Sure Finances

Releases

• Mar 31, 2026 0.6.9
  Too much to cover/do justice to it all, so once again we'll just highligh a few things. **Split Transactions** - Split a single transaction into multiple parts to accurately categorize expenses. For example, a Whole Foods purchase can be split between "Groceries" and "Household" with custom amounts for each. This long-requested feature is now available in the transaction detail view. **Privacy Mode** - Blur toggle to hide sensitive financial data across the entire app. Perfect for using Sure in public or screen-sharing. The toggle persists in `localStorage` across sessions and pages. **External AI Assistant** (OpenClaw + [Pipelock](https://github.com/luckyPipewrench/pipelock) security) - Self-hosted instances can now delegate AI chat to an external AI agent via an OpenAI-compatible streaming endpoint. Pipelock provides security scanning for AI responses, keeping your financial data safer if you choose to set it up. <img width="1920" height="941" alt="image" src="https://github.com/user-attachments/assets/f1a21f54-7a4f-4f4a-9d81-b1c47533af10" />

  More…

  ## Mobile Debug Builds This release includes debug builds of the mobile applications. Download from the `Assets` area below. - **Android APK**: Debug build for testing on Android devices - **iOS Build**: Unsigned iOS build (requires code signing for installation) > **Note**: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials. ## What's Changed * Fix PWA: back/X buttons untappable in wizard layout (budget edit) by @lolimmlost in https://github.com/we-promise/sure/pull/1076 * Fix: Yahoo Finance provider Cookie/Crumb Auth by @happytechca in https://github.com/we-promise/sure/pull/1082 * refactor: Improve enable banking panel rendering context by @sentry[bot] in https://github.com/we-promise/sure/pull/1073 * fix: maintain activity tab during pagination from holdings tab by @tedawf in https://github.com/we-promise/sure/pull/1096 * feat(helm): add Pipelock ConfigMap, scanning config, and consolidate compose by @luckyPipewrench in https://github.com/we-promise/sure/pull/1064 * Add external AI assistant with Pipelock security proxy by @luckyPipewrench in https://github.com/we-promise/sure/pull/1069 * feat: Enable Skylight ActiveJob probe for background worker visibility by @happytechca in https://github.com/we-promise/sure/pull/1108 * Add Pipelock operational templates, docs, and config hardening by @luckyPipewrench in https://github.com/we-promise/sure/pull/1102 * Backfill category for pre-#924 investment contribution transfers by @luckyPipewrench in https://github.com/we-promise/sure/pull/1111 * Add safe-area padding for PWA on import page by @alessiocappa in https://github.com/we-promise/sure/pull/1113 * Add budget rollover: copy from previous month by @lolimmlost in https://github.com/we-promise/sure/pull/1100 * fix: Parse transfer date parameter by @sentry[bot] in https://github.com/we-promise/sure/pull/1110 * Fix uncategorized budget category showing incorrect spending by @lolimmlost in https://github.com/we-promise/sure/pull/1117 * Complete Spanish (es) translations across all locale files by @andreugordillovazquez in https://github.com/we-promise/sure/pull/1112 * Replace whole-file pipelock exclude with inline suppression by @luckyPipewrench in https://github.com/we-promise/sure/pull/1116 * Expand AI docs: external assistant, MCP, architecture, troubleshooting by @luckyPipewrench in https://github.com/we-promise/sure/pull/1115 * Add dynamic assistant icon: OpenClaw lobster SVG for external assistant by @jjmata in https://github.com/we-promise/sure/pull/1122 * Remove fixed height on budget chart by @alessiocappa in https://github.com/we-promise/sure/pull/1124 * feat: Enhance holding detail drawer with live price sync and enriched overview by @happytechca in https://github.com/we-promise/sure/pull/1086 * Fix holdings table on mobile by @alessiocappa in https://github.com/we-promise/sure/pull/1114 * New select component by @alessiocappa in https://github.com/we-promise/sure/pull/1071 * Fix [1018]: Add Date field when entering Account Balance by @michelroegl-brunner in https://github.com/we-promise/sure/pull/1068 * Fix nil-key collision in budget category hash lookups by @lolimmlost in