93a535f0ac
* Add stale account detection and handling in SimpleFin setup - Introduced UI for managing stale accounts during SimpleFin setup. - Added logic to detect accounts no longer provided by SimpleFin. - Implemented actions to delete, move transactions, or skip stale accounts. - Updated `simplefin_items_controller` with stale account processing and handling. - Enhanced tests to validate stale account scenarios, including detection, deletion, moving transactions, and skipping. * Update SimpleFin to SimpleFIN in locale file Signed-off-by: Juan José Mata <jjmata@jjmata.com> * Silly changes break things ... Signed-off-by: Juan José Mata <jjmata@jjmata.com> * Refactor stale account processing and UI handling - Moved `target_account.sync_later` to execute after commit for proper recalculation of balances. - Added additional safeguard in JavaScript to check for `moveRadioTarget` before updating target visibility. * More silly capitalization changes * Enhance stale account action handling in SimpleFIN setup - Introduced `permitted_stale_account_actions` to validate and permit nested `stale_account_actions` parameters. - Updated `complete_account_setup` to use the new method for safer processing. - Corrected capitalization in SimpleFIN update success and error messages. * Add error tracking and UI feedback for stale account actions - Updated `process_stale_account_actions` to track errors for delete and move actions. - Enhanced UI to display success and error messages for stale account processing. - Implemented destruction of conflicting transfers during account move to maintain data integrity. * Refactor transfer destruction and improve SimpleFIN account setup messages - Updated `simplefin_items_controller` to use `find_each(&:destroy!)` for transfer deletions, ensuring callbacks are invoked. - Enhanced localization for success messages in account creation to handle singular and plural cases. --------- Signed-off-by: Juan José Mata <jjmata@jjmata.com> Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com> Co-authored-by: Juan José Mata <jjmata@jjmata.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)
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.