5fb8f4f81a
* fix(simplefin): skip pending entries in processor when pending is disabled When SIMPLEFIN_INCLUDE_PENDING/syncs_include_pending is off, pending rows already stored in raw_transactions_payload were still (re)created as entries on every sync - including ones the user manually deleted - because the setting only affected the API request, not reprocessing of the stored payload. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * chore(simplefin): add rake task to prune stale pending rows from payload store raw_transactions_payload accumulates transactions across syncs and is never pruned, so pending rows fetched before pending inclusion was disabled keep getting re-imported. This one-time maintenance task removes them (dry-run by default; scope by item_id/account_id). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(simplefin): address PR #2835 review feedback on pending detection Fix epoch-zero pending check treating non-numeric posted strings (e.g. "unavailable") as pending via String#to_i coercion; compare against explicit zero representations instead, matching posted_date. Dedupe the prune_pending rake task's copy of this logic by delegating to a new public SimplefinEntry::Processor.pending? class method. Also close a test gap where SIMPLEFIN_INCLUDE_PENDING env var precedence over the Setting wasn't actually exercised. * test(simplefin): cover pending-guard precedence and add rake task tests Add the missing mirror case for pending_enabled? precedence (env var disabling pending over a permissive Setting) and add test coverage for the prune_pending rake task, which previously had none: dry_run safety default, correct pruning via the shared Processor.pending? predicate (including the malformed-posted regression), and that it never touches Entry/Transaction rows. --------- Co-authored-by: Claude Fable 5 <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 (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.
