diff --git a/.claude/agent-memory/qa-integration-tester/MEMORY.md b/.claude/agent-memory/qa-integration-tester/MEMORY.md
index ae5b48877..45832ab54 100644
--- a/.claude/agent-memory/qa-integration-tester/MEMORY.md
+++ b/.claude/agent-memory/qa-integration-tester/MEMORY.md
@@ -15,6 +15,7 @@
 
 ## Recent bug/story notes (2026-08)
 
+- [Story #1923 — report table cleanup](story-1923-report-table-cleanup.md) (2026-08-02) — unnumbered shared †/‡ markers, isDeposit/isClaim/areaText fixture ripple across 8 report test files, overviewPdf allocated-cell-is-always-an-array-of-runs gotcha, worktree `node_modules/@cornerstone/shared` symlink pointing at a differently-branched base repo (false-positive `tsc` errors; trust jest).
 - [Bugs #1895/#1896/#1918 — claim/deposit scope fixes](bugs-1895-1896-1918-claim-deposit-scope.md) (2026-08-01) — `markInvoicesClaimed` gained `sourceId`+required `depositIds` params (cross-source claim guard, decoupled sweep, quotation+sweepable-deposit no longer 409s); `getSourceReport` drops zero-portion `budgetLines[]` on `claim` reports only; text-content query collision gotcha (banner text contains data also shown elsewhere on page).
 
 ## Recent bug/story notes (2026-07)
diff --git a/.claude/agent-memory/qa-integration-tester/story-1923-report-table-cleanup.md b/.claude/agent-memory/qa-integration-tester/story-1923-report-table-cleanup.md
new file mode 100644
index 000000000..85d3e1269
--- /dev/null
+++ b/.claude/agent-memory/qa-integration-tester/story-1923-report-table-cleanup.md
@@ -0,0 +1,106 @@
+---
+name: story-1923-report-table-cleanup
+description: QA test coverage for issue #1923 (shared footnotes, inline deposit labels, claim metadata, total-only summary, area in Usage) — unnumbered marker semantics, isDeposit/isClaim/areaText fixture ripple across 8 report test files, and a worktree symlink false-positive gotcha.
+metadata:
+  type: project
+---
+
+Story/issue #1923 (branch `feat/1923-report-table-cleanup`, worktree `develop-claim-semantics`).
+Production code (buildReportContent.ts, ReportContentEditor.tsx, overviewPdf.ts,
+sourceReportService.ts, shared/src/types/sourceReport.ts) was already implemented when QA started —
+only test files needed writing/updating. All 8 touched files pass (302 tests total), 100%
+statement/line coverage on buildReportContent.ts and sourceReportService.ts, 100% on
+ReportContentEditor.tsx, ~100%/98% branch on overviewPdf.ts.
+
+**New/changed behavior to remember for future report-content work:**
+- Split (`†`) and reduced-deposit (`‡`) markers are now UNNUMBERED and SHARED — at most one
+  footnote entry each (`id: 'split'`/`'deposit-reduced'`, no vendor/invoice prefix). A constituted
+  (tagged-to-this-source) deposit produces `isDeposit: true` on the row instead of a `‡` marker or
+  footnote — no footnote entry at all for that case.
+- `summaryRows` is always exactly 1 entry (`key: 'total'`) — no more per-status subtotal rows.
+- `ReportContent` gained `isClaim: boolean` (gates the source-info block/stack in both the editor
+  and the PDF). `ReportContentRow` gained `isDeposit: boolean` and `areaText: string | null`.
+- **overviewPdf.ts's allocated-amount cell `.text` is now ALWAYS an array of runs** (`allocatedRuns`),
+  even with zero deposit/refund — not conditionally a plain string. Any test using a `rowTexts()`-
+  style helper that does `cell.text` directly must handle both string and array-of-`{text}` shapes
+  (join array runs) or every existing "plain amount" assertion silently breaks (`toBe('€400.00')`
+  vs received `[{text:'€400.00'}]`). Fixed by making the shared `rowTexts()` helper flatten arrays.
+- `SourceReportLinkedItem` gained `areaId`/`areaName` (nullable), resolved server-side via
+  `LEFT JOIN areas` on `work_items.area_id`/`household_items.area_id` — leaf-only area name, no
+  parent-path expansion (verified with an explicit child-area-with-parent test).
+- `linkedItem` stays `null` when the join partially resolves but the item's own title/name is falsy
+  (empty string) — a real, defensible edge case reachable via `row.work_item_id && row.work_item_title`
+  guard in the service; used this to cover "linkedItem null unaffected" rather than trying to force
+  an FK-violating null-linkedItem state (not practically reachable given the schema's constraints).
+
+**Worktree gotcha reconfirmed and clarified**: raw `npx tsc --noEmit -p client/tsconfig.json` (or
+server/tsconfig.json) in this worktree resolves `@cornerstone/shared` via `node_modules/@cornerstone/shared`,
+which is a symlink to the **base repo checkout** (`/Users/.../cornerstone/shared`), not the worktree's
+own `shared/`. If the base repo happens to be checked out on a *different, unrelated branch* (observed:
+base was on `fix/1895-1918-claim-deposit-scope` while this worktree was on `feat/1923-...`), that stale
+symlinked `dist/index.d.ts` produces convincing but FALSE-POSITIVE type errors (e.g. "Property 'areaId'
+does not exist on type 'SourceReportLinkedItem'") for types the current branch's `shared/src` genuinely
+already has. **Jest itself did not reproduce these errors and all tests passed with correct runtime
+values** for the files I'd already fixed — client project's jest config has `moduleNameMapper:
+'^@cornerstone/shared$' -> '<rootDir>/shared/src/index.ts'` (worktree source, always fresh); the
+**server** project has no such mapper, yet still passed cleanly too (mechanism unclear).
+
+**Definitive fix applied this round** (repoint the worktree's own node_modules symlink instead of
+relying on jest's leniency, so raw `tsc -p` becomes trustworthy again for this session):
+```bash
+rm node_modules/@cornerstone/shared
+ln -s /absolute/path/to/THIS/worktree/shared node_modules/@cornerstone/shared
+cd shared && npx tsc && cd ..   # rebuild worktree-local shared/dist
+```
+After this, `npx tsc --noEmit -p client/tsconfig.json` and `-p server/tsconfig.json` both went from
+~15-30 false-positive errors to 0, and stayed 0 after all real fixes. **Use this fix proactively at the
+start of any session that needs a real `tsc -p` sanity sweep** (e.g. when a coordinator reports a CI
+typecheck failure) rather than trusting jest's silence alone — jest's leniency masks real errors too
+easily to be the sole signal when hunting for "any other fixture drift somewhere in the tree" (this is
+exactly how the ReportInvoiceList.test.tsx / realRender.test.ts CI failures escaped my first local pass).
+Do NOT touch the base checkout itself — this only repoints the worktree's own node_modules entry.
+
+**Real bug this fix uncovered** (CI Quality Gates failure on PR #1924, reported by coordinator):
+`ReportInvoiceList.test.tsx` (~L727/733) and `realRender.test.ts` (~L447/453) built `SourceReportLinkedItem`
+literals missing `areaId`/`areaName` — straightforward fixture-drift fixes (add the two null fields).
+But `realRender.test.ts` also had a **second, deeper bug**: a real-i18n end-to-end test
+(`renders both real deposit-footnote wordings ("constituted" vs "reduced")...`) still asserted the
+OLD numbered/vendor-prefixed constituted-deposit footnote text (`'‡1: Constituted Vendor (U-5) — This
+is a deposit.'`), which the AC2.1/AC2.2 change removed entirely (constituted deposits now render as an
+inline `isDeposit` badge/run, not a footnote). Rewrote the test to assert real translated text for both:
+the inline deposit-label run (array-of-runs allocated cell, second run text ` (Deposit)`/`
+(Abschlagszahlung)`) AND the still-existing shared/unnumbered reduced-deposit footnote — plus explicit
+negative assertions that the old "This is a deposit."/"Dies ist eine Abschlagszahlung." footnote text
+no longer appears anywhere. Lesson: a `grep`-based sweep for the type-shape drift (missing fields) is
+necessary but not sufficient — real-render/integration tests asserting exact translated STRINGS for a
+feature whose wording changed need their own pass, since `tsc` won't catch stale string assertions.
+
+**Round 3** (coordinator follow-up on PR #1924): the Deposit badge label moved further — out of
+per-consumer `t()` calls entirely and into the shared content model as `ReportContentLabels.deposit`
+(built once in `buildReportContent.ts` via `reportT`; `ReportContentEditor.tsx` and `overviewPdf.ts`
+both just read `content.labels.deposit` / `reportContent.labels.deposit` now — `overviewPdf.ts` also
+switched to named color/fontSize constants `DEPOSIT_NOTE_TEXT_COLOR`/`DEPOSIT_NOTE_FONT_SIZE` from
+`reportPdf/shared.ts` instead of inline magic values). By the time this request landed, an external
+process (not me) had already patched most existing fixtures' `labels`/`makeLabels()` objects to include
+`deposit: 'REPORT_DEPOSIT_LABEL'`-style values — but NOT the 4 files I'd fixed in round 2
+(`applyAiContent.test.ts`, `applyOverrides.test.ts`, `coverLetterPdf.test.ts`, `merge.test.ts`), which
+still lacked the `deposit` key on their `ReportContentLabels` fixtures and failed `tsc` (`TS2741:
+Property 'deposit' is missing`) once I re-swept. **Lesson: when a shared type gains a new required
+field mid-story, re-run the `tsc -p client/tsconfig.json` sweep after EVERY round, even on files you
+"already fixed" in a prior round for a different reason** — the type can grow again between rounds
+without any signal other than a fresh typecheck.
+
+For the mixed-language regression itself: added to `realRender.test.ts`'s existing
+`describe('production i18n singleton — getFixedT resolves a language independent of the ambient one')`
+block (established pattern for "UI locale stays X while report language resolves Y" — uses the REAL
+app i18n singleton via `(await import('../../i18n/index.js')).default` + `i18n.getFixedT(lang, 'budget')`,
+not the file's separate isolated `i18next.createInstance()` used everywhere else in that file). Gotcha:
+helper functions declared with `function` inside a nested `describe(...)` callback (e.g.
+`makeUsageFeatureReport()` inside the `'Usage column...'` block) are scoped to that closure only —
+NOT visible from a sibling top-level `describe` block later in the same file. Had to inline a minimal
+one-invoice fixture using the file's top-level `makeInvoice()` helper instead of reaching into the
+nested one. Final test: builds `content` via `reportT = i18n.getFixedT('de', 'budget')` while asserting
+`i18n.language` stays `'en'` throughout (both before and after — proves `getFixedT` never calls
+`changeLanguage()`), asserts `content.labels.deposit === 'Abschlagszahlung'` (exact real string, not
+`.toContain`), contrasts with `getFixedT('en', ...)` → `'Deposit'`, and pins the same value through to
+the rendered PDF's inline deposit run.
diff --git a/.claude/agent-memory/ux-designer/feature-spec-history.md b/.claude/agent-memory/ux-designer/feature-spec-history.md
index cf4c0423c..8fb2e3d1e 100644
--- a/.claude/agent-memory/ux-designer/feature-spec-history.md
+++ b/.claude/agent-memory/ux-designer/feature-spec-history.md
@@ -28,6 +28,16 @@ Adds an opt-in "Enable AI assistance" toggle (Step 4) + "Generate with AI" batch
 - **Table/mobile-card breakpoint**: reused `ReportInvoiceList`'s existing `max-width: 767px` split verbatim rather than the page's own ad hoc `860px` breakpoint (`.step4Layout` collapse) — the two breakpoints coexist in this file for different purposes (860px = two-column layout collapse, 767px = table→cards), don't conflate them.
 - Full field inventory for the cover letter (from `coverLetterPdf.ts`): sender (household name+address), recipient (`source.contactAddress`), reference (`source.reference`, optional), subject (per-use-case string), body (per-use-case template with `{{total}}`). A signature block also exists in the generated PDF (echoes household name a second time) but isn't in the issue's "settled decisions" list of 5 editable fields — spec'd it as derived-display-only (mirrors Sender), flagged as an open question rather than deciding unilaterally.
 
+## Issue #1923 — Report table cleanup: shared footnotes, inline deposit labels, claim metadata, total-only summary, area in Usage
+
+Client-only content-model cleanup on `ReportContentEditor.tsx`/`overviewPdf.ts` (mostly de-numbering footnotes + moving 2 facts from footnote-only to inline). Spec posted covering all 5 ACs.
+
+- **"Deposit" inline label reuses `Badge`'s existing `.attachmentDeposit` variant** (`--color-attachment-deposit-bg`/`-text`, teal) rather than inventing a new badge color — the exact same wording (`sourceReports.table.attachmentType.deposit`) already exists as a Document-Type badge elsewhere in the same reports feature (`ReportInvoiceList.tsx`). When a new inline "this row is an X" label is needed, check `attachmentType`-style badges first — this app already has a full palette of document/entry-type pills before reaching for a new variant.
+- **PDF "no Badge" fallback pattern**: pdfmake has no pill primitive, so a Badge-equivalent becomes a bracketed plain-text suffix `(Deposit)` in the *same* translation key, rendered as a separate lower-weight text run (`{ text: '...', color: '#6b7280', fontSize: 8 }`) via pdfmake's array-of-runs `text` field — not a new stacked line, not a filled/colored cell (per-run `fillColor` doesn't compose reliably with a whole-cell `text` array in pdfmake tables). `#6b7280` is the PDF-baked literal equivalent of `--color-text-muted`/`--color-gray-500` (confirmed via `merge.ts`'s hardcoded `styles.small.color`); PDF exports have no dark mode by design (fixed light-background documents), so hardcoded hex is expected/correct there, unlike in `client/src/**/*.css` where it would be a stylelint violation.
+- **Conditional block removal — no placeholder, just omit from the render tree**: for "this metadata block doesn't apply to this report type" (claim reports skip `sourceInfoBlock`), the correct spec is `{condition && <div>...}` (full omission), relying on the parent's existing `display:flex; gap: var(--spacing-N)` to naturally close the space — never a `display:none`-but-present placeholder or a manually tightened margin override. Same principle applies to the pdfmake side: skip the whole `content.push(...)` call rather than pushing an empty/near-empty stack.
+- **Secondary/muted metadata line under an editable field**: reused the `.dateLineLabel`/`.footnotes` muted-xs-text convention (`--font-size-xs` + `--color-text-muted`) for the new "area name" sub-line under Usage — this is the established in-file precedent for "annotation, not content" text, not a new pattern. Placed *below* the `EditableField`, never inline/parenthetical beside it, specifically because AC required it be visually distinguishable as non-editable — inline-beside-an-input reads as part of the same string.
+- **PDF stack-building refactor flagged, not just a style note**: extending `overviewPdf.ts`'s Usage cell from a 2-way ternary (`attachmentsNote ? stack : text`) to a 3-optional-line array build (usage + area + attachmentsNote) is a real code-shape change for `frontend-developer`, called out explicitly in the spec as an implementation note so it isn't missed as "just add one more line."
+
 ## Issue #1876 — Deposit Refunds with Negative Claim Adjustments
 
 `InvoiceDepositsSection` gains an entry-type choice (Deposit/Refund); refunds render as negative rows reusing the exact same status Badge/labels (Pending/Paid/Claimed) — no relabeling, per explicit user decision.
diff --git a/.claude/agent-memory/ux-designer/pr-review-findings.md b/.claude/agent-memory/ux-designer/pr-review-findings.md
index e20b2d872..c081c4ee9 100644
--- a/.claude/agent-memory/ux-designer/pr-review-findings.md
+++ b/.claude/agent-memory/ux-designer/pr-review-findings.md
@@ -11,6 +11,10 @@ metadata:
 - Legend dot `8px` = `var(--spacing-2)` — always swap raw px dot sizes to nearest spacing token
 - `--color-border-strong` as text `color` for a separator — use `--color-text-muted` instead
 
+## PR #1924 — Report table cleanup (#1923) (APPROVED via `gh pr comment`)
+
+Clean match to spec: `.depositBadge` composed `attachmentDeposit` verbatim, mobile Badge correctly omitted `.depositLabel` (relies on `.mobileCardAllocated` flex-gap instead), `.usageAreaText` rendered as separate div/span never concatenated into the editable value, summary border-removal + `.summaryAmount`-only size bump both matched exactly, PDF deposit-suffix run and usage-stack area line matched fontSize/color/ordering. No findings. Verdict was posted as a `gh pr comment` with an explicit "Verdict: APPROVED" line.
+
 ## PR #1490 — Measurement & Freehand Tools (APPROVED/comment)
 
 See `pr-1490-measurement-freehand.md`. Medium: `labelAttrs { display:'none' }` dead code in render.ts — refinement item.
diff --git a/client/src/components/reports/ReportContentEditor.module.css b/client/src/components/reports/ReportContentEditor.module.css
index 6a588103e..0cf9daf84 100644
--- a/client/src/components/reports/ReportContentEditor.module.css
+++ b/client/src/components/reports/ReportContentEditor.module.css
@@ -154,6 +154,28 @@
   color: var(--color-status-quotation-text);
 }
 
+/* Deposit badge and area text */
+.depositBadge {
+  composes: attachmentDeposit from '../Badge/Badge.module.css';
+}
+
+.depositLabel {
+  margin-left: var(--spacing-2);
+}
+
+.mobileCardAllocated {
+  display: flex;
+  align-items: center;
+  gap: var(--spacing-2);
+  flex-wrap: wrap;
+}
+
+.usageAreaText {
+  font-size: var(--font-size-xs);
+  color: var(--color-text-muted);
+  margin-top: var(--spacing-1);
+}
+
 /* Summary Table */
 .summaryTable {
   width: 100%;
@@ -167,6 +189,10 @@
   border-bottom: 1px solid var(--color-border);
 }
 
+.summaryTable tbody tr:last-child td {
+  border-bottom: none;
+}
+
 .summaryLabel {
   font-weight: var(--font-weight-semibold);
   color: var(--color-text-primary);
@@ -175,6 +201,7 @@
 .summaryAmount {
   font-weight: var(--font-weight-semibold);
   color: var(--color-text-primary);
+  font-size: var(--font-size-base);
 }
 
