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Important
This repository is a fork of we-promise/sure, which is itself a community fork of the now-abandoned Maybe Finance project.
This fork is not affiliated with or endorsed by Maybe Finance Inc. or the upstream Sure maintainers.
This fork builds on Sure with additional work around AI-assisted categorization, statement import, and Singapore-aware personal finance workflows.
- AI category wizard for reviewing suggested categories and applying transaction categorization changes.
- PDF/CSV statement import pipeline with processing progress, review controls, and enrichment support.
- OpenAI/Codex-backed provider work for AI categorization and statement extraction.
- Singapore-focused import/reporting improvements, including CPF, DBS, and IBKR statement handling.
For the detailed fork comparison, including remotes and rewritten-history context, see FORK.md.
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 — which led to Sure, a community-maintained fork. This repository builds on that fork with additional product and localization work.
Join us!
Sure is a fully working personal finance app that can be self hosted with Docker.
This repo is a fork of we-promise/sure, which is a community fork of the archived Maybe Finance repo.
You’re free to fork it under the AGPLv3 license.
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 Sure and Maybe Finance but is not affiliated with or endorsed by Maybe Finance Inc. or the upstream Sure maintainers.
- "Maybe" is a trademark of Maybe Finance Inc. and therefore, use of it is NOT allowed in forked repositories (or the logo)
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.
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.
- See
.ruby-versionfile for required Ruby version - PostgreSQL 12+ (latest stable version recommended)
- Redis 6.2+ (latest stable version recommended), running locally — e.g.
brew services start redison macOS
Caution
If you already have a populated database (e.g. from a previous Docker/self-hosted setup, tracked in your existing .env), check which POSTGRES_DB / POSTGRES_USER it points at before copying .env.local.example. .env.local overrides .env, and bin/setup will otherwise connect to the example's empty sure_development database — your real data stays safe in its own DB, but the app will show the first-user onboarding screen until you repoint .env.local at it.
Make sure Redis is running (redis-cli ping should return PONG; start it with brew services start redis on macOS), then:
cd sure
cp .env.local.example .env.local
bin/setup
bin/dev
# Optionally, load demo data
bin/rails demo_data:defaultVisit http://localhost:3000 to view the app.
Note
bin/dev runs Rails, Sidekiq, and the Tailwind watcher together via foreman (see Procfile.dev). On some setups the Tailwind css process exits immediately after building, which makes foreman tear down all processes. If bin/dev dies right after Puma boots, either rerun it or start the pieces directly: bin/rails server and bundle exec sidekiq. The CSS is already built during bin/setup.
If you loaded the optional demo data, log in with these credentials (this login only works after running bin/rails demo_data:default; otherwise the app redirects to /registration/new to create the first user):
- Email:
user@example.com - Password:
Password1!
For further instructions, see guides below.
- Mac dev setup
- Linux dev setup
- Windows dev setup
- Dev containers - visit this guide
Maybe, Sure, and this fork are distributed under an AGPLv3 license.
- "Maybe" is a trademark of Maybe Finance, Inc.
- "Sure" refers to the upstream community fork at
we-promise/sure.