https://github.com/we-promise/sure/pull/1136 * Group users by family in `/admin/users` by @jjmata in https://github.com/we-promise/sure/pull/1139 * Feat: add missing German locals by @michelroegl-brunner in https://github.com/we-promise/sure/pull/1065 * Enhance logging in `search_family_files.rb` for vector store debugging by @jjmata in https://github.com/we-promise/sure/pull/1033 * fix(helm): use expected health endpoint by @imnotjames in https://github.com/we-promise/sure/pull/1142 * Guard error.message with rescue in LLM failed-usage recording by @Copilot in https://github.com/we-promise/sure/pull/1144 * Enable Google SSO account creation in Flutter app by @jjmata in https://github.com/we-promise/sure/pull/1164 * Check for pending invitations before creating new Family during SSO log in/sign up by @jjmata in https://github.com/we-promise/sure/pull/1171 * Enforce one pending invitation per email across all families by @jjmata in https://github.com/we-promise/sure/pull/1173 * Add default family selection for invite-only onboarding mode by @jjmata in https://github.com/we-promise/sure/pull/1174 * Make categories global by @sokie in https://github.com/we-promise/sure/pull/1160 * Fix: Remove blank amount from transaction entry parameters by @sentry[bot] in https://github.com/we-promise/sure/pull/1178 * Move account logo determination in dedicated method by @alessiocappa in https://github.com/we-promise/sure/pull/1190 * Add "Transaction account" as rule condition filter by @alessiocappa in https://github.com/we-promise/sure/pull/1186 * Require admin role for API family reset endpoint by @jjmata in https://github.com/we-promise/sure/pull/1189 * Fix Plaid link script loading and first-sync account linking by @chasestech in https://github.com/we-promise/sure/pull/1165 * Administer invitations in `/admin/users` by @jjmata in https://github.com/we-promise/sure/pull/1185 * Add post-trial inactive `Family` cleanup with data archival by @jjmata in https://github.com/we-promise/sure/pull/1199 * Feat: Add QIF (Quicken Interchange Format) import functionality by @happytechca in https://github.com/we-promise/sure/pull/1074 * feat: add pending transaction manual merging tool by @AdamWHY2K in https://github.com/we-promise/sure/pull/1088 * feat(transaction): add support for file attachments using Active Storage by @itsLeonB in https://github.com/we-promise/sure/pull/713 * Document admin-only reset auth in OpenAPI docs by @jjmata in https://github.com/we-promise/sure/pull/1198 * feat: Add duplicate button when a transaction is selected by @RenzoMXD in https://github.com/we-promise/sure/pull/1123 * Feat: Add default user account and consolidate account actions in menu by @happytechca in https://github.com/we-promise/sure/pull/1130 * feat(balance): Incremental ForwardCalculator — only recalculate from changed date forward by @happytechca in https://github.com/we-promise/sure/pull/1151 * Documentation for review AI Assistant features, MCP and API additions by @onel in https://github.com/we-promise/sure/pull/1168 * Remove unused `DeveloperMessage` model by @jjmata in https://github.com/we-promise/sure/pull/1207 * EnableBanking: Use `transaction_date` when other options fail by @jabbink in https://github.com/we-promise/sure/pull/1215 * Respect manually selected account type in SimpleFIN liability logic by @milorw in https://github.com/we-promise/sure/pull/1214 * Add scheduled `DemoFamilyRefreshJob` to rebuild demo data daily by @jjmata in https://github.com/we-promise/sure/pull/1217 * feat: scope Mercury account uniqueness to mercury_item by @claytonlin1110 in https://github.com/we-promise/sure/pull/1032 * chore(deps): bump json from 2.18.1 to 2.19.2 by @dependabot[bot] in https://github.com/we-promise/sure/pull/1225 * chore(deps): bump bcrypt from 3.1.20 to 3.1.22 by @dependabot[bot] in https://github.com/we-promise/sure/pull/1227 * FIX schema drift and snaptrade and mercury issues by @sokie in https://github.com/we-promise/sure/pull/1232 * feat(vector-store): Implement pgvector adapter for self-hosted RAG by @eureka928 in https://github.com/we-promise/sure/pull/1211 * Initial split transaction support by @sokie in https://github.com/we-promise/sure/pull/1230 * Fix NameError: rename migration file to match class name