Sure: Your complete financial picture, simplified and secure.

Get a complete and clear view of your financial life. This all-in-one platform allows you to track, optimize, and manage all your money from a single dashboard. It provides the flexibility to connect accounts automatically or add them manually for total control.

Gain full visibility over your finances:

Connect everything automatically from over 10,000 institutions, including bank accounts, stocks, and crypto.
Add any asset manually or import via CSV for a truly complete picture of your net worth.
Visualize your accounts with intuitive charts that make your financial data easy to understand at a glance.

Take control of every transaction with powerful tools. Create rules to automatically categorize your spending, saving you time and effort. Filter by date, account, or custom tags to find exactly what you need instantly. Budgeting is made simple with customizable category limits and smart allocation suggestions, helping you see where your money goes and make smarter decisions.

As an open-source platform, it offers radical transparency and uncompromising security. You can review the code, contribute, or even self-host for complete data privacy. Ask the built-in AI assistant questions about your finances to get fast, insightful answers.

Directory Structure

sure

data

.env

docker-compose.yml

services:
  sure:
    image: ghcr.io/we-promise/sure:latest
    container_name: sure
    restart: unless-stopped
    ports:
      - "3000:3000"
    environment:
      - SECRET_KEY=${SECRET_KEY}
    volumes:
      - ./data:/app/data