4c5f8263bc
* Singularize "transaction" in transaction-nested paths * Refactor category badge partial * Let modal content define its width * Add contectual menu to transactions index * Add null_category helper * Implement category edits * Fix inline transaction category badges * Fix typos in system test paths * Add missing translations * Add decoration to color select controller * Wire up transaction category creation * Fix indent in color-select-controller * Add button for clearing category from transaction * Implement category deletions * Fix existing modal sizes * Use null_category in a single place * Remove anemic method in category deletion controller * reassign_and_destroy -> reassign_transactions_then_destroy * Fix i18n * Remove destroy action from CategoriesController callbacks * transactions_merchant -> transaction_merchant * reassign_transactions_then_destroy -> replace_and_destroy * Add transaction category CRUD tests * Add presence check for transaction_id * Check replacement_category_id presence * Test Transaction::Category#replace_and_destroy! |
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Maybe: The OS for your personal finances
Get involved: Discord • Website • Issues
If you're looking for the previous React codebase, you can find it at 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.
One-Click Render deploy (recommended)
- Click the button above
- Follow the instructions in the Render self-hosting guide
Local Development Setup
Requirements
- Ruby >3 (see
Gemfile) - PostgreSQL >9.3 (ideally, latest stable version)
After cloning the repo, the basic setup commands are:
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.
- Sign up for an API key at Synth. It's a Maybe product and the free plan is sufficient for basic multi-currency support.
- Add your API key to your
.envfile.
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 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.
Linux
Please visit our Linux dev setup guide.
Windows
Please visit our 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.
Once you've done that, please visit our contributing guide to get started!
Repo Activity
Copyright & license
Maybe is distributed under an AGPLv3 license. "Maybe" is a trademark of Maybe Finance, Inc.