39743a9ec4
Previous savings goals UI looked nothing like the Claude Design output
(see sure-design-context/design/savings-goals/project/goals/*.jsx) and
the hand-rolled ring did not match the segmented D3 donut used at
app/views/budgets/_budget_donut.html.erb. This rewires the surface end
to end.
Donut chart:
- SavingsGoal#to_donut_segments_json returns the same segment shape as
Budget#to_donut_segments_json: filled portion in goal color, unused
remainder as `var(--budget-unallocated-fill)`. Visual identity is now
the same: segmented arc with cornerRadius and gap, courtesy of the
shared `donut-chart` Stimulus controller and D3.
- ProgressRingComponent renders a `data-controller="donut-chart"` div
with the same default-content/inner-text pattern as `_budget_donut`.
Index page (matches GoalsIndex.jsx):
- Page header: title + "Save toward what matters." subtitle + "New goal"
primary CTA right-aligned.
- Summary strip card: total saved / target, overall bar, active goals,
on-track ratio, behind count.
- State filter rendered as DS::Tabs-style pill nav (`bg-surface-inset
p-1 rounded-lg`, white-pill active state).
- Cards rebuilt: avatar (44px, rounded-xl, white initial on goal color)
+ name + secondary line ("N days left · by date" / "No target date" /
"Completed" / "Past due"), status pill with leading dot, big
$current/$target line + percent, bar in status colour, AccountStack
(overlapping initials) + "N accounts" + "to go".
Goal detail (matches GoalDetail.jsx):
- Header: 64px avatar + h1 name + status pill + "Target $X by date ·
N days left" subline + Edit (outline) + Add contribution (primary) +
kebab (DS::Menu for AASM transitions).
- Donut-chart ring card with stats overlay.
- 4-col stat row (Avg monthly, Total contributions, Target date,
Started) with mono numerals and "Needs $X/mo" / "Above target pace"
sub-captions where relevant.
- Two-col bottom: contributions list (avatar + account · date · source
· green +$amount) and funding accounts breakdown (stacked bar +
per-account row with $ and % of saved).
New components: Savings::AccountStackComponent (overlapping account
initials with ring-2 ring-container). StatusPillComponent now uses a
leading colored dot instead of an icon. GoalAvatarComponent radii
match Claude Design (rounded-md/lg/xl/2xl) and white initial.
Locale: new keys under savings_goals.{index.subtitle, index.summary.*,
goal_card.{accounts,days_left,completed,past_due,no_target_date},
show.header.*, show.ring.{of,to_go}, show.stats.*, show.funding_balance,
show.of_saved, show.notes}.
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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.
