696fbc0b43
Brings the savings goals UI closer to the Claude Design reference shared
by the user. Changes:
- Sidebar nav label: "Savings goals" → "Savings".
- Status pill copy: "Behind" → "Behind pace" (matches Pill component
from GoalsCommon.jsx).
- Empty state rewritten with a large target icon, "No goals yet"
heading, and the descriptive body copy from the design.
Goal detail page (matches GoalDetail.jsx):
- New "← All goals" back link above the header.
- 2-column hero: ring card on the left (320px column), Projection card
on the right.
- Projection card uses a new D3 Stimulus controller
(`savings-goal-projection-chart`) that draws:
· saved area + line from goal creation → today (solid, primary)
· dashed projection segment from today → target date (yellow when
behind, green when on track)
· horizontal dashed target line with label
· today marker (vertical dashed line + dot)
Data shape comes from `SavingsGoal#projection_payload`.
- Card subtitle generates a contextual sentence ("At $X/mo you'll fall
short. Bump to $Y/mo to hit it on time." / "At your current pace
you'll reach this goal around Month YYYY." / "Goal reached. Nice
work.") with a strong tag highlighting the actionable figure.
- Stat row now shows Linked balance (sum across linked accounts) +
"N accounts" sub-caption instead of duplicate "Target date" stat.
New goal modal (matches the design images 2 + 3):
- DS::Dialog custom header: DS::FilledIcon target glyph + title + step
subtitle ("Step 1 of 2 · Goal details" / "Step 2 of 2 · Review &
start") that updates as the user advances.
- Connected stepper at top of body: numbered circles connected by a
bar, step-1 circle flips to ✓ when complete.
- Step 1 heading "What are you saving for?" + supporting copy.
- Name field paired with a target glyph affordance on its left.
- Target amount + Target date in a 2-col grid.
- Funding accounts list now grouped by account subtype with uppercase
section headers (CHECKING / SAVINGS / HSA / CD / MONEY MARKET /
OTHER), each row showing avatar + name + subtype + balance.
- Step 2 heading "Looks good?" + Review card (goal target + funding
accounts summary + suggested monthly = target/months_remaining), and
a disclosure for the optional initial contribution.
- Footer: "Cancel" left text-button (closes modal) / "Back" left text
when on step 2; "Continue →" or "Create goal →" right arrow button.
Demo generator: Depository accounts now set `subtype` ("checking" /
"savings") on the accountable so they group correctly in the modal.
Tests: all green, 35 runs in the savings suite, 92 assertions.
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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.
