2ac3f3dff0
* feat(mobile): optimize asset/liability display with filters - Add NetWorthCard widget with placeholder for future net worth API - Add side-by-side Assets/Liabilities display with tap-to-filter - Implement CurrencyFilter widget for multi-select currency filtering - Replace old _SummaryCard with new unified design - Remove _CollapsibleSectionHeader in favor of filter-based navigation The net worth section shows a placeholder as the API endpoint is not yet available. Users can now filter accounts by type (assets/liabilities) and by currency. https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3 * fix(mobile): remove unused variables and add const - Remove unused _totalAssets, _totalLiabilities, _getPrimaryCurrency - Add const to Text('All') widget https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3 * feat(mobile): enhance dashboard with icons, long-press breakdown, and grouped view - NetWorthCard: replace text labels with trending icons, add colored bottom borders for asset (green) and liability (red) sections - Add long-press gesture on asset/liability areas to show full currency breakdown in a bottom sheet popup - Add collapsible account type grouping (Crypto, Bank, Investment, etc.) with type-specific icons and expand/collapse headers - Add PreferencesService for persisting display settings - Add "Group by Account Type" toggle in Settings screen - Wire settings change to dashboard via GlobalKey for live updates https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3 * refactor(mobile): remove welcome header from dashboard Strip the Welcome greeting and subtitle to let the financial overview take immediate focus. https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3 * feat(mobile): compact filter buttons with scroll-wheel currency switcher - Remove trending icons from asset/liability filter buttons - Increase amount font size to titleMedium bold - Reduce Net Worth section and filter button padding - Show single currency at a time with ListWheelScrollView for scrolling between currencies (wheel-picker style) - Absorb scroll events via NotificationListener to prevent triggering pull-to-refresh - Keep icons in the long-press currency breakdown popup https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3 * fix(mobile): prevent bottom sheet overflow with ConstrainedBox Use ConstrainedBox + ListView.separated with shrinkWrap for the currency breakdown popup. Few currencies: sheet sizes to content. Many currencies: caps at 50% screen height and scrolls. Also add isScrollControlled and useSafeArea to showModalBottomSheet. https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3 * fix(mobile): reload dashboard preferences on any tab switch to Home Previously only reloaded when navigating directly from Settings to Home. Now reloads whenever the Home tab is selected, covering paths like Settings -> More -> Home. https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3 * chore(mobile): simplify net worth placeholder to single line Replace the two-line Net Worth / -- placeholder with a compact "Net Worth — coming soon" label while the API endpoint is pending. https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3 --------- Co-authored-by: Claude <noreply@anthropic.com>
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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.