Sure
What it is
Sure is an open-source personal finance platform for tracking and managing personal and business money. It can link accounts from more than 10,000 financial institutions through Plaid, and users can add assets and debts manually, including collectibles and personal loans. Investment balances can be combined with live market data. Transaction tools include custom categories, merchant and tag labels, filters, bulk edits, notes, receipts, manual entry, and CSV imports. Rules can categorize transactions by description, merchant, or amount, and apply to past or future activity. Budgeting includes category budgets, spending trends, cash-flow planning, and planned-versus-actual comparisons. Its AI assistant answers questions about financial data through natural-language chat and analysis. Sure says it uses encryption and secure authentication, with account-link data protected by Plaid. It is licensed under AGPLv3 and can be used without contributing. The free self-hosted plan requires no payment, but a proper hosted version is not yet offered; users can self-host or consider third-party hosting. Apps and clients are listed for web, macOS, iOS, Android, and API.
For and against
For
- Links accounts from over 10,000 institutions through Plaid
- Supports manual asset and debt tracking
- Includes transaction rules and flexible editing tools
- Offers category budgets and cash-flow planning
- Open source under AGPLv3
Against
- A proper hosted version is not yet offered
- Self-hosting or third-party hosting is needed
- Account connections rely on Plaid
The verdict
Sure brings account tracking, budgeting, transaction management, and financial analysis together, with a free self-hosted option. Its current hosting limitation makes it most suitable for people prepared to arrange hosting themselves.
Who it suits
Sure may suit people who want to organize accounts, transactions, budgets, and net worth in one personal finance tool. It is an option for users comfortable with self-hosting or third-party hosting, including those managing business accounts.
Plans and prices
Self-hosted Sure
Fully usable without contributing · Self-hosting supported
Read 11 Oct 2026 · sure.am
On the record
- Account connections
- Sure says users can link accounts from over 10,000 financial institutions through Plaid.sure.am · read 11 Oct 2026
- Account sync
- bothsure.am · read 22 Sep 2026
- AI assistant
- Sure’s AI assistant answers questions about financial data and supports natural-language chat and financial analysis.sure.am · read 11 Oct 2026
- Asset tracking
- Users can manually add assets and debts, track unique items such as collectibles and personal loans, and combine investment balances with live market data.sure.am · read 11 Oct 2026
- Automation
- Users can create rules to categorize transactions based on description, merchant, or amount, and apply rules retroactively or going forward.sure.am · read 11 Oct 2026
- Bill tracking
- Yessure.am · read 22 Sep 2026
- Budgeting
- Budgeting features include category budgets, spending trend monitoring, cash-flow planning, and planned-versus-actual comparisons.sure.am · read 11 Oct 2026
- Budgeting tools
- Yessure.am · read 22 Sep 2026
- Client options
- Sure's repository documents a web app, a macOS desktop app, mobile apps for iOS and Android, and API clients.github.com · read 11 Oct 2026
- Hosting status
- The pricing page says a proper hosted version is not yet offered and points users to third-party hosting options or self-hosting.sure.am · read 11 Oct 2026
- Intended users
- Sure presents itself as a personal finance app for everyone and says it supports both personal and business accounts.sure.am · read 11 Oct 2026
- Mobile apps
- bothsure.am · read 22 Sep 2026
- Net-worth tracking
- Yessure.am · read 22 Sep 2026
- Open source
- Sure is open source under the AGPLv3 license, and its maker says the software is usable without contributing.sure.am · read 11 Oct 2026
- Product
- Sure describes itself as an all-in-one personal finance platform for tracking, optimizing, growing, and managing money.sure.am · read 11 Oct 2026
- Report export
- Yessure.am · read 22 Sep 2026
- Security
- Sure says it uses strong encryption and secure authentication, and that account-link data is protected with Plaid.sure.am · read 11 Oct 2026
- Support
- The pricing page directs users with unanswered questions to the Sure community on Discord.sure.am · read 11 Oct 2026
