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# Sure: The personal finance app for everyone
Get
involved: [Discord](https://discord.gg/36ZGBsxYEK) • [Website](https://sure.am) • [Issues](https://github.com/we-promise/sure/issues)
> [!IMPORTANT]
> This repository is a community fork of the now-abandoned Maybe Finance project.
> Learn more in their [final release](https://github.com/maybe-finance/maybe/releases/tag/v0.6.0) doc.
## Backstory
The [Maybe Finance](https://github.com/maybe-finance/maybe) (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](docs/hosting/docker.md).
Sure can be accessed from a browser, the macOS desktop app, the mobile app, API
clients, and LLM agents. See [Sure Clients](docs/clients.md) 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](https://github.com/maybe-finance/maybe/blob/main/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](https://oss.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](docs/hosting/docker.md).**
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]`
- Password: `Password1!`
For further instructions, see guides below.
### Setup Guides
- [Mac dev setup](https://github.com/we-promise/sure/wiki/Mac-Dev-Setup-Guide)
- [Linux dev setup](https://github.com/we-promise/sure/wiki/Linux-Dev-Setup-Guide)
- [Windows dev setup](https://github.com/we-promise/sure/wiki/Windows-Dev-Setup-Guide)
- Dev containers - visit [this guide](https://code.visualstudio.com/docs/devcontainers/containers)
### One-click Install
## License and Trademarks
Maybe and Sure are both distributed under
an [AGPLv3 license](https://github.com/we-promise/sure/blob/main/LICENSE).
- "Maybe" is a trademark of Maybe Finance, Inc.
- "Sure" is not, and refers to this community fork.