174f7e6be6
* feat(binance): add full account sync and transaction processing - Fixed a bug that hindered Account setup - Wire up Binance accounts, sync statistics, and unlinked account tracking in the accounts dashboard. - Support setting a sync_start_date during Binance account setup. - Set Binance accounts' opening balance to zero to ensure the ledger builds cleanly from the actual trade history. - Expand the Binance importer and processor to handle Spot, Margin, Earn, P2P, and Futures trades and assets. - Implement TransactionBuilder to parse raw Binance trades, accurately calculating fees, base/quote asset amounts, and market values for proper ledger integration. - Update Binance API timeout (`recvWindow`) to 60,000ms to prevent connection drops. These changes provide comprehensive support for tracking Binance portfolios, ensuring accurate historical ledgers and proper visibility of sync statuses in the frontend dashboard. * refactor(binance): enforce strong params, double-entry safety, and native fiat currency support - Implement strong parameters in BinanceItemsController#complete_account_setup to satisfy Rails security guidelines. - Add robust date parsing with a grace fallback to prevent controller crashes on malformed sync start dates. - Wrap P2P transaction creations inside a database transaction block to guarantee ledger integrity and prevent orphan records. - Optimize P2P deduplication queries by batching checks for both transaction and funding external IDs. - Shift P2P entry persistence from forced USD tracking to native fiat values extracted directly from the Binance API payload. - Update BinanceAccount::ProcessorTest assertions and fixtures to validate native fiat and fee calculation logic. * fix(binance): process sync trades before caching transaction payload - Reorder Binance processor execution to insert trade records into the database prior to updating the `raw_transactions_payload` cache. This guarantees that if a database insertion fails, the cache won't prematurely mark the sync as successful, ensuring the data is retried on the next run. - Move `set_opening_anchor_balance(balance: 0)` out of the generic crypto exchange account builder and apply it specifically during Binance account creation. - Refactor date parsing in BinanceItemsController to explicitly catch `ArgumentError` via a block instead of using a blanket inline `rescue`. - Clean up the `setup_accounts` view template by removing hardcoded default translation strings. * fix(binance): enhance trade sync logic and error propagation - Pass `startTime` (from `sync_start_date`) to spot and futures trade endpoints on initial sync to optimize data fetching. - Include previously synced futures pairs alongside spot pairs when resolving relevant symbols to properly recover sold-out assets. - Re-raise exceptions in processor rescue blocks to prevent silent failures and ensure errors are correctly propagated to background jobs. - Decrease Binance API `recvWindow` from 60000ms to 5000ms to align with recommended default timeout values.
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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 (archived/abandoned repo) 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 Install
Managed OpenClaw for Sure Finances
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.
