3c8ba643a0
* Fix cashflow and outflows widgets to respect user's default period preference Resolves issue #118 where the Cashflow and Outflows widgets on the dashboard were hardcoded to use a 30-day period instead of respecting the user's default period preference setting. Changes: - Updated @cashflow_period to use Current.user&.default_period as fallback - Updated @outflows_period to use Current.user&.default_period as fallback - Both now follow the same pattern as the Periodable concern's set_period method This ensures consistency across all dashboard widgets - Net Worth, Cashflow, and Outflows now all respect the user's preference. * Synchronize period selection across all dashboard widgets All three dashboard widgets (Net Worth, Cashflow, and Outflows) now use a single shared period parameter, ensuring consistent data magnitudes across the dashboard. Changes: - Simplified controller to use single @period for all three widgets - Removed widget-specific period parameters (cashflow_period, outflows_period) - All widgets now use the shared 'period' parameter - All period dropdowns use turbo_frame: "_top" to reload entire page - Removed turbo_frame_tags from dashboard view for cleaner implementation User experience improvement: - Changing the period in any widget now updates all three widgets - Ensures data consistency and easier comparison across widgets - Maintains respect for user's default period preference * Make Net Worth widget title styling consistent with Cashflow and Outflows Changed Net Worth title from <p> with text-sm/text-secondary to <h2> with text-lg to match the consistent styling used by Cashflow and Outflows widgets. This provides a more unified visual appearance across all dashboard widgets. --------- 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)
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. You can log in with these demo credentials (from the DB seed):
- 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.