5cb474d61c
* Extract Entry.uncategorized_transactions scope, remove Family#uncategorized_transaction_count Adds a single Entry.uncategorized_transactions scope containing the shared conditions (transactions join, active accounts, category nil, not transfer kinds, not excluded). All callers now use this scope: - Entry.uncategorized_matching builds on it - Transaction::Grouper::ByMerchantOrName#uncategorized_entries uses it - categorizes_controller#uncategorized_entries_for uses it (also fixes missing status/excluded filters that were silently absent before) - Both controllers replace Current.family.uncategorized_transaction_count with Current.accessible_entries.uncategorized_transactions.count so the button count and wizard count both respect account sharing Family#uncategorized_transaction_count removed as it is now unused and was family-scoped rather than user-scoped. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Scope assign_entry write to Current.accessible_entries Replaces unscoped Entry.where(id:) with Current.accessible_entries.where(id:) so the write path is consistent with the find above it. Not exploitable given the find would 404 first, but removes the pattern inconsistency. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Add privacy-sensitive class to amounts in categorize wizard Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Extract uncategorized_count helper in CategorizesController Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Fix comment on uncategorized_transactions scope to mention draft accounts Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Use uncategorized_count helper in assign_entry action Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Sonnet 4.6 <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.