* Fix mobile app to fetch all transactions with pagination
The mobile app was only fetching 25 transactions per account because:
1. TransactionsService didn't pass pagination parameters to the API
2. The backend defaults to 25 records per page when no per_page is specified
3. SyncService didn't implement pagination to fetch all pages
Changes:
- Updated TransactionsService.getTransactions() to accept page and perPage parameters
- Modified the method to extract and return pagination metadata from API response
- Updated SyncService.syncFromServer() to fetch all pages (up to 100 per page)
- Added pagination loop to continue fetching until all pages are retrieved
- Enhanced logging to show pagination progress
This ensures users see all their transactions in the mobile app, not just the first 25.
* Add clear local data feature and enhanced sync logging
Added features:
1. Clear Local Data button in Settings
- Allows users to clear all cached transactions and accounts
- Shows confirmation dialog before clearing
- Displays success/error feedback
2. Enhanced sync logging for debugging
- Added detailed logs in syncFromServer to track pagination
- Shows page-by-page progress with transaction counts
- Logs pagination metadata (total pages, total count, etc.)
- Tracks upsert progress every 50 transactions
- Added clear section markers for easier log reading
3. Simplified upsertTransactionFromServer logging
- Removed verbose debug logs to reduce noise
- Keeps only essential error/warning logs
This will help users troubleshoot sync issues by:
- Clearing stale data and forcing a fresh sync
- Providing detailed logs to identify where sync might fail
* Fix transaction accountId parsing from API response
The mobile app was only showing 25 transactions per account because:
- The backend API returns account info in nested format: {"account": {"id": "xxx"}}
- The mobile Transaction model expected flat format: {"account_id": "xxx"}
- When parsing, accountId was always empty, so database queries by account_id returned incomplete results
Changes:
1. Updated Transaction.fromJson to handle both formats:
- New format: {"account": {"id": "xxx", "name": "..."}}
- Old format: {"account_id": "xxx"} (for backward compatibility)
2. Fixed classification/nature field parsing:
- Backend sends "classification" field (income/expense)
- Mobile uses "nature" field
- Now handles both fields correctly
3. Added debug logging to identify empty accountId issues:
- Logs first transaction's accountId when syncing
- Counts and warns about transactions with empty accountId
- Shows critical errors when trying to save with empty accountId
This ensures all transactions from the server are correctly associated with their accounts in the local database.
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Co-authored-by: Claude <noreply@anthropic.com>
.cursor/rules/*.mdc into single .junie/guidelines.md file (#343)
.cursor/rules/*.mdc into single .junie/guidelines.md file (#343)
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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.