68efe71cdb
* Add customizable budget month start day (#253) Allow users to set a custom month-to-date start date (1st-28th) for budgeting and MTD calculations. Useful for users who want budget periods aligned with their pay schedule (e.g., 25th to 24th). Changes: - Add month_start_day column to families table (default: 1) - Add database check constraint for valid range (1-28) - Add Family#uses_custom_month_start?, custom_month_start_for, custom_month_end_for, current_custom_month_period helper methods - Add Period.current_month_for(family), last_month_for(family) methods - Update Budget model for custom month boundaries in find_or_bootstrap, param_to_date, budget_date_valid?, current?, and name methods - Add month_start_day setting to Settings > Preferences UI - Add warning message when custom month start day is configured - Add comprehensive tests with travel_to for date robustness Fixes #253 * Add /api/v1/user endpoint for Flutter mobile app and PWA Expose user preferences including month_start_day via API endpoint following existing pattern for default_period. This allows Flutter mobile app and PWA to read/update user preferences through a consistent API contract. Endpoints: - GET /api/v1/user - Read user preferences including family settings - PATCH /api/v1/user - Update user preferences Response includes: id, email, first_name, last_name, default_period, locale, and family settings (currency, timezone, date_format, country, month_start_day). * Update Periodable to use family-aware MTD periods When users select 'current_month' or 'last_month' period filters on dashboard/reports, now respects the family's custom month_start_day setting instead of using static calendar month boundaries. This ensures MTD filter on dashboard is consistent with how budgets calculate their periods when custom month start day is configured. * Fix param_to_date to correctly map budget params to custom periods When a family uses a custom start day, the previous implementation called custom_month_start_for on the 1st of the month, which incorrectly shifted dates before the start day to the previous month. Now we directly construct the date using family.month_start_day, so 'jan-2026' with month_start_day=25 correctly returns Jan 25, 2026 instead of Dec 25, 2025. * Fix param_to_date and use Current pattern in API controller - Fix param_to_date to directly construct date with family.month_start_day instead of using custom_month_start_for which incorrectly shifted dates - Replace current_user with Current.user/Current.family in API controller to follow project convention used in other API v1 controllers * Add i18n for budget name method Use I18n.t for localizable budget period names to follow project conventions for user-facing strings. * Remove unused budget_end variable in budget_date_valid? * Use Date.current for timezone consistency in Budget#current? * Address PR review feedback - Remove API users endpoint (mobile won't use yet) - Remove user route from config/routes.rb - Remove ai_summary/document_type schema bleed from pdf-import-ai branch * Pass family to param_to_date for custom month logic * Run migration to add month_start_day column to schema * Schema regressions --------- Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.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.