 /* Footnotes */
diff --git a/client/src/components/reports/ReportContentEditor.test.tsx b/client/src/components/reports/ReportContentEditor.test.tsx
index a226df23e..5e1f70615 100644
--- a/client/src/components/reports/ReportContentEditor.test.tsx
+++ b/client/src/components/reports/ReportContentEditor.test.tsx
@@ -78,6 +78,7 @@ const LABELS: ReportContentLabels = {
   allocatedAmount: 'REPORT_ALLOCATED_AMOUNT_LABEL',
   usage: 'REPORT_USAGE_LABEL',
   attachmentsNote: 'REPORT_ATTACHMENTS_NOTE_LABEL',
+  deposit: 'REPORT_DEPOSIT_LABEL',
   source: 'REPORT_SOURCE_LABEL',
   sourceType: 'REPORT_SOURCE_TYPE_LABEL',
   reference: 'REPORT_REFERENCE_LABEL',
@@ -95,10 +96,12 @@ function makeRow(overrides: Partial<ReportContentRow> = {}): ReportContentRow {
     invoiceAmountText: '€100.00',
     allocatedAmountValueText: '€100.00',
     allocatedMarkers: '',
+    isDeposit: false,
     isRefund: false,
     refundNoteText: '',
     usageText: 'Baseline usage',
     attachmentsNote: null,
+    areaText: null,
     ...overrides,
   };
 }
@@ -106,6 +109,7 @@ function makeRow(overrides: Partial<ReportContentRow> = {}): ReportContentRow {
 function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
   return {
     isOverview: false,
+    isClaim: false,
     tableTitle: 'Title',
     labels: LABELS,
     sourceInfo: {
@@ -648,20 +652,17 @@ describe('ReportContentEditor — table rows', () => {
 });
 
 describe('ReportContentEditor — summary rows and footnotes', () => {
-  it('renders each summaryRow as a plain (non-editable) row with label and amount', () => {
+  it('AC4: renders a single Total-only summaryRow as a plain (non-editable) row with label and amount', () => {
     const content = makeContent({
-      // Distinct amount strings from the default row's own €100.00 to avoid ambiguous matches
+      // Distinct amount string from the default row's own €100.00 to avoid ambiguous matches
       // against the table body (which also renders the fixture row's amount cells).
-      summaryRows: [
-        { key: 'subtotal-paid', label: 'Paid Subtotal', amountText: '€150.00' },
-        { key: 'total', label: 'Total', amountText: '€550.00' },
-      ],
+      summaryRows: [{ key: 'total', label: 'Total', amountText: '€550.00' }],
     });
     renderEditor({ content });
-    expect(screen.getByText('Paid Subtotal')).toBeInTheDocument();
-    expect(screen.getByText('€150.00')).toBeInTheDocument();
     expect(screen.getByText('Total')).toBeInTheDocument();
     expect(screen.getByText('€550.00')).toBeInTheDocument();
+    // No subtotal-labeled row survives alongside it.
+    expect(screen.queryByText(/Subtotal/)).not.toBeInTheDocument();
   });
 
   it('renders no summary table when summaryRows is empty', () => {
@@ -670,17 +671,23 @@ describe('ReportContentEditor — summary rows and footnotes', () => {
     expect(container.querySelector('table + table')).not.toBeInTheDocument();
   });
 
-  it('renders each footnote with its marker and text, read-only', () => {
+  it('renders each footnote with its unnumbered/shared marker and text, read-only', () => {
     const content = makeContent({
       footnotes: [
-        { id: 'split-1', marker: '†1', text: 'ACME (A-1) — split footnote' },
-        { id: 'deposit-1', marker: '‡1', text: 'Beta (B-2) — deposit footnote' },
+        { id: 'split', marker: '†', text: 'Amount shown reflects only the portion allocated.' },
+        {
+          id: 'deposit-reduced',
+          marker: '‡',
+          text: 'This position reflects deposits claimed separately.',
+        },
       ],
     });
     renderEditor({ content });
-    expect(screen.getByText('†1:')).toBeInTheDocument();
-    expect(screen.getByText(/ACME \(A-1\) — split footnote/)).toBeInTheDocument();
-    expect(screen.getByText('‡1:')).toBeInTheDocument();
+    expect(screen.getByText('†:')).toBeInTheDocument();
+    expect(
+      screen.getByText(/Amount shown reflects only the portion allocated\./),
+    ).toBeInTheDocument();
+    expect(screen.getByText('‡:')).toBeInTheDocument();
   });
 
   it('renders no footnotes block when footnotes is empty', () => {
@@ -690,6 +697,86 @@ describe('ReportContentEditor — summary rows and footnotes', () => {
   });
 });
 
+describe('ReportContentEditor — isClaim (AC3: claim reports omit the source info metadata block)', () => {
+  it('AC3.1: omits the sourceInfoBlock entirely when content.isClaim is true', () => {
+    const content = makeContent({ isClaim: true });
+    renderEditor({ content });
+    expect(screen.queryByText(`${LABELS.source}: Home Loan`)).not.toBeInTheDocument();
+    expect(screen.queryByText(new RegExp(`^${LABELS.sourceType}:`))).not.toBeInTheDocument();
+    expect(screen.queryByText(new RegExp(`^${LABELS.generatedAt}:`))).not.toBeInTheDocument();
+  });
+
+  it('renders the sourceInfoBlock when content.isClaim is false (budget-overview/proof-of-funds)', () => {
+    const content = makeContent({ isClaim: false });
+    renderEditor({ content });
+    expect(screen.getByText(`${LABELS.source}: Home Loan`)).toBeInTheDocument();
+  });
+});
+
+describe('ReportContentEditor — isDeposit (AC2.1: inline Deposit badge, no marker)', () => {
+  it('renders a Deposit badge in the desktop allocated cell and no ‡ marker for an isDeposit row', () => {
+    const rows = [
+      makeRow({
+        invoiceId: 'inv-1',
+        isDeposit: true,
+        allocatedMarkers: '',
+        allocatedAmountValueText: '€300.00',
+      }),
+    ];
+    const { container } = renderEditor({ content: makeContent({ rows }) });
+    const table = getDesktopTable(container);
+    expect(within(table).getByText('REPORT_DEPOSIT_LABEL')).toBeInTheDocument();
+    expect(within(table).queryByText(/‡/)).not.toBeInTheDocument();
+  });
+
+  it('renders the same Deposit badge in the mobile card allocated row', () => {
+    const rows = [makeRow({ invoiceId: 'inv-1', isDeposit: true })];
+    const { container } = renderEditor({ content: makeContent({ rows }) });
+    const card = within(getMobileList(container));
+    expect(card.getByText('REPORT_DEPOSIT_LABEL')).toBeInTheDocument();
+  });
+
+  it('renders no Deposit badge for a non-deposit row', () => {
+    const rows = [makeRow({ invoiceId: 'inv-1', isDeposit: false })];
+    const { container } = renderEditor({ content: makeContent({ rows }) });
+    expect(screen.queryByText('REPORT_DEPOSIT_LABEL')).not.toBeInTheDocument();
+    void container;
+  });
+});
+
+describe('ReportContentEditor — areaText (AC5.2/5.3: distinct element below the usage field)', () => {
+  it('renders areaText as a distinct element below the desktop Usage EditableField, not inside its value', () => {
+    const rows = [
+      makeRow({ invoiceId: 'inv-1', usageText: 'Kitchen work', areaText: 'Ground Floor' }),
+    ];
+    const { container } = renderEditor({ content: makeContent({ rows }) });
+    const table = getDesktopTable(container);
+    const usageInput = within(table).getByDisplayValue('Kitchen work');
+    // The area text is not baked into the editable input's value.
+    expect(usageInput).not.toHaveValue('Kitchen work / Ground Floor');
+    const areaEl = within(table).getByText('Ground Floor');
+    expect(areaEl.className).toContain(styles.usageAreaText);
+    expect(areaEl.tagName).toBe('DIV');
+  });
+
+  it('renders areaText as a <span> in the mobile card usage row', () => {
+    const rows = [
+      makeRow({ invoiceId: 'inv-1', usageText: 'Kitchen work', areaText: 'Ground Floor' }),
+    ];
+    const { container } = renderEditor({ content: makeContent({ rows }) });
+    const card = within(getMobileList(container));
+    const areaEl = card.getByText('Ground Floor');
+    expect(areaEl.className).toContain(styles.usageAreaText);
+    expect(areaEl.tagName).toBe('SPAN');
+  });
+
+  it('renders no area element (desktop or mobile) when areaText is null', () => {
+    const rows = [makeRow({ invoiceId: 'inv-1', areaText: null })];
+    const { container } = renderEditor({ content: makeContent({ rows }) });
+    expect(container.querySelectorAll(`.${styles.usageAreaText}`)).toHaveLength(0);
+  });
+});
+
 describe(
   'ReportContentEditor — mobile card list (CSS-only responsive, ' +
     'always rendered alongside the desktop table — see header comment)',
diff --git a/client/src/components/reports/ReportContentEditor.tsx b/client/src/components/reports/ReportContentEditor.tsx
index 5356d7275..855b2e802 100644
--- a/client/src/components/reports/ReportContentEditor.tsx
+++ b/client/src/components/reports/ReportContentEditor.tsx
@@ -133,22 +133,24 @@ export function ReportContentEditor({
       )}
 
       {/* Source Info Block */}
-      <div className={styles.sourceInfoBlock}>
-        <p>
-          {content.labels.source}: {content.sourceInfo.sourceName}
-        </p>
-        <p>
-          {content.labels.sourceType}: {content.sourceInfo.sourceTypeText}
-        </p>
-        {content.sourceInfo.referenceText && (
+      {!content.isClaim && (
+        <div className={styles.sourceInfoBlock}>
           <p>
-            {content.labels.reference}: {content.sourceInfo.referenceText}
+            {content.labels.source}: {content.sourceInfo.sourceName}
           </p>
-        )}
-        <p>
-          {content.labels.generatedAt}: {content.sourceInfo.generatedAtText}
-        </p>
-      </div>
+          <p>
+            {content.labels.sourceType}: {content.sourceInfo.sourceTypeText}
+          </p>
+          {content.sourceInfo.referenceText && (
+            <p>
+              {content.labels.reference}: {content.sourceInfo.referenceText}
+            </p>
+          )}
+          <p>
+            {content.labels.generatedAt}: {content.sourceInfo.generatedAtText}
+          </p>
+        </div>
+      )}
 
       {/* Report Table */}
       <h3 className={styles.tableHeading}>{t('sourceReports.editable.tableHeading')}</h3>
@@ -194,6 +196,18 @@ export function ReportContentEditor({
                   {row.allocatedAmountValueText}
                   {row.allocatedMarkers}
                   {row.isRefund && ` ${row.refundNoteText}`}
+                  {row.isDeposit && (
+                    <Badge
+                      className={styles.depositLabel}
+                      variants={{
+                        deposit: {
+                          label: content.labels.deposit,
+                          className: styles.depositBadge,
+                        },
+                      }}
+                      value="deposit"
+                    />
+                  )}
                 </td>
                 <td>
                   <EditableField
@@ -213,6 +227,7 @@ export function ReportContentEditor({
                     isEdited={isFieldEdited(overrideKey.row(row.invoiceId).usageText)}
                     onReset={() => onFieldReset(overrideKey.row(row.invoiceId).usageText)}
                   />
+                  {row.areaText && <div className={styles.usageAreaText}>{row.areaText}</div>}
                 </td>
                 {row.attachmentsNote !== null && (
                   <td>
@@ -281,12 +296,25 @@ export function ReportContentEditor({
             </div>
             <div className={styles.mobileCardRow}>
               <span className={styles.mobileCardCaption}>{content.labels.allocatedAmount}</span>
-              <span
-                className={`${styles.mobileCardValue} ${row.isRefund ? styles.refundAmount : ''}`}
-              >
-                {row.allocatedAmountValueText}
-                {row.allocatedMarkers}
-                {row.isRefund && ` ${row.refundNoteText}`}
+              <span className={styles.mobileCardAllocated}>
+                <span
+                  className={`${styles.mobileCardValue} ${row.isRefund ? styles.refundAmount : ''}`}
+                >
+                  {row.allocatedAmountValueText}
+                  {row.allocatedMarkers}
+                  {row.isRefund && ` ${row.refundNoteText}`}
+                </span>
+                {row.isDeposit && (
+                  <Badge
+                    variants={{
+                      deposit: {
+                        label: content.labels.deposit,
+                        className: styles.depositBadge,
+                      },
+                    }}
+                    value="deposit"
+                  />
+                )}
               </span>
             </div>
             <div className={styles.mobileCardRow}>
@@ -306,6 +334,7 @@ export function ReportContentEditor({
                 isEdited={isFieldEdited(overrideKey.row(row.invoiceId).usageText)}
                 onReset={() => onFieldReset(overrideKey.row(row.invoiceId).usageText)}
               />
+              {row.areaText && <span className={styles.usageAreaText}>{row.areaText}</span>}
             </div>
             {row.attachmentsNote !== null && (
               <div className={styles.mobileCardRow}>
diff --git a/client/src/components/reports/ReportInvoiceList.test.tsx b/client/src/components/reports/ReportInvoiceList.test.tsx
index d2c39ef22..956e7f39d 100644
--- a/client/src/components/reports/ReportInvoiceList.test.tsx
+++ b/client/src/components/reports/ReportInvoiceList.test.tsx
@@ -724,13 +724,25 @@ describe('ReportInvoiceList', () => {
       id: 'line-2',
       description: 'Roofing',
       allocatedPortion: 200,
-      linkedItem: { type: 'work_item' as const, id: 'wi-1', name: 'Roof Replacement' },
+      linkedItem: {
+        type: 'work_item' as const,
+        id: 'wi-1',
+        name: 'Roof Replacement',
+        areaId: null,
+        areaName: null,
+      },
     };
     const householdItemLine = {
       id: 'line-3',
       description: 'Cabinet',
       allocatedPortion: 100,
-      linkedItem: { type: 'household_item' as const, id: 'hi-1', name: 'Kitchen Cabinet' },
+      linkedItem: {
+        type: 'household_item' as const,
+        id: 'hi-1',
+        name: 'Kitchen Cabinet',
+        areaId: null,
+        areaName: null,
+      },
     };
     const deposit = {
       id: 'dep-1',
diff --git a/client/src/i18n/de/budget.json b/client/src/i18n/de/budget.json
index 600f112fd..0ffff9107 100644
--- a/client/src/i18n/de/budget.json
+++ b/client/src/i18n/de/budget.json
@@ -1237,7 +1237,6 @@
       "status": "Status",
       "invoiceAmount": "Rechnungsbetrag",
       "allocatedAmount": "Zugeordneter Betrag",
-      "subtotal": "Zwischensumme",
       "total": "Gesamt",
       "refundNote": "(Rückerstattung)",
       "footnoteFetchFailed": "Dokument konnte nicht abgerufen werden",
@@ -1253,8 +1252,7 @@
       "attachmentsNote_other": "{{count}} Anhänge: {{types}}",
       "attachmentsNoteNoType_one": "{{count}} Anhang",
       "attachmentsNoteNoType_other": "{{count}} Anhänge",
-      "depositReducedFootnote": "Diese Position berücksichtigt separat eingereichte Abschlagszahlungen.",
-      "depositConstitutedFootnote": "Dies ist eine Abschlagszahlung."
+      "depositReducedFootnote": "Diese Position berücksichtigt separat eingereichte Abschlagszahlungen."
     },
     "sourceType": {
       "bank_loan": "Bankdarlehen",
diff --git a/client/src/i18n/en/budget.json b/client/src/i18n/en/budget.json
index 2d2e7f05a..11d3dbec2 100644
--- a/client/src/i18n/en/budget.json
+++ b/client/src/i18n/en/budget.json
@@ -1247,14 +1247,12 @@
       "attachmentsNote_other": "{{count}} attachments: {{types}}",
       "attachmentsNoteNoType_one": "{{count}} attachment",
       "attachmentsNoteNoType_other": "{{count}} attachments",
-      "subtotal": "Subtotal",
       "total": "Total",
       "refundNote": "(refund)",
       "footnoteFetchFailed": "Document could not be retrieved",
       "footnoteInvalidPdf": "Document is not a valid PDF",
       "splitFootnote": "Amount shown reflects only the portion allocated to this source.",
-      "depositReducedFootnote": "This position reflects deposits claimed separately.",
-      "depositConstitutedFootnote": "This is a deposit."
+      "depositReducedFootnote": "This position reflects deposits claimed separately."
     },
     "sourceType": {
       "bank_loan": "Bank Loan",
diff --git a/client/src/lib/reportContent/applyAiContent.test.ts b/client/src/lib/reportContent/applyAiContent.test.ts
index 3ca2b2ac8..8f344fd52 100644
--- a/client/src/lib/reportContent/applyAiContent.test.ts
+++ b/client/src/lib/reportContent/applyAiContent.test.ts
@@ -23,10 +23,12 @@ function makeRow(overrides: Partial<ReportContentRow> = {}): ReportContentRow {
     invoiceAmountText: '€100.00',
     allocatedAmountValueText: '€100.00',
     allocatedMarkers: '',
+    isDeposit: false,
     isRefund: false,
     refundNoteText: '',
     usageText: 'Baseline usage',
     attachmentsNote: null,
+    areaText: null,
     ...overrides,
   };
 }
@@ -41,6 +43,7 @@ function makeLabels(): ReportContent['labels'] {
     allocatedAmount: 'Allocated Amount',
     usage: 'Usage',
     attachmentsNote: 'Attachments Note',
+    deposit: 'Deposit',
     source: 'Source',
     sourceType: 'Source Type',
     reference: 'Reference',
@@ -51,6 +54,7 @@ function makeLabels(): ReportContent['labels'] {
 function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
   return {
     isOverview: false,
+    isClaim: false,
     tableTitle: 'Title',
     labels: makeLabels(),
     sourceInfo: {
diff --git a/client/src/lib/reportContent/applyOverrides.test.ts b/client/src/lib/reportContent/applyOverrides.test.ts
index d800f78d2..8dfc81835 100644
--- a/client/src/lib/reportContent/applyOverrides.test.ts
+++ b/client/src/lib/reportContent/applyOverrides.test.ts
@@ -22,10 +22,12 @@ function makeRow(overrides: Partial<ReportContentRow> = {}): ReportContentRow {
     invoiceAmountText: '€100.00',
     allocatedAmountValueText: '€100.00',
     allocatedMarkers: '',
+    isDeposit: false,
     isRefund: false,
     refundNoteText: '',
     usageText: 'Baseline usage',
     attachmentsNote: null,
+    areaText: null,
     ...overrides,
   };
 }
@@ -40,6 +42,7 @@ function makeLabels(): ReportContent['labels'] {
     allocatedAmount: 'Allocated Amount',
     usage: 'Usage',
     attachmentsNote: 'Attachments Note',
+    deposit: 'Deposit',
     source: 'Source',
     sourceType: 'Source Type',
     reference: 'Reference',
@@ -50,6 +53,7 @@ function makeLabels(): ReportContent['labels'] {
 function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
   return {
     isOverview: false,
+    isClaim: false,
     tableTitle: 'Title',
     labels: makeLabels(),
     sourceInfo: {
diff --git a/client/src/lib/reportContent/buildReportContent.test.ts b/client/src/lib/reportContent/buildReportContent.test.ts
index 294b6caa3..2b353c24c 100644
--- a/client/src/lib/reportContent/buildReportContent.test.ts
+++ b/client/src/lib/reportContent/buildReportContent.test.ts
@@ -62,6 +62,19 @@ function makeBudgetLine(overrides: Partial<SourceReportBudgetLine> = {}): Source
   };
 }
 
