equals(amount) ? 'settled' : 'partial',
           reference,
           notes: input.notes?.trim() || null,
           createdById: actor.userId,
         },
       });
-      if (settleLeft.greaterThan(0) && input.accountId) {
+      if (settle.greaterThan(0) && input.accountId) {
         await tx.financialMovement.create({
           data: {
             organizationId: actor.organizationId,
             accountId: input.accountId,
             documentId: created.id,
             direction: input.kind === 'income' ? 'in' : 'out',
-            amount: settleLeft,
+            amount: settle,
             kind: input.kind === 'income' ? 'receipt' : 'payment',
             occurredAt: startOfDay(input.settledAt ?? undefined) ?? bookedAt,
             memo: title,
@@ -669,6 +622,45 @@ export class TreasuryService {
           },
         });
       }
+      if (payExisting && input.accountId) {
+        const leftover = await this.allocatePartyBalance(tx, actor, {
+          party,
+          sourceId: created.id,
+          kind: input.kind,
+          amount: settle,
+          accountId: input.accountId,
+          occurredAt: startOfDay(input.settledAt ?? undefined) ?? bookedAt,
+          memo: title,
+        });
+        if (leftover.greaterThan(0)) {
+          const opposite = input.kind === 'income' ? 'expense' : 'income';
+          const oppositeRef = await this.nextDocumentReference(
+            tx,
+            actor.organizationId,
+            opposite,
+            input.bookedAt,
+            bookedAt,
+          );
+          await tx.financialDocument.create({
+            data: {
+              organizationId: actor.organizationId,
+              kind: opposite,
+              title,
+              amount: leftover,
+              bookedAt,
+              personId: party.personId,
+              companyId: party.companyId,
+              userId: party.userId,
+              partyKind: party.partyKind,
+              partyName: party.partyName,
+              status: 'open',
+              reference: oppositeRef,
+              notes: `source:${created.id}`,
+              createdById: actor.userId,
+            },
+          });
+        }
+      }
       return tx.financialDocument.findUniqueOrThrow({
         where: { id: created.id },
         include: { category: true, account: true, movements: true },
@@ -1115,16 +1107,51 @@ export class TreasuryService {
     });
     if (!doc || doc.voidedAt) throw new NotFoundException('سند پیدا نشد.');
     const now = new Date();
-    await this.prisma.$transaction([
-      this.prisma.financialMovement.updateMany({
+    await this.prisma.$transaction(async (tx) => {
+      const allocations = await tx.financialMovement.findMany({
+        where: { organizationId: actor.organizationId, reference: `alloc:${doc.id}`, voidedAt: null },
+        select: { documentId: true },
+      });
+      await tx.financialMovement.updateMany({
         where: { documentId: doc.id, voidedAt: null },
         data: { voidedAt: now },
-      }),
-      this.prisma.financialDocument.update({
+      });
+      await tx.financialMovement.updateMany({
+        where: { organizationId: actor.organizationId, reference: `alloc:${doc.id}`, voidedAt: null },
+        data: { voidedAt: now },
+      });
+      await tx.financialDocument.update({
         where: { id: doc.id },
         data: { status: 'void', voidedAt: now, voidReason: reason?.trim() || 'ابطال' },
-      }),
-    ]);
+      });
+      const excess = await tx.financialDocument.findMany({
+        where: {
+          organizationId: actor.organizationId,
+          notes: `source:${doc.id}`,
+          voidedAt: null,
+          status: { in: ['open', 'partial'] },
+        },
+        include: { movements: { select: { voidedAt: true } } },
+      });
+      for (const child of excess) {
+        if (child.movements.some((row) => !row.voidedAt)) continue;
+        await tx.financialDocument.update({
+          where: { id: child.id },
+          data: { status: 'void', voidedAt: now, voidReason: 'ابطال سند مبدأ' },
+        });
+      }
+      const affected = [...new Set(allocations.map((row) => row.documentId).filter((id): id is string => Boolean(id)))];
+      for (const documentId of affected) {
+        const row = await tx.financialDocument.findUnique({
+          where: { id: documentId },
+          include: { movements: { select: { amount: true, voidedAt: true } } },
+        });
+        if (!row || row.voidedAt || row.status === 'void') continue;
+        const settled = this.settledOf(row.movements);
+        const status = settled.equals(0) ? 'open' : settled.greaterThanOrEqualTo(row.amount) ? 'settled' : 'partial';
+        await tx.financialDocument.update({ where: { id: row.id }, data: { status } });
+      }
+    });
     const fresh = await this.prisma.financialDocument.findUniqueOrThrow({
       where: { id: doc.id },
       include: { category: true, account: true, movements: true },
@@ -1329,6 +1356,76 @@ export class TreasuryService {
     };
   }
 
+  /** مبلغ قطعی را از ماندهٔ باز همان طرف کم می‌کند؛ اول سندهای هم‌نوع، بعد طرف مقابل. روی موجودی حساب اثر ندارد. */
+  private async allocatePartyBalance(
+    tx: Prisma.TransactionClient,
+    actor: Actor,
+    input: {
+      party: { partyKind: string; personId: string | null; companyId: string | null; userId: string | null };
+      sourceId: string;
+      kind: 'income' | 'expense';
+      amount: Prisma.Decimal;
+      accountId: string;
+      occurredAt: Date;
+      memo: string;
+    },
+  ): Promise<Prisma.Decimal> {
+    const scope = await this.accountScope(actor);
+    const openDocs = await tx.financialDocument.findMany({
+      where: {
+        organizationId: actor.organizationId,
+        id: { not: input.sourceId },
+        voidedAt: null,
+        status: { in: ['open', 'partial'] },
+        partyKind: input.party.partyKind,
+        ...(input.party.personId ? { personId: input.party.personId } : {}),
+        ...(input.party.companyId ? { companyId: input.party.companyId } : {}),
+        ...(input.party.userId ? { userId: input.party.userId } : {}),
+        ...(scope ? { OR: [{ accountId: null }, { accountId: { in: scope } }] } : {}),
+      },
+      include: { movements: { select: { amount: true, voidedAt: true } } },
+      orderBy: [{ bookedAt: 'asc' }, { createdAt: 'asc' }],
+    });
+    const ordered = [
+      ...openDocs.filter((row) => row.kind === input.kind),
+      ...openDocs.filter((row) => row.kind !== input.kind),
+    ];
+    let left = input.amount;
+    for (const row of ordered) {
+      if (!left.greaterThan(0)) break;
+      const remaining = row.amount.minus(this.settledOf(row.movements));
+      if (!remaining.greaterThan(0)) continue;
+      const slice = left.lessThan(remaining) ? left : remaining;
+      const status = slice.equals(remaining) ? 'settled' : 'partial';
+      await tx.financialMovement.create({
+        data: {
+          organizationId: actor.organizationId,
+          accountId: input.accountId,
+          documentId: row.id,
+          direction: row.kind === 'income' ? 'in' : 'out',
+          amount: slice,
+          kind: 'allocation',
+          occurredAt: input.occurredAt,
+          memo: input.memo,
+          reference: `alloc:${input.sourceId}`,
+          createdById: actor.userId,
+        },
+      });
+      await tx.financialDocument.update({
+        where: { id: row.id },
+        data: { status },
+      });
+      if (status === 'settled') {
+        await tx.financialRecurringOccurrence.updateMany({
+          where: { documentId: row.id, status: 'pending' },
+          data: { status: 'confirmed' },
+        });
+      }
+      left = left.minus(slice);
+    }
+    return left;
+  }
+
   private settledOf(movements: Array<{ amount: Prisma.Decimal; voidedAt: Date | null }>) {
     return movements
       .filter((row) => !row.voidedAt)
@@ -1337,7 +1434,7 @@ export class TreasuryService {
 
   private async accountBalance(accountId: string) {
     const rows = await this.prisma.financialMovement.findMany({
-      where: { accountId, voidedAt: null },
+      where: { accountId, voidedAt: null, kind: { not: 'allocation' } },
       select: { direction: true, amount: true },
     });
     return rows.reduce(
@@ -1412,7 +1509,7 @@ export class TreasuryService {
     const from = startOfDay(range?.from);
     const to = startOfDay(range?.to);
     const movements = await this.prisma.financialMovement.findMany({
-      where: { accountId: account.id, voidedAt: null },
+      where: { accountId: account.id, voidedAt: null, kind: { not: 'allocation' } },
       select: { direction: true, amount: true, kind: true, occurredAt: true },
     });
     let balance = new Prisma.Decimal(0);
diff --git a/apps/web/src/components/treasury/TreasuryNav.vue b/apps/web/src/components/treasury/TreasuryNav.vue
index 2fb2bb7..1fc283f 100644
--- a/apps/web/src/components/treasury/TreasuryNav.vue
+++ b/apps/web/src/components/treasury/TreasuryNav.vue
@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { computed } from 'vue';
+import { computed, nextTick, ref, watch } from 'vue';
 import { useRoute, useRouter } from 'vue-router';
 import { Segmented as ASegmented } from 'ant-design-vue';
 import { treasurySectionAllowed, type TreasurySectionKey } from '@mento/shared';
@@ -8,6 +8,7 @@ import { useAuthStore } from '@/stores/auth';
 const route = useRoute();
 const router = useRouter();
 const auth = useAuthStore();
+const scroller = ref<HTMLElement | null>(null);
 
 const links = computed(() => {
   const role = auth.user?.role;
@@ -41,6 +42,17 @@ const active = computed(() => {
   return '/finance';
 });
 
