297a695d0f
* Domain model sketch * Scaffold out rules domain * Migrations * Remove existing data enrichment for clean slate * Sketch out business logic and basic tests * Simplify rule scope building and action executions * Get generator working again * Basic implementation + tests * Remove manual merchant management (rules will replace) * Revert "Remove manual merchant management (rules will replace)" This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e. * Family and Provider merchants model * Fix brakeman warnings * Fix notification loader * Update notification position * Add Rule action and condition registries * Rule form with compound conditions and tests * Split out notification types, add CTA type * Rules form builder and Stimulus controller * Clean up rule registry domain * Clean up rules stimulus controller * CTA message for rule when user changes transaction category * Fix tests * Lint updates * Centralize notifications in Notifiable concern * Implement category rule prompts with auto backoff and option to disable * Fix layout bug caused by merge conflict * Initialize rule with correct action for category CTA * Add rule deletions, get rules working * Complete dynamic rule form, split Stimulus controllers by resource * Fix failing tests * Change test password to avoid chromium conflicts * Update integration tests * Centralize all test password references * Add re-apply rule action * Rule confirm modal * Run migrations * Trigger rule notification after inline category updates * Clean up rule styles * Basic attribute locking for rules * Apply attribute locks on user edits * Log data enrichments, only apply rules to unlocked attributes * Fix merge errors * Additional merge conflict fixes * Form UI improvements, ignore attribute locks on manual rule application * Batch AI auto-categorization of transactions * Auto merchant detection, ai enrichment in batches * Fix Plaid merchant assignments * Plaid category matching * Cleanup 1 * Test cleanup * Remove stale route * Fix desktop chat UI issues * Fix mobile nav styling issues
Maybe: The OS for your personal finances
Get involved: Discord • Website • Issues
Backstory
We spent the better part of 2021/2022 building a personal finance + wealth management app called, Maybe. Very full-featured, including an "Ask an Advisor" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription).
The business end of things didn't work out, and so we shut things down mid-2023.
We spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.).
We're now reviving the product as a fully open-source project. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee.
Maybe Hosting
There are 2 primary ways to use the Maybe app:
- Managed (easiest) - we're in alpha and release invites in our Discord
- Self-host with Docker
Contributing
Before contributing, you'll likely find it helpful to understand context and general vision/direction.
Once you've done that, please visit our contributing guide to get started!
Local Development Setup
If you are trying to self-host the Maybe app, stop here. You should 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 (ideally, latest stable version)
After cloning the repo, the basic setup commands are:
cd maybe
cp .env.local.example .env.local
bin/setup
bin/dev
# Optionally, load demo data
rake demo_data:reset
And visit http://localhost:3000 to see the app. You can use the following credentials to log in (generated by DB seed):
- Email:
user@maybe.local - Password:
password
For further instructions, see guides below.
Multi-currency support
If you'd like multi-currency support, there are a few extra steps to follow.
- Sign up for an API key at Synth. It's a Maybe product and the free plan is sufficient for basic multi-currency support.
- Add your API key to your
.envfile.
Setup Guides
- Mac dev setup guide
- Linux dev setup guide
- Windows dev setup guide
- Dev containers - visit this guide to learn more
Repo Activity
Copyright & license
Maybe is distributed under an AGPLv3 license. " Maybe" is a trademark of Maybe Finance, Inc.