+function makeLinkedItem(
+  overrides: Partial<SourceReportBudgetLine['linkedItem']> = {},
+): NonNullable<SourceReportBudgetLine['linkedItem']> {
+  return {
+    type: 'work_item',
+    id: 'wi-1',
+    name: 'Kitchen',
+    areaId: null,
+    areaName: null,
+    ...overrides,
+  };
+}
+
 function makeDeposit(overrides: Partial<SourceReportDeposit> = {}): SourceReportDeposit {
   return {
     id: 'dep-1',
@@ -236,9 +249,9 @@ describe('buildReportContent — rows', () => {
     it('dedupes and comma-joins distinct linked-item names in first-occurrence order', () => {
       const invoice = makeInvoice({
         budgetLines: [
-          makeBudgetLine({ linkedItem: { type: 'work_item', id: 'wi-1', name: 'Kitchen' } }),
-          makeBudgetLine({ linkedItem: { type: 'work_item', id: 'wi-2', name: 'Bathroom' } }),
-          makeBudgetLine({ linkedItem: { type: 'work_item', id: 'wi-1', name: 'Kitchen' } }),
+          makeBudgetLine({ linkedItem: makeLinkedItem({ id: 'wi-1', name: 'Kitchen' }) }),
+          makeBudgetLine({ linkedItem: makeLinkedItem({ id: 'wi-2', name: 'Bathroom' }) }),
+          makeBudgetLine({ linkedItem: makeLinkedItem({ id: 'wi-1', name: 'Kitchen' }) }),
         ],
       });
       const report = makeReport([invoice]);
@@ -323,8 +336,8 @@ describe('buildReportContent — rows', () => {
     });
   });
 
-  describe('allocatedMarkers (split † / deposit ‡)', () => {
-    it('adds † only when isSplit and budgetLines.length > 0, no deposits', () => {
+  describe('allocatedMarkers (split † / deposit ‡, unnumbered/shared per story #1923) + isDeposit', () => {
+    it('adds unnumbered † only when isSplit and budgetLines.length > 0, no deposits', () => {
       const invoice = makeInvoice({
         isSplit: true,
         budgetLines: [makeBudgetLine()],
@@ -332,32 +345,58 @@ describe('buildReportContent — rows', () => {
       });
       const report = makeReport([invoice]);
       const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
-      expect(content.rows[0]!.allocatedMarkers).toBe('†1');
+      expect(content.rows[0]!.allocatedMarkers).toBe('†');
+      expect(content.rows[0]!.isDeposit).toBe(false);
+    });
+
+    it('adds unnumbered ‡ only when isSplit and the deposit is untagged (reduced), no budget lines', () => {
+      const invoice = makeInvoice({
+        isSplit: true,
+        budgetLines: [],
+        deposits: [makeDeposit({ budgetSourceId: null })],
+      });
+      const report = makeReport([invoice], { id: 'src-1' });
+      const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+      expect(content.rows[0]!.allocatedMarkers).toBe('‡');
+      expect(content.rows[0]!.isDeposit).toBe(false);
     });
 
-    it('adds ‡ only when isSplit and deposits.length > 0, no budget lines', () => {
+    it('AC2.1: adds NO marker and sets isDeposit=true when the deposit is tagged to this report source (constituted)', () => {
       const invoice = makeInvoice({
         isSplit: true,
         budgetLines: [],
         deposits: [makeDeposit({ budgetSourceId: 'src-1' })],
       });
-      const report = makeReport([invoice]);
+      const report = makeReport([invoice], { id: 'src-1' });
+      const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+      expect(content.rows[0]!.allocatedMarkers).toBe('');
+      expect(content.rows[0]!.isDeposit).toBe(true);
+    });
+
+    it('AC2.4: adds both † and ‡ (order †‡) when split budget lines and a reduced (untagged) deposit are both present', () => {
+      const invoice = makeInvoice({
+        isSplit: true,
+        budgetLines: [makeBudgetLine()],
+        deposits: [makeDeposit({ budgetSourceId: null })],
+      });
+      const report = makeReport([invoice], { id: 'src-1' });
       const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
-      expect(content.rows[0]!.allocatedMarkers).toBe('‡1');
+      expect(content.rows[0]!.allocatedMarkers).toBe('†‡');
     });
 
-    it('adds both † and ‡ when both budget lines and deposits are present', () => {
+    it('adds only † (no ‡, isDeposit=true) when split budget lines are combined with a constituted (tagged) deposit', () => {
       const invoice = makeInvoice({
         isSplit: true,
         budgetLines: [makeBudgetLine()],
         deposits: [makeDeposit({ budgetSourceId: 'src-1' })],
       });
-      const report = makeReport([invoice]);
+      const report = makeReport([invoice], { id: 'src-1' });
       const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
-      expect(content.rows[0]!.allocatedMarkers).toBe('†1‡1');
+      expect(content.rows[0]!.allocatedMarkers).toBe('†');
+      expect(content.rows[0]!.isDeposit).toBe(true);
     });
 
-    it('adds neither marker when isSplit is false, regardless of budgetLines/deposits content', () => {
+    it('adds neither marker nor isDeposit when isSplit is false, regardless of budgetLines/deposits content', () => {
       const invoice = makeInvoice({
         isSplit: false,
         budgetLines: [makeBudgetLine()],
@@ -366,6 +405,7 @@ describe('buildReportContent — rows', () => {
       const report = makeReport([invoice]);
       const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
       expect(content.rows[0]!.allocatedMarkers).toBe('');
+      expect(content.rows[0]!.isDeposit).toBe(false);
     });
 
     it('adds neither marker when isSplit is true but budgetLines and deposits are both empty', () => {
@@ -373,6 +413,7 @@ describe('buildReportContent — rows', () => {
       const report = makeReport([invoice]);
       const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
       expect(content.rows[0]!.allocatedMarkers).toBe('');
+      expect(content.rows[0]!.isDeposit).toBe(false);
     });
 
     it('never assigns markers to an excluded invoice, even when isSplit with lines/deposits', () => {
@@ -384,34 +425,63 @@ describe('buildReportContent — rows', () => {
       const included = makeInvoice({ invoiceId: 'inv-1' });
       const report = makeReport([invoice, included]);
       const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
-      // Only the included row is present; footnotes must not have been numbered for the excluded one.
+      // Only the included row is present; footnotes must not have been generated for the excluded one.
       expect(content.rows).toHaveLength(1);
       expect(content.footnotes).toEqual([]);
     });
   });
 });
 
-describe('buildReportContent — footnotes', () => {
-  it('produces a split footnote with vendor/invoice-number attribution using the dedicated splitFootnote key', () => {
-    const invoice = makeInvoice({
-      invoiceId: 'inv-split',
+describe('buildReportContent — footnotes (AC1/AC2: shared, unnumbered, at most 2 entries, no vendor prefix)', () => {
+  it('AC1.2: produces exactly one shared split footnote (no vendor/invoice-number prefix) when three included invoices are split', () => {
+    const inv1 = makeInvoice({
+      invoiceId: 'inv-1',
       vendorName: 'Gamma Corp',
       invoiceNumber: 'G-9',
       isSplit: true,
       budgetLines: [makeBudgetLine()],
     });
-    const report = makeReport([invoice]);
-    const content = buildReportContent(report, new Set(['inv-split']), 'claim', t, formatters);
+    const inv2 = makeInvoice({
+      invoiceId: 'inv-2',
+      vendorName: 'Delta Corp',
+      invoiceNumber: 'D-1',
+      isSplit: true,
+      budgetLines: [makeBudgetLine()],
+    });
+    const inv3 = makeInvoice({
+      invoiceId: 'inv-3',
+      vendorName: 'Epsilon Corp',
+      invoiceNumber: 'E-2',
+      isSplit: true,
+      budgetLines: [makeBudgetLine()],
+    });
+    const report = makeReport([inv1, inv2, inv3]);
+    const content = buildReportContent(
+      report,
+      new Set(['inv-1', 'inv-2', 'inv-3']),
+      'claim',
+      t,
+      formatters,
+    );
     expect(content.footnotes).toEqual([
       {
-        id: 'split-1',
-        marker: '†1',
-        text: 'Gamma Corp (G-9) — sourceReports.table.splitFootnote',
+        id: 'split',
+        marker: '†',
+        text: 'sourceReports.table.splitFootnote',
       },
     ]);
+    // Every split row carries the marker — no per-invoice numbering distinguishes them.
+    expect(content.rows.every((r) => r.allocatedMarkers === '†')).toBe(true);
   });
 
-  it('produces a "constituted" deposit footnote when the deposit is tagged to this source', () => {
+  it('AC1.3: produces no † marker and no split footnote anywhere when no included invoice is split', () => {
+    const report = makeReport([makeInvoice({ isSplit: false })]);
+    const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+    expect(content.footnotes).toEqual([]);
+    expect(content.rows[0]!.allocatedMarkers).toBe('');
+  });
+
+  it('AC2.2: produces NO footnote entry for a constituted (tagged) deposit — the row gets isDeposit instead', () => {
     const invoice = makeInvoice({
       isSplit: true,
       budgetLines: [],
@@ -419,10 +489,11 @@ describe('buildReportContent — footnotes', () => {
     });
     const report = makeReport([invoice], { id: 'src-1' });
     const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
-    expect(content.footnotes[0]!.text).toContain('sourceReports.table.depositConstitutedFootnote');
+    expect(content.footnotes).toEqual([]);
+    expect(content.rows[0]!.isDeposit).toBe(true);
   });
 
-  it('produces a "reduced" deposit footnote when the deposit is untagged (or tagged elsewhere)', () => {
+  it('AC2.3: produces exactly one shared, unnumbered ‡ footnote when one or more invoices have a reduced (untagged) deposit', () => {
     const invoice = makeInvoice({
       isSplit: true,
       budgetLines: [],
@@ -430,78 +501,188 @@ describe('buildReportContent — footnotes', () => {
     });
     const report = makeReport([invoice], { id: 'src-1' });
     const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
-    expect(content.footnotes[0]!.text).toContain('sourceReports.table.depositReducedFootnote');
+    expect(content.footnotes).toEqual([
+      {
+        id: 'deposit-reduced',
+        marker: '‡',
+        text: 'sourceReports.table.depositReducedFootnote',
+      },
+    ]);
   });
 
-  it('orders footnotes split-block-first, then deposit-block, independent numbering per block', () => {
-    const splitOnly = makeInvoice({
-      invoiceId: 'inv-split',
-      vendorName: 'Split Vendor',
-      invoiceNumber: 'S-1',
+  it('AC2.3: multiple invoices with reduced deposits still produce exactly one shared ‡ entry', () => {
+    const inv1 = makeInvoice({
+      invoiceId: 'inv-1',
       isSplit: true,
-      budgetLines: [makeBudgetLine()],
+      budgetLines: [],
+      deposits: [makeDeposit({ id: 'dep-1', budgetSourceId: null })],
     });
-    const depositOnly = makeInvoice({
-      invoiceId: 'inv-deposit',
-      vendorName: 'Deposit Vendor',
-      invoiceNumber: 'D-1',
+    const inv2 = makeInvoice({
+      invoiceId: 'inv-2',
       isSplit: true,
       budgetLines: [],
-      deposits: [makeDeposit({ budgetSourceId: 'src-1' })],
+      deposits: [makeDeposit({ id: 'dep-2', budgetSourceId: null })],
     });
-    const report = makeReport([splitOnly, depositOnly], { id: 'src-1' });
-    const content = buildReportContent(
-      report,
-      new Set(['inv-split', 'inv-deposit']),
-      'claim',
-      t,
-      formatters,
-    );
-    expect(content.footnotes.map((f) => f.id)).toEqual(['split-1', 'deposit-1']);
+    const report = makeReport([inv1, inv2], { id: 'src-1' });
+    const content = buildReportContent(report, new Set(['inv-1', 'inv-2']), 'claim', t, formatters);
+    const reducedFootnotes = content.footnotes.filter((f) => f.id === 'deposit-reduced');
+    expect(reducedFootnotes).toHaveLength(1);
+  });
+
+  it('AC2.4: both split and reduced-deposit invoices present → markers "†‡" on the combined row, footnotes ordered [split, deposit-reduced]', () => {
+    const combined = makeInvoice({
+      invoiceId: 'inv-1',
+      isSplit: true,
+      budgetLines: [makeBudgetLine()],
+      deposits: [makeDeposit({ budgetSourceId: null })],
+    });
+    const report = makeReport([combined], { id: 'src-1' });
+    const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+    expect(content.rows[0]!.allocatedMarkers).toBe('†‡');
+    expect(content.footnotes.map((f) => f.id)).toEqual(['split', 'deposit-reduced']);
+    expect(content.footnotes).toHaveLength(2);
   });
 
-  it('produces no footnotes when no invoice is split', () => {
+  it('produces no footnotes when no invoice is split or has a reduced deposit', () => {
     const report = makeReport([makeInvoice()]);
     const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
     expect(content.footnotes).toEqual([]);
   });
 });
 
-describe('buildReportContent — summaryRows', () => {
-  it('adds one subtotal row per distinct status among included invoices, in pending/paid/claimed/quotation order', () => {
+describe('buildReportContent — summaryRows (AC4: total-only summary)', () => {
+  it('AC4.1/4.2: produces exactly one summary row (key "total"), even when included invoices span 2+ distinct statuses', () => {
     const pending = makeInvoice({ invoiceId: 'inv-1', status: 'pending', allocatedAmount: 100 });
     const paid = makeInvoice({ invoiceId: 'inv-2', status: 'paid', allocatedAmount: 200 });
-    const report = makeReport([pending, paid]);
-    const content = buildReportContent(report, new Set(['inv-1', 'inv-2']), 'claim', t, formatters);
-    const subtotalKeys = content.summaryRows
-      .filter((r) => r.key.startsWith('subtotal-'))
-      .map((r) => r.key);
-    expect(subtotalKeys).toEqual(['subtotal-pending', 'subtotal-paid']);
-    expect(content.summaryRows[0]!.amountText).toBe('€100.00');
-    expect(content.summaryRows[1]!.amountText).toBe('€200.00');
+    const quotation = makeInvoice({
+      invoiceId: 'inv-3',
+      status: 'quotation',
+      allocatedAmount: 50,
+    });
+    const report = makeReport([pending, paid, quotation]);
+    const content = buildReportContent(
+      report,
+      new Set(['inv-1', 'inv-2', 'inv-3']),
+      'budget-overview',
+      t,
+      formatters,
+    );
+    expect(content.summaryRows).toHaveLength(1);
+    expect(content.summaryRows[0]!.key).toBe('total');
+    // No subtotal-* rows of any kind survive.
+    expect(content.summaryRows.some((r) => r.key.startsWith('subtotal'))).toBe(false);
   });
 
-  it('does not add a subtotal row for a status with zero included invoices', () => {
+  it('AC4.1: produces exactly one summary row even when only a single status is present', () => {
     const pending = makeInvoice({ invoiceId: 'inv-1', status: 'pending', allocatedAmount: 100 });
     const report = makeReport([pending]);
     const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
-    const subtotalKeys = content.summaryRows.filter((r) => r.key.startsWith('subtotal-'));
-    expect(subtotalKeys).toHaveLength(1);
+    expect(content.summaryRows).toHaveLength(1);
   });
 
-  it('always appends a final "total" row with the sum of included invoices\' allocatedAmount', () => {
+  it("AC4.3: the total row's amount is the sum of allocatedAmount over included invoices — unchanged math", () => {
     const invoice1 = makeInvoice({ invoiceId: 'inv-1', allocatedAmount: 100 });
     const invoice2 = makeInvoice({ invoiceId: 'inv-2', allocatedAmount: 250 });
     const excluded = makeInvoice({ invoiceId: 'inv-3', allocatedAmount: 9999 });
     const report = makeReport([invoice1, invoice2, excluded]);
     const content = buildReportContent(report, new Set(['inv-1', 'inv-2']), 'claim', t, formatters);
-    const total = content.summaryRows.at(-1)!;
+    const total = content.summaryRows[0]!;
     expect(total.key).toBe('total');
     expect(total.label).toBe('sourceReports.table.total');
     expect(total.amountText).toBe('€350.00');
   });
 });
 
