9f29185160
Correctness: - GoalPledge#matches? rejects outflows on transfer pledges so a +$200 purchase no longer satisfies a $200 deposit pledge after .abs - GoalsController#sync_linked_accounts! saves through the goal so currency/depository/family validations actually run on update - AlreadyClaimedError replaces empty RecordInvalid in resolve_with! and reconciler rescues the dedicated class - SweepExpiredGoalPledgesJob wraps each expire! in a per-record rescue - Assistant::Function::CreateGoal disambiguates duplicate account names and returns an absolute URL via mailer host config - Family#savings_inflow_velocity defensively scopes from the family's accounts (was Account.joins(:goal_accounts).where(goal_id: ...)) - GoalPledgesController#set_goal preloads linked_accounts + providers to drop the N+1 on any_connected_account? - Stepper subtitle update walks to the enclosing dialog before querySelector so two stepper instances don't fight over one header - categories/_form.html.erb data-action targets color-icon-picker, not the non-existent "category" controller UX / visual: - Projection chart drops preserveAspectRatio="none" and pins endDate at today for past-due goals so the today marker stays in-domain - _color_picker / categories form swap non-standard border-1 for border - Goals index search input uses ring-alpha-black-100 (was raw gray-500) Refactors: - Goal#header_summary extracts the multi-line ERB header block - Goal#catch_up_delta_money sums open_pledges in SQL - Goal#projection_summary uses I18n.l for the on-track month label - Account#default_pledge_kind moves the manual/transfer decision out of GoalPledgesController - GoalPledge::Reconciler iterates ordered (created_at, id) so first-claim wins is deterministic under non-sequential PKs - Goals::FundingAccountsBreakdownComponent + Goals::AccountStackComponent use clamp(0..) instead of Float::INFINITY / [x, 0].max - Goals::StatusPillComponent#label provides a titleize fallback - Goal projection chart skips the redundant initial _draw and reuses the snapped point in the past branch (no double-bisect) - Goal pledge preview drops maximumFractionDigits: 0 so USD/EUR show cents while JPY/KRW stay whole-unit - Demo generator captures the Wedding fund goal in the seed loop instead of looking it up by hardcoded name Tests: - GoalPledgeTest: outflow rejection - GoalsControllerTest: cross-currency attachment rejected on update - SweepExpiredGoalPledgesJobTest: cancelled coverage + per-record rescue - GoalTest: pledge_action_label_key flips to manual_save without an unconditional guard
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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.
