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The Maybe Finance team spent the better part of 2021/2022 building a personal finance + wealth management app called "Maybe". Very full-featured, including an "Ask an Advisor" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription).

The business end of things didn't work out, and so they shut things down mid-2023.

Having spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.) they decided to revive the product as a fully open-source project. The goal was to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee.

Which they did. Offer a hosted version for a short while.

That didn't work either (well, the "making it a sustainable B2C business" part didn't) so here we are hosting a community maintained fork hoping to keep the codebase alive and who knows what else will come next.

Join us?

Sure is a fully working personal finance app that can be self hosted with Docker.

This repo is a community fork of the no longer maintained Maybe Finance one. You’re free to fork it under the AGPLv3 but we prefer if you stay here and contribute. 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)

If you are trying to self-host the Maybe app, stop here. You should read this guide to get started.

The instructions below are for developers to get started with contributing to the app.

• See .ruby-version file for required Ruby version
• PostgreSQL >9.3 (ideally, latest stable version)

After cloning the repo, the basic setup commands are:

cd sure
cp .env.local.example .env.local
bin/setup
bin/dev

# Optionally, load demo data
rake demo_data:default

And visit http://localhost:3000 to see the app. You can use the following credentials to log in (generated by DB seed):

• Email: [email protected]
• Password: password

For further instructions, see guides below.

• Mac dev setup guide
• Linux dev setup guide
• Windows dev setup guide
• Dev containers - visit this guide to learn more

Maybe/Sure are distributed under an AGPLv3 license. Remember that "Maybe" is a trademark of Maybe Finance, Inc. "Sure" is not.