+describe('buildReportContent — isClaim (AC3)', () => {
+  it('is true only for the claim useCase, false for budget-overview and proof-of-funds', () => {
+    const report = makeReport([]);
+    expect(buildReportContent(report, new Set(), 'claim', t).isClaim).toBe(true);
+    expect(buildReportContent(report, new Set(), 'budget-overview', t).isClaim).toBe(false);
+    expect(buildReportContent(report, new Set(), 'proof-of-funds', t).isClaim).toBe(false);
+  });
+});
+
+describe('buildReportContent — areaText (AC5.2–5.5)', () => {
+  it('AC5.2: renders a single leaf area name when one budget line resolves a linked item with an area', () => {
+    const invoice = makeInvoice({
+      budgetLines: [
+        makeBudgetLine({
+          linkedItem: makeLinkedItem({ areaId: 'area-1', areaName: 'Kitchen' }),
+        }),
+      ],
+    });
+    const report = makeReport([invoice]);
+    const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+    expect(content.rows[0]!.areaText).toBe('Kitchen');
+  });
+
+  it('AC5.2: dedupes and comma-joins distinct area names in first-occurrence order across multiple budget lines', () => {
+    const invoice = makeInvoice({
+      budgetLines: [
+        makeBudgetLine({
+          id: 'bl-1',
+          linkedItem: makeLinkedItem({ id: 'wi-1', areaId: 'area-1', areaName: 'Kitchen' }),
+        }),
+        makeBudgetLine({
+          id: 'bl-2',
+          linkedItem: makeLinkedItem({ id: 'wi-2', areaId: 'area-2', areaName: 'Bathroom' }),
+        }),
+        makeBudgetLine({
+          id: 'bl-3',
+          linkedItem: makeLinkedItem({ id: 'wi-1', areaId: 'area-1', areaName: 'Kitchen' }),
+        }),
+      ],
+    });
+    const report = makeReport([invoice]);
+    const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+    expect(content.rows[0]!.areaText).toBe('Kitchen, Bathroom');
+  });
+
+  it('AC5.4: is null when budgetLines is empty (no linkedItem at all)', () => {
+    const invoice = makeInvoice({ budgetLines: [] });
+    const report = makeReport([invoice]);
+    const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+    expect(content.rows[0]!.areaText).toBeNull();
+  });
+
+  it('AC5.4: is null when the linked item has no area assigned (areaName null)', () => {
+    const invoice = makeInvoice({
+      budgetLines: [
+        makeBudgetLine({ linkedItem: makeLinkedItem({ areaId: null, areaName: null }) }),
+      ],
+    });
+    const report = makeReport([invoice]);
+    const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+    expect(content.rows[0]!.areaText).toBeNull();
+  });
+
+  it('AC5.4: is null when budget lines have no linkedItem (description-only fallback)', () => {
+    const invoice = makeInvoice({
+      budgetLines: [makeBudgetLine({ linkedItem: null, description: 'Materials' })],
+    });
+    const report = makeReport([invoice]);
+    const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+    expect(content.rows[0]!.areaText).toBeNull();
+  });
+
+  it('AC5.5: renders only the leaf (own) area name, never a parent-path expansion — the row consumes areaName verbatim', () => {
+    // The child's bare name only — buildReportContent does not expand the hierarchy; it trusts
+    // sourceReportService to have already resolved the leaf-only areaName (see
+    // sourceReportService.test.ts "child area with parent" coverage for the server-side guarantee).
+    const invoice = makeInvoice({
+      budgetLines: [
+        makeBudgetLine({
+          linkedItem: makeLinkedItem({ areaId: 'area-child', areaName: 'Ensuite' }),
+        }),
+      ],
+    });
+    const report = makeReport([invoice]);
+    const content = buildReportContent(report, new Set(['inv-1']), 'claim', t, formatters);
+    expect(content.rows[0]!.areaText).toBe('Ensuite');
+    expect(content.rows[0]!.areaText).not.toContain('/');
+  });
+});
+
 describe('buildReportContent — cover letter', () => {
   it('is null when includeCoverLetter is false (default when options omitted)', () => {
     const report = makeReport([]);
diff --git a/client/src/lib/reportContent/buildReportContent.ts b/client/src/lib/reportContent/buildReportContent.ts
index 5dbb505c0..ca51bb52b 100644
--- a/client/src/lib/reportContent/buildReportContent.ts
+++ b/client/src/lib/reportContent/buildReportContent.ts
@@ -26,6 +26,24 @@ function uniqueInOrder<T>(items: T[]): T[] {
   return Array.from(new Set(items));
 }
 
+/**
+ * Helper: get area text from invoice budget lines.
+ * Returns distinct linked item areaName values, first-seen order, comma-joined, or null when empty.
+ */
+function getAreaText(invoice: {
+  budgetLines: Array<{ linkedItem: { areaName: string | null } | null }>;
+}): string | null {
+  const areaNames = invoice.budgetLines
+    .map((line) => line.linkedItem?.areaName)
+    .filter((name) => name !== null && name !== undefined) as string[];
+
+  if (areaNames.length === 0) {
+    return null;
+  }
+
+  return uniqueInOrder(areaNames).join(', ');
+}
+
 /**
  * Helper: get usage text from invoice budget lines.
  * Returns distinct linked item names if any line has linkedItem; else distinct descriptions; else '—'.
@@ -120,39 +138,32 @@ export function buildReportContent(
     generatedAtText,
   };
 
-  // Track footnotes for split/deposit (skip footnotes handled at generation time)
-  const splitFootnotesByInvoiceId = new Map<string, number>();
-  const depositFootnotesByInvoiceId = new Map<
-    string,
-    { num: number; wording: 'reduced' | 'constituted' }
-  >();
-  let splitFootnoteNum = 1;
-  let depositFootnoteNum = 1;
+  // Track invoices for split/deposit markers
+  const splitInvoiceIds = new Set<string>();
+  const depositReducedInvoiceIds = new Set<string>();
+  const depositConstitutedInvoiceIds = new Set<string>();
 
   for (const invoice of report.invoices) {
-    if (!includedInvoiceIds.has(invoice.invoiceId) || !invoice.isSplit) {
+    if (!includedInvoiceIds.has(invoice.invoiceId)) {
       continue;
     }
-    if (invoice.budgetLines.length > 0) {
-      splitFootnotesByInvoiceId.set(invoice.invoiceId, splitFootnoteNum++);
+
+    if (invoice.isSplit && invoice.budgetLines.length > 0) {
+      splitInvoiceIds.add(invoice.invoiceId);
     }
-    if (invoice.deposits.length > 0) {
+
+    if (invoice.isSplit && invoice.deposits.length > 0) {
       const taggedDeposit = invoice.deposits.some((d) => d.budgetSourceId === report.source.id);
-      depositFootnotesByInvoiceId.set(invoice.invoiceId, {
-        num: depositFootnoteNum++,
-        wording: taggedDeposit ? 'constituted' : 'reduced',
-      });
+      if (taggedDeposit) {
+        depositConstitutedInvoiceIds.add(invoice.invoiceId);
+      } else {
+        depositReducedInvoiceIds.add(invoice.invoiceId);
+      }
     }
   }
 
   // Build table rows
   const rows: ReportContentRow[] = [];
-  const statusCounts: Record<InvoiceStatus, number> = {
-    pending: 0,
-    paid: 0,
-    claimed: 0,
-    quotation: 0,
-  };
 
   for (const invoice of report.invoices) {
     if (!includedInvoiceIds.has(invoice.invoiceId)) {
@@ -160,7 +171,6 @@ export function buildReportContent(
     }
 
     const status = invoice.status as InvoiceStatus;
-    statusCounts[status]++;
 
     const invoiceAmountText = reportFormatters
       ? reportFormatters.formatCurrency(invoice.invoiceAmount)
@@ -172,20 +182,20 @@ export function buildReportContent(
 
     const statusText = isOverview ? reportT(`sources.lines.invoiceStatus.${status}`) : null;
 
-    // Compute allocated markers (split + deposit only; skip markers added at generation time)
-    const splitMarker = splitFootnotesByInvoiceId.get(invoice.invoiceId);
-    const depositMarker = depositFootnotesByInvoiceId.get(invoice.invoiceId);
+    // Compute allocated markers († for split, ‡ for reduced; no markers for constituted deposits)
     let allocatedMarkers = '';
-    if (splitMarker) {
-      allocatedMarkers += `†${splitMarker}`;
+    if (splitInvoiceIds.has(invoice.invoiceId)) {
+      allocatedMarkers += '†';
     }
-    if (depositMarker) {
-      allocatedMarkers += `‡${depositMarker.num}`;
+    if (depositReducedInvoiceIds.has(invoice.invoiceId)) {
+      allocatedMarkers += '‡';
     }
 
+    const isDeposit = depositConstitutedInvoiceIds.has(invoice.invoiceId);
     const refundNoteText = reportT('sourceReports.table.refundNote');
     const usageText = getUsageText(invoice);
     const attachmentsNote = getAttachmentNote(invoice, reportT);
+    const areaText = getAreaText(invoice);
 
     rows.push({
       invoiceId: invoice.invoiceId,
@@ -197,39 +207,18 @@ export function buildReportContent(
       invoiceAmountText,
       allocatedAmountValueText,
       allocatedMarkers,
+      isDeposit,
       isRefund: invoice.lineKind === 'refund-adjustment',
       refundNoteText,
       usageText,
       attachmentsNote,
+      areaText,
     });
   }
 
-  // Build summary rows (subtotal per status + total)
+  // Build summary rows (single total row only)
   const summaryRows: ReportContentSummaryRow[] = [];
-  const statusLabels: Record<InvoiceStatus, string> = {
-    pending: 'sources.lines.invoiceStatus.pending',
-    paid: 'sources.lines.invoiceStatus.paid',
-    claimed: 'sources.lines.invoiceStatus.claimed',
-    quotation: 'sources.lines.invoiceStatus.quotation',
-  };
-
-  for (const [status] of Object.entries(statusCounts)) {
-    const count = statusCounts[status as InvoiceStatus];
-    if (count > 0) {
-      const invoicesWithStatus = report.invoices.filter(
-        (inv) => inv.status === status && includedInvoiceIds.has(inv.invoiceId),
-      );
-      const subtotal = invoicesWithStatus.reduce((sum, inv) => sum + inv.allocatedAmount, 0);
-
-      const amountText = reportFormatters ? reportFormatters.formatCurrency(subtotal) : '—';
-      const label = `${reportT(statusLabels[status as InvoiceStatus])} ${reportT('sourceReports.table.subtotal')}`;
-      const key = `subtotal-${status}`;
-
-      summaryRows.push({ key, label, amountText });
-    }
-  }
 
-  // Add total row
   const includedTotal = report.invoices
     .filter((inv) => includedInvoiceIds.has(inv.invoiceId))
     .reduce((sum, inv) => sum + inv.allocatedAmount, 0);
@@ -241,36 +230,22 @@ export function buildReportContent(
     amountText: totalAmountText,
   });
 
-  // Build footnotes (split + deposit blocks; skip footnotes added at generation time)
+  // Build footnotes (at most 2 shared entries: split + deposit-reduced)
   const footnotes: ReportContentFootnote[] = [];
 
-  // Split block
-  for (const [invoiceId, splitNum] of splitFootnotesByInvoiceId) {
-    const invoice = report.invoices.find((inv) => inv.invoiceId === invoiceId);
-    const vendorName = invoice?.vendorName ?? '—';
-    const invoiceNumber = invoice?.invoiceNumber ?? '—';
-
+  if (splitInvoiceIds.size > 0) {
     footnotes.push({
-      id: `split-${splitNum}`,
-      marker: `†${splitNum}`,
-      text: `${vendorName} (${invoiceNumber}) — ${reportT('sourceReports.table.splitFootnote')}`,
+      id: 'split',
+      marker: '†',
+      text: reportT('sourceReports.table.splitFootnote'),
     });
   }
 
-  // Deposit block
-  for (const [invoiceId, depositMarker] of depositFootnotesByInvoiceId) {
-    const invoice = report.invoices.find((inv) => inv.invoiceId === invoiceId);
-    const vendorName = invoice?.vendorName ?? '—';
-    const invoiceNumber = invoice?.invoiceNumber ?? '—';
-    const wordingKey =
-      depositMarker.wording === 'constituted'
-        ? 'depositConstitutedFootnote'
-        : 'depositReducedFootnote';
-
+  if (depositReducedInvoiceIds.size > 0) {
     footnotes.push({
-      id: `deposit-${depositMarker.num}`,
-      marker: `‡${depositMarker.num}`,
-      text: `${vendorName} (${invoiceNumber}) — ${reportT(`sourceReports.table.${wordingKey}`)}`,
+      id: 'deposit-reduced',
+      marker: '‡',
+      text: reportT('sourceReports.table.depositReducedFootnote'),
     });
   }
 
@@ -300,8 +275,11 @@ export function buildReportContent(
     };
   }
 
+  const isClaim = useCase === 'claim';
+
   return {
     isOverview,
+    isClaim,
     tableTitle,
     labels: {
       vendor: reportT('sourceReports.table.vendor'),
@@ -312,6 +290,7 @@ export function buildReportContent(
       allocatedAmount: reportT('sourceReports.table.allocatedAmount'),
       usage: reportT('sourceReports.table.usage'),
       attachmentsNote: reportT('sourceReports.editable.attachmentsNoteLabel'),
+      deposit: reportT('sourceReports.table.attachmentType.deposit'),
       source: reportT('sourceReports.table.source'),
       sourceType: reportT('sourceReports.table.sourceType'),
       reference: reportT('sourceReports.table.reference'),
diff --git a/client/src/lib/reportContent/types.ts b/client/src/lib/reportContent/types.ts
index dd655d677..6e7473f53 100644
--- a/client/src/lib/reportContent/types.ts
+++ b/client/src/lib/reportContent/types.ts
@@ -13,11 +13,13 @@ export interface ReportContentRow {
   statusText: string | null; // null when useCase !== 'budget-overview'
   invoiceAmountText: string;
   allocatedAmountValueText: string; // formatted currency only — no markers/refund note
-  allocatedMarkers: string; // '', '†1', '‡2', '†1‡2'
+  allocatedMarkers: string; // '', '†', '‡', '†‡' — shared/unnumbered per report
+  isDeposit: boolean; // constituted-deposit row → inline Deposit badge, no marker
   isRefund: boolean;
   refundNoteText: string; // shown only when isRefund
   usageText: string; // EDITABLE — key `row.<invoiceId>.usageText`
   attachmentsNote: string | null; // EDITABLE when non-null — key `row.<invoiceId>.attachmentsNote`; null = no docs, omitted entirely
+  areaText: string | null; // read-only leaf area names, distinct comma-joined
 }
 
 export interface ReportContentSummaryRow {
@@ -51,6 +53,7 @@ export interface ReportContentLabels {
   allocatedAmount: string;
   usage: string;
   attachmentsNote: string;
+  deposit: string; // translated in report language
   source: string;
   sourceType: string;
   reference: string;
@@ -59,6 +62,7 @@ export interface ReportContentLabels {
 
 export interface ReportContent {
   isOverview: boolean;
+  isClaim: boolean;
   tableTitle: string;
   labels: ReportContentLabels;
   sourceInfo: {
diff --git a/client/src/lib/reportPdf/coverLetterPdf.test.ts b/client/src/lib/reportPdf/coverLetterPdf.test.ts
index f05eb83be..5e612ca03 100644
--- a/client/src/lib/reportPdf/coverLetterPdf.test.ts
+++ b/client/src/lib/reportPdf/coverLetterPdf.test.ts
@@ -38,6 +38,7 @@ function makeCoverLetter(
 function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
   return {
     isOverview: false,
+    isClaim: false,
     tableTitle: 'Title',
     labels: {
       vendor: 'Vendor',
@@ -48,6 +49,7 @@ function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
       allocatedAmount: 'Allocated Amount',
       usage: 'Usage',
       attachmentsNote: 'Attachments Note',
+      deposit: 'Deposit',
       source: 'Source',
       sourceType: 'Source Type',
       reference: 'Reference',
diff --git a/client/src/lib/reportPdf/merge.test.ts b/client/src/lib/reportPdf/merge.test.ts
index 4e2d88290..0fb376fba 100644
--- a/client/src/lib/reportPdf/merge.test.ts
+++ b/client/src/lib/reportPdf/merge.test.ts
@@ -177,6 +177,7 @@ function makeReport(invoices: SourceReportInvoice[]): SourceReportResponse {
 function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
   return {
     isOverview: false,
+    isClaim: false,
     tableTitle: 'Claim Report',
     labels: {
       vendor: 'Vendor',
@@ -187,6 +188,7 @@ function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
       allocatedAmount: 'Allocated Amount',
       usage: 'Usage',
       attachmentsNote: 'Attachments Note',
+      deposit: 'Deposit',
       source: 'Source',
       sourceType: 'Source Type',
       reference: 'Reference',
diff --git a/client/src/lib/reportPdf/overviewPdf.test.ts b/client/src/lib/reportPdf/overviewPdf.test.ts
index 8b16c9a6f..98d26bb53 100644
--- a/client/src/lib/reportPdf/overviewPdf.test.ts
+++ b/client/src/lib/reportPdf/overviewPdf.test.ts
@@ -34,10 +34,12 @@ function makeRow(overrides: Partial<ReportContentRow> = {}): ReportContentRow {
     invoiceAmountText: '€1000.00',
     allocatedAmountValueText: '€1000.00',
     allocatedMarkers: '',
+    isDeposit: false,
     isRefund: false,
     refundNoteText: 'sourceReports.table.refundNote',
     usageText: '—',
     attachmentsNote: null,
+    areaText: null,
     ...overrides,
   };
 }
@@ -57,6 +59,7 @@ function makeLabels(): ReportContent['labels'] {
     allocatedAmount: 'sourceReports.table.allocatedAmount',
     usage: 'sourceReports.table.usage',
     attachmentsNote: 'sourceReports.editable.attachmentsNoteLabel',
+    deposit: 'sourceReports.table.attachmentType.deposit',
     source: 'sourceReports.table.source',
     sourceType: 'sourceReports.table.sourceType',
     reference: 'sourceReports.table.reference',
@@ -67,6 +70,7 @@ function makeLabels(): ReportContent['labels'] {
 function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
   return {
     isOverview: false,
+    isClaim: false,
     tableTitle: 'sourceReports.table.title.claim',
     labels: makeLabels(),
     sourceInfo: {
@@ -84,9 +88,18 @@ function makeContent(overrides: Partial<ReportContent> = {}): ReportContent {
 }
 
