* fix(goals): make the figure beside the ring agree with the ring Recording a spend left the goal page contradicting itself. The ring is drawn from `progress_percent`, which counts money still held plus money already spent on the goal; the figure beside it showed only the first half. A goal that had saved 5,000 and spent 2,000 of it rendered a 100% ring next to "3,000 of 5,000" — two answers on one card, with nothing to say which to believe. The model was never wrong: `progress_percent` and `remaining_amount` have both counted the two halves since the spend feature landed. Only the display took one of them. `progress_amount` names what progress actually counts, and both surfaces now read from it. The amount already used is reported as part of that total rather than beside it — "Including 2,000 already used" — so a reader has nothing to add up and no reason to read a completed goal as a shortfall. "Used" rather than "spent", matching the menu entry the user came through: it is the same gesture, and spending on the thing you saved for is the goal working, not failing. Shown only where there is something to show. The overwhelming majority of goals never record a spend, and a permanent "0 used" line would be noise on every card. A reserve refuses consumption outright, so this never appears on one. What is still sitting in each account keeps its place in the funding breakdown, which is where that question belongs — the view test asserts the headline specifically rather than the whole page, for exactly that reason. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye * fix(goals): make the ring announce what it shows Review on #3213. The headline moved to the progress total; the ring's `aria-label` still read `current_balance_money`. A screen reader announced "$3,000 of $5,000 saved" while the line beside it said "$5,000, including $2,000 already used" — the same ring, two different numbers depending on whether you could see it. The wording moves with the figure. "Saved" stops being the whole truth once part of the total has been spent on the goal, so a goal that has recorded one gets the sentence that says so, and every other goal keeps the wording it had. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye * style(goals): use the component's t() for the ring's labels Review on #3213. `I18n.t` works, but the component helper is what the rest of the codebase reaches for and it carries the view's locale context. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye --------- Co-authored-by: Claude Opus 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.
