sure
https://github.com/we-promise/sure
Ruby
The personal finance app for everyone (by everyone)
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- Issues
- [Bug] SimpleFin-linked investment account: sync backdates holdings to account open and stamps a today-dated reconciliation, corrupting pre-purchase balances
- Bug: Sure AI chat does not have a way to manage transaction rules
- Bug: Unable to move SURE desktop app from main screen to attached monitor
- Bug: Transaction page displays UUIDs instead of account names in the filter section
- Separate LLM settings for chat and background jobs
- Rebuild holdings history from each provider snapshot
- Yahoo Finance: retry 429s, switching to a different user-agent
- Anchor the SimpleFIN balance as the account's current balance
- Drop SimpleFIN holdings a later same-day sync no longer reports
- Store security and holding prices with 10 decimal places
- Docs
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