+watch(
+  active,
+  async () => {
+    await nextTick();
+    scroller.value
+      ?.querySelector('.ant-segmented-item-selected')
+      ?.scrollIntoView({ inline: 'center', block: 'nearest' });
+  },
+  { immediate: true },
+);
+
 function onChange(value: string | number) {
   const next = String(value);
   if (next && next !== route.path) void router.push(next);
@@ -49,6 +61,7 @@ function onChange(value: string | number) {
 
 <template>
   <div
+    ref="scroller"
     :style="{
       width: '100%',
       overflowX: 'auto',
diff --git a/apps/web/src/components/treasury/TreasuryPartyBalanceTable.vue b/apps/web/src/components/treasury/TreasuryPartyBalanceTable.vue
index 4dd929b..4afc541 100644
--- a/apps/web/src/components/treasury/TreasuryPartyBalanceTable.vue
+++ b/apps/web/src/components/treasury/TreasuryPartyBalanceTable.vue
@@ -1,14 +1,24 @@
 <script setup lang="ts">
 import { computed } from 'vue';
-import { Table as ATable } from 'ant-design-vue';
+import {
+  Flex as AFlex,
+  List as AList,
+  Table as ATable,
+  Typography,
+} from 'ant-design-vue';
 import type { TreasuryPartyBalanceDto } from '@mento/shared';
 import { toman } from '@/views/treasury/treasury-format';
+import { useTreasuryMobile } from '@/views/treasury/useTreasuryMobile';
 
 const props = defineProps<{
   rows: TreasuryPartyBalanceDto[];
   settledLabel: string;
 }>();
 
+const isMobile = useTreasuryMobile();
+const { Text: ATypographyText } = Typography;
+const AListItem = AList.Item;
+
 const kindLabel: Record<string, string> = {
   person: 'مشتری',
   company: 'شرکت',
@@ -39,10 +49,43 @@ const columns = computed(() => [
     customRender: ({ record }: { record: TreasuryPartyBalanceDto }) => toman(record.remaining),
   },
 ]);
+
+function kindOf(record: TreasuryPartyBalanceDto) {
+  return (record.partyKind && kindLabel[record.partyKind]) || 'ثبت قبلی';
+}
 </script>
 
 <template>
+  <a-list
+    v-if="isMobile"
+    :data-source="rows"
+    :locale="{ emptyText: 'مانده‌ای نیست.' }"
+  >
+    <template #renderItem="{ item }">
+      <a-list-item>
+        <a-flex vertical :gap="4" style="width: 100%">
+          <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+            <a-typography-text strong>{{ item.partyName }}</a-typography-text>
+            <a-typography-text type="secondary">{{ kindOf(item) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">مبلغ کل</a-typography-text>
+            <a-typography-text>{{ toman(item.amount) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">{{ settledLabel }}</a-typography-text>
+            <a-typography-text>{{ toman(item.settledAmount) }}</a-typography-text>
+          </a-flex>
+          <a-flex justify="space-between" align="center" :gap="8">
+            <a-typography-text type="secondary">مانده</a-typography-text>
+            <a-typography-text strong>{{ toman(item.remaining) }}</a-typography-text>
+          </a-flex>
+        </a-flex>
+      </a-list-item>
+    </template>
+  </a-list>
   <a-table
+    v-else
     :columns="columns"
     :data-source="rows"
     :pagination="false"
diff --git a/apps/web/src/components/treasury/TreasuryPartySelect.vue b/apps/web/src/components/treasury/TreasuryPartySelect.vue
index 23fabef..fdea88e 100644
--- a/apps/web/src/components/treasury/TreasuryPartySelect.vue
+++ b/apps/web/src/components/treasury/TreasuryPartySelect.vue
@@ -25,6 +25,11 @@ const ASelectOption = ASelect.Option;
 const ASelectOptGroup = ASelect.OptGroup;
 const { Text: ATypographyText } = Typography;
 
+withDefaults(
+  defineProps<{ allowOther?: boolean; placeholder?: string }>(),
+  { allowOther: true, placeholder: 'مشتری، شرکت، کاربر یا سایر' },
+);
+
 const kind = defineModel<FinancialPartyKind | undefined>('kind');
 const partyId = defineModel<string | undefined>('partyId');
 
@@ -156,12 +161,12 @@ onMounted(() => {
       :filter-option="false"
       :loading="loading"
       :value="selectValue"
-      placeholder="مشتری، شرکت، کاربر یا سایر"
+      :placeholder="placeholder"
       style="width: 100%"
       @search="onSearch"
       @change="onChange"
     >
-      <a-select-option value="other" label="سایر">سایر</a-select-option>
+      <a-select-option v-if="allowOther" value="other" label="سایر">سایر</a-select-option>
       <a-select-opt-group v-if="peopleOptions.length" label="مشتریان">
         <a-select-option
           v-for="row in peopleOptions"
diff --git a/apps/web/src/views/treasury/TreasuryAccountView.vue b/apps/web/src/views/treasury/TreasuryAccountView.vue
index b483496..90755f9 100644
--- a/apps/web/src/views/treasury/TreasuryAccountView.vue
+++ b/apps/web/src/views/treasury/TreasuryAccountView.vue
@@ -16,12 +16,16 @@ import {
   Space as ASpace,
   Statistic as AStatistic,
   Table as ATable,
+  Descriptions as ADescriptions,
+  DescriptionsItem as ADescriptionsItem,
+  List as AList,
 } from 'ant-design-vue';
 import type { TableColumnsType } from 'ant-design-vue';
 import { api } from '@/lib/api';
 import type { FinancialAccountDto, FinancialMovementDto } from '@mento/shared';
 import MoneyInput from '@/components/MoneyInput.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { formatJalaliNumeric } from '@/lib/jalali';
 import { parseMoneyNumber } from '@/lib/money';
 import { useTreasuryPageChrome } from './treasuryPageChrome';
@@ -37,6 +41,8 @@ const reason = ref('');
 const note = ref('');
 const busy = ref(false);
 
+const isMobile = useTreasuryMobile();
+const AListItem = AList.Item;
 const columns: TableColumnsType<FinancialMovementDto> = [
   {
     title: 'تاریخ',
@@ -190,8 +196,29 @@ onUnmounted(() => {
 
         <a-divider orientation="right">گردش حساب</a-divider>
         <a-empty v-if="!items.length" description="گردشی ثبت نشده است." />
+        <a-list v-else-if="isMobile" :data-source="items">
+          <template #renderItem="{ item }">
+            <a-list-item>
+              <a-card :title="formatJalaliNumeric(new Date(item.occurredAt))" style="width: 100%">
+                <a-descriptions :column="1" bordered>
+                  <a-descriptions-item label="شرح">{{ item.memo || '—' }}</a-descriptions-item>
+                  <a-descriptions-item label="نوع">{{ item.kindLabel }}</a-descriptions-item>
+                  <a-descriptions-item label="ورودی">
+                    {{ item.direction === 'in' ? toman(item.amount) : '—' }}
+                  </a-descriptions-item>
+                  <a-descriptions-item label="خروجی">
+                    {{ item.direction === 'out' ? toman(item.amount) : '—' }}
+                  </a-descriptions-item>
+                  <a-descriptions-item label="مانده">
+                    {{ item.balanceAfter ? toman(item.balanceAfter) : '—' }}
+                  </a-descriptions-item>
+                </a-descriptions>
+              </a-card>
+            </a-list-item>
+          </template>
+        </a-list>
         <a-table
-          v-else
+          v-else-if="items.length"
           :columns="columns"
           :data-source="items"
           :pagination="false"
diff --git a/apps/web/src/views/treasury/TreasuryAccountsView.vue b/apps/web/src/views/treasury/TreasuryAccountsView.vue
index 1a5a823..29b794c 100644
--- a/apps/web/src/views/treasury/TreasuryAccountsView.vue
+++ b/apps/web/src/views/treasury/TreasuryAccountsView.vue
@@ -27,9 +27,11 @@ import type { FinancialAccountDto, FinancialAccountType, OrgUserDto } from '@men
 import MoneyInput from '@/components/MoneyInput.vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { parseMoneyNumber } from '@/lib/money';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
@@ -420,7 +422,7 @@ onMounted(() => {
 
         <a-divider orientation="right">فهرست حساب‌ها</a-divider>
         <a-empty v-if="!accounts.length" description="حسابی ثبت نشده است." />
-        <a-list v-else item-layout="horizontal" :data-source="accounts">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="accounts">
           <template #renderItem="{ item }">
             <a-list-item>
               <template #actions>
diff --git a/apps/web/src/views/treasury/TreasuryCategoriesView.vue b/apps/web/src/views/treasury/TreasuryCategoriesView.vue
index 26864fd..e2a1340 100644
--- a/apps/web/src/views/treasury/TreasuryCategoriesView.vue
+++ b/apps/web/src/views/treasury/TreasuryCategoriesView.vue
@@ -23,8 +23,10 @@ import {
 } from 'ant-design-vue';
 import { api } from '@/lib/api';
 import type { FinancialCategoryDto } from '@mento/shared';
+import { useTreasuryMobile } from './useTreasuryMobile';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
@@ -151,7 +153,7 @@ onMounted(() => {
 
