dd461faf84
* feat: Allow account linking for Enable Banking accounts * fix: Typo in function name * fix: naming issue * fix: Add missing Enable Banking route * feat: Add ability to link Enable Banking when adding a new account * Mispelling * fix: typo in method call * fix: typo in column name * Review suggestions * Linter noise * Small copy changes to avoid mobile UI blowout * Provider generator (#364) * Move provider config to family * Update schema.rb * Add provier generator * Add table creation also * FIX generator namespace * Add support for global providers also * Remove over-engineered stuff * FIX parser * FIX linter * Some generator fixes * Update generator with fixes * Update item_model.rb.tt * Add missing linkable concern * Add missing routes * Update adapter.rb.tt * Update connectable_concern.rb.tt * Update unlinking_concern.rb.tt * Update family_generator.rb * Update family_generator.rb * Delete .claude/settings.local.json Signed-off-by: soky srm <sokysrm@gmail.com> * Move docs under API related folder * Rename Rails generator doc * Light edits to LLM generated doc * Small Lunch Flow config panel regressions. --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> * Skip generators autoloading (#430) * Include Enable Banking items in Syncer (#434) * feat: Include Enable Banking items in Syncer * feat: include only active Enable Banking accounts * Fix budgets page UI (#427) * fix: Budget UI improvements * feat: Reduce padding for sub-categories * fix: Adjust padding for sub-category arrow * Revert "feat: Reduce padding for sub-categories" This reverts commit7516c5a8e0. * Revert "fix: Adjust padding for sub-category arrow" This reverts commitebc82542cf. * fix: adjust padding for sub-categories * fix: Add padding to uncategorized budget * fix: Remove unnecessary HTML tag * feat: Add translation keys for budgeted/actual * feat(lang): add all brazilian portuguese translations (#416) * feat(lang): add all brazilian portuguese translations * feat: update pt-BR errors on translation * fix: atualizar fix base * feat: add reports translations * feat: finish translation to brazilian portuguese * fix: add to supported locales * fix: number of translations * fix: errors on translations * fix: error on rubocop lint --------- Co-authored-by: Leonardo Ralph <theleoralph@gmail.com> * Add exclude transaction rule action (#437) * Initial plan * Add ExcludeTransaction rule action executor with tests Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Copy clarification --------- Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> * Preparing for v0.6.6-alpha.3 Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> * fix: remove account_id clearing for Enable Banking accounts * fix: Remove unexisting available_balance attribute and rename variable for consistency --------- Signed-off-by: soky srm <sokysrm@gmail.com> Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: soky srm <sokysrm@gmail.com> Co-authored-by: Marcon Neves <marconwillian@icloud.com> Co-authored-by: Leonardo Ralph <theleoralph@gmail.com> Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.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.