by @jjmata in https://github.com/we-promise/sure/pull/1234 * Restore legacy Plaid migration constant alias by @jjmata in https://github.com/we-promise/sure/pull/1235 * Fix `pgvector` migration to only run when explicitly configured by @jjmata in https://github.com/we-promise/sure/pull/1239 * Fix rule condition merchant dropdown to show all merchants by @eureka928 in https://github.com/we-promise/sure/pull/1240 * Fix select is hidden inside dialog by @yxuko in https://github.com/we-promise/sure/pull/1196 * Bump pipelock image from 0.3.2 to 1.5.0 by @luckyPipewrench in https://github.com/we-promise/sure/pull/1238 * Add privacy mode to blur financial data across the app by @ChakibMoMi in https://github.com/we-promise/sure/pull/1055 * Refactor report and dashboard table layouts to semantic HTML by @eureka928 in https://github.com/we-promise/sure/pull/1222 * Split UI by @sokie in https://github.com/we-promise/sure/pull/1245 * Add GET /api/v1/summary endpoint and display net worth on mobile home by @dwvwdv in https://github.com/we-promise/sure/pull/1145 * Move debug logs and logout actions to settings screen by @dwvwdv in https://github.com/we-promise/sure/pull/1146 * Add "logo" variant in account dropdown on transfer form by @alessiocappa in https://github.com/we-promise/sure/pull/1241 * Fix home page double AppBar inconsistency with settings/more pages by @dwvwdv in https://github.com/we-promise/sure/pull/1250 * Provider merchants enhancement by @sokie in https://github.com/we-promise/sure/pull/1254 * Fix decimal separator handling in money input fields by @jjmata in https://github.com/we-promise/sure/pull/1176 * fix: Resolve infinite sync loop on SnapTrade setup accounts page by @falcononrails in https://github.com/we-promise/sure/pull/1256 * Full `.ndjson` import / reorganize UI with Financial Tools / Raw Data tabs by @jjmata in https://github.com/we-promise/sure/pull/1208 * Adapt holdings to number inputs by @sokie in https://github.com/we-promise/sure/pull/1258 * Add rswag API docs routes for development mode by @jjmata in https://github.com/we-promise/sure/pull/1259 * Fix SimpleFIN holdings confusing market value with cost basis (#1182) by @jjmata in https://github.com/we-promise/sure/pull/1261 * chore(deps): bump activestorage from 7.2.2.2 to 7.2.3.1 by @dependabot[bot] in https://github.com/we-promise/sure/pull/1263 * Updated list of Canadian registered accounts by @CYBRXT in https://github.com/we-promise/sure/pull/1265 * chore(helm): bump pipelock to v2.0.0 with trusted domains and redirect profiles by @luckyPipewrench in https://github.com/we-promise/sure/pull/1266 * Fix missing privacy blur on split transaction amounts in drawer by @Copilot in https://github.com/we-promise/sure/pull/1275 * Fix dashboard mobile: require press-and-hold to reorder sections by @lolimmlost in https://github.com/we-promise/sure/pull/1210 * Lock connection_pool gem by @sokie in https://github.com/we-promise/sure/pull/1284 * Add appearance setting for 2 column layout by @sokie in https://github.com/we-promise/sure/pull/1285 * Add Kosovo to country list by @vegimcarkaxhija in https://github.com/we-promise/sure/pull/1066 ## New Contributors * @andreugordillovazquez made their first contribution in https://github.com/we-promise/sure/pull/1112 * @imnotjames made their first contribution in https://github.com/we-promise/sure/pull/1142 * @chasestech made their first contribution in https://github.com/we-promise/sure/pull/1165 * @itsLeonB made their first contribution in https://github.com/we-promise/sure/pull/713 * @RenzoMXD made their first contribution in https://github.com/we-promise/sure/pull/1123 * @jabbink made their first contribution in https://github.com/we-promise/sure/pull/1215 * @milorw made their first contribution in https://github.com/we-promise/sure/pull/1214 * @ChakibMoMi made their first contribution in https://github.com/we-promise/sure/pull/1055 * @falcononrails made their first contribution in https://github.com/we-promise/sure/pull/1256 * @CYBRXT made their first contribution in https://github.com/we-promise/sure/pull/1265 * @vegimcarkaxhija made their first contribution in https://github.com/we-promise/sure/pull/1066 **Full Changelog**: https://github.com/we-promise/sure/compare/v0.6.8...v0.6.9