Description

Maybe is an open-source personal finance solution that helps you track expenses, manage budgets, and oversee investments in a unified dashboard, designed for individuals seeking to simplify money management. Built to handle multi-currency needs with real-time exchange rates, it seamlessly integrates data from banks and financial institutions for accurate reporting. Offering the convenience of an optional hosted service, it also supports robust self-hosting for users who want complete control of their data. Originally a premium finance product, Maybe pivoted to open source, fostering community-driven innovation and scalability for financial planning. Its mission is to empower everyone with powerful wealth management tools, from basic budgeting to advanced portfolio analysis, all in a single platform.

Features

• Unified Dashboard: Gain a holistic, real-time overview of your spending habits, budgets, and investment performance in one intuitive interface.
• Real-time multi-currency support: Handle transactions in multiple currencies with up-to-date exchange rates, thanks to the Synth API integration.
• Docker-based self-hosting: Deploy easily on your own servers with containers, allowing flexible configuration and enhanced security.
• One-click deployment: Quickly install the app through automated scripts that reduce manual configuration and speed up the setup process.
• Expert financial advice: Benefit from professional guidance through an upcoming hosted plan, designed to connect you with certified experts.
• Developer-friendly environment: Contribute new features, fix bugs, and extend functionality within an approachable, open-source ecosystem.
• Data integration: Consolidate information from external providers and financial tools, enhancing insights into your overall financial health.

Technology Stack

• Ruby on Rails for a robust backend, leveraging a mature framework ideal for building complex financial features.
• PostgreSQL for reliable data storage, ensuring scalability for budgets, transactions, and user data.
• Docker for containerized deployment, simplifying setup and creating a reproducible environment.
• GitHub Actions for automated CI/CD pipelines, streamlining code testing, deployment, and collaboration.
• Synth API integration for real-time currency exchange, enabling accurate value conversions across different currencies.

Requirements

• Ruby (see .ruby-version for the exact version required)
• PostgreSQL (version 9.3 or higher recommended for full compatibility)
• Docker (essential for users who plan to self-host the application)