       <a-divider orientation="right">درآمد</a-divider>
       <a-empty v-if="!incomeRows.length" description="دسته درآمدی نیست." />
-      <a-list v-else item-layout="horizontal" :data-source="incomeRows">
+      <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="incomeRows">
         <template #renderItem="{ item }">
           <a-list-item>
             <template #actions>
@@ -176,7 +178,7 @@ onMounted(() => {
 
       <a-divider orientation="right">هزینه</a-divider>
       <a-empty v-if="!expenseRows.length" description="دسته هزینه‌ای نیست." />
-      <a-list v-else item-layout="horizontal" :data-source="expenseRows">
+      <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="expenseRows">
         <template #renderItem="{ item }">
           <a-list-item>
             <template #actions>
diff --git a/apps/web/src/views/treasury/TreasuryExpensesView.vue b/apps/web/src/views/treasury/TreasuryExpensesView.vue
index 847a96d..4f7f33e 100644
--- a/apps/web/src/views/treasury/TreasuryExpensesView.vue
+++ b/apps/web/src/views/treasury/TreasuryExpensesView.vue
@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { computed, onMounted, ref } from 'vue';
+import { computed, onMounted, ref, watch } from 'vue';
 import axios from 'axios';
 import {
   Alert as AAlert,
@@ -14,11 +14,13 @@ import {
   Input as AInput,
   List as AList,
   Row as ARow,
+  Segmented as ASegmented,
   Select as ASelect,
   Typography,
   message,
 } from 'ant-design-vue';
 import { api } from '@/lib/api';
+import { formatLocalDateInput } from '@/lib/jalali';
 import type {
   FinancialAccountDto,
   FinancialCategoryDto,
@@ -26,18 +28,20 @@ import type {
   FinancialPartyKind,
   TreasuryPartyBalanceDto,
 } from '@mento/shared';
+import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import MoneyInput from '@/components/MoneyInput.vue';
 import TreasuryPartyBalanceTable from '@/components/treasury/TreasuryPartyBalanceTable.vue';
 import TreasuryPartySelect from '@/components/treasury/TreasuryPartySelect.vue';
 import { useSettleDefault } from '@/components/treasury/useSettleDefault';
 import { partyNetPosition, toman } from './treasury-format';
-import { parseMoneyNumber } from '@/lib/money';
+import { useTreasuryMobile } from './useTreasuryMobile';
 
 const { Text: ATypographyText } = Typography;
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
 
+const isMobile = useTreasuryMobile();
 const kind = 'expense' as const;
 const rows = ref<FinancialDocumentDto[]>([]);
 const balances = ref<TreasuryPartyBalanceDto[]>([]);
@@ -58,10 +62,17 @@ const form = ref({
   settleAmount: '',
   method: 'transfer',
   notes: '',
+  bookedAt: formatLocalDateInput(new Date()),
 });
 const settleMirror = useSettleDefault(form);
 
 const settleLabel = 'مبلغ پرداخت‌شده';
+const entryMode = ref<'settlement' | 'accrual'>('settlement');
+const isSettlement = computed(() => entryMode.value === 'settlement');
+const entryOptions = [
+  { label: 'پرداخت', value: 'settlement' },
+  { label: 'هزینه', value: 'accrual' },
+];
 const statusLabel: Record<string, string> = {
   open: 'پرداخت‌نشده',
   partial: 'جزئی',
@@ -134,46 +145,61 @@ async function createDoc() {
   error.value = '';
   ok.value = '';
   try {
-    const amount = parseMoneyNumber(String(form.value.amount ?? ''), 0);
+    const settlement = isSettlement.value;
+    const settleAmount = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+    const amount = settlement
+      ? settleAmount
+      : parseMoneyNumber(String(form.value.amount ?? ''), 0);
     if (amount == null || amount <= 0) {
-      error.value = 'مبلغ کل معتبر نیست.';
+      error.value = settlement ? 'مبلغ پرداخت‌شده معتبر نیست.' : 'مبلغ کل معتبر نیست.';
       return;
     }
     if (!form.value.partyKind || (form.value.partyKind !== 'other' && !form.value.partyId)) {
       error.value = 'طرف حساب را انتخاب کنید.';
       return;
     }
-    const settleAmount = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
-    if (form.value.partyKind === 'other' && settleAmount !== amount) {
+    if (settlement && form.value.partyKind === 'other') {
+      error.value = 'برای پرداخت، طرف حساب واقعی لازم است.';
+      return;
+    }
+    if (!settlement && form.value.partyKind === 'other' && settleAmount !== amount) {
       error.value = 'برای سایر، مبلغ پرداخت‌شده باید با مبلغ کل یکی باشد.';
       return;
     }
+    if (!settlement && settleAmount > amount) {
+      error.value = 'مبلغ پرداخت‌شده از مبلغ کل بیشتر است.';
+      return;
+    }
+    if ((settlement || settleAmount > 0) && !form.value.accountId) {
+      error.value = 'حساب را انتخاب کنید.';
+      return;
+    }
     const partyKey =
       form.value.partyKind && form.value.partyKind !== 'other' && form.value.partyId
         ? `${form.value.partyKind}:${form.value.partyId}`
         : '';
-    const openBalance = partyKey
-      ? Number(
-          balances.value.find((row) => row.key === partyKey)?.documentRemaining ||
-            balances.value.find((row) => row.key === partyKey)?.remaining ||
-            0,
-        )
+    const payable = partyKey
+      ? Number(balances.value.find((row) => row.key === partyKey)?.documentRemaining || 0)
       : 0;
-    const collectsBalance =
-      Boolean(partyKey) && settleAmount === amount && settleAmount > 0 && openBalance > 0;
+    const receivable = partyKey
+      ? Number(receivableBalances.value.find((row) => row.key === partyKey)?.documentRemaining || 0)
+      : 0;
+    const collectsBalance = settlement && (payable > 0 || receivable > 0);
     const { data } = await api.post<FinancialDocumentDto>('/treasury/documents', {
       kind,
+      settlement,
       title: form.value.title,
       amount,
-      categoryId: form.value.categoryId || null,
+      categoryId: settlement ? null : form.value.categoryId || null,
       partyKind: form.value.partyKind,
       personId: form.value.partyKind === 'person' ? form.value.partyId : null,
       companyId: form.value.partyKind === 'company' ? form.value.partyId : null,
       userId: form.value.partyKind === 'user' ? form.value.partyId : null,
       accountId: form.value.accountId || null,
-      settleAmount,
+      settleAmount: settlement ? amount : settleAmount,
       method: form.value.method,
       notes: form.value.notes || null,
+      bookedAt: form.value.bookedAt || undefined,
     });
     settleMirror.reset();
     form.value = {
@@ -186,6 +212,7 @@ async function createDoc() {
       settleAmount: '',
       method: 'transfer',
       notes: '',
+      bookedAt: formatLocalDateInput(new Date()),
     };
     ok.value = collectsBalance
       ? `${toman(settleAmount)} از ماندهٔ طرف حساب کم شد.`
@@ -204,6 +231,9 @@ const partyRules = [
   {
     validator: async () => {
       if (!form.value.partyKind) throw new Error('طرف حساب الزامی است');
+      if (isSettlement.value && form.value.partyKind === 'other') {
+        throw new Error('برای پرداخت، طرف حساب واقعی لازم است');
+      }
       if (form.value.partyKind !== 'other' && !form.value.partyId) {
         throw new Error('طرف حساب را انتخاب کنید');
       }
@@ -211,6 +241,33 @@ const partyRules = [
   },
 ];
 
+const accountRules = [
+  {
+    validator: async () => {
+      const settled = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+      if ((isSettlement.value || settled > 0) && !form.value.accountId) {
+        throw new Error('حساب را انتخاب کنید');
+      }
+    },
+  },
+];
+
+const remainingAmount = computed(() => {
+  const total = parseMoneyNumber(String(form.value.amount ?? ''), 0) ?? 0;
+  const settled = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+  return Math.max(0, total - settled);
+});
+
+watch(entryMode, () => {
+  settleMirror.reset();
+  form.value.amount = '';
+  form.value.settleAmount = '';
+  if (isSettlement.value && form.value.partyKind === 'other') {
+    form.value.partyKind = undefined;
+    form.value.partyId = undefined;
+  }
+});
+
 const partyPosition = computed(() => {
   const partyKind = form.value.partyKind;
   const id = form.value.partyId;
@@ -244,7 +301,10 @@ onMounted(() => {
       <a-alert v-if="ok" type="success" show-icon :message="ok" />
 