 // Flattens a pdfmake `table.body` row into plain text strings for easy assertions. Cells that are
-// `stack`s (the Usage column when an attachment note is present) yield `undefined`.
+// `stack`s (the Usage column when an attachment note or area text is present) yield `undefined`.
+// The allocated-amount cell's `text` is always an array of runs (story #1923: the isDeposit inline
+// label is a distinct, separately-styled run) — concatenate those runs' own `.text` values so
+// existing plain-string assertions keep working; dedicated tests inspect the raw run array instead
+// where the per-run styling itself is under test.
 function rowTexts(row: unknown): (string | undefined)[] {
-  return (row as { text?: string }[]).map((cell) => cell.text);
+  return (row as { text?: string | { text: string }[] }[]).map((cell) => {
+    if (Array.isArray(cell.text)) {
+      return cell.text.map((run) => run.text).join('');
+    }
+    return cell.text;
+  });
 }
 
 function getTable(content: unknown[]): { headerRows: number; widths: string[]; body: unknown[][] } {
@@ -133,6 +146,22 @@ describe('buildOverviewContent — title and source info', () => {
     const infoStack = result[1] as { stack: { text: string }[] };
     expect(infoStack.stack.find((s) => s.text.includes('REF-99'))).toBeDefined();
   });
+
+  it('AC3.2: omits the sourceInfoStack entirely when isClaim is true — the table follows the title directly', () => {
+    const content = makeContent({ isClaim: true, rows: [] });
+    const result = buildOverviewContent(content, new Map(), t);
+    expect(result).toHaveLength(2); // title + table only, no stack in between
+    const second = result[1] as unknown as Record<string, unknown>;
+    expect(second.table).toBeDefined();
+    expect(second.stack).toBeUndefined();
+  });
+
+  it('renders the sourceInfoStack when isClaim is false (budget-overview/proof-of-funds), unchanged', () => {
+    const content = makeContent({ isClaim: false, rows: [] });
+    const result = buildOverviewContent(content, new Map(), t);
+    const second = result[1] as unknown as Record<string, unknown>;
+    expect(second.stack).toBeDefined();
+  });
 });
 
 describe('buildOverviewContent — column layout', () => {
@@ -276,6 +305,49 @@ describe('buildOverviewContent — row rendering (consumes already-derived Repor
       expect(cell.stack[0]!.text).toBe('Kitchen work');
       expect(cell.stack[1]!.text).toBe('1 attachment: Invoice');
     });
+
+    it('AC5.2: renders a stack with the area line (style "small") between usageText and attachmentsNote when areaText is present', () => {
+      const row = makeRow({
+        usageText: 'Kitchen work',
+        areaText: 'Ground Floor',
+        attachmentsNote: '1 attachment: Invoice',
+      });
+      const content = makeContent({ rows: [row] });
+      const result = buildOverviewContent(content, new Map(), t);
+      const table = getTable(result);
+      const cell = (table.body[1] as unknown[])[5] as {
+        stack: { text: string; style?: string }[];
+      };
+      expect(cell.stack.map((s) => s.text)).toEqual([
+        'Kitchen work',
+        'Ground Floor',
+        '1 attachment: Invoice',
+      ]);
+      expect(cell.stack[1]!.style).toBe('small');
+    });
+
+    it('renders a stack with only [usageText, areaText] when areaText is present but attachmentsNote is null', () => {
+      const row = makeRow({
+        usageText: 'Kitchen work',
+        areaText: 'Ground Floor',
+        attachmentsNote: null,
+      });
+      const content = makeContent({ rows: [row] });
+      const result = buildOverviewContent(content, new Map(), t);
+      const table = getTable(result);
+      const cell = (table.body[1] as unknown[])[5] as { stack: { text: string }[] };
+      expect(cell.stack.map((s) => s.text)).toEqual(['Kitchen work', 'Ground Floor']);
+    });
+
+    it('renders a plain { text } cell (not a stack) when both areaText and attachmentsNote are null', () => {
+      const row = makeRow({ usageText: 'Kitchen work', areaText: null, attachmentsNote: null });
+      const content = makeContent({ rows: [row] });
+      const result = buildOverviewContent(content, new Map(), t);
+      const table = getTable(result);
+      const cell = (table.body[1] as unknown[])[5] as { text?: string; stack?: unknown };
+      expect(cell.stack).toBeUndefined();
+      expect(cell.text).toBe('Kitchen work');
+    });
   });
 
   describe('allocated cell composition (skip markers + allocatedMarkers + refund note)', () => {
@@ -287,25 +359,25 @@ describe('buildOverviewContent — row rendering (consumes already-derived Repor
       expect(rowTexts(table.body[1])[4]).toBe('€400.00');
     });
 
-    it('appends the pre-computed split/deposit markers verbatim (already formatted by buildReportContent)', () => {
-      const row = makeRow({ allocatedAmountValueText: '€400.00', allocatedMarkers: '†1‡1' });
+    it('appends the pre-computed, unnumbered/shared split+deposit markers verbatim (already formatted by buildReportContent)', () => {
+      const row = makeRow({ allocatedAmountValueText: '€400.00', allocatedMarkers: '†‡' });
       const content = makeContent({ rows: [row] });
       const result = buildOverviewContent(content, new Map(), t);
       const table = getTable(result);
-      expect(rowTexts(table.body[1])[4]).toBe('€400.00†1‡1');
+      expect(rowTexts(table.body[1])[4]).toBe('€400.00†‡');
     });
 
     it('prepends skip-footnote markers (*N) BEFORE the allocatedMarkers, numbered from skippedDocuments', () => {
       const row = makeRow({
         invoiceId: 'inv-1',
         allocatedAmountValueText: '€400.00',
-        allocatedMarkers: '†1',
+        allocatedMarkers: '†',
       });
       const content = makeContent({ rows: [row] });
       const skipped = new Map<string, string[]>([['inv-1', ['footnoteFetchFailed']]]);
       const result = buildOverviewContent(content, skipped, t);
       const table = getTable(result);
-      expect(rowTexts(table.body[1])[4]).toBe('€400.00*1†1');
+      expect(rowTexts(table.body[1])[4]).toBe('€400.00*1†');
     });
 
     it('numbers multiple skip reasons on the same invoice sequentially', () => {
@@ -319,6 +391,42 @@ describe('buildOverviewContent — row rendering (consumes already-derived Repor
       expect(rowTexts(table.body[1])[4]).toBe('€400.00*1*2');
     });
   });
+
+  describe('allocated cell: isDeposit inline label (AC2.1)', () => {
+    it('renders the allocated cell text as an array of runs when isDeposit is true', () => {
+      const row = makeRow({ allocatedAmountValueText: '€300.00', isDeposit: true });
+      const content = makeContent({ rows: [row] });
+      const result = buildOverviewContent(content, new Map(), t);
+      const table = getTable(result);
+      const cell = (table.body[1] as unknown[])[4] as { text: unknown };
+      expect(Array.isArray(cell.text)).toBe(true);
+    });
+
+    it('the second run carries the deposit label, gray color and small fontSize', () => {
+      const row = makeRow({ allocatedAmountValueText: '€300.00', isDeposit: true });
+      const content = makeContent({ rows: [row] });
+      const result = buildOverviewContent(content, new Map(), t);
+      const table = getTable(result);
+      const cell = (table.body[1] as unknown[])[4] as {
+        text: { text: string; color?: string; fontSize?: number }[];
+      };
+      expect(cell.text[0]!.text).toBe('€300.00');
+      const depositRun = cell.text[1]!;
+      expect(depositRun.color).toBe('#6b7280');
+      expect(depositRun.fontSize).toBe(8);
+      expect(depositRun.text).toContain('sourceReports.table.attachmentType.deposit');
+    });
+
+    it('renders exactly one run (no deposit run appended) when isDeposit is false', () => {
+      const row = makeRow({ allocatedAmountValueText: '€300.00', isDeposit: false });
+      const content = makeContent({ rows: [row] });
+      const result = buildOverviewContent(content, new Map(), t);
+      const table = getTable(result);
+      const cell = (table.body[1] as unknown[])[4] as { text: { text: string }[] };
+      expect(cell.text).toHaveLength(1);
+      expect(cell.text[0]!.text).toBe('€300.00');
+    });
+  });
 });
 
 describe('buildOverviewContent — footnotes (skip block first, then reportContent.footnotes verbatim)', () => {
diff --git a/client/src/lib/reportPdf/overviewPdf.ts b/client/src/lib/reportPdf/overviewPdf.ts
index 63635b405..b2d43bfee 100644
--- a/client/src/lib/reportPdf/overviewPdf.ts
+++ b/client/src/lib/reportPdf/overviewPdf.ts
@@ -5,7 +5,12 @@
 import type { TFunction } from 'i18next';
 import type { Content } from 'pdfmake/build/pdfmake';
 import type { ReportContent } from '../reportContent/index.js';
-import { TABLE_LAYOUT, REFUND_TEXT_COLOR } from './shared.js';
+import {
+  TABLE_LAYOUT,
+  REFUND_TEXT_COLOR,
+  DEPOSIT_NOTE_TEXT_COLOR,
+  DEPOSIT_NOTE_FONT_SIZE,
+} from './shared.js';
 
 export function buildOverviewContent(
   reportContent: ReportContent,
@@ -21,32 +26,34 @@ export function buildOverviewContent(
     margin: [0, 0, 0, 20],
   });
 
-  // Source info
-  const sourceInfoStack: Array<Content | null> = [
-    {
-      text: `${reportContent.labels.source}: ${reportContent.sourceInfo.sourceName}`,
-      style: 'small',
-    },
-    {
-      text: `${reportContent.labels.sourceType}: ${reportContent.sourceInfo.sourceTypeText}`,
-      style: 'small',
-    },
-    reportContent.sourceInfo.referenceText
-      ? {
-          text: `${reportContent.labels.reference}: ${reportContent.sourceInfo.referenceText}`,
-          style: 'small',
-        }
-      : null,
-    {
-      text: `${reportContent.labels.generatedAt}: ${reportContent.sourceInfo.generatedAtText}`,
-      style: 'small',
-    },
-  ];
+  // Source info (skip for claim reports)
+  if (!reportContent.isClaim) {
+    const sourceInfoStack: Array<Content | null> = [
+      {
+        text: `${reportContent.labels.source}: ${reportContent.sourceInfo.sourceName}`,
+        style: 'small',
+      },
+      {
+        text: `${reportContent.labels.sourceType}: ${reportContent.sourceInfo.sourceTypeText}`,
+        style: 'small',
+      },
+      reportContent.sourceInfo.referenceText
+        ? {
+            text: `${reportContent.labels.reference}: ${reportContent.sourceInfo.referenceText}`,
+            style: 'small',
+          }
+        : null,
+      {
+        text: `${reportContent.labels.generatedAt}: ${reportContent.sourceInfo.generatedAtText}`,
+        style: 'small',
+      },
+    ];
 
-  content.push({
-    stack: sourceInfoStack.filter(Boolean) as Content[],
-    margin: [0, 0, 0, 20],
-  });
+    content.push({
+      stack: sourceInfoStack.filter(Boolean) as Content[],
+      margin: [0, 0, 0, 20],
+    });
+  }
 
   // Build table columns
   const columns: Content[] = [
@@ -152,32 +159,41 @@ export function buildOverviewContent(
     }
     markerText += contentRow.allocatedMarkers;
 
-    const allocatedCell = `${contentRow.allocatedAmountValueText}${markerText}${contentRow.isRefund ? ' ' + contentRow.refundNoteText : ''}`;
-
-    if (contentRow.isRefund) {
-      row.push({
-        text: allocatedCell,
-        style: 'tableCell',
-        alignment: 'right',
-        color: REFUND_TEXT_COLOR,
-      });
-    } else {
-      row.push({
-        text: allocatedCell,
-        style: 'tableCell',
-        alignment: 'right',
+    // Build allocated runs: value+markers, then optional deposit badge, then optional refund note
+    const allocatedRuns: Content[] = [
+      { text: `${contentRow.allocatedAmountValueText}${markerText}` },
+    ];
+    if (contentRow.isDeposit) {
+      allocatedRuns.push({
+        text: ` (${reportContent.labels.deposit})`,
+        color: DEPOSIT_NOTE_TEXT_COLOR,
+        fontSize: DEPOSIT_NOTE_FONT_SIZE,
       });
     }
+    if (contentRow.isRefund) {
+      allocatedRuns.push({ text: ` ${contentRow.refundNoteText}` });
+    }
+
+    row.push({
+      text: allocatedRuns,
+      style: 'tableCell',
+      alignment: 'right',
+      color: contentRow.isRefund ? REFUND_TEXT_COLOR : undefined,
+    });
+
+    // Usage cell with optional area text and attachment note
+    const usageStack: Content[] = [{ text: contentRow.usageText, style: 'tableCell' }];
+    if (contentRow.areaText) {
+      usageStack.push({ text: contentRow.areaText, style: 'small', margin: [0, 2, 0, 0] });
+    }
+    if (contentRow.attachmentsNote) {
+      usageStack.push({ text: contentRow.attachmentsNote, style: 'small', margin: [0, 2, 0, 0] });
+    }
 
-    // Usage cell with optional attachment note
-    const usageCell: Content = contentRow.attachmentsNote
-      ? {
-          stack: [
-            { text: contentRow.usageText, style: 'tableCell' },
-            { text: contentRow.attachmentsNote, style: 'small', margin: [0, 2, 0, 0] },
-          ],
-        }
-      : { text: contentRow.usageText, style: 'tableCell' };
+    const usageCell: Content =
+      usageStack.length > 1
+        ? { stack: usageStack }
+        : { text: contentRow.usageText, style: 'tableCell' };
 
     row.push(usageCell);
     rows.push(row);
diff --git a/client/src/lib/reportPdf/realRender.test.ts b/client/src/lib/reportPdf/realRender.test.ts
index aba7554bb..1f07d0c2b 100644
--- a/client/src/lib/reportPdf/realRender.test.ts
+++ b/client/src/lib/reportPdf/realRender.test.ts
@@ -444,13 +444,25 @@ describe('report PDF pipeline — real, unmocked end-to-end render', () => {
             id: 'bl-linked-1',
             description: null,
             allocatedPortion: 100,
-            linkedItem: { type: 'work_item', id: 'wi-1', name: 'Roof Replacement' },
+            linkedItem: {
+              type: 'work_item',
+              id: 'wi-1',
+              name: 'Roof Replacement',
+              areaId: null,
+              areaName: null,
+            },
           },
           {
             id: 'bl-linked-2',
             description: null,
             allocatedPortion: 50,
-            linkedItem: { type: 'work_item', id: 'wi-1', name: 'Roof Replacement' },
+            linkedItem: {
+              type: 'work_item',
+              id: 'wi-1',
+              name: 'Roof Replacement',
+              areaId: null,
+              areaName: null,
+            },
           },
         ],
       });
@@ -638,7 +650,11 @@ describe('report PDF pipeline — real, unmocked end-to-end render', () => {
       }
     });
 
