Sure is a community-maintained personal finance and wealth management application that helps you track accounts, assets, debts, transactions, and budgets from a single interface.
It can be self-hosted with Docker and combines account aggregation, manual tracking, budgeting tools, and an AI assistant for querying and understanding your financial data.
This is free and open source software.
Key Features
- Tracks accounts, assets, and debts in one place with charts and historical comparisons.
- Supports account linking with automatic syncing of balances, holdings, and transactions.
- Includes multi-currency account management with automatic currency conversion tracking.
- Lets you manually add and update balances for assets or debts, including unusual asset types.
- Offers budgeting tools with category budgets, expense breakdowns, spending trends, and planned-versus-actual views.
- Provides transaction editing and automation tools.
- Includes an AI assistant that answers questions using your financial data.
- Can be self-hosted with Docker.
Website: github.com/we-promise/sure
Support:
Developer: Sure Finances, LLC and contributors
License: GNU Affero General Public License v3.0
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Read our verdict in the software roundup.
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