335d7da162
* fix(import): strip non-breaking-space thousands separators in sanitize_number
The French/Scandinavian number format ("1 234,56") only removed ASCII
whitespace via \s, which does not match a non-breaking space (U+00A0) or
a narrow no-break space (U+202F). Real-world European CSV exports use
those Unicode spaces as the thousands separator, so such amounts failed
the final numeric guard and were silently coerced to "", losing the
value on import. The branch also skipped the non-numeric junk stripping
that the other formats apply.
Strip everything that isn't a digit, the decimal separator, or a minus
sign in this branch, matching the else branch's behavior.
Fixes #2537
* fix(import): strip only whitespace for space-delimited number format
Addresses review feedback: the previous filter removed any non-numeric
character, so a misconfigured/mixed row using US separators ("1,234.56")
under the "1 234,56" format had its period dropped and its comma turned
into a decimal point, silently importing 1.23456 (off by ~1000x) instead
of being rejected.
Strip only whitespace via \p{Space}, which matches ASCII, non-breaking
(U+00A0), and narrow no-break (U+202F) spaces. Unexpected punctuation is
left in place so the existing numeric guard still rejects malformed
values. Add a regression test for the mixed-punctuation case and a
docstring for sanitize_number.
* fix(import): strip leading/trailing currency junk for space-delimited numbers
Follow-up to review on #2538: the whitespace-only strip did not cover
issue #2537's currency-suffix row ("1 234,56 kr") or a leading currency
symbol ("€1 234,56"), which still failed the numeric guard and imported
blank.
Strip non-numeric junk only at the leading/trailing edges (currency
symbols/codes), leaving interior characters untouched. This fully closes
the #2537 repro table while preserving the earlier fix for the mixed
US-format hazard: "1,234.56" keeps its interior period and is still
rejected rather than parsed as 1.23456. Digits, the decimal separator,
and a leading/trailing minus are preserved so signed values and the
guard still behave correctly.
Add regression tests for the currency prefix/suffix cases.
* test(import): add U+202F narrow no-break-space regression case
Complements the existing U+00A0 case so both Unicode thousands-separator
variants named in the fix are covered.
Deutsch | Español | Français | 日本語 | 한국어 | Português | Русский | 中文
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.