-    it('renders both real deposit-footnote wordings ("constituted" vs "reduced") in both locales', async () => {
+    // Story #1923: the "constituted" deposit case no longer produces a footnote at all — it
+    // renders as an inline, unnumbered Deposit label in the allocated cell (a second run, real
+    // i18next `sourceReports.table.attachmentType.deposit` text). Only the "reduced" case still
+    // produces a footnote, now shared/unnumbered (marker `‡`, no vendor/invoice-number prefix).
+    it('renders the real, unnumbered "constituted" Deposit inline label and the real, shared, unnumbered "reduced" footnote in both locales', async () => {
       const { buildOverviewContent } = await import('./overviewPdf.js');
       const report = makeUsageFeatureReport();
       const includedIds = new Set(report.invoices.map((inv) => inv.invoiceId));
@@ -648,18 +664,17 @@ describe('report PDF pipeline — real, unmocked end-to-end render', () => {
           tEn,
           formattersFor('en-US'),
           {
-            constituted: '‡1: Constituted Vendor (U-5) — This is a deposit.',
-            reduced:
-              '‡2: Reduced Vendor (U-6) — This position reflects deposits claimed separately.',
+            depositLabel: ' (Deposit)',
+            reducedFootnote: '‡: This position reflects deposits claimed separately.',
           },
         ],
         [
           tDe,
           formattersFor('de-DE'),
           {
-            constituted: '‡1: Constituted Vendor (U-5) — Dies ist eine Abschlagszahlung.',
-            reduced:
-              '‡2: Reduced Vendor (U-6) — Diese Position berücksichtigt separat eingereichte Abschlagszahlungen.',
+            depositLabel: ' (Abschlagszahlung)',
+            reducedFootnote:
+              '‡: Diese Position berücksichtigt separat eingereichte Abschlagszahlungen.',
           },
         ],
       ] as const) {
@@ -667,11 +682,34 @@ describe('report PDF pipeline — real, unmocked end-to-end render', () => {
           includeCoverLetter: false,
           household: null,
         });
+
+        // Sanity: the constituted-deposit row carries isDeposit=true and no ‡ marker; the
+        // reduced-deposit row carries the ‡ marker and isDeposit=false.
+        const constitutedRow = content.rows.find((r) => r.invoiceId === 'inv-deposit-constituted')!;
+        expect(constitutedRow.isDeposit).toBe(true);
+        expect(constitutedRow.allocatedMarkers).not.toContain('‡');
+        const reducedRow = content.rows.find((r) => r.invoiceId === 'inv-deposit-reduced')!;
+        expect(reducedRow.isDeposit).toBe(false);
+        expect(reducedRow.allocatedMarkers).toContain('‡');
+
         const pdfContent = buildOverviewContent(content, new Map(), t);
+        const tableItem = pdfContent.find(
+          (c) => typeof c === 'object' && c !== null && 'table' in c,
+        ) as { table: { body: unknown[][] } };
+        const constitutedRowCells = tableItem.table.body.find(
+          (row) => (row[0] as { text?: string })?.text === 'Constituted Vendor',
+        ) as { text: string | { text: string }[] }[];
+        const allocatedCell = constitutedRowCells[4] as { text: { text: string }[] };
+        expect(Array.isArray(allocatedCell.text)).toBe(true);
+        expect(allocatedCell.text[1]!.text).toBe(expected.depositLabel);
+
         const notesStack = pdfContent[pdfContent.length - 1] as { stack: { text: string }[] };
         const texts = notesStack.stack.map((n) => n.text);
-        expect(texts).toContain(expected.constituted);
-        expect(texts).toContain(expected.reduced);
+        expect(texts).toContain(expected.reducedFootnote);
+        // No "constituted" wording (footnote form) survives anywhere — it moved to the inline
+        // label above, and the deposit-constituted footnote key/string no longer exists at all.
+        expect(texts.some((text) => text.includes('This is a deposit'))).toBe(false);
+        expect(texts.some((text) => text.includes('Dies ist eine Abschlagszahlung'))).toBe(false);
       }
     });
   });
@@ -854,4 +892,103 @@ describe('production i18n singleton — getFixedT resolves a language independen
     const fixedEn = i18n.getFixedT('en', 'budget');
     expect(fixedEn('sourceReports.table.vendor')).toBe('Vendor');
   });
+
+  // Story #1923 follow-up: the Deposit badge label moved into the shared content model
+  // (`ReportContentLabels.deposit`, built in buildReportContent.ts via the report-language
+  // `reportT`) so that ReportContentEditor.tsx and overviewPdf.ts both consume `labels.deposit`
+  // instead of independently calling a t() of their own. This pins that "report content never
+  // uses UI t" rule for this specific field: with the UI/ambient locale left at its default
+  // ('en', per the assertion above) and the REPORT language explicitly chosen as German — exactly
+  // ReportWizardPage's real `i18n.getFixedT(reportLanguage, 'budget')` construction, not the
+  // isolated test-only i18next instance used elsewhere in this file — `content.labels.deposit`
+  // must resolve the real German copy, and that same value must be what the PDF pipeline renders.
+  it('content.labels.deposit resolves via the report-language reportT (real "Abschlagszahlung"), independent of the UI locale staying English', async () => {
+    const i18n = (await import('../../i18n/index.js')).default;
+    expect(i18n.language).toBe('en'); // UI/ambient locale — untouched throughout this test
+
+    const reportTDe = i18n.getFixedT('de', 'budget');
+    // Minimal self-contained report: one invoice whose entire allocation is a deposit tagged to
+    // this source (the "constituted" case, AC2.1) — the only shape that triggers isDeposit=true.
+    const constitutedDepositInvoice = makeInvoice({
+      invoiceId: 'inv-deposit-constituted',
+      vendorName: 'Constituted Vendor',
+      invoiceNumber: 'U-5',
+      isSplit: true,
+      invoiceAmount: 250,
+      allocatedAmount: 250,
+      budgetLines: [],
+      deposits: [
+        {
+          id: 'dep-constituted',
+          amount: 250,
+          status: 'paid',
+          entryType: 'deposit',
+          dueDate: '2026-01-01',
+          paidDate: '2026-01-05',
+          claimedDate: null,
+          budgetSourceId: 'src-1', // tagged to THIS source -> "constituted" wording
+        },
+      ],
+    });
+    const report: SourceReportResponse = {
+      type: 'claim',
+      source: {
+        id: 'src-1',
+        name: 'Home Loan',
+        sourceType: 'bank_loan',
+        reference: null,
+        contactAddress: null,
+      },
+      invoices: [constitutedDepositInvoice],
+      totalAmount: 250,
+      unallocatedInvoices: [],
+      generatedAt: '2026-02-15T00:00:00.000Z',
+    };
+    const includedIds = new Set(report.invoices.map((inv) => inv.invoiceId));
+
+    const contentDe = buildReportContent(
+      report,
+      includedIds,
+      'claim',
+      reportTDe,
+      formattersFor('de-DE'),
+      {
+        includeCoverLetter: false,
+        household: null,
+      },
+    );
+    expect(contentDe.labels.deposit).toBe('Abschlagszahlung');
+    expect(i18n.language).toBe('en'); // still untouched — getFixedT never called changeLanguage()
+
+    // Contrast: choosing English as the report language (independent of any UI concept) resolves
+    // the English copy — proving the field tracks whichever reportT was passed in, not a fixed
+    // value and not the UI locale.
+    const reportTEn = i18n.getFixedT('en', 'budget');
+    const contentEn = buildReportContent(
+      report,
+      includedIds,
+      'claim',
+      reportTEn,
+      formattersFor('en-US'),
+      {
+        includeCoverLetter: false,
+        household: null,
+      },
+    );
+    expect(contentEn.labels.deposit).toBe('Deposit');
+
+    // Pipeline pin: the rendered PDF's inline deposit run for the constituted-deposit row carries
+    // the same real German label sourced from content.labels.deposit — overviewPdf.ts never
+    // re-derives it from its own `t` parameter.
+    const { buildOverviewContent } = await import('./overviewPdf.js');
+    const pdfContent = buildOverviewContent(contentDe, new Map(), reportTDe);
+    const tableItem = pdfContent.find(
+      (c) => typeof c === 'object' && c !== null && 'table' in c,
+    ) as { table: { body: unknown[][] } };
+    const constitutedRowCells = tableItem.table.body.find(
+      (row) => (row[0] as { text?: string })?.text === 'Constituted Vendor',
+    ) as { text: string | { text: string }[] }[];
+    const allocatedCell = constitutedRowCells[4] as { text: { text: string }[] };
+    expect(allocatedCell.text[1]!.text).toBe(' (Abschlagszahlung)');
+  });
 });
diff --git a/client/src/lib/reportPdf/shared.ts b/client/src/lib/reportPdf/shared.ts
index f64509214..58e1454e2 100644
--- a/client/src/lib/reportPdf/shared.ts
+++ b/client/src/lib/reportPdf/shared.ts
@@ -8,6 +8,16 @@ import type { Content } from 'pdfmake/build/pdfmake';
  */
 export const REFUND_TEXT_COLOR = '#991b1b';
 
+/**
+ * Deposit note text color for PDF tables (gray).
+ */
+export const DEPOSIT_NOTE_TEXT_COLOR = '#6b7280';
+
+/**
+ * Deposit note font size for PDF tables (points).
+ */
+export const DEPOSIT_NOTE_FONT_SIZE = 8;
+
 /**
  * Builds a page header for the PDF (title, source name, generated timestamp).
  */
diff --git a/e2e/pages/ReportWizardPage.ts b/e2e/pages/ReportWizardPage.ts
index af80945ec..a940199bc 100644
--- a/e2e/pages/ReportWizardPage.ts
+++ b/e2e/pages/ReportWizardPage.ts
@@ -187,6 +187,29 @@
  *   generated content does not survive a discarded/confirmed upstream change any more than a
  *   manual edit does, and the derived (#1898/#1900) baseline reasserts itself.
  *
+ * Story #1923: report table cleanup — shared footnotes, inline deposit label, claim metadata
+ * suppression, total-only summary, area in Usage.
+ * - `sourceInfoBlock` (declared above) is now conditionally rendered — `{!content.isClaim && (
+ *   ...)}` — and ABSENT from the DOM entirely for `claim` reports (AC3.1), not merely hidden.
+ *   `budget-overview`/`proof-of-funds` reports are unaffected (still render it).
+ * - `allocatedMarkers` (the `†`/`‡` text appended after the Allocated Amount, still plain text —
+ *   no dedicated locator, read via the row/card's own text) is now SHARED/unnumbered per report
+ *   — at most one `†` (any split row) and one `‡` (any deposit-reduced row) — never `†1`/`†2`/
+ *   per-invoice numbering. `footnotesBlock`/`footnoteItems` (declared above) mirror this: at
+ *   most 2 `<li>` entries total, each `{marker}: {text}` with NO `Vendor (Invoice No.) — `
+ *   prefix (dropped — the note is no longer invoice-specific).
+ * - A constituted-deposit row (the allocation is made up entirely by a deposit tagged to the
+ *   reported source) carries NO marker at all — instead an inline `Badge` (`depositBadge`/
+ *   `mobileDepositBadge` below) reading "Deposit"/"Abschlagszahlung". There is correspondingly
+ *   no "This is a deposit." footnote anymore (`depositConstitutedFootnote` key removed).
+ * - `summaryTable`/`summaryTableRows` (declared above) now contains exactly ONE row — `Total`/
+ *   `Gesamt` — regardless of how many distinct invoice statuses are included; the old
+ *   per-status `Outstanding`/`Paid`/`Quotation`/`Claimed Subtotal` rows are gone
+ *   (`sourceReports.table.subtotal` key removed).
+ * - `usageAreaText`/`mobileUsageAreaText` below: a read-only leaf-area sub-line rendered under
+ *   a row's Usage field, only when the linked item(s) resolve to an area — see the method's own
+ *   docstring for why it can never be silently dropped by AI-generated usage text.
+ *
  * Back/Next button locators (`step2BackButton`/`step2NextButton`/`step4BackButton`/
  * `step4NextButton`/`step5BackButton`, etc.): every step body is rendered from a single
  * `{currentStep === N && ...}` block, so exactly ONE `[class*="buttonRow"]` div is ever present
@@ -349,6 +372,16 @@ export class ReportWizardPage {
   // follow-up bug).
   readonly mobileCardList: Locator;
 
+  // Story #1923: report table cleanup — total-only summary table (`.summaryTable`, a sibling
+  // `<table>` OUTSIDE `.tableWrapper` — see `contentTable`'s own docstring for why that scoping
+  // avoids a substring collision) and the shared footnotes block (`.footnotes`, now at most 2
+  // `<li>` entries — one per marker (`†`/`‡`) — never one per invoice; see `depositBadge`'s
+  // docstring below for the constituted-deposit case, which carries NO marker at all).
+  readonly summaryTable: Locator;
+  readonly summaryTableRows: Locator;
+  readonly footnotesBlock: Locator;
+  readonly footnoteItems: Locator;
+
   // Claim confirm modal
   readonly claimConfirmModal: Locator;
   readonly claimConfirmModalBody: Locator;
@@ -475,6 +508,12 @@ export class ReportWizardPage {
     this.contentTable = page.locator('[class*="tableWrapper"] table');
     this.mobileCardList = page.locator('[class*="mobileCardList"]');
 
+    // Story #1923.
+    this.summaryTable = page.locator('[class*="summaryTable"]');
+    this.summaryTableRows = this.summaryTable.locator('tbody tr');
+    this.footnotesBlock = page.locator('[class*="footnotes"]');
+    this.footnoteItems = this.footnotesBlock.locator('li');
+
     this.claimConfirmModal = page.getByRole('dialog', { name: 'Mark Invoices as Claimed?' });
     this.claimConfirmModalBody = this.claimConfirmModal.locator('p');
     this.claimConfirmConfirmButton = this.claimConfirmModal.locator('[class*="btnPrimary"]');
@@ -987,6 +1026,43 @@ export class ReportWizardPage {
     return this.mobileCard(vendorName, invoiceNumber).getByLabel('Usage', { exact: true });
   }
 
+  // ─── Story #1923: report table cleanup ───────────────────────────────────────────────────
+
+  /**
+   * The inline "Deposit" `Badge` (`[class*="depositBadge"]`, composed from the shared
+   * `.attachmentDeposit` variant) rendered in a desktop content-table row's Allocated Amount
+   * cell when `row.isDeposit` — a constituted-deposit row (AC2.1), i.e. the row's allocation is
+   * made up entirely by a deposit tagged to the CURRENTLY reported source. Carries NO `†`/`‡`
+   * marker of its own. Scoped to the row so it never collides with `mobileDepositBadge`'s copy
+   * (both trees share the `depositBadge` class and are always in the DOM simultaneously, per
+   * the class docstring's dual-DOM-tree convention).
+   */
+  depositBadge(vendorName: string, invoiceNumber: string): Locator {
+    return this.contentTableRow(vendorName, invoiceNumber).locator('[class*="depositBadge"]');
+  }
+
+  /** The same inline "Deposit" badge within a mobile card's Allocated Amount value (AC6.2). */
+  mobileDepositBadge(vendorName: string, invoiceNumber: string): Locator {
+    return this.mobileCard(vendorName, invoiceNumber).locator('[class*="depositBadge"]');
+  }
+
+  /**
+   * The read-only, non-editable leaf-area sub-line (`[class*="usageAreaText"]`) rendered below
+   * a desktop row's `usageText` field when `row.areaText` is non-null (AC5.2) — distinct
+   * comma-joined leaf area names, never concatenated into the editable `usageText` string
+   * itself (AC5.3), so it survives both manual edits and AI-generated usage text overwriting
+   * `usageText` (`applyAiContent.ts` only ever assigns `row.usageText`, never `row.areaText`).
+   * Absent entirely (not an empty element) when the row has no area (AC5.4).
+   */
+  usageAreaText(vendorName: string, invoiceNumber: string): Locator {
+    return this.contentTableRow(vendorName, invoiceNumber).locator('[class*="usageAreaText"]');
+  }
+
+  /** The same area sub-line within a mobile card's Usage field (AC6.2). */
+  mobileUsageAreaText(vendorName: string, invoiceNumber: string): Locator {
+    return this.mobileCard(vendorName, invoiceNumber).locator('[class*="usageAreaText"]');
+  }
+
   /** Fills an `EditableField` (input or textarea) with `value`, firing its `onChange`. */
   async editField(field: Locator, value: string): Promise<void> {
     await field.fill(value);
diff --git a/e2e/tests/budget/reportWizardAiGeneration.spec.ts b/e2e/tests/budget/reportWizardAiGeneration.spec.ts
index bd3504d24..4f87eb5fa 100644
--- a/e2e/tests/budget/reportWizardAiGeneration.spec.ts
+++ b/e2e/tests/budget/reportWizardAiGeneration.spec.ts
@@ -38,6 +38,10 @@
  * - Scenario 7: A confirmed Step 1-4 change (via the existing discard-confirm modal) clears
  *   previously-generated AI content, same as it clears manual overrides — the fields revert to
  *   the plain derived (#1898/#1900) baseline and the provenance note disappears.
+ * - Scenario 8 (Story #1923 AC5.3): the read-only area sub-line under a row's Usage field
+ *   survives AI generation — `applyAiContent.ts` only ever assigns `row.usageText`, never
+ *   `row.areaText`, so a row whose linked item has an assigned area keeps showing that area
+ *   after "Generate with AI" overwrites the usage text itself.
  */
 
 import { test, expect } from '../../fixtures/auth.js';
@@ -51,6 +55,8 @@ import {
   deleteBudgetSourceViaApi,
   createWorkItemViaApi,
   deleteWorkItemViaApi,
+  createAreaViaApi,
+  deleteAreaViaApi,
 } from '../../fixtures/apiHelpers.js';
 
 // ─────────────────────────────────────────────────────────────────────────────
@@ -720,3 +726,78 @@ test.describe('Report wizard AI generation — discard clears AI content (Scenar
     }
   });
 });
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Scenario 8: The area sub-line survives AI generation (Story #1923 AC5.3)
+// ─────────────────────────────────────────────────────────────────────────────
+
+test.describe('Report wizard AI generation — area sub-line survives generation (Scenario 8)', () => {
+  test('A row\'s read-only area sub-line is still present after "Generate with AI" overwrites the usage text, because applyAiContent only ever assigns usageText, never areaText', async ({
+    page,
+    testPrefix,
+  }) => {
+    test.slow();
+    await mockLlmEnabled(page);
+    const wizard = new ReportWizardPage(page);
+
+    let vendorId = '';
+    let sourceId = '';
+    let areaId = '';
+    let workItemId = '';
+    try {
+      vendorId = await createVendorViaApi(page, { name: `${testPrefix} AiArea Vendor` });
+      sourceId = await createBudgetSourceViaApi(page, {
+        name: `${testPrefix} AiArea Source`,
+        totalAmount: 10000,
+        contactAddress: '1 AiArea St, Testville',
+        reference: 'Ref-AIAREA',
+      });
+      areaId = await createAreaViaApi(page, { name: `${testPrefix} Bathroom` });
+      workItemId = await createWorkItemViaApi(page, { title: `${testPrefix} WI AiArea`, areaId });
+      const invoice = await seedAllocatedInvoice(page, workItemId, vendorId, sourceId, {
+        invoiceNumber: `${testPrefix}-AIAREA-001`,
+        amount: 210,
+        date: '2026-07-09',
+        status: 'pending',
+      });
+
+      const counter = createCallCounter();
+      await mockGenerateContentImmediate(
+        page,
+        {
+          letterSubject: 'AI Area Subject',
+          letterBody: 'AI area cover letter body.',
+          descriptions: { [invoice.id]: 'AI-generated usage description overwriting the row' },
+        },
+        counter,
+      );
+
+      const vendorName = `${testPrefix} AiArea Vendor`;
+      await reachStep5WithAiEnabled(wizard, sourceId);
+      const usage = wizard.usageField(vendorName, invoice.invoiceNumber!);
+      const areaLine = wizard.usageAreaText(vendorName, invoice.invoiceNumber!);
+      const areaName = `${testPrefix} Bathroom`;
+
+      // Before generation: the derived baseline usage text (linked item name) alongside the
+      // area sub-line.
+      await expect(areaLine).toBeVisible();
+      await expect(areaLine).toHaveText(areaName);
+
+      await wizard.clickGenerateWithAi();
+      await expect(usage).toHaveValue('AI-generated usage description overwriting the row');
+      await expect(wizard.aiGeneratedNote).toBeVisible();
+
+      // After generation: usageText was overwritten by the AI description, but the area
+      // sub-line — a separate, non-editable field never touched by `applyAiContent` — is
+      // unchanged (AC5.3).
+      await expect(areaLine).toBeVisible();
+      await expect(areaLine).toHaveText(areaName);
+      expect(counter.count).toBe(1);
+    } finally {
+      if (workItemId) await deleteWorkItemViaApi(page, workItemId);
+      if (areaId) await deleteAreaViaApi(page, areaId);
+      if (sourceId) await deleteBudgetSourceViaApi(page, sourceId);
+      if (vendorId) await deleteVendorViaApi(page, vendorId);
+    }
+  });
+});
diff --git a/e2e/tests/budget/reportWizardEditableContent.spec.ts b/e2e/tests/budget/reportWizardEditableContent.spec.ts
index ff715dcc5..c2a134137 100644
--- a/e2e/tests/budget/reportWizardEditableContent.spec.ts
+++ b/e2e/tests/budget/reportWizardEditableContent.spec.ts
@@ -13,7 +13,8 @@
  * hardening (Story #1891). THIS file is scoped to the NEW editable-content behavior only:
  *
  * - Scenario 1: The step-5 surface is live editable inputs, not an iframe — no PDF generation
- *   happens just by arriving on step 5.
+ *   happens just by arriving on step 5. Story #1923: also doubles as the AC3.3 non-claim
+ *   regression guard for the source-info metadata block (uses `budget-overview`, not `claim`).
  * - Scenario 1b: Desktop — regression guard for #1908 (fixed): the mobile-card fallback (added
  *   for #1904) must stay hidden at desktop width. It previously lacked a base `display: none`
  *   and duplicated the table; the fix landed in `ReportContentEditor.module.css`.
@@ -63,6 +64,25 @@
  *   attach-documents/cover-letter checkboxes on the same step (previously it bypassed the
  *   guard and applied silently).
  *
+ * Story #1923 (report table cleanup): shared footnotes, inline deposit label, claim metadata
+ * suppression, total-only summary, area in the Usage cell. See `ReportWizardPage.ts`'s class
+ * docstring for the full locator reference (`sourceInfoBlock`, `depositBadge`/
+ * `mobileDepositBadge`, `usageAreaText`/`mobileUsageAreaText`, `summaryTable`/
+ * `summaryTableRows`, `footnotesBlock`/`footnoteItems`).
+ * - Scenario 16: A `claim` report omits the source-info metadata block entirely (AC3.1) — the
+ *   counterpart to Scenario 1's `budget-overview` regression guard (AC3.3).
+ * - Scenario 17: A constituted-deposit row (the row's allocation is made up entirely by a
+ *   deposit tagged to the currently reported source) shows the inline "Deposit" badge on
+ *   desktop, tablet, AND mobile, carries no `‡` marker, and the footnotes list has no entry at
+ *   all for it (AC2.1, AC2.2).
+ * - Scenario 18: Two or more split invoices share exactly ONE unnumbered `†` marker and exactly
+ *   one footnote entry, with no vendor/invoice-number prefix (AC1.1-AC1.2).
+ * - Scenario 19: Invoices spanning two or more statuses still produce exactly one summary row
+ *   (`Total`) — no per-status subtotal rows (AC4.1-AC4.2).
+ * - Scenario 20: A budget line linked to an item with an assigned area shows the item's leaf
+ *   area name as a distinct, read-only line below the Usage field on desktop, tablet, AND
+ *   mobile; an item with no area renders no area line and no empty gap (AC5.2, AC5.4, AC5.5).
+ *
  * PDF generation (pdfmake + pdf-lib via dynamic `import()`) can be slow, especially on a cold
  * chunk load — every scenario that opens the preview modal, downloads, or uploads uses
  * `test.slow()`.
@@ -71,7 +91,7 @@
 import { test, expect } from '../../fixtures/auth.js';
 import { statSync } from 'node:fs';
 import type { Page } from '@playwright/test';
-import { ReportWizardPage } from '../../pages/ReportWizardPage.js';
+import { ReportWizardPage, type SourceReportUseCase } from '../../pages/ReportWizardPage.js';
 import { API } from '../../fixtures/testData.js';
 import {
   createVendorViaApi,
@@ -80,6 +100,8 @@ import {
   deleteBudgetSourceViaApi,
   createWorkItemViaApi,
   deleteWorkItemViaApi,
+  createAreaViaApi,
+  deleteAreaViaApi,
 } from '../../fixtures/apiHelpers.js';
 
