dd991fa339
* **Add Coinbase integration with item and account management** - Creates migrations for `coinbase_items` and `coinbase_accounts`. - Adds models, controllers, views, and background tasks to support account linking, syncing, and transaction handling. - Implements Coinbase API client and adapter for seamless integration. - Supports ActiveRecord encryption for secure credential storage. - Adds UI components for provider setup, account management, and synchronization. * Localize Coinbase-related UI strings, refine account linking for security, and add timeouts to Coinbase API requests. * Localize Coinbase account handling to support native currencies (USD, EUR, GBP, etc.) across balances, trades, holdings, and transactions. * Improve Coinbase processing with timezone-safe parsing, native currency support, and immediate holdings updates. * Improve trend percentage formatting and enhance race condition handling for Coinbase account linking. * Fix log message wording for orphan cleanup * Ensure `selected_accounts` parameter is sanitized by rejecting blank entries. * Add tests for Coinbase integration: account, item, and controller coverage - Adds unit tests for `CoinbaseAccount` and `CoinbaseItem` models. - Adds integration tests for `CoinbaseItemsController`. - Introduces Stimulus `select-all` controller for UI checkbox handling. - Localizes UI strings and logging for Coinbase integration. * Update test fixtures to use consistent placeholder API keys and secrets * Refine `coinbase_item` tests to ensure deterministic ordering and improve scope assertions. * Integrate `SyncStats::Collector` into Coinbase syncer to streamline statistics collection and enhance consistency. * Localize Coinbase sync status messages and improve sync summary test coverage. * Update `CoinbaseItem` encryption: use deterministic encryption for `api_key` and standard for `api_secret`. * fix schema drift * Beta labels to lower expectations --------- Co-authored-by: luckyPipewrench <luckypipewrench@proton.me> Co-authored-by: Juan José Mata <juanjo.mata@gmail.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.