Sure is an 🏷️#open-source, self-hosted personal finance app maintained by the we-promise community as a fork of the archived Maybe Finance codebase, distributed under AGPLv3. It tracks accounts, transactions, investments, budgets, net worth, and recurring bills, and runs as a Ruby on Rails server with PostgreSQL and Redis, deployable via Docker, Helm, Render, PikaPods, or Hostim. The software is free; running costs come from hosting, optional LLM providers, and whichever bank-data provider a deployment connects.
Maybe Finance built a wealth-management app with a human-advisor feature through 2021–2022, halted development in mid-2023, open-sourced it, briefly ran a paid hosted version, and in July 2025 shipped a final v0.6.0 announcing a pivot to B2B financial forecasting and scenario planning. Sure picked the code up from there and carries a new name because "Maybe" remains a trademark of Maybe Finance, Inc. As of October 2026 the repo has roughly 10.4k stars and an active release cadence. Bank sync is provider-pluggable (Plaid, SimpleFIN, Lunch Flow, Enable Banking, SnapTrade, CoinStats, Akahu, plus CSV import), and it competes with self-hosted tools like Firefly III and Actual Budget. Clients include the web app, a macOS shell, a Flutter mobile app, an OpenAPI HTTP API, and a 📝Model Context Protocol (MCP) endpoint for AI agents.
I'm considering integrating Sure with 📝MythOS. Its MCP endpoint could let 📝BrianBot read balances and cash flow directly — starting with the 📝Financial Capital section of 📝My Self-RADAR Template, which is still filled in by hand.
Key Features
- Pluggable bank sync — Plaid, SimpleFIN, Lunch Flow, Enable Banking, SnapTrade, and CSV import feed one ledger; Plaid adds webhooks, SimpleFIN syncs once daily.
- 📝MCP server — OAuth or static-token access at /mcp with read and write tools for transactions, accounts, holdings, balance sheet, income statement, and budgets.
- HTTP API — OpenAPI-documented 📝REST endpoints with API-key or OAuth2 auth, including server-calculated cash flow and Sankey graphs.
- Built-in AI assistant — chat over your finances via 📝OpenAI-compatible or 📝Anthropic providers, with pgvector-backed RAG for self-hosted setups.
- Bills and goals — recurring-transaction detection, savings goals tied to accounts, and preview tools for bill audits and paycheck planning.