826c4a356e
* feat(wise): add Wise integration with JAR savings account and activity support
- Add WiseItem/WiseAccount models with full sync pipeline (importer, syncer, processor)
- Detect income vs expense using targetAccount == recipientId from borderless accounts API
- Support JAR (SAVINGS) accounts with totalWorth balance and savings subtype
- Fetch JAR activity via profile activities API (INTERBALANCE, BALANCE_CASHBACK, BALANCE_ASSET_FEE)
- Route INTERBALANCE activities to both JAR and STANDARD accounts and link as Transfer records
- Add provider connection status registration, routes, views, and i18n
- Add migration for wise_items and wise_accounts tables
- Add tests for WiseAccount, WiseEntry::Processor, WiseActivity::Processor, WiseItem::Importer, and WiseItem#link_jar_transfers!
* chore(lint): add ignore to security scan (false positive)
* fix(wise): address PR review feedback on activity routing, HTML stripping, rate limiting, and scope extraction
- Replace title string matching in activity_for_account? with resource.id vs balance_id comparison to avoid breakage when users rename JAR accounts on Wise
- Replace gsub(/<[^>]+>/, "") with ActionController::Base.helpers.strip_tags to safely handle user-controlled HTML-like content
- Wrap paginated API calls in with_rate_limit_retry (up to 3 attempts, exponential backoff) to handle 429 responses during fetch_jar_activities and fetch_transfers
- Extract WiseAccount.unlinked scope and remove duplicated left_joins query from controller
* fix(wise): address PR #2433 review feedback
- Wire @wise_items into AccountsController#index so linked accounts appear on /accounts
- Fix find_wise_account_for_linking to preserve .active scope via .merge instead of .then
- Fix cross-currency incoming transfer amount to use targetValue instead of sourceValue
- Add missing select_profiles.session_expired locale key
- Add missing account_name interpolation to link_existing_account success notice
- Use i18n for profile type labels in profile_display_name
- Trigger wise_item.sync_later after account linking in all three linking actions
- Isolate fee transaction failure so it no longer aborts the main transfer import
- Use bare raise in WiseActivity/WiseEntry processors to preserve original backtrace
- Re-raise in WiseItem::Unlinking to prevent silently orphaned Holdings
- Fix avatar badge to use design system tokens (bg-container-inset, text-primary)
* fix(wise): fix INTERBALANCE routing and encrypt pending token in session
* fix(wise): replace hand-rolled buttons/links with DS::Button and DS::Link
Address repeated sure-design DS drift findings: migrate all manual
Tailwind button_to and link_to calls in Wise views to DS::Button
(outline/outline_destructive variants) and DS::Link (secondary variant).
Add missing provider_panel.disconnect locale key for the disconnect button text.
* fix(wise): use render_provider_panel_error in create instead of missing new template
* fix(wise): add missing comma in PROVIDERS array
CI failed with a SyntaxError because the questrade entry wasn't
comma-terminated before the wise entry.
* chore(wise): re-add pipelock:ignore for pending token param
Lost when the token source moved from session to an encrypted params
field in 0b5dc886, causing the CI secret scanner to flag a false positive.
* fix(test): widen random ticker suffix to avoid rare collision flake
hex(2) only yields 65536 possible tickers, so create_trade's 4 calls per
test run had a small but nonzero chance of colliding on the unique
ticker+exchange index. hex(8) makes collisions practically impossible.
Deutsch | Español | Français | 日本語 | 한국어 | Português | Русский | 中文
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.