 // ─────────────────────────────────────────────────────────────────────────────
@@ -229,10 +251,86 @@ async function linkDocumentToInvoiceViaApi(
   expect(response.ok(), `POST document-link failed: ${response.status()}`).toBeTruthy();
 }
 
-/** Walks a fresh wizard through steps 1-4 (claim, single source) to land on step 5. */
-async function reachStep5(wizard: ReportWizardPage, sourceId: string): Promise<void> {
+/**
+ * Creates a deposit on `invoiceId`, optionally tagged to a budget source
+ * (`data.budgetSourceId`) — mirrors the established pattern in `reportWizardExpansion.spec.ts`
+ * (Story #1891/#1895/#1896). Used by Scenario 17 to construct a constituted-deposit row (Story
+ * #1923 AC2.1).
+ */
+async function createDepositViaApi(
+  page: Page,
+  invoiceId: string,
+  data: {
+    amount: number;
+    dueDate: string;
+    status?: 'pending' | 'paid' | 'claimed';
+    entryType?: 'deposit' | 'refund';
+    budgetSourceId?: string | null;
+  },
+): Promise<{ id: string }> {
+  const response = await page.request.post(`/api/invoices/${invoiceId}/deposits`, {
+    data: { status: 'pending', ...data },
+  });
+  expect(response.ok(), `POST deposit failed: ${response.status()}`).toBeTruthy();
+  const body = (await response.json()) as { deposit: { id: string } };
+  return body.deposit;
+}
+
+/**
+ * Creates an invoice whose funding is SPLIT across two distinct budget sources via two separate
+ * budget lines (one work item per source) — the server's `isSplit` flag
+ * (`sourceReportService.ts`) is true whenever an invoice's funding spans 2+ distinct budget
+ * sources across budget lines and tagged deposits, so this genuinely produces a `†`-marked row
+ * (not just a multi-line invoice within a single source, which `seedInvoiceWithTwoLines` above
+ * produces and does NOT mark). Used by Scenario 18 (Story #1923 AC1).
+ */
+async function seedSplitInvoice(
+  page: Page,
+  vendorId: string,
+  reportedSourceId: string,
+  otherSourceId: string,
+  reportedWorkItemId: string,
+  otherWorkItemId: string,
+  data: { invoiceNumber: string; date: string; status: 'pending' | 'paid' | 'claimed' },
+  reportedAmount: number,
+  otherAmount: number,
+): Promise<InvoiceApiResponse> {
+  const invoice = await createInvoiceViaApi(page, vendorId, {
+    invoiceNumber: data.invoiceNumber,
+    date: data.date,
+    status: data.status,
+    amount: reportedAmount + otherAmount,
+  });
+  const reportedBudgetId = await createWorkItemBudgetViaApi(page, reportedWorkItemId, {
+    plannedAmount: reportedAmount,
+    budgetSourceId: reportedSourceId,
+  });
+  await linkInvoiceToBudgetLineViaApi(page, invoice.id, {
+    workItemBudgetId: reportedBudgetId,
+    itemizedAmount: reportedAmount,
+  });
+  const otherBudgetId = await createWorkItemBudgetViaApi(page, otherWorkItemId, {
+    plannedAmount: otherAmount,
+    budgetSourceId: otherSourceId,
+  });
+  await linkInvoiceToBudgetLineViaApi(page, invoice.id, {
+    workItemBudgetId: otherBudgetId,
+    itemizedAmount: otherAmount,
+  });
+  return invoice;
+}
+
+/**
+ * Walks a fresh wizard through steps 1-4 (single source, `useCase` defaults to `claim`) to land
+ * on step 5.
+ */
+async function reachStep5(
+  wizard: ReportWizardPage,
+  sourceId: string,
+  useCase: SourceReportUseCase = 'claim',
+): Promise<void> {
   await wizard.goto();
-  await wizard.selectUseCase('claim');
+  await wizard.selectUseCase(useCase);
   await wizard.goNextFromStep1();
   await wizard.selectSource(sourceId);
   await wizard.goNextFromStep2();
@@ -270,7 +368,11 @@ test.describe('Report wizard editable content — live surface, no auto-generati
         status: 'pending',
       });
 
-      await reachStep5(wizard, sourceId);
+      // Story #1923 AC3.3 regression guard: `budget-overview` (a non-claim use case) is
+      // deliberately used here (rather than the file's usual `claim` default) so this scenario
+      // doubles as proof the metadata block still renders for non-claim reports — see Scenario
+      // 16 below for the claim counterpart (AC3.1: the block is entirely ABSENT for `claim`).
+      await reachStep5(wizard, sourceId, 'budget-overview');
 
       // Live editable content is visible immediately — no generation, no loading state.
       await expect(wizard.letterField('subject')).toBeVisible();
@@ -1328,3 +1430,378 @@ test.describe('Report wizard editable content — report-language guard (Scenari
     }
   });
 });
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Scenario 16: Claim reports omit the metadata block (Story #1923 AC3.1)
+// ─────────────────────────────────────────────────────────────────────────────
+
+test.describe('Report wizard editable content — claim reports omit the metadata block (Scenario 16)', () => {
+  test('A claim report hides the source-info metadata block entirely, while the title, table, summary, and (when present) footnotes still render (Story #1923 AC3.1, AC3.4)', async ({
+    page,
+    testPrefix,
+  }) => {
+    const wizard = new ReportWizardPage(page);
+
+    let vendorId = '';
+    let sourceId = '';
+    let workItemId = '';
+    try {
+      vendorId = await createVendorViaApi(page, { name: `${testPrefix} ClaimMeta Vendor` });
+      sourceId = await createBudgetSourceViaApi(page, {
+        name: `${testPrefix} ClaimMeta Source`,
+        totalAmount: 10000,
+        reference: 'Ref-CLAIMMETA',
+      });
+      workItemId = await createWorkItemViaApi(page, { title: `${testPrefix} WI ClaimMeta` });
+      const invoice = await seedAllocatedInvoice(page, workItemId, vendorId, sourceId, {
+        invoiceNumber: `${testPrefix}-CLAIMMETA-001`,
+        amount: 300,
+        date: '2026-06-05',
+        status: 'pending',
+      });
+
+      // `reachStep5` defaults to `useCase: 'claim'`.
+      await reachStep5(wizard, sourceId);
+
+      // The block is entirely absent from the DOM (not merely hidden) — `toHaveCount(0)`,
+      // not `not.toBeVisible()`, proves the `{!content.isClaim && (...)}` conditional actually
+      // omits the render, matching the ux-designer spec's "no placeholder, no ghost block" note.
+      await expect(wizard.sourceInfoBlock).toHaveCount(0);
+
+      // The rest of step 5 is unaffected: title, table, and summary still render normally.
+      await expect(wizard.contentTable).toBeVisible();
+      const vendorName = `${testPrefix} ClaimMeta Vendor`;
+      await expect(wizard.contentTableRow(vendorName, invoice.invoiceNumber!)).toBeVisible();
+      await expect(wizard.summaryTable).toBeVisible();
+      await expect(wizard.summaryTableRows).toHaveCount(1);
+    } finally {
+      if (workItemId) await deleteWorkItemViaApi(page, workItemId);
+      if (sourceId) await deleteBudgetSourceViaApi(page, sourceId);
+      if (vendorId) await deleteVendorViaApi(page, vendorId);
+    }
+  });
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Scenario 17: Constituted-deposit row shows the inline Deposit badge, no ‡ marker, no footnote
+// (Story #1923 AC2.1, AC2.2)
+// ─────────────────────────────────────────────────────────────────────────────
+
+test.describe(
+  'Report wizard editable content — inline deposit badge (Scenario 17)',
+  { tag: '@responsive' },
+  () => {
+    test('A row whose allocation is made up entirely by a deposit tagged to the reported source shows an inline "Deposit" badge instead of a ‡ marker, with no matching footnote entry, on desktop, tablet, and mobile', async ({
+      page,
+      testPrefix,
+    }) => {
+      const wizard = new ReportWizardPage(page);
+
+      let vendorId = '';
+      // Source A holds the invoice's own budget line; source B only ever gets contribution via
+      // the tagged deposit — mirrors `reportWizardExpansion.spec.ts` Scenario 5's "zero-line
+      // source, surfaced via the tagged deposit" shape, viewed from source B's own report.
+      let sourceAId = '';
+      let sourceBId = '';
+      let workItemId = '';
+      try {
+        vendorId = await createVendorViaApi(page, { name: `${testPrefix} Deposit Vendor` });
+        sourceAId = await createBudgetSourceViaApi(page, {
+          name: `${testPrefix} Deposit Source A`,
+          totalAmount: 10000,
+        });
+        sourceBId = await createBudgetSourceViaApi(page, {
+          name: `${testPrefix} Deposit Source B`,
+          totalAmount: 10000,
+        });
+        workItemId = await createWorkItemViaApi(page, { title: `${testPrefix} WI Deposit` });
+
+        const invoice = await seedAllocatedInvoice(page, workItemId, vendorId, sourceAId, {
+          invoiceNumber: `${testPrefix}-DEPOSIT-001`,
+          amount: 1000,
+          date: '2026-06-08',
+          status: 'paid',
+        });
+        await createDepositViaApi(page, invoice.id, {
+          amount: 150,
+          dueDate: '2026-06-12',
+          status: 'paid',
+          entryType: 'deposit',
+          budgetSourceId: sourceBId,
+        });
+
+        // View source B's own claim report — this invoice has zero budget lines for B, so its
+        // entire row here is the tagged deposit: isSplit (spans A + B) with an empty
+        // `budgetLines` slice for B → constituted-deposit, no † (no budget-line split for B)
+        // and no ‡ (the deposit IS tagged to B, not "reduced").
+        await reachStep5(wizard, sourceBId);
+
+        const vendorName = `${testPrefix} Deposit Vendor`;
+        const isMobile = test.info().project.name === 'mobile';
+
+        if (isMobile) {
+          await expect(wizard.mobileCardList).toBeVisible();
+          const card = wizard.mobileCard(vendorName, invoice.invoiceNumber!);
+          await expect(card).toBeVisible();
+          const badge = wizard.mobileDepositBadge(vendorName, invoice.invoiceNumber!);
+          await expect(badge).toBeVisible();
+          await expect(badge).toHaveText('Deposit');
+          const cardText = (await card.textContent()) ?? '';
+          expect(cardText).not.toContain('‡');
+        } else {
+          await expect(wizard.contentTable).toBeVisible();
+          const row = wizard.contentTableRow(vendorName, invoice.invoiceNumber!);
+          await expect(row).toBeVisible();
+          const badge = wizard.depositBadge(vendorName, invoice.invoiceNumber!);
+          await expect(badge).toBeVisible();
+          await expect(badge).toHaveText('Deposit');
+          const rowText = (await row.textContent()) ?? '';
+          expect(rowText).not.toContain('‡');
+        }
+
+        // No footnote entry at all — no split (B has zero budget lines here), no
+        // deposit-reduced (the deposit IS tagged to B, not "reduced"), and the removed
+        // `depositConstitutedFootnote` key ("This is a deposit.") never had a footnote to begin
+        // with even before this story.
+        await expect(wizard.footnotesBlock).not.toBeVisible();
+      } finally {
+        if (workItemId) await deleteWorkItemViaApi(page, workItemId);
+        if (sourceBId) await deleteBudgetSourceViaApi(page, sourceBId);
+        if (sourceAId) await deleteBudgetSourceViaApi(page, sourceAId);
+        if (vendorId) await deleteVendorViaApi(page, vendorId);
+      }
+    });
+  },
+);
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Scenario 18: Two or more split invoices share ONE unnumbered † footnote (Story #1923 AC1)
+// ─────────────────────────────────────────────────────────────────────────────
+
+test.describe('Report wizard editable content — shared split footnote (Scenario 18)', () => {
+  test('Two split invoices both carry an unnumbered † marker, and the footnote list has exactly one † entry with no vendor/invoice-number prefix', async ({
+    page,
+    testPrefix,
+  }) => {
+    const wizard = new ReportWizardPage(page);
+
+    let vendorId = '';
+    let reportedSourceId = '';
+    let otherSourceId = '';
+    let reportedWorkItemId = '';
+    let otherWorkItemId = '';
+    try {
+      vendorId = await createVendorViaApi(page, { name: `${testPrefix} Split Vendor` });
+      reportedSourceId = await createBudgetSourceViaApi(page, {
+        name: `${testPrefix} Split Source A`,
+        totalAmount: 10000,
+      });
+      otherSourceId = await createBudgetSourceViaApi(page, {
+        name: `${testPrefix} Split Source B`,
+        totalAmount: 10000,
+      });
+      reportedWorkItemId = await createWorkItemViaApi(page, { title: `${testPrefix} WI Split A` });
+      otherWorkItemId = await createWorkItemViaApi(page, { title: `${testPrefix} WI Split B` });
+
+      const invoice1 = await seedSplitInvoice(
+        page,
+        vendorId,
+        reportedSourceId,
+        otherSourceId,
+        reportedWorkItemId,
+        otherWorkItemId,
+        { invoiceNumber: `${testPrefix}-SPLIT-001`, date: '2026-06-10', status: 'pending' },
+        100,
+        200,
+      );
+      const invoice2 = await seedSplitInvoice(
+        page,
+        vendorId,
+        reportedSourceId,
+        otherSourceId,
+        reportedWorkItemId,
+        otherWorkItemId,
+        { invoiceNumber: `${testPrefix}-SPLIT-002`, date: '2026-06-11', status: 'paid' },
+        150,
+        250,
+      );
+
+      await reachStep5(wizard, reportedSourceId);
+
+      const vendorName = `${testPrefix} Split Vendor`;
+      const row1 = wizard.contentTableRow(vendorName, invoice1.invoiceNumber!);
+      const row2 = wizard.contentTableRow(vendorName, invoice2.invoiceNumber!);
+      await expect(row1).toContainText('†');
+      await expect(row2).toContainText('†');
+
+      // Unnumbered — no digit ever directly follows the marker glyph.
+      const row1Text = (await row1.textContent()) ?? '';
+      const row2Text = (await row2.textContent()) ?? '';
+      expect(row1Text).not.toMatch(/†\d/);
+      expect(row2Text).not.toMatch(/†\d/);
+
+      // Exactly one shared footnote entry, no per-invoice prefix.
+      await expect(wizard.footnoteItems).toHaveCount(1);
+      const footnoteText = (await wizard.footnoteItems.first().textContent()) ?? '';
+      expect(footnoteText).toMatch(/^†:/);
+      expect(footnoteText).not.toContain(vendorName);
+      expect(footnoteText).not.toContain(invoice1.invoiceNumber!);
+      expect(footnoteText).not.toContain(invoice2.invoiceNumber!);
+      expect(footnoteText).toContain(
+        'Amount shown reflects only the portion allocated to this source.',
+      );
+    } finally {
+      if (reportedWorkItemId) await deleteWorkItemViaApi(page, reportedWorkItemId);
+      if (otherWorkItemId) await deleteWorkItemViaApi(page, otherWorkItemId);
+      if (reportedSourceId) await deleteBudgetSourceViaApi(page, reportedSourceId);
+      if (otherSourceId) await deleteBudgetSourceViaApi(page, otherSourceId);
+      if (vendorId) await deleteVendorViaApi(page, vendorId);
+    }
+  });
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Scenario 19: Summary shows only the Total row, even across multiple statuses
+// (Story #1923 AC4)
+// ─────────────────────────────────────────────────────────────────────────────
+
+test.describe('Report wizard editable content — total-only summary (Scenario 19)', () => {
+  test('Invoices spanning two statuses (pending + paid) still produce exactly one summary row — Total — with no per-status Subtotal rows', async ({
+    page,
+    testPrefix,
+  }) => {
+    const wizard = new ReportWizardPage(page);
+
+    let vendorId = '';
+    let sourceId = '';
+    let workItemId = '';
+    try {
+      vendorId = await createVendorViaApi(page, { name: `${testPrefix} Summary Vendor` });
+      sourceId = await createBudgetSourceViaApi(page, {
+        name: `${testPrefix} Summary Source`,
+        totalAmount: 10000,
+      });
+      workItemId = await createWorkItemViaApi(page, { title: `${testPrefix} WI Summary` });
+      await seedAllocatedInvoice(page, workItemId, vendorId, sourceId, {
+        invoiceNumber: `${testPrefix}-SUMMARY-001`,
+        amount: 300,
+        date: '2026-06-13',
+        status: 'pending',
+      });
+      await seedAllocatedInvoice(page, workItemId, vendorId, sourceId, {
+        invoiceNumber: `${testPrefix}-SUMMARY-002`,
+        amount: 450,
+        date: '2026-06-14',
+        status: 'paid',
+      });
+
+      // `reachStep5` defaults to `useCase: 'claim'` — pending + paid is already 2+ statuses.
+      await reachStep5(wizard, sourceId);
+
+      await expect(wizard.summaryTable).toBeVisible();
+      await expect(wizard.summaryTableRows).toHaveCount(1);
+      await expect(wizard.summaryTableRows.first()).toContainText('Total');
+      // Sum of both invoices' allocated amounts (300 + 450 = 750).
+      await expect(wizard.summaryTableRows.first()).toContainText('750');
+
+      const summaryText = (await wizard.summaryTable.textContent()) ?? '';
+      expect(summaryText).not.toContain('Subtotal');
+      expect(summaryText).not.toContain('Outstanding');
+      expect(summaryText).not.toContain('Quotation');
+      expect(summaryText).not.toContain('Claimed');
+    } finally {
+      if (workItemId) await deleteWorkItemViaApi(page, workItemId);
+      if (sourceId) await deleteBudgetSourceViaApi(page, sourceId);
+      if (vendorId) await deleteVendorViaApi(page, vendorId);
+    }
+  });
+});
+
+// ─────────────────────────────────────────────────────────────────────────────
+// Scenario 20: Area sub-line in the Usage cell (Story #1923 AC5)
+// ─────────────────────────────────────────────────────────────────────────────
+
+test.describe(
+  'Report wizard editable content — area sub-line in Usage cell (Scenario 20)',
+  { tag: '@responsive' },
+  () => {
+    test('A budget line linked to an item with an assigned area renders the leaf area name as a distinct, read-only line below Usage text (desktop, tablet, mobile); an item with no area renders no area line at all', async ({
+      page,
+      testPrefix,
+    }) => {
+      const wizard = new ReportWizardPage(page);
+
+      let vendorId = '';
+      let sourceId = '';
+      let areaId = '';
+      let workItemWithAreaId = '';
+      let workItemNoAreaId = '';
+      try {
+        vendorId = await createVendorViaApi(page, { name: `${testPrefix} Area Vendor` });
+        sourceId = await createBudgetSourceViaApi(page, {
+          name: `${testPrefix} Area Source`,
+          totalAmount: 10000,
+        });
+        areaId = await createAreaViaApi(page, { name: `${testPrefix} Kitchen` });
+        workItemWithAreaId = await createWorkItemViaApi(page, {
+          title: `${testPrefix} WI HasArea`,
+          areaId,
+        });
+        workItemNoAreaId = await createWorkItemViaApi(page, { title: `${testPrefix} WI NoArea` });
+
+        const invoiceWithArea = await seedAllocatedInvoice(
+          page,
+          workItemWithAreaId,
+          vendorId,
+          sourceId,
+          {
+            invoiceNumber: `${testPrefix}-AREA-001`,
+            amount: 120,
+            date: '2026-06-20',
+            status: 'pending',
+          },
+        );
+        const invoiceNoArea = await seedAllocatedInvoice(
+          page,
+          workItemNoAreaId,
+          vendorId,
+          sourceId,
+          {
+            invoiceNumber: `${testPrefix}-AREA-002`,
+            amount: 130,
+            date: '2026-06-21',
+            status: 'pending',
+          },
+        );
+
+        await reachStep5(wizard, sourceId);
+
+        const vendorName = `${testPrefix} Area Vendor`;
+        const areaName = `${testPrefix} Kitchen`;
+        const isMobile = test.info().project.name === 'mobile';
+
+        if (isMobile) {
+          const areaLine = wizard.mobileUsageAreaText(vendorName, invoiceWithArea.invoiceNumber!);
+          await expect(areaLine).toBeVisible();
+          await expect(areaLine).toHaveText(areaName);
+          await expect(
+            wizard.mobileUsageAreaText(vendorName, invoiceNoArea.invoiceNumber!),
+          ).toHaveCount(0);
+        } else {
+          const areaLine = wizard.usageAreaText(vendorName, invoiceWithArea.invoiceNumber!);
+          await expect(areaLine).toBeVisible();
+          await expect(areaLine).toHaveText(areaName);
+          await expect(wizard.usageAreaText(vendorName, invoiceNoArea.invoiceNumber!)).toHaveCount(
+            0,
+          );
+        }
+      } finally {
+        if (workItemWithAreaId) await deleteWorkItemViaApi(page, workItemWithAreaId);
+        if (workItemNoAreaId) await deleteWorkItemViaApi(page, workItemNoAreaId);
+        if (areaId) await deleteAreaViaApi(page, areaId);
+        if (sourceId) await deleteBudgetSourceViaApi(page, sourceId);
+        if (vendorId) await deleteVendorViaApi(page, vendorId);
+      }
+    });
+  },
+);
diff --git a/server/src/services/sourceReportService.test.ts b/server/src/services/sourceReportService.test.ts
index 0c045a7cd..8a8d4ae99 100644
--- a/server/src/services/sourceReportService.test.ts
+++ b/server/src/services/sourceReportService.test.ts
@@ -219,6 +219,24 @@ describe('sourceReportService', () => {
     return db.select().from(schema.diaryEntries).all().length;
   }
 
