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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-version file for required Ruby version
- PostgreSQL 9.3 (latest stable version recommended)
- Redis  5.4 (latest stable version recommended)

 Getting Started
sh
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: [email protected]
- Pa

Top issues

Discussions

Latest release

With this monthly release (we haven't missed that cadence in more than a year!) Sure now helps you understand what changed in your spending and see your loans in greater detail.  From the balance remaining to how each payment divides between principal, interest and insurance. It also brings more control over transaction categorization, improvements to Bills, and expanded backup and restore tools.

 See what's different in your spending

The new Spending vs normal visualization compares your spending with your own history. A category treemap shows where your money went, while a ranked list