       <a-card :bordered="false">
-        <a-divider orientation="right">سند جدید</a-divider>
+        <a-flex align="center" justify="space-between" wrap="wrap" gap="small">
+          <a-typography-text strong>سند جدید</a-typography-text>
+          <a-segmented v-model:value="entryMode" :options="entryOptions" />
+        </a-flex>
         <a-form
           layout="vertical"
           :model="form"
@@ -256,7 +316,12 @@ onMounted(() => {
               <a-form-item label="طرف حساب" name="partyKind" :rules="partyRules">
                 <a-row :gutter="8" align="middle">
                   <a-col :span="partyPosition ? 16 : 24">
-                    <TreasuryPartySelect v-model:kind="form.partyKind" v-model:party-id="form.partyId" />
+                    <TreasuryPartySelect
+                      v-model:kind="form.partyKind"
+                      v-model:party-id="form.partyId"
+                      :allow-other="!isSettlement"
+                      :placeholder="isSettlement ? 'مشتری، شرکت یا کاربر' : undefined"
+                    />
                   </a-col>
                   <a-col v-if="partyPosition" :span="8">
                     <a-typography-text :type="partyPosition.type">{{ partyPosition.text }}</a-typography-text>
@@ -273,7 +338,7 @@ onMounted(() => {
                 <a-input v-model:value="form.title" />
               </a-form-item>
             </a-col>
-            <a-col :xs="24" :md="8">
+            <a-col v-if="!isSettlement" :xs="24" :md="8">
               <a-form-item
                 label="مبلغ کل"
                 name="amount"
@@ -283,11 +348,25 @@ onMounted(() => {
               </a-form-item>
             </a-col>
             <a-col :xs="24" :md="8">
-              <a-form-item :label="settleLabel" name="settleAmount">
-                <MoneyInput addon-after="تومان" v-model="form.settleAmount" :decimals="0" :disabled="form.partyKind === 'other'" />
+              <a-form-item
+                :label="settleLabel"
+                name="settleAmount"
+                :rules="isSettlement ? [{ required: true, message: 'مبلغ را وارد کنید' }] : []"
+              >
+                <MoneyInput
+                  addon-after="تومان"
+                  v-model="form.settleAmount"
+                  :decimals="0"
+                  :disabled="!isSettlement && form.partyKind === 'other'"
+                />
               </a-form-item>
             </a-col>
-            <a-col :xs="24" :md="8">
+            <a-col v-if="!isSettlement" :xs="24" :md="8">
+              <a-form-item label="مانده این سند">
+                <a-typography-text>{{ toman(remainingAmount) }}</a-typography-text>
+              </a-form-item>
+            </a-col>
+            <a-col v-if="!isSettlement" :xs="24" :md="8">
               <a-form-item label="دسته‌بندی" name="categoryId">
                 <a-select show-search option-filter-prop="label"
                   v-model:value="form.categoryId"
@@ -302,7 +381,7 @@ onMounted(() => {
               </a-form-item>
             </a-col>
             <a-col :xs="24" :md="8">
-              <a-form-item label="حساب" name="accountId">
+              <a-form-item label="حساب" name="accountId" :rules="accountRules">
                 <a-select show-search option-filter-prop="label"
                   v-model:value="form.accountId"
                   allow-clear
@@ -324,8 +403,18 @@ onMounted(() => {
                 </a-select>
               </a-form-item>
             </a-col>
+            <a-col :xs="24" :md="8">
+              <a-form-item label="تاریخ" name="bookedAt">
+                <JalaliDateInput v-model="form.bookedAt" />
+              </a-form-item>
+            </a-col>
+            <a-col v-if="!isSettlement" :span="24">
+              <a-form-item label="توضیحات" name="notes">
+                <a-input v-model:value="form.notes" />
+              </a-form-item>
+            </a-col>
           </a-row>
-          <a-button type="primary" html-type="submit" :loading="saving">ثبت</a-button>
+          <a-button type="primary" html-type="submit" :block="isMobile" :loading="saving">ثبت</a-button>
         </a-form>
 
         <a-divider orientation="right">مانده پرداختنی</a-divider>
@@ -349,10 +438,10 @@ onMounted(() => {
         </a-form>
 
         <a-empty v-if="!rows.length" description="سندی نیست." />
-        <a-list v-else item-layout="horizontal" :data-source="rows">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="rows">
           <template #renderItem="{ item }">
             <a-list-item>
-              <template #actions>
+              <template v-if="!isMobile" #actions>
                 <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
                 <a-button
                   v-if="item.status !== 'void'"
@@ -363,7 +452,29 @@ onMounted(() => {
                   ابطال
                 </a-button>
               </template>
-              <a-list-item-meta>
+              <a-flex v-if="isMobile" vertical :gap="4" style="width: 100%">
+                <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+                  <a-typography-text strong>{{ item.title }}</a-typography-text>
+                  <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
+                </a-flex>
+                <a-typography-text type="secondary">
+                  {{ item.partyName || 'بدون طرف حساب' }} · {{ statusLabel[item.status] ?? item.status }}
+                </a-typography-text>
+                <a-typography-text v-if="item.reference" type="secondary">پیگیری {{ item.reference }}</a-typography-text>
+                <a-typography-text v-if="item.categoryName" type="secondary">{{ item.categoryName }}</a-typography-text>
+                <a-flex justify="space-between" align="center">
+                  <a-typography-text>مانده {{ toman(item.remaining) }}</a-typography-text>
+                  <a-button
+                    v-if="item.status !== 'void'"
+                    type="link"
+                    danger
+                    @click="voidDoc(item.id)"
+                  >
+                    ابطال
+                  </a-button>
+                </a-flex>
+              </a-flex>
+              <a-list-item-meta v-else>
                 <template #title>{{ item.title }}</template>
                 <template #description>{{ docLine(item) }}</template>
               </a-list-item-meta>
diff --git a/apps/web/src/views/treasury/TreasuryHomeView.vue b/apps/web/src/views/treasury/TreasuryHomeView.vue
index 1fe5a8b..7365ffa 100644
--- a/apps/web/src/views/treasury/TreasuryHomeView.vue
+++ b/apps/web/src/views/treasury/TreasuryHomeView.vue
@@ -15,8 +15,10 @@ import {
 import { api } from '@/lib/api';
 import type { TreasuryDashboardDto } from '@mento/shared';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 
@@ -75,7 +77,7 @@ onMounted(async () => {
               />
               <a-list
                 v-else
-                item-layout="horizontal"
+                :item-layout="isMobile ? 'vertical' : 'horizontal'"
                 :data-source="data.upcomingInstallments"
               >
                 <template #renderItem="{ item }">
@@ -102,7 +104,7 @@ onMounted(async () => {
               />
               <a-list
                 v-else
-                item-layout="horizontal"
+                :item-layout="isMobile ? 'vertical' : 'horizontal'"
                 :data-source="data.upcomingPayables"
               >
                 <template #renderItem="{ item }">
@@ -127,7 +129,7 @@ onMounted(async () => {
           />
           <a-list
             v-else
-            item-layout="horizontal"
+            :item-layout="isMobile ? 'vertical' : 'horizontal'"
             :data-source="data.recent"
           >
             <template #renderItem="{ item }">
diff --git a/apps/web/src/views/treasury/TreasuryIncomesView.vue b/apps/web/src/views/treasury/TreasuryIncomesView.vue
index 9e4bade..23eb27b 100644
--- a/apps/web/src/views/treasury/TreasuryIncomesView.vue
+++ b/apps/web/src/views/treasury/TreasuryIncomesView.vue
@@ -1,9 +1,8 @@
 <script setup lang="ts">
-import { computed, h, onMounted, ref } from 'vue';
+import { computed, onMounted, ref, watch } from 'vue';
 import axios from 'axios';
 import {
   Alert as AAlert,
-  Avatar as AAvatar,
   Button as AButton,
   Card as ACard,
   Col as ACol,
@@ -18,23 +17,9 @@ import {
   Row as ARow,
   Segmented as ASegmented,
   Select as ASelect,
-  Space as ASpace,
-  Textarea as ATextarea,
   Typography,
   message,
-  theme,
 } from 'ant-design-vue';
-import type { FormInstance } from 'ant-design-vue';
-import {
-  ArrowDownOutlined,
-  BankOutlined,
-  CheckOutlined,
-  ClockCircleOutlined,
-  CreditCardOutlined,
-  FileTextOutlined,
-  InfoCircleOutlined,
-  TagOutlined,
-} from '@ant-design/icons-vue';
 import { api } from '@/lib/api';
 import { formatLocalDateInput } from '@/lib/jalali';
 import type {
@@ -42,7 +27,6 @@ import type {
   FinancialCategoryDto,
   FinancialDocumentDto,
   FinancialPartyKind,
-  TreasuryDashboardDto,
   TreasuryPartyBalanceDto,
 } from '@mento/shared';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
@@ -57,7 +41,6 @@ const { Text: ATypographyText } = Typography;
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
-const { token } = theme.useToken();
 const screens = Grid.useBreakpoint();
 const isMobile = computed(() => !screens.value.md);
 
@@ -67,13 +50,10 @@ const balances = ref<TreasuryPartyBalanceDto[]>([]);
 const payableBalances = ref<TreasuryPartyBalanceDto[]>([]);
 const categories = ref<FinancialCategoryDto[]>([]);
 const accounts = ref<FinancialAccountDto[]>([]);
-const dashboard = ref<TreasuryDashboardDto | null>(null);
 const error = ref('');
 const ok = ref('');
 const saving = ref(false);
 const q = ref('');
-const formTab = ref<'main' | 'extra'>('main');
-const mobileFormRef = ref<FormInstance>();
 
 function emptyForm() {
   return {
@@ -94,6 +74,12 @@ const form = ref(emptyForm());
 const settleMirror = useSettleDefault(form);
 
 const settleLabel = 'مبلغ دریافت‌شده';
+const entryMode = ref<'settlement' | 'accrual'>('settlement');
+const isSettlement = computed(() => entryMode.value === 'settlement');
+const entryOptions = [
+  { label: 'دریافت', value: 'settlement' },
+  { label: 'درآمد', value: 'accrual' },
+];
 const statusLabel: Record<string, string> = {
   open: 'دریافت‌نشده',
   partial: 'جزئی',
@@ -109,23 +95,13 @@ const methodOptions = [
   { value: 'other', label: 'سایر' },
 ];
 
