263ccbf5cc
Five small audit follow-ups bundled because they were each one-line swaps and individually wouldn't earn their own commit. Card text scale (vs Sure house style — budget_category h3 ≈ text-base, budget _actuals_summary value text-xl, account row text-sm subtype): - goal card title text-sm → text-base - goal card balance text-lg → text-xl - goal card pace/footer/subtitle text-[11px] → text-xs - funding row subtype subtitle text-xs → text-sm - funding row "last 30d / last 90d" labels text-[10px] → text-xs Chart label scale (projection chart was an outlier at font-size: 10 while time_series_chart_controller uses 12): - every `font-size: 10` in goal_projection_chart_controller.js → 12 - tooltip cssText font-size: 11 → 12 Color-picker pen toggle on the new-goal avatar was w-6 h-6 (24px circle, ~55% of the lg 44px avatar). Shrink to w-5 h-5 + add a w-3 h-3 class on the inner icon so it scales down with it. Graph continuity bug: the saved-line endpoint and the projection-line start point could disagree by tens of $thousands. Saved came from `Balance::ChartSeriesBuilder` (daily snapshot in `balances`), projection started at `currentAmount = goal.current_balance.to_f` (live `linked_accounts.sum(:balance)`). When the snapshot lagged the live read, the chart showed a vertical gap at the "today" marker. Filter any same-day-or-later points out of the raw saved series, always extend the saved series to `(today, currentAmount)`. Saved line now closes at exactly the projection's start. The recent balance-drop story is still honestly shown (the line dips toward the live value rather than ending at the stale snapshot). Ring card focal-point (RUI audit): the left ring card on goals#show sat at the same `shadow-border-xs` elevation as the projection chart and funding card. "When every card is raised, nothing's primary." Drop the shadow + container background — the ring now reads as a status panel sitting on the page surface, not a content card competing with its neighbours. Paused/archived/celebration/empty right-slot variants keep elevation since they ARE content cards. Deferred: light-mode pink distribution-bar contrast. The fix needs a DS token decision (hairline outline vs darker step on the palette entries); rolling it into a polish PR risks dragging in DS changes unrelated to goals. Logged for a follow-up.
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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.
