diff --git a/src/clj/auto_ap/ssr/transaction/edit.clj b/src/clj/auto_ap/ssr/transaction/edit.clj
index b6bcdbe1..248f1c03 100644
--- a/src/clj/auto_ap/ssr/transaction/edit.clj
+++ b/src/clj/auto_ap/ssr/transaction/edit.clj
@@ -1445,6 +1445,36 @@
                     (fc/with-field :step-params
                       (manual-coding-section* :advanced render-request))))))
 
+(defn edit-wizard-toggle-mode-handler [request]
+  (let [step-params (-> request :multi-form-state :step-params)
+        snapshot (-> request :multi-form-state :snapshot)
+        current-mode (keyword (or (:mode step-params) "simple"))
+        target-mode (if (= current-mode :simple) :advanced :simple)
+        ;; When switching simple→advanced, promote simple-mode values into accounts
+        render-request
+        (if (and (= target-mode :advanced)
+                 (= current-mode :simple))
+          ;; carry the simple-mode single row into snapshot so the table shows it
+          (let [accounts (or (seq (:transaction/accounts step-params))
+                             (seq (:transaction/accounts snapshot)))]
+            (-> request
+                (assoc-in [:multi-form-state :snapshot :transaction/accounts]
+                          (vec accounts))
+                (assoc-in [:multi-form-state :step-params :transaction/accounts]
+                          (vec accounts))))
+          ;; advanced→simple: take first row only
+          (let [first-row (first (or (seq (:transaction/accounts step-params))
+                                     (seq (:transaction/accounts snapshot))))]
+            (-> request
+                (assoc-in [:multi-form-state :snapshot :transaction/accounts]
+                          (if first-row [first-row] []))
+                (assoc-in [:multi-form-state :step-params :transaction/accounts]
+                          (if first-row [first-row] [])))))]
+    (html-response
+     (fc/start-form (:multi-form-state render-request) nil
+                    (fc/with-field :step-params
+                      (manual-coding-section* target-mode render-request))))))
+
 (def key->handler
   (apply-middleware-to-all-handlers
    {::route/edit-wizard (-> mm/open-wizard-handler
@@ -1486,6 +1516,10 @@
                                    (mm/wrap-wizard edit-wizard)
                                    (wrap-entity [:multi-form-state :snapshot :db/id] d-transactions/default-read)
                                    (mm/wrap-decode-multi-form-state))
+    ::route/edit-wizard-toggle-mode (-> edit-wizard-toggle-mode-handler
+                                        (mm/wrap-wizard edit-wizard)
+                                        (wrap-entity [:multi-form-state :snapshot :db/id] d-transactions/default-read)
+                                        (mm/wrap-decode-multi-form-state))
     ::route/edit-wizard-new-account (->
                                      (add-new-entity-handler [:step-params :transaction/accounts]
                                                              (fn render [cursor request]