Sure

Key features

• Account tracking across asset types: link bank accounts from over 10,000 institutions, follow stocks and crypto, and record property, vehicles, and other assets and debts in any currency, all charted in one place.[1]

• Manual account entry with CSV import: add any account by hand through custom flows and import accounts from CSV files when automatic linking is unavailable or unwanted.[1]

• Transaction management with rules and automation: edit transactions individually or in bulk, split them, and set rules that categorize and organize new activity automatically.[1][2]

• Budget planning with limits: set spending limits per category, follow budget progress over time, and adjust allocations as income and expenses change.[1]

• Bank and brokerage sync through built-in providers: connect accounts via Plaid, SimpleFIN, Enable Banking, Akahu, Coinbase, Binance, and other documented providers, with provider connections managed by admin users.[1]

• Distinct asset and debt accounting: asset balances rise with income and fall with spending, while liability balances show amounts owed, matching standard accounting and card-provider statements.[1]

• Multi-client access with API: use Sure from a browser, the macOS desktop app, the mobile app, API clients, and LLM agents against the same self-hosted instance.[1]

• Docker-based self-hosting with standard operations: deploy from the example compose file, configure a secret key and database password, add optional SMTP email, and expose the instance publicly through an optional Cloudflare Tunnel.[1]

Who will love it

• Households consolidating scattered accounts will value one self-hosted dashboard for banks, investments, crypto, property, and loans instead of several vendor logins.[1][2]

• Budgeters who mix manual entry with automation will value CSV imports and transaction rules alongside bank sync for accounts that cannot link.[1][2]

• Privacy-minded self-hosters will value keeping the full financial record on their own infrastructure under a copyleft license with API access for their own tooling.[1][2]

Who should avoid it

• Non-technical users who want zero-maintenance finance software should avoid it: deployment, updates, backups, and SMTP setup assume server comfort.[1]

• Shoppers wanting a vendor-hosted product with support should avoid it: no proper hosted version exists yet, and help runs through community Discord and GitHub issues.[1]

• Teams needing SSO, documented offline use, or enterprise support should avoid it: none of these are documented for Sure.[1]

Alternatives and compatibility