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The OS for your personal finances

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maybe-finance/maybe

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dashboard_mockup(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

Getinvolved:DiscordWebsiteIssues

Backstory

We spent the better part of 2021/2022 building a personal finance + wealthmanagement app called, Maybe. Very full-featured, including an "Ask an Advisor"feature which connected users with an actual CFP/CFA to help them with theirfinances (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 tolet you run the app yourself, for free, and use it to manage your own financesand eventually offer a hosted version of the app for a small monthly fee.

Maybe Hosting

There are 3 primary ways to use the Maybe app:

  1. Managed (easiest) - we're in alpha and release invites in our Discord
  2. Self-host with Docker

Contributing

Before contributing, you'll likely find it helpfultounderstand context and general vision/direction.

Once you've done that, please visitourcontributing guideto get started!

Local Development Setup

If you are trying toself-host the Maybe app, stop here. Youshouldread this guide to get started.

The instructions below are for developers to get started with contributing to the app.

Requirements

  • See.ruby-version file for required Ruby version
  • PostgreSQL >9.3 (ideally, latest stable version)

After cloning the repo, the basic setup commands are:

cd maybecp .env.local.example .env.localbin/setupbin/dev# Optionally, load demo datarake demo_data:reset

And visithttp://localhost:3000 to see the app. You can use the followingcredentials 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 atSynth. It's a Maybeproduct and the free plan is sufficient for basic multi-currency support.
  2. Add your API key to your.env file.

Setup Guides

Repo Activity

Repo Activity

Copyright & license

Maybe is distributed underanAGPLv3 license. "Maybe" is a trademark of Maybe Finance, Inc.


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