-const formTabOptions = [
-  {
-    value: 'main',
-    payload: 'main',
-    label: h('span', {}, [h(InfoCircleOutlined), ' اطلاعات اصلی']),
-  },
-  {
-    value: 'extra',
-    payload: 'extra',
-    label: h('span', {}, [h(FileTextOutlined), ' جزئیات تکمیلی']),
-  },
-];
-
 const partyRules = [
   {
     validator: async () => {
       if (!form.value.partyKind) throw new Error('طرف حساب الزامی است');
+      if (isSettlement.value && form.value.partyKind === 'other') {
+        throw new Error('برای دریافت، طرف حساب واقعی لازم است');
+      }
       if (form.value.partyKind !== 'other' && !form.value.partyId) {
         throw new Error('طرف حساب را انتخاب کنید');
       }
@@ -133,6 +109,17 @@ const partyRules = [
   },
 ];
 
+const accountRules = [
+  {
+    validator: async () => {
+      const settled = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+      if ((isSettlement.value || settled > 0) && !form.value.accountId) {
+        throw new Error('حساب را انتخاب کنید');
+      }
+    },
+  },
+];
+
 const partyPosition = computed(() => {
   const partyKind = form.value.partyKind;
   const id = form.value.partyId;
@@ -143,6 +130,16 @@ const partyPosition = computed(() => {
   return partyNetPosition(receivable, payable);
 });
 
+watch(entryMode, () => {
+  settleMirror.reset();
+  form.value.amount = '';
+  form.value.settleAmount = '';
+  if (isSettlement.value && form.value.partyKind === 'other') {
+    form.value.partyKind = undefined;
+    form.value.partyId = undefined;
+  }
+});
+
 const remainingAmount = computed(() => {
   const total = parseMoneyNumber(String(form.value.amount ?? ''), 0) ?? 0;
   const settled = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
@@ -171,7 +168,7 @@ function docLine(item: FinancialDocumentDto) {
 }
 
 async function load() {
-  const [docs, cats, acc, dash, bals, payables] = await Promise.all([
+  const [docs, cats, acc, bals, payables] = await Promise.all([
     api.get<FinancialDocumentDto[]>('/treasury/documents', { params: { kind, q: q.value || undefined } }),
     api.get<FinancialCategoryDto[]>('/treasury/categories', { params: { kind } }).catch((e: unknown) => {
       if (axios.isAxiosError(e) && (e.response?.status === 403 || e.response?.status === 404)) {
@@ -185,7 +182,6 @@ async function load() {
       }
       throw e;
     }),
-    api.get<TreasuryDashboardDto>('/treasury/dashboard').catch(() => null),
     api.get<TreasuryPartyBalanceDto[]>('/treasury/party-balances', { params: { kind } }).catch((e: unknown) => {
       if (axios.isAxiosError(e) && e.response?.status === 404) return { data: [] as TreasuryPartyBalanceDto[] };
       throw e;
@@ -200,13 +196,11 @@ async function load() {
   payableBalances.value = payables.data;
   categories.value = cats.data.filter((row) => row.isActive);
   accounts.value = acc.data.filter((row) => row.isActive);
-  if (dash) dashboard.value = dash.data;
 }
 
 function resetForm() {
   settleMirror.reset();
   form.value = emptyForm();
-  formTab.value = 'main';
   error.value = '';
   ok.value = '';
 }
@@ -216,44 +210,58 @@ async function createDoc() {
   error.value = '';
   ok.value = '';
   try {
-    const amount = parseMoneyNumber(String(form.value.amount ?? ''), 0);
+    const settlement = isSettlement.value;
+    const settleAmount = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
+    const amount = settlement
+      ? settleAmount
+      : parseMoneyNumber(String(form.value.amount ?? ''), 0);
     if (amount == null || amount <= 0) {
-      error.value = 'مبلغ کل معتبر نیست.';
+      error.value = settlement ? 'مبلغ دریافت‌شده معتبر نیست.' : 'مبلغ کل معتبر نیست.';
       return;
     }
     if (!form.value.partyKind || (form.value.partyKind !== 'other' && !form.value.partyId)) {
       error.value = 'طرف حساب را انتخاب کنید.';
       return;
     }
-    const settleAmount = parseMoneyNumber(String(form.value.settleAmount ?? ''), 0) ?? 0;
-    if (form.value.partyKind === 'other' && settleAmount !== amount) {
+    if (settlement && form.value.partyKind === 'other') {
+      error.value = 'برای دریافت، طرف حساب واقعی لازم است.';
+      return;
+    }
+    if (!settlement && form.value.partyKind === 'other' && settleAmount !== amount) {
       error.value = 'برای سایر، مبلغ دریافت‌شده باید با مبلغ کل یکی باشد.';
       return;
     }
+    if (!settlement && settleAmount > amount) {
+      error.value = 'مبلغ دریافت‌شده از مبلغ کل بیشتر است.';
+      return;
+    }
+    if ((settlement || settleAmount > 0) && !form.value.accountId) {
+      error.value = 'حساب را انتخاب کنید.';
+      return;
+    }
     const partyKey =
       form.value.partyKind && form.value.partyKind !== 'other' && form.value.partyId
         ? `${form.value.partyKind}:${form.value.partyId}`
         : '';
-    const openBalance = partyKey
-      ? Number(
-          balances.value.find((row) => row.key === partyKey)?.documentRemaining ||
-            balances.value.find((row) => row.key === partyKey)?.remaining ||
-            0,
-        )
+    const receivable = partyKey
+      ? Number(balances.value.find((row) => row.key === partyKey)?.documentRemaining || 0)
       : 0;
-    const collectsBalance =
-      Boolean(partyKey) && settleAmount === amount && settleAmount > 0 && openBalance > 0;
+    const payable = partyKey
+      ? Number(payableBalances.value.find((row) => row.key === partyKey)?.documentRemaining || 0)
+      : 0;
+    const collectsBalance = settlement && (receivable > 0 || payable > 0);
     const { data } = await api.post<FinancialDocumentDto>('/treasury/documents', {
       kind,
+      settlement,
       title: form.value.title,
       amount,
-      categoryId: form.value.categoryId || null,
+      categoryId: settlement ? null : form.value.categoryId || null,
       partyKind: form.value.partyKind,
       personId: form.value.partyKind === 'person' ? form.value.partyId : null,
       companyId: form.value.partyKind === 'company' ? form.value.partyId : null,
       userId: form.value.partyKind === 'user' ? form.value.partyId : null,
       accountId: form.value.accountId || null,
-      settleAmount,
+      settleAmount: settlement ? amount : settleAmount,
       method: form.value.method,
       notes: form.value.notes || null,
       bookedAt: form.value.bookedAt || undefined,
@@ -272,16 +280,6 @@ async function createDoc() {
   }
 }
 
-async function submitMobileForm() {
-  try {
-    await mobileFormRef.value?.validate();
-  } catch {
-    formTab.value = 'main';
-    return;
-  }
-  await createDoc();
-}
-
 async function voidDoc(id: string) {
   if (!window.confirm('این سند و گردش متصل به آن باطل شود؟')) return;
   try {
@@ -300,345 +298,15 @@ onMounted(() => {
 </script>
 
