When your bank balances, brokerage holdings, credit cards, loans, and crypto wallets sit scattered across a dozen institutional portals, Sure brings your entire financial life into one private, self-hosted wealth management workspace. You can track checking, savings, real estate, vehicles, and multi-currency investment portfolios while monitoring real-time net worth charts and thirty-day account sparklines. Automated account synchronization connects through Plaid, SimpleFIN, Enable Banking, Lunch Flow, SnapTrade, Questrade, and native Bitcoin, EVM, or Solana wallet integrations, alongside manual CSV, XLSX, and PDF statement imports. A built-in statement vault parses date ranges and opening or closing balances directly from uploaded PDF statements in seven languages to reconcile your ledger against bank records. Day-to-day transactions support nested subcategories, merchants, tags, receipt attachments, and automated categorization rules with regular expression matching. Monthly budgets let households run shared family budgets alongside individual member budgets while automatically excluding 401(k) and IRA retirement contributions from spending limits. Portfolio tracking pulls market prices from Yahoo Finance, Tiingo, Twelve Data, and Alpha Vantage, calculates or locks per-share cost basis, and labels buys, sells, and dividends. An optional AI assistant sidebar answers natural-language questions about your cash flow and spending habits. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

Budget Board is an open-source personal finance dashboard built to replace Mint by unifying checking accounts, credit cards, property assets, monthly category budgets, and long-term savings goals under your own roof. Households can connect their financial institutions through SimpleFIN for North American banks or LunchFlow for international accounts so balances and daily transactions sync automatically on a configurable schedule. If you prefer offline statement management, the bulk CSV importer parses custom date and amount formats while mapping rows directly to your accounts. Once transactions arrive, you can train the built-in machine learning auto-categorizer on your historical spending with a customizable confidence threshold, or define deterministic rules that match merchant descriptions, dates, and amounts. Monthly budget cards track hierarchical parent and child categories against spending limits, and the goals workspace calculates progress toward paying down debt or building an emergency fund. Interactive trends charts let you filter cash flow, net worth, and category breakdowns across custom date ranges and accounts. Multi-user households can secure their financial records with local two-factor authentication or external OpenID Connect single sign-on, alongside localized date and currency formatting in English, German, French, and Simplified Chinese. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.