e3220de2e4
* feat(transactions): add "No merchant"/"Untagged" filter options Extends the existing "Uncategorized" filter pattern to the merchant and tag filters on the transactions page, closing discussions #3118 and #3117. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> * fix(transactions): avoid PG DISTINCT/ORDER error and name collisions in No merchant/Untagged filters - Replace the top-level .distinct on the Untagged branch with an id subquery, since PostgreSQL rejects a DISTINCT select combined with reverse_chronological's CASE-expression ORDER BY unless that expression is also in the select list (PG::InvalidColumnReference). - Switch both filters from matching on the localized display name to a stable, non-localized sentinel value (Merchant::NO_MERCHANT_FILTER_VALUE, Tag::UNTAGGED_FILTER_VALUE), so a real merchant/tag that happens to be named "No merchant"/"Untagged" (or a translation of either) can no longer be misdetected as the synthetic filter option. This also drops the per-locale I18n lookup previously needed for locale-safe detection. - Add a badge special case so the filter chip still shows the translated label instead of the raw sentinel. Addresses review feedback from chatgpt-codex-connector and coderabbitai on PR #3135. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> * fix(transactions): reserve sentinel filter values and move value selection into models - Merchant/Tag now reject a name equal to their own sentinel value (NO_MERCHANT_FILTER_VALUE / UNTAGGED_FILTER_VALUE), closing the remaining collision where a merchant or tag literally named "__no_merchant__"/"__untagged__" would be misdetected as the synthetic filter option. - Added Merchant#filter_value / Tag#filter_value so the persisted-vs-synthetic checkbox value is computed in the model instead of the view template, per CodeRabbit's nitpick and this repo's "domain logic out of views" convention. Addresses further review feedback from chatgpt-codex-connector and coderabbitai on PR #3135. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> * fix(transactions): scope the Untagged id subquery to the current family Transaction.left_joins(:tags) queried across every family's transactions/taggings/tags before being intersected with the family-scoped outer query. Functionally correct (the outer query still restricted results to the right family), but it meant every request selecting "Untagged" ran a join across the whole platform's data instead of just the current family's, unlike every other filter in this file. Use family.transactions.left_joins(:tags) instead. Reported by jjmata on PR #3135. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> * fix(transactions): use token-backed fallback color for No merchant icon Merchant.no_merchant hardcoded #737373 into DS::FilledIcon instead of letting its token-backed default (var(--color-gray-500)) apply, bypassing theme changes. --------- Co-authored-by: Gerald <248542187+gfr-free@users.noreply.github.com> Co-authored-by: Claude Sonnet 5 <noreply@anthropic.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 (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. Sure can be accessed from a browser, the macOS desktop app, the mobile app, API clients, and LLM agents. See Sure Clients for an overview.
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.