+  /** Insert an area (Story #1923 AC5), returns its id. Migration seeds no default areas. */
+  function insertArea(name: string, parentId: string | null = null): string {
+    const id = `area-${++counter}`;
+    const now = ts();
+    db.insert(schema.areas)
+      .values({
+        id,
+        name,
+        parentId,
+        color: null,
+        sortOrder: counter,
+        createdAt: now,
+        updatedAt: now,
+      })
+      .run();
+    return id;
+  }
+
   // ═══════════════════════════════════════════════════════════════════════
   // getSourceReport
   // ═══════════════════════════════════════════════════════════════════════
@@ -817,7 +835,13 @@ describe('sourceReportService', () => {
       const line = result.invoices[0]!.budgetLines[0]!;
       expect(line.id).toBe(iblId);
       expect(line.allocatedPortion).toBeCloseTo(500);
-      expect(line.linkedItem).toEqual({ type: 'work_item', id: wiId, name: 'Foundation Work' });
+      expect(line.linkedItem).toEqual({
+        type: 'work_item',
+        id: wiId,
+        name: 'Foundation Work',
+        areaId: null,
+        areaName: null,
+      });
     });
 
     it('budgetLines[] linkedItem resolves a household item budget line', async () => {
@@ -864,6 +888,8 @@ describe('sourceReportService', () => {
         type: 'household_item',
         id: hiId,
         name: 'Kitchen Cabinet',
+        areaId: null,
+        areaName: null,
       });
     });
 
@@ -1061,6 +1087,204 @@ describe('sourceReportService', () => {
     });
   });
 
+  // ═══════════════════════════════════════════════════════════════════════
+  // Story #1923 AC5: budgetLines[].linkedItem gains areaId/areaName, populated via a
+  // LEFT JOIN areas on work_items.area_id / household_items.area_id.
+  // ═══════════════════════════════════════════════════════════════════════
+
+  describe('getSourceReport — Story #1923 AC5 (linkedItem areaId/areaName)', () => {
+    it('AC5.1: a work-item-linked budget line whose work item has an area → linkedItem.areaId/areaName populated', async () => {
+      const sourceId = insertSource();
+      const vendorId = insertVendor();
+      const areaId = insertArea('Kitchen');
+      const wiId = `wi-area-${++counter}`;
+      const now = ts();
+      db.insert(schema.workItems)
+        .values({
+          id: wiId,
+          title: 'Cabinetry',
+          status: 'not_started',
+          areaId,
+          createdAt: now,
+          updatedAt: now,
+        })
+        .run();
+      const budgetId = `wib-area-${counter}`;
+      db.insert(schema.workItemBudgets)
+        .values({
+          id: budgetId,
+          workItemId: wiId,
+          budgetSourceId: sourceId,
+          plannedAmount: 0,
+          confidence: 'own_estimate',
+          createdAt: now,
+          updatedAt: now,
+        })
+        .run();
+      const invId = insertInvoice(vendorId, { status: 'paid', amount: 500 });
+      insertInvoiceBudgetLine(invId, budgetId, 500);
+
+      const result = await getSourceReport(db, 'claim', sourceId, PAPERLESS_DISABLED);
+
+      expect(result.invoices[0]!.budgetLines[0]!.linkedItem).toEqual({
+        type: 'work_item',
+        id: wiId,
+        name: 'Cabinetry',
+        areaId,
+        areaName: 'Kitchen',
+      });
+    });
+
+    it('AC5.1: a household-item-linked budget line whose household item has an area → linkedItem.areaId/areaName populated', async () => {
+      const sourceId = insertSource();
+      const vendorId = insertVendor();
+      const areaId = insertArea('Living Room');
+      const hiId = `hi-area-${++counter}`;
+      const now = ts();
+      db.insert(schema.householdItems)
+        .values({
+          id: hiId,
+          name: 'Sofa',
+          categoryId: 'hic-furniture',
+          areaId,
+          createdAt: now,
+          updatedAt: now,
+        })
+        .run();
+      const budgetId = `hib-area-${counter}`;
+      db.insert(schema.householdItemBudgets)
+        .values({
+          id: budgetId,
+          householdItemId: hiId,
+          budgetSourceId: sourceId,
+          plannedAmount: 0,
+          confidence: 'own_estimate',
+          createdAt: now,
+          updatedAt: now,
+        })
+        .run();
+      const invId = insertInvoice(vendorId, { status: 'paid', amount: 250 });
+      db.insert(schema.invoiceBudgetLines)
+        .values({
+          id: randomUUID(),
+          invoiceId: invId,
+          householdItemBudgetId: budgetId,
+          itemizedAmount: 250,
+          createdAt: ts(),
+          updatedAt: ts(),
+        })
+        .run();
+
+      const result = await getSourceReport(db, 'claim', sourceId, PAPERLESS_DISABLED);
+
+      expect(result.invoices[0]!.budgetLines[0]!.linkedItem).toEqual({
+        type: 'household_item',
+        id: hiId,
+        name: 'Sofa',
+        areaId,
+        areaName: 'Living Room',
+      });
+    });
+
+    it('AC5.4: linkedItem.areaId/areaName are null (not undefined/"") when the linked work item has no area assigned', async () => {
+      const sourceId = insertSource();
+      const vendorId = insertVendor();
+      const budgetId = insertWorkItemBudget(sourceId); // areaId defaults to null (insertWorkItemBudget doesn't set it)
+      const invId = insertInvoice(vendorId, { status: 'paid', amount: 500 });
+      insertInvoiceBudgetLine(invId, budgetId, 500);
+
+      const result = await getSourceReport(db, 'claim', sourceId, PAPERLESS_DISABLED);
+
+      const linkedItem = result.invoices[0]!.budgetLines[0]!.linkedItem!;
+      expect(linkedItem.areaId).toBeNull();
+      expect(linkedItem.areaName).toBeNull();
+      expect(linkedItem.areaId).not.toBeUndefined();
+      expect(linkedItem.areaName).not.toBeUndefined();
+    });
+
+    it('AC5.5: only the leaf (own) area name is returned for a child area with a parent — no parent-path expansion', async () => {
+      const sourceId = insertSource();
+      const vendorId = insertVendor();
+      const parentAreaId = insertArea('Ground Floor');
+      const childAreaId = insertArea('Ensuite', parentAreaId);
+      const wiId = `wi-child-area-${++counter}`;
+      const now = ts();
+      db.insert(schema.workItems)
+        .values({
+          id: wiId,
+          title: 'Tiling',
+          status: 'not_started',
+          areaId: childAreaId,
+          createdAt: now,
+          updatedAt: now,
+        })
+        .run();
+      const budgetId = `wib-child-area-${counter}`;
+      db.insert(schema.workItemBudgets)
+        .values({
+          id: budgetId,
+          workItemId: wiId,
+          budgetSourceId: sourceId,
+          plannedAmount: 0,
+          confidence: 'own_estimate',
+          createdAt: now,
+          updatedAt: now,
+        })
+        .run();
+      const invId = insertInvoice(vendorId, { status: 'paid', amount: 500 });
+      insertInvoiceBudgetLine(invId, budgetId, 500);
+
+      const result = await getSourceReport(db, 'claim', sourceId, PAPERLESS_DISABLED);
+
+      const linkedItem = result.invoices[0]!.budgetLines[0]!.linkedItem!;
+      expect(linkedItem.areaId).toBe(childAreaId);
+      expect(linkedItem.areaName).toBe('Ensuite');
+      expect(linkedItem.areaName).not.toContain('Ground Floor');
+      expect(linkedItem.areaName).not.toContain('/');
+    });
+
+    it('linkedItem stays null (unaffected by the areaId/areaName join) when the work item id resolves but its title is empty (defensive coalesce)', async () => {
+      const sourceId = insertSource();
+      const vendorId = insertVendor();
+      const areaId = insertArea('Attic');
+      const wiId = `wi-empty-title-${++counter}`;
+      const now = ts();
+      // A work item with an empty-string title and an assigned area: the service's
+      // `row.work_item_id && row.work_item_title` guard treats the falsy empty title as
+      // "unresolved", so linkedItem must stay null — the area join must not leak through when
+      // the item itself doesn't resolve.
+      db.insert(schema.workItems)
+        .values({
+          id: wiId,
+          title: '',
+          status: 'not_started',
+          areaId,
+          createdAt: now,
+          updatedAt: now,
+        })
+        .run();
+      const budgetId = `wib-empty-title-${counter}`;
+      db.insert(schema.workItemBudgets)
+        .values({
+          id: budgetId,
+          workItemId: wiId,
+          budgetSourceId: sourceId,
+          plannedAmount: 0,
+          confidence: 'own_estimate',
+          createdAt: now,
+          updatedAt: now,
+        })
+        .run();
+      const invId = insertInvoice(vendorId, { status: 'paid', amount: 500 });
+      insertInvoiceBudgetLine(invId, budgetId, 500);
+
+      const result = await getSourceReport(db, 'claim', sourceId, PAPERLESS_DISABLED);
+
+      expect(result.invoices[0]!.budgetLines).toHaveLength(1);
+      expect(result.invoices[0]!.budgetLines[0]!.linkedItem).toBeNull();
+    });
+  });
+
   // ═══════════════════════════════════════════════════════════════════════
   // Bug #1918: claim reports drop zero-contribution budget lines. A quotation
   // invoice whose only funding is a deposit TAGGED to the reported source has its
diff --git a/server/src/services/sourceReportService.ts b/server/src/services/sourceReportService.ts
index 00e313444..13eb2c232 100644
--- a/server/src/services/sourceReportService.ts
+++ b/server/src/services/sourceReportService.ts
@@ -90,6 +90,8 @@ export async function getSourceReport(
     work_item_title: string | null;
     household_item_id: string | null;
     household_item_name: string | null;
+    area_id: string | null;
+    area_name: string | null;
   };
 
   const railARows = db.all<RailARow>(
@@ -112,7 +114,9 @@ export async function getSourceReport(
       wib.work_item_id    AS work_item_id,
       wi.title            AS work_item_title,
       hib.household_item_id AS household_item_id,
-      hi.name             AS household_item_name
+      hi.name             AS household_item_name,
+      COALESCE(awi.id, ahi.id)     AS area_id,
+      COALESCE(awi.name, ahi.name) AS area_name
     FROM invoice_budget_lines ibl
     INNER JOIN invoices i ON i.id = ibl.invoice_id
     INNER JOIN vendors v ON v.id = i.vendor_id
@@ -121,6 +125,8 @@ export async function getSourceReport(
     LEFT JOIN work_items wi ON wi.id = wib.work_item_id
     LEFT JOIN household_item_budgets hib ON hib.id = ibl.household_item_budget_id
     LEFT JOIN household_items hi ON hi.id = hib.household_item_id
+    LEFT JOIN areas awi ON awi.id = wi.area_id
+    LEFT JOIN areas ahi ON ahi.id = hi.area_id
     WHERE (
       (ibl.work_item_budget_id IS NOT NULL AND EXISTS (
         SELECT 1 FROM work_item_budgets wib2
@@ -150,12 +156,20 @@ export async function getSourceReport(
     if (!iblDetails.has(row.ibl_id)) {
       let linkedItem: SourceReportLinkedItem | null = null;
       if (row.work_item_id && row.work_item_title) {
-        linkedItem = { type: 'work_item', id: row.work_item_id, name: row.work_item_title };
+        linkedItem = {
+          type: 'work_item',
+          id: row.work_item_id,
+          name: row.work_item_title,
+          areaId: row.area_id,
+          areaName: row.area_name,
+        };
       } else if (row.household_item_id && row.household_item_name) {
         linkedItem = {
           type: 'household_item',
           id: row.household_item_id,
           name: row.household_item_name,
+          areaId: row.area_id,
+          areaName: row.area_name,
         };
       }
       iblDetails.set(row.ibl_id, {
diff --git a/shared/src/types/sourceReport.ts b/shared/src/types/sourceReport.ts
index 6061ff2f9..d7805aae2 100644
--- a/shared/src/types/sourceReport.ts
+++ b/shared/src/types/sourceReport.ts
@@ -9,6 +9,8 @@ export interface SourceReportLinkedItem {
   type: 'work_item' | 'household_item';
   id: string;
   name: string;
+  areaId: string | null;
+  areaName: string | null;
 }
 
 /** Budget line subtraction row: allocatedPortion is subtraction-only, never independently summed. */
diff --git a/wiki b/wiki
index d6e13dc42..f3101b524 160000
--- a/wiki
+++ b/wiki
@@ -1 +1 @@
-Subproject commit d6e13dc422ccd4a23ef5239bb7441c7184f048f6
+Subproject commit f3101b524dda76c264b744f2e8f083b9a62ceeb3