 <template>
-  <div
-    :style="
-      isMobile
-        ? { paddingBottom: 'calc(96px + var(--mobile-tabbar-h, 3.65rem))' }
-        : undefined
-    "
-  >
-    <!-- ─── Mobile app experience ─── -->
-    <template v-if="isMobile">
-      <a-flex vertical :gap="token.margin">
-        <a-row :gutter="[12, 12]">
-          <a-col :span="12">
-            <a-card
-              :bordered="false"
-              :body-style="{ padding: `${token.paddingSM}px` }"
-              :style="{
-                background: token.colorPrimaryBg,
-                borderRadius: `${token.borderRadiusLG}px`,
-                boxShadow: token.boxShadow,
-              }"
-            >
-              <a-flex align="center" justify="space-between" :gap="8">
-                <div :style="{ minWidth: 0, flex: 1 }">
-                  <a-typography-text type="secondary" :style="{ fontSize: '12px' }">
-                    دریافت‌های این ماه
-                  </a-typography-text>
-                  <div>
-                    <a-typography-text
-                      strong
-                      :style="{ fontSize: '15px', color: token.colorPrimary }"
-                    >
-                      {{ toman(dashboard?.actualReceipts) }}
-                    </a-typography-text>
-                  </div>
-                </div>
-                <a-avatar
-                  :size="36"
-                  :style="{
-                    background: token.colorPrimary,
-                    color: token.colorTextLightSolid,
-                    flexShrink: 0,
-                  }"
-                >
-                  <template #icon><ArrowDownOutlined /></template>
-                </a-avatar>
-              </a-flex>
-            </a-card>
-          </a-col>
-          <a-col :span="12">
-            <a-card
-              :bordered="false"
-              :body-style="{ padding: `${token.paddingSM}px` }"
-              :style="{
-                background: token.colorPrimaryBg,
-                borderRadius: `${token.borderRadiusLG}px`,
-                boxShadow: token.boxShadow,
-              }"
-            >
-              <a-flex align="center" justify="space-between" :gap="8">
-                <div :style="{ minWidth: 0, flex: 1 }">
-                  <a-typography-text type="secondary" :style="{ fontSize: '12px' }">
-                    در انتظار دریافت
-                  </a-typography-text>
-                  <div>
-                    <a-typography-text
-                      strong
-                      :style="{ fontSize: '15px', color: token.colorPrimary }"
-                    >
-                      {{ toman(dashboard?.receivables) }}
-                    </a-typography-text>
-                  </div>
-                </div>
-                <a-avatar
-                  :size="36"
-                  :style="{
-                    background: token.colorPrimary,
-                    color: token.colorTextLightSolid,
-                    flexShrink: 0,
-                  }"
-                >
-                  <template #icon><ClockCircleOutlined /></template>
-                </a-avatar>
-              </a-flex>
-            </a-card>
-          </a-col>
-        </a-row>
-
-        <a-alert v-if="error" type="error" show-icon :message="error" closable @close="error = ''" />
-        <a-alert v-if="ok" type="success" show-icon :message="ok" closable @close="ok = ''" />
-
-        <a-segmented
-          v-model:value="formTab"
-          block
-          :options="formTabOptions"
-          :style="{ background: token.colorFillTertiary }"
-        />
-
-        <a-card :bordered="false">
-          <a-form ref="mobileFormRef" layout="vertical" :model="form" @finish="createDoc">
-            <div v-show="formTab === 'main'">
-              <a-form-item label="طرف حساب" name="partyKind" :rules="partyRules">
-                <a-row :gutter="8" align="middle">
-                  <a-col :span="partyPosition ? 16 : 24">
-                    <TreasuryPartySelect v-model:kind="form.partyKind" v-model:party-id="form.partyId" />
-                  </a-col>
-                  <a-col v-if="partyPosition" :span="8">
-                    <a-typography-text :type="partyPosition.type">{{ partyPosition.text }}</a-typography-text>
-                  </a-col>
-                </a-row>
-              </a-form-item>
-              <a-form-item
-                label="عنوان درآمد"
-                name="title"
-                :rules="[{ required: true, message: 'عنوان را وارد کنید' }]"
-              >
-                <a-input
-                  v-model:value="form.title"
-                  placeholder="مثلاً: دریافت قسط پروژه الف"
-                >
-                  <template #prefix><FileTextOutlined /></template>
-                </a-input>
-              </a-form-item>
-
-              <a-row :gutter="[12, 0]">
-                <a-col :span="24">
-                  <a-form-item name="method">
-                    <template #label>
-                      <a-space :size="6">
-                        <CreditCardOutlined />
-                        <span>روش دریافت</span>
-                      </a-space>
-                    </template>
-                    <a-select show-search option-filter-prop="label" v-model:value="form.method" style="width: 100%">
-                      <a-select-option
-                        v-for="opt in methodOptions"
-                        :key="opt.value"
-                        :value="opt.value"
-                        :label="opt.label"
-                      >
-                        {{ opt.label }}
-                      </a-select-option>
-                    </a-select>
-                  </a-form-item>
-                </a-col>
-              </a-row>
-
-              <a-form-item name="categoryId">
-                <template #label>
-                  <a-space :size="6">
-                    <TagOutlined />
-                    <span>دسته‌بندی درآمد</span>
-                  </a-space>
-                </template>
-                <a-select show-search option-filter-prop="label"
-                  v-model:value="form.categoryId"
-                  allow-clear
-                  placeholder="انتخاب دسته"
-                  style="width: 100%"
-                >
-                  <a-select-option v-for="cat in categories" :key="cat.id" :value="cat.id" :label="cat.name">
-                    {{ cat.name }}
-                  </a-select-option>
-                </a-select>
-              </a-form-item>
-
-              <a-row :gutter="[12, 0]">
-                <a-col :span="12">
-                  <a-form-item
-                    label="مبلغ کل"
-                    name="amount"
-                    :rules="[{ required: true, message: 'مبلغ کل را وارد کنید' }]"
-                  >
-                    <MoneyInput addon-after="تومان" v-model="form.amount" :decimals="0" placeholder="۰" />
-                  </a-form-item>
-                </a-col>
-                <a-col :span="12">
-                  <a-form-item
-                    :label="settleLabel"
-                    name="settleAmount"
-                    :rules="[{ required: true, message: 'مبلغ دریافت‌شده را وارد کنید' }]"
-                  >
-                    <MoneyInput addon-after="تومان"
-                      v-model="form.settleAmount"
-                      :decimals="0"
-                      :disabled="form.partyKind === 'other'"
-                      placeholder="۰"
-                    />
-                  </a-form-item>
-                </a-col>
-              </a-row>
-
-              <a-flex
-                align="center"
-                justify="space-between"
-                :style="{
-                  background: token.colorSuccessBg,
-                  borderRadius: `${token.borderRadiusLG * 2}px`,
-                  padding: `${token.paddingSM}px ${token.padding}px`,
-                  marginBottom: `${token.margin}px`,
-                }"
-              >
-                <a-space :size="8">
-                  <span
-                    :style="{
-                      width: '8px',
-                      height: '8px',
-                      borderRadius: '50%',
-                      background: token.colorSuccess,
-                      display: 'inline-block',
-                    }"
-                  />
-                  <a-typography-text type="secondary">مانده قابل دریافت</a-typography-text>
-                </a-space>
-                <a-typography-text strong :style="{ color: token.colorSuccess }">
-                  {{ toman(remainingAmount) }}
-                </a-typography-text>
-              </a-flex>
-
-              <a-row :gutter="[12, 0]">
-                <a-col :span="12">
-                  <a-form-item label="تاریخ دریافت" name="bookedAt">
-                    <JalaliDateInput v-model="form.bookedAt" />
-                  </a-form-item>
-                </a-col>
-                <a-col :span="12">
-                  <a-form-item name="accountId">
-                    <template #label>
-                      <a-space :size="6">
-                        <BankOutlined />
-                        <span>حساب مقصد</span>
-                      </a-space>
-                    </template>
-                    <a-select show-search option-filter-prop="label"
-                      v-model:value="form.accountId"
-                      allow-clear
-                      placeholder="انتخاب حساب"
-                      style="width: 100%"
-                    >
-                      <a-select-option
-                        v-for="account in accounts"
-                        :key="account.id"
-                        :value="account.id"
-                        :label="account.name"
-                      >
-                        {{ account.name }}
-                      </a-select-option>
-                    </a-select>
-                  </a-form-item>
-                </a-col>
-              </a-row>
-            </div>
-
-            <div v-show="formTab === 'extra'">
-              <a-form-item label="توضیحات" name="notes">
-                <a-textarea
-                  v-model:value="form.notes"
-                  :rows="4"
-                  placeholder="توضیحات اختیاری…"
-                />
-              </a-form-item>
-            </div>
-          </a-form>
-        </a-card>
-
-        <a-card :bordered="false">
-          <a-divider orientation="right">مانده دریافتنی</a-divider>
-          <TreasuryPartyBalanceTable :rows="balances" settled-label="دریافت‌شده" />
-          <a-divider orientation="right">فهرست اسناد</a-divider>
-          <a-form layout="vertical">
-            <a-form-item label="جستجو">
-              <a-input
-                v-model:value="q"
-                allow-clear
-                placeholder="عنوان یا شماره پیگیری"
-                @press-enter="load"
-                @change="load"
-              />
-            </a-form-item>
-          </a-form>
-          <a-empty v-if="!rows.length" description="سندی نیست." />
-          <a-list v-else item-layout="horizontal" :data-source="rows">
-            <template #renderItem="{ item }">
-              <a-list-item>
-                <template #actions>
-                  <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
-                  <a-button
-                    v-if="item.status !== 'void'"
-                    type="link"
-                    danger
-                    @click="voidDoc(item.id)"
-                  >
-                    ابطال
-                  </a-button>
-                </template>
-                <a-list-item-meta>
-                  <template #title>{{ item.title }}</template>
-                  <template #description>{{ docLine(item) }}</template>
-                </a-list-item-meta>
-              </a-list-item>
-            </template>
-          </a-list>
-        </a-card>
-      </a-flex>
-
-      <div
-        :style="{
-          position: 'fixed',
-          left: 0,
-          right: 0,
-          bottom: 'var(--mobile-tabbar-h, 3.65rem)',
-          zIndex: 90,
-          background: token.colorBgElevated,
-          borderTop: `1px solid ${token.colorBorderSecondary}`,
-          padding: `${token.paddingSM}px ${token.padding}px`,
-          boxShadow: token.boxShadowSecondary,
-        }"
-      >
-        <a-row :gutter="12">
-          <a-col :span="8">
-            <a-button block @click="resetForm">انصراف</a-button>
-          </a-col>
-          <a-col :span="16">
-            <a-button type="primary" block :loading="saving" @click="submitMobileForm">
-              <template #icon><CheckOutlined /></template>
-              ثبت دریافت
-            </a-button>
-          </a-col>
-        </a-row>
-      </div>
-    </template>
-
-    <!-- ─── Desktop (unchanged interaction model) ─── -->
-    <template v-else>
-      <a-flex vertical :gap="16">
+  <a-flex vertical :gap="16">
         <a-alert v-if="error" type="error" show-icon :message="error" />
         <a-alert v-if="ok" type="success" show-icon :message="ok" />
 
