^{(Note: The image above is a mockup of what we're working towards. We're rapidly approaching the functionality shown, but not all of the parts are ready just yet.)} # Maybe: The OS for your personal finances Get involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues) _If you're looking for the previous React codebase, you can find it at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._ ## Backstory We 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 we shut things down mid-2023. We spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.). We're now reviving the product as a fully open-source project. The goal is 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. ## Self Hosting You can find [detailed setup guides for self hosting here](docs/self-hosting.md). ### One-Click Render deploy (recommended) 1. Click the button above 2. Follow the instructions in the [Render self-hosting guide](docs/self-hosting/render.md) ## Local Development Setup ### Requirements - Ruby 3.3.1 - PostgreSQL >9.3 (ideally, latest stable version) After cloning the repo, the basic setup commands are: ```sh cd maybe cp .env.example .env bin/setup bin/dev # Optionally, load demo data rake demo_data:reset ``` And visit http://localhost:3000 to see the app. You can use the following credentials to log in (generated by DB seed): - Email: `user@maybe.local` - Password: `password` For further instructions, see guides below. ### Multi-currency support If you'd like multi-currency support, there are a few extra steps to follow. 1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe product and the free plan is sufficient for basic multi-currency support. 2. Add your API key to your `.env` file. ### Setup Guides #### Dev Container (optional) This is 100% optional and meant for devs who don't want to worry about installing requirements manually for their platform. You can follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more about Dev Containers. If you run into `could not connect to server` errors, you may need to change your `.env`'s `DB_HOST` environment variable value to `db` to point to the Postgres container. #### Mac Please visit our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide). #### Linux Please visit our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide). #### Windows Please visit our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide). ### Testing Emails In development, we use `letter_opener` to automatically open emails in your browser. When an email sends locally, a new browser tab will open with a preview. ## Contributing Before contributing, you'll likely find it helpful to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki). Once you've done that, please visit our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md) to get started! ## Repo Activity  ## Copyright & license Maybe is distributed under an [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE). "Maybe" is a trademark of Maybe Finance, Inc.