b2b89437b0
* fix(ds): route remaining literal yellow warning surfaces onto --color-warning Completes the #2198 warning consolidation for view-level surfaces: - rules/index recent-runs status badges → DS::Pill (warning / success / error). - accounts/_account_sidebar_tabs missing-data notice: bg-yellow-tint-10 / text-yellow-600 → bg-warning/10 / text-warning. - import/confirms/_mappings unassigned-account notice → bg-warning/10 / border-warning/20 (also fixes a missing dark variant — it was light-yellow in dark mode). - simplefin/_replacement_prompt card → bg-warning/10 / border-warning/20, dropping the now-redundant theme-dark: companions (the token is theme-aware). rules' blue/purple execution-type badges and the red failed-row highlight are left as-is (not warning surfaces). Part of #2198. * fix(ds): neutral text in sidebar missing-data notice (match DS::Alert recipe) Warning surfaces follow the DS::Alert recipe — warning tint + warning-colored icon, but neutral body text (text-primary / text-secondary). The sidebar missing-data notice was the lone holdout still painting its text (and link) with text-warning. Switch to neutral text; keep the bg-warning/10 tint and the warning-colored triangle/chevron as the accent. More readable (color-on-tint text is low-contrast) and consistent with the DS::Alert migrations. * fix(ds): missing-data sidebar notice → static DS::Alert (drop disclosure) The notice was a raw collapsible <details> styled as a warning — a hybrid that hid its own primary action (the "Configure providers" link) and its explanation behind a chevron click. A warning's job is to surface a problem and its fix; a disclosure's job is to hide secondary detail. The two fought each other (triangle-alert "act on this" vs chevron "optional, expand"). Replace with a static DS::Alert(:warning): icon + title + body + the Configure link, always visible. Fixes the affordance, surfaces the action, canonicalizes the last warning-styled raw <details>, and matches the other DS::Alert notices. * fix(ds): grey body text in missing-data alert for title/body hierarchy DS::Alert renders its body in text-primary (same dark as the title). For this notice, drop the description to text-secondary so the title (primary, semibold) reads above the supporting body (grey) — clearer hierarchy. Still neutral (no colored text); the Configure link stays primary + underline so the action remains the prominent element. * fix(ds): bump account_sidebar_tabs cache version v1→v2 Flush stale <details>-markup fragments on deploy. The sidebar missing-data notice migrated from <details> to a static DS::Alert, but the fragment is cached with a 12h TTL — without a key change, old markup renders until expiry (and inconsistently across staggered multi-server cache warmups). Bumping the version string changes the cache-key namespace so every cached fragment is bypassed immediately.
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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.