         <a-card :bordered="false">
-          <a-divider orientation="right">سند جدید</a-divider>
+          <a-flex align="center" justify="space-between" wrap="wrap" gap="small">
+            <a-typography-text strong>سند جدید</a-typography-text>
+            <a-segmented v-model:value="entryMode" :options="entryOptions" />
+          </a-flex>
           <a-form
             layout="vertical"
             :model="form"
@@ -650,7 +318,12 @@ onMounted(() => {
                 <a-form-item label="طرف حساب" name="partyKind" :rules="partyRules">
                   <a-row :gutter="8" align="middle">
                     <a-col :span="partyPosition ? 16 : 24">
-                      <TreasuryPartySelect v-model:kind="form.partyKind" v-model:party-id="form.partyId" />
+                      <TreasuryPartySelect
+                        v-model:kind="form.partyKind"
+                        v-model:party-id="form.partyId"
+                        :allow-other="!isSettlement"
+                      :placeholder="isSettlement ? 'مشتری، شرکت یا کاربر' : undefined"
+                      />
                     </a-col>
                     <a-col v-if="partyPosition" :span="8">
                       <a-typography-text :type="partyPosition.type">{{ partyPosition.text }}</a-typography-text>
@@ -667,7 +340,7 @@ onMounted(() => {
                   <a-input v-model:value="form.title" />
                 </a-form-item>
               </a-col>
-              <a-col :xs="24" :md="8">
+              <a-col v-if="!isSettlement" :xs="24" :md="8">
                 <a-form-item
                   label="مبلغ کل"
                   name="amount"
@@ -677,11 +350,25 @@ onMounted(() => {
                 </a-form-item>
               </a-col>
               <a-col :xs="24" :md="8">
-                <a-form-item :label="settleLabel" name="settleAmount">
-                  <MoneyInput addon-after="تومان" v-model="form.settleAmount" :decimals="0" :disabled="form.partyKind === 'other'" />
+                <a-form-item
+                  :label="settleLabel"
+                  name="settleAmount"
+                  :rules="isSettlement ? [{ required: true, message: 'مبلغ را وارد کنید' }] : []"
+                >
+                  <MoneyInput
+                    addon-after="تومان"
+                    v-model="form.settleAmount"
+                    :decimals="0"
+                    :disabled="!isSettlement && form.partyKind === 'other'"
+                  />
                 </a-form-item>
               </a-col>
-              <a-col :xs="24" :md="8">
+              <a-col v-if="!isSettlement" :xs="24" :md="8">
+                <a-form-item label="مانده این سند">
+                  <a-typography-text>{{ toman(remainingAmount) }}</a-typography-text>
+                </a-form-item>
+              </a-col>
+              <a-col v-if="!isSettlement" :xs="24" :md="8">
                 <a-form-item label="دسته‌بندی" name="categoryId">
                   <a-select show-search option-filter-prop="label"
                     v-model:value="form.categoryId"
@@ -696,7 +383,7 @@ onMounted(() => {
                 </a-form-item>
               </a-col>
               <a-col :xs="24" :md="8">
-                <a-form-item label="حساب" name="accountId">
+                <a-form-item label="حساب" name="accountId" :rules="accountRules">
                   <a-select show-search option-filter-prop="label"
                     v-model:value="form.accountId"
                     allow-clear
@@ -733,13 +420,13 @@ onMounted(() => {
                   <JalaliDateInput v-model="form.bookedAt" />
                 </a-form-item>
               </a-col>
-              <a-col :xs="24" :md="16">
+              <a-col v-if="!isSettlement" :xs="24" :md="16">
                 <a-form-item label="توضیحات" name="notes">
                   <a-input v-model:value="form.notes" />
                 </a-form-item>
               </a-col>
             </a-row>
-            <a-button type="primary" html-type="submit" :loading="saving">ثبت</a-button>
+            <a-button type="primary" html-type="submit" :block="isMobile" :loading="saving">ثبت</a-button>
           </a-form>
 
           <a-divider orientation="right">مانده دریافتنی</a-divider>
@@ -762,10 +449,10 @@ onMounted(() => {
           </a-form>
 
           <a-empty v-if="!rows.length" description="سندی نیست." />
-          <a-list v-else item-layout="horizontal" :data-source="rows">
+          <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="rows">
             <template #renderItem="{ item }">
               <a-list-item>
-                <template #actions>
+                <template v-if="!isMobile" #actions>
                   <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
                   <a-button
                     v-if="item.status !== 'void'"
@@ -776,7 +463,29 @@ onMounted(() => {
                     ابطال
                   </a-button>
                 </template>
-                <a-list-item-meta>
+                <a-flex v-if="isMobile" vertical :gap="4" style="width: 100%">
+                  <a-flex justify="space-between" align="center" wrap="wrap" :gap="8">
+                    <a-typography-text strong>{{ item.title }}</a-typography-text>
+                    <a-typography-text strong>{{ toman(item.amount) }}</a-typography-text>
+                  </a-flex>
+                  <a-typography-text type="secondary">
+                    {{ item.partyName || 'بدون طرف حساب' }} · {{ statusLabel[item.status] ?? item.status }}
+                  </a-typography-text>
+                  <a-typography-text v-if="item.reference" type="secondary">پیگیری {{ item.reference }}</a-typography-text>
+                  <a-typography-text v-if="item.categoryName" type="secondary">{{ item.categoryName }}</a-typography-text>
+                  <a-flex justify="space-between" align="center">
+                    <a-typography-text>مانده {{ toman(item.remaining) }}</a-typography-text>
+                    <a-button
+                      v-if="item.status !== 'void'"
+                      type="link"
+                      danger
+                      @click="voidDoc(item.id)"
+                    >
+                      ابطال
+                    </a-button>
+                  </a-flex>
+                </a-flex>
+                <a-list-item-meta v-else>
                   <template #title>{{ item.title }}</template>
                   <template #description>{{ docLine(item) }}</template>
                 </a-list-item-meta>
@@ -784,8 +493,5 @@ onMounted(() => {
             </template>
           </a-list>
         </a-card>
-      </a-flex>
-    </template>
-
-  </div>
+  </a-flex>
 </template>
diff --git a/apps/web/src/views/treasury/TreasuryLayout.vue b/apps/web/src/views/treasury/TreasuryLayout.vue
index a19b206..61f336f 100644
--- a/apps/web/src/views/treasury/TreasuryLayout.vue
+++ b/apps/web/src/views/treasury/TreasuryLayout.vue
@@ -1,12 +1,14 @@
 <script setup lang="ts">
 import { computed, watch } from 'vue';
 import { RouterView, useRoute } from 'vue-router';
-import { Flex as AFlex, Typography, theme } from 'ant-design-vue';
+import { Flex as AFlex, Grid, Typography, theme } from 'ant-design-vue';
 import TreasuryNav from '@/components/treasury/TreasuryNav.vue';
 import { provideTreasuryPageChrome } from './treasuryPageChrome';
 
 const { Title: ATypographyTitle, Text: ATypographyText } = Typography;
 const { token } = theme.useToken();
+const screens = Grid.useBreakpoint();
+const isMobile = computed(() => !screens.value.md);
 const route = useRoute();
 const chrome = provideTreasuryPageChrome();
 
@@ -31,16 +33,19 @@ const description = computed(
     (typeof route.meta.treasuryDescription === 'string' ? route.meta.treasuryDescription : ''),
 );
 
-/** Keep title+subtitle block height stable across tabs (one-line subtitle). */
-const headerStyle = computed(() => ({
-  minHeight: `${token.value.controlHeightLG + token.value.fontSizeLG + token.value.marginXXS}px`,
-}));
+const headerStyle = computed(() =>
+  isMobile.value
+    ? undefined
+    : {
+        minHeight: `${token.value.controlHeightLG + token.value.fontSizeLG + token.value.marginXXS}px`,
+      },
+);
 </script>
 
 <template>
-  <a-flex vertical :gap="token.margin" :style="{ width: '100%' }">
+  <a-flex vertical :gap="isMobile ? token.marginSM : token.margin" :style="{ width: '100%' }">
     <div :style="headerStyle">
-      <a-typography-title :level="3" :style="{ margin: 0 }">{{ title }}</a-typography-title>
+      <a-typography-title :level="isMobile ? 4 : 3" :style="{ margin: 0 }">{{ title }}</a-typography-title>
       <a-typography-text
         type="secondary"
         :ellipsis="description ? { tooltip: description } : false"
diff --git a/apps/web/src/views/treasury/TreasuryPayrollView.vue b/apps/web/src/views/treasury/TreasuryPayrollView.vue
index 92dfc34..7bb9705 100644
--- a/apps/web/src/views/treasury/TreasuryPayrollView.vue
+++ b/apps/web/src/views/treasury/TreasuryPayrollView.vue
@@ -18,6 +18,7 @@ import {
   Select as ASelect,
   Space as ASpace,
   Table as ATable,
+  List as AList,
   Textarea as ATextarea,
   Tooltip as ATooltip,
   Typography,
@@ -49,6 +50,7 @@ const { useToken } = theme;
 const { token } = useToken();
 const screens = Grid.useBreakpoint();
 const isMobile = computed(() => !screens.value.md);
+const AListItem = AList.Item;
 
 type PayrollPayment = {
   id: string;
@@ -651,8 +653,24 @@ onMounted(() => {
         </a-space>
       </a-form>
 
