a86329d632
* pwa(cleanup): enforce LF, head meta + icons, manifest orientation, remove static webmanifest * pwa(cleanup): add gitattributes, head meta/icons, manifest orientation; remove static manifest; small nav & dashboard fixes * pwa(cleanup): improve transaction drawer header layout with inline close button * fix: address PR review feedback - Add dom_id to transaction header for Turbo Stream updates (Codex) - Add pending badge next to date when transaction is pending (CodeRabbit) - Make close button keyboard-focusable by removing tabindex=-1 (CodeRabbit) - Fix settings nav horizontal scroll with flex-nowrap space-x-1 (CodeRabbit) * fix: localize 'Linked with Plaid' tooltip string (CodeRabbit) * Update .gitattributes Better comment smh * fix: align transaction/transfer dialog icons and update transfer drawer pattern - Fix icon alignment in transaction header (items-center instead of items-start) - Make transfer/linked icons consistent size and color - Update transfers/show.html.erb to use frame: drawer with hide_close_icon pattern - Match transfer dialog header layout with transaction details * fix: enhance header layout This in the transaction and transfer views, with consistent icon placement * fix: remove fixed height from HTML document class basically a regression issue pretty sure * fix: update dialog rendering to use 'frame' and hide close icon in headers * fix: update transaction type tabs layout for improved responsiveness * fix: conditionally render transaction type tabs based on account type
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Sure: The personal finance app for everyone
Get involved: Discord • Website • Issues
Important
This repository is a community fork of the now-abandoned Maybe Finance project.
Learn more in their final release doc.
Backstory
The Maybe Finance team spent most of 2021–2022 building a full-featured personal finance and wealth management app. It even included an “Ask an Advisor” feature that connected users with a real CFP/CFA — all included with your subscription.
The business end of things didn't work out, and so they stopped developing the app in mid-2023.
After spending nearly $1 million on development (employees, contractors, data providers, infra, etc.), the team open-sourced the app. Their goal was to let users self-host it for free — and eventually launch a hosted version for a small fee.
They actually did launch that hosted version … briefly.
That also didn’t work out — at least not as a sustainable B2C business — so now here we are: hosting a community-maintained fork to keep the codebase alive and see where this can go next.
Join us!
Hosting Sure
Sure is a fully working personal finance app that can be self hosted with Docker.
Forking and Attribution
This repo is a community fork of the archived Maybe Finance repo. You’re free to fork it under the AGPLv3 license — but we’d love it if you stuck around and contributed here instead.
To stay compliant and avoid trademark issues:
- Be sure to include the original AGPLv3 license and clearly state in your README that your fork is based on Maybe Finance but is not affiliated with or endorsed by Maybe Finance Inc.
- "Maybe" is a trademark of Maybe Finance Inc. and therefore, use of it is NOT allowed in forked repositories (or the logo)
Performance Issues
With data-heavy apps, inevitably, there are performance issues. We've set up a public dashboard showing the problematic requests seen on the demo site, along with the stacktraces to help debug them.
https://www.skylight.io/app/applications/s6PEZSKwcklL/recent/6h/endpoints
Any contributions that help improve performance are very much welcome.
Local Development Setup
If you are trying to self-host the app, read this guide to get started.
The instructions below are for developers to get started with contributing to the app.
Requirements
- See
.ruby-versionfile for required Ruby version - PostgreSQL >9.3 (latest stable version recommended)
- Redis > 5.4 (latest stable version recommended)
Getting Started
cd sure
cp .env.local.example .env.local
bin/setup
bin/dev
# Optionally, load demo data
rake demo_data:default
Visit http://localhost:3000 to view the app.
If you loaded the optional demo data, log in with these credentials:
- Email:
user@example.com - Password:
Password1!
For further instructions, see guides below.
Setup Guides
- Mac dev setup
- Linux dev setup
- Windows dev setup
- Dev containers - visit this guide
One-click
License and Trademarks
Maybe and Sure are both distributed under an AGPLv3 license.
- "Maybe" is a trademark of Maybe Finance, Inc.
- "Sure" is not, and refers to this community fork.