+      <a-list v-if="isMobile && selectedPay?.payments.length" :data-source="selectedPay.payments">
+        <template #renderItem="{ item }">
+          <a-list-item>
+            <a-card style="width: 100%">
+              <a-descriptions :column="1" bordered>
+                <a-descriptions-item label="تاریخ">
+                  {{ formatJalaliNumeric(new Date(item.occurredAt)) }}
+                </a-descriptions-item>
+                <a-descriptions-item label="حساب">{{ item.accountName }}</a-descriptions-item>
+                <a-descriptions-item label="مبلغ">{{ toman(item.amount) }}</a-descriptions-item>
+              </a-descriptions>
+              <a-button type="link" @click="startEditPayment(item)">ویرایش</a-button>
+            </a-card>
+          </a-list-item>
+        </template>
+      </a-list>
       <a-table
-        v-if="selectedPay?.payments.length"
+        v-else-if="selectedPay?.payments.length"
         :columns="paymentColumns"
         :data-source="selectedPay.payments"
         :pagination="false"
diff --git a/apps/web/src/views/treasury/TreasuryReceivablesView.vue b/apps/web/src/views/treasury/TreasuryReceivablesView.vue
index 843abd2..e566ca2 100644
--- a/apps/web/src/views/treasury/TreasuryReceivablesView.vue
+++ b/apps/web/src/views/treasury/TreasuryReceivablesView.vue
@@ -7,12 +7,15 @@ import {
   Card as ACard,
   Checkbox as ACheckbox,
   Col as ACol,
+  Descriptions as ADescriptions,
+  DescriptionsItem as ADescriptionsItem,
   Divider as ADivider,
   Empty as AEmpty,
   Flex as AFlex,
   Form as AForm,
   FormItem as AFormItem,
   Input as AInput,
+  List as AList,
   Row as ARow,
   Select as ASelect,
   Space as ASpace,
@@ -27,6 +30,7 @@ import type { FinancialAccountDto, FinancialReceivableDto } from '@mento/shared'
 import MoneyInput from '@/components/MoneyInput.vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { formatJalaliNumeric } from '@/lib/jalali';
 import { parseMoneyNumber } from '@/lib/money';
 
@@ -87,6 +91,9 @@ const installmentColumns: TableColumnsType<InstallmentRow> = [
   { title: '', key: 'actions' },
 ];
 
+const isMobile = useTreasuryMobile();
+const AListItem = AList.Item;
+
 function apiMessage(e: unknown) {
   if (!axios.isAxiosError(e)) return 'عملیات ناموفق بود.';
   const msg = (e.response?.data as { message?: string | string[] })?.message;
@@ -365,7 +372,33 @@ onMounted(() => {
               </div>
               <a-typography-text strong>{{ toman(row.totalAmount) }}</a-typography-text>
             </a-flex>
+            <a-list v-if="isMobile" :data-source="row.installments">
+              <template #renderItem="{ item }">
+                <a-list-item>
+                  <a-card :title="`قسط ${item.position}`" style="width: 100%">
+                    <a-descriptions :column="1" bordered>
+                      <a-descriptions-item label="سررسید">
+                        {{ formatJalaliNumeric(new Date(item.dueDate)) }}
+                      </a-descriptions-item>
+                      <a-descriptions-item label="مبلغ">{{ toman(item.amount) }}</a-descriptions-item>
+                      <a-descriptions-item label="مانده">{{ toman(item.remaining) }}</a-descriptions-item>
+                      <a-descriptions-item label="وضعیت">
+                        {{ statusLabel[item.status] ?? item.status }}
+                      </a-descriptions-item>
+                    </a-descriptions>
+                    <a-button
+                      v-if="item.status !== 'settled'"
+                      type="link"
+                      @click="startCollect(row, item)"
+                    >
+                      دریافت
+                    </a-button>
+                  </a-card>
+                </a-list-item>
+              </template>
+            </a-list>
             <a-table
+              v-else
               :columns="installmentColumns"
               :data-source="row.installments"
               :pagination="false"
diff --git a/apps/web/src/views/treasury/TreasuryRecurringView.vue b/apps/web/src/views/treasury/TreasuryRecurringView.vue
index a5d9330..5db19fd 100644
--- a/apps/web/src/views/treasury/TreasuryRecurringView.vue
+++ b/apps/web/src/views/treasury/TreasuryRecurringView.vue
@@ -22,10 +22,12 @@ import { api } from '@/lib/api';
 import MoneyInput from '@/components/MoneyInput.vue';
 import JalaliDateInput from '@/components/JalaliDateInput.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 import { formatJalaliNumeric } from '@/lib/jalali';
 import { parseMoneyNumber } from '@/lib/money';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ASelectOption = ASelect.Option;
@@ -146,7 +148,7 @@ onMounted(() => {
 
         <a-divider orientation="right">فهرست الگوها</a-divider>
         <a-empty v-if="!rows.length" description="الگویی ثبت نشده است." />
-        <a-list v-else item-layout="horizontal" :data-source="rows">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="rows">
           <template #renderItem="{ item }">
             <a-list-item>
               <template #actions>
diff --git a/apps/web/src/views/treasury/TreasuryReportsView.vue b/apps/web/src/views/treasury/TreasuryReportsView.vue
index 7dfe224..4176b68 100644
--- a/apps/web/src/views/treasury/TreasuryReportsView.vue
+++ b/apps/web/src/views/treasury/TreasuryReportsView.vue
@@ -9,6 +9,8 @@ import {
   Empty as AEmpty,
   Flex as AFlex,
   List as AList,
+  Descriptions as ADescriptions,
+  DescriptionsItem as ADescriptionsItem,
   Table as ATable,
   Tabs as ATabs,
   Typography,
@@ -20,8 +22,10 @@ import type { TreasuryPartyBalanceDto } from '@mento/shared';
 import { api } from '@/lib/api';
 import TreasuryPartyBalanceTable from '@/components/treasury/TreasuryPartyBalanceTable.vue';
 import { toman } from './treasury-format';
+import { useTreasuryMobile } from './useTreasuryMobile';
 
 const { Text: ATypographyText } = Typography;
+const isMobile = useTreasuryMobile();
 const AListItem = AList.Item;
 const AListItemMeta = AList.Item.Meta;
 const ATabPane = ATabs.TabPane;
@@ -186,8 +190,20 @@ onMounted(() => {
         <a-tabs v-model:activeKey="reportTab">
           <a-tab-pane key="periods" tab="مقایسه دوره‌ها">
             <a-flex vertical :gap="16">
+        <a-list v-if="isMobile && metricRows.length" :data-source="metricRows">
+          <template #renderItem="{ item }">
+            <a-list-item>
+              <a-card :title="item.label" style="width: 100%">
+                <a-descriptions :column="1" bordered>
+                  <a-descriptions-item label="این دوره">{{ item.current }}</a-descriptions-item>
+                  <a-descriptions-item label="دوره قبل">{{ item.previous }}</a-descriptions-item>
+                </a-descriptions>
+              </a-card>
+            </a-list-item>
+          </template>
+        </a-list>
         <a-table
-          v-if="metricRows.length"
+          v-else-if="metricRows.length"
           :columns="metricColumns"
           :data-source="metricRows"
           :pagination="false"
@@ -197,7 +213,7 @@ onMounted(() => {
 
         <a-divider orientation="right">مطالبات به تفکیک طرف حساب</a-divider>
         <a-empty v-if="!receivablesByParty.length" description="مورد بازی نیست." />
-        <a-list v-else item-layout="horizontal" :data-source="receivablesByParty">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="receivablesByParty">
           <template #renderItem="{ item }">
             <a-list-item>
               <template #actions>
@@ -212,7 +228,7 @@ onMounted(() => {
 
         <a-divider orientation="right">تعهدات به تفکیک ماه</a-divider>
         <a-empty v-if="!payablesByMonth.length" description="تعهد بازی نیست." />
-        <a-list v-else item-layout="horizontal" :data-source="payablesByMonth">
+        <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="payablesByMonth">
           <template #renderItem="{ item }">
             <a-list-item>
               <template #actions>
@@ -228,7 +244,7 @@ onMounted(() => {
         <template v-if="current">
           <a-divider orientation="right">سهم هزینه‌ها</a-divider>
           <a-empty v-if="!current.expenseCategories.length" description="دسته‌ای نیست." />
-          <a-list v-else item-layout="horizontal" :data-source="current.expenseCategories">
+          <a-list v-else :item-layout="isMobile ? 'vertical' : 'horizontal'" :data-source="current.expenseCategories">
             <template #renderItem="{ item }">
               <a-list-item>
                 <template #actions>
diff --git a/apps/web/src/views/treasury/useTreasuryMobile.ts b/apps/web/src/views/treasury/useTreasuryMobile.ts
new file mode 100644
index 0000000..59792aa
--- /dev/null
+++ b/apps/web/src/views/treasury/useTreasuryMobile.ts
@@ -0,0 +1,7 @@
+import { computed } from 'vue';
+import { Grid } from 'ant-design-vue';
+
+export function useTreasuryMobile() {
+  const screens = Grid.useBreakpoint();
+  return computed(() => !screens.value.md);
+}