Sure
Personal finance and wealth management app for everyone
Alternative to: mint, monarch money, ynab, empower
v0.6.8
2026-02-28Mobile Debug Builds
AI Platform & Extensibility. Since v0.6.7, Sure has added AI-extensible options. A new MCP (Model Context Protocol) server endpoint brings JSON-RPC 2.0 compliance, allowing external AI assistants to securely query balance sheets, income statements, transactions, holdings, and more through seven exposed function tools — all authenticated via bearer token. Under the hood, the AI assistant architecture was refactored into a pluggable module with a registry system, enabling both builtin and external assistant implementations to be swapped per-family. Langfuse integration was improved for LLM evaluation and experiment tracking, giving operators visibility into AI response quality, token costs, and prompt performance. A new vector store and document management layer introduces RAG (retrieval-augmented generation) capabilities, letting the assistant search uploaded family files for richer, context-aware answers.
Mobile Alpha (needs UI polish!) Flutter mobile client now ships for both Android and iOS, complete with OAuth 2.0 authentication, multi-factor auth, offline transaction support, and an integrated AI chat interface — with automated builds publishing APKs and TestFlight builds through new CI/CD workflows. On the web, the tag management experience was redesigned with an interactive color picker and live-preview badges, and tag badges now appear directly in the transaction filter window for faster visual scanning. Merchant logos surface throughout the filter selection UI, pulling branded imagery from enrichment providers with graceful initial-letter fallbacks. The Enable Banking integration received UX improvements including clearer callback URL instructions and better sync feedback, while PWA icons were refreshed to reflect the current Sure branding.
Infrastructure Hardening & Stability. The deployment stack gained Redis Sentinel high-availability support for Sidekiq, with automatic detection via new Helm template helpers, robust endpoint validation, and production-tuned timeouts — all backward-compatible with existing single-node Redis setups. Helm chart and Rails app versions are now automatically synchronized through CI, and a Pipelock agent security scan was added to the pull request pipeline for proactive vulnerability detection. On the data integrity front, critical fixes landed for foreign currency accounts that were using incorrect exchange rates in balance sheet totals, future-dated pending transactions that incorrectly appeared in syncs, and an investment account subtype that failed to persist on creation. Sync performance improved by skipping redundant operations when account balances are unchanged, and a composite database index on accounts accelerates the most common dashboard queries.
Two-column layout also dropped:
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
- Bump httparty from 0.23.1 to 0.24.0 by @dependabot[bot] in https://github.com/we-promise/sure/pull/524
- Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation by @luckyPipewrench in https://github.com/we-promise/sure/pull/544
- DS::Menu: Fix page jump when opened by @DeathCamel58 in https://github.com/we-promise/sure/pull/520
- Fix: Simplefin account re-link duplication by @luckyPipewrench in https://github.com/we-promise/sure/pull/554
- Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing by @EthanC in https://github.com/we-promise/sure/pull/512
- Fix missing SimpleFIN investment account transactions by @luckyPipewrench in https://github.com/we-promise/sure/pull/562
- Investment prices fixes by @sokie in https://github.com/we-promise/sure/pull/559
- Update button styles in family export form by @hendriksen-mark in https://github.com/we-promise/sure/pull/549
- Scope Plaid Link script to Plaid flows by @jjmata in https://github.com/we-promise/sure/pull/511
- Chained Authentication Vulnerability Fix by @luckyPipewrench in https://github.com/we-promise/sure/pull/569
- Fix disabled rules executing during automatic sync by @Copilot in https://github.com/we-promise/sure/pull/552
- Fix variable injection vulnerability in helm-release workflow by @luojiyin1987 in https://github.com/we-promise/sure/pull/541
- Added troubleshooting information for CSV import. by @zenaufa in https://github.com/we-promise/sure/pull/558
- FIX migration files ordering by @sokie in https://github.com/we-promise/sure/pull/577
- Mobile native client via Flutter by @dwvwdv in https://github.com/we-promise/sure/pull/426
- Fix false positive inactive hints for SimpleFin accounts during chunked imports by @luckyPipewrench in https://github.com/we-promise/sure/pull/573
- Upgrade lucide-rails from 0.2.0 to 0.7.3 by @JulienOrain in https://github.com/we-promise/sure/pull/570
- Implement Run all rules by @sokie in https://github.com/we-promise/sure/pull/582
- Add stale SimpleFin account detection and improve unlink cleanup by @luckyPipewrench in https://github.com/we-promise/sure/pull/574
- Fix linked account balance currency mismatch by @samuelcseto in https://github.com/we-promise/sure/pull/566
- Revert “FIX migration files ordering” by @jjmata in https://github.com/we-promise/sure/pull/583
- FIX providers invalid currency handling by @sokie in https://github.com/we-promise/sure/pull/589
- Add investment tracking to expenses by @sokie in https://github.com/we-promise/sure/pull/381
- Implement holdings for lunch flow by @sokie in https://github.com/we-promise/sure/pull/590
- Fix provider merchant lookup to handle case variations in names by @samuelcseto in https://github.com/we-promise/sure/pull/587
- Add global sync summary component for all providers by @luckyPipewrench in https://github.com/we-promise/sure/pull/588
- Merchants improvements by @sokie in https://github.com/we-promise/sure/pull/594
- Support uncategorized investments by @sokie in https://github.com/we-promise/sure/pull/593
- Workflow chores: publish Flutter builds & bump alpha versions by @jjmata in https://github.com/we-promise/sure/pull/599
- Provider investment fixes by @sokie in https://github.com/we-promise/sure/pull/600
- Feat: /import endpoint & drag-n-drop imports by @adamescj in https://github.com/we-promise/sure/pull/501
- Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks by @luckyPipewrench in https://github.com/we-promise/sure/pull/412
- Remove invalid logo.synthfinance.com URLs from merchants table by @Copilot in https://github.com/we-promise/sure/pull/553
- Add pending transaction handling and duplicate reconciliation logic by @luckyPipewrench in https://github.com/we-promise/sure/pull/602
- feat(zh-TW): add Traditional Chinese localization support by @Rukeith in https://github.com/we-promise/sure/pull/503
- Add Redis Sentinel support for Sidekiq high availability by @Copilot in https://github.com/we-promise/sure/pull/457
- Fix struct compatibility error in IncomeStatement::Totals by @jjmata in https://github.com/we-promise/sure/pull/603
- CSV drag&drop styling fixes by @sokie in https://github.com/we-promise/sure/pull/604
- Mobile offline features by @dwvwdv in https://github.com/we-promise/sure/pull/580
- Generic LLMs improvements by @sokie in https://github.com/we-promise/sure/pull/605
- Revert “Add print stylesheet for reports page” by @jjmata in https://github.com/we-promise/sure/pull/609
- Mobile llm features by @dwvwdv in https://github.com/we-promise/sure/pull/610
- Mobile more page features by @dwvwdv in https://github.com/we-promise/sure/pull/612
- FIX reports page AI chat by @sokie in https://github.com/we-promise/sure/pull/614
- feat: Include notes in transaction search by @alessiocappa in https://github.com/we-promise/sure/pull/615
- Fix cost basis handling for holdings without trade history by @luckyPipewrench in https://github.com/we-promise/sure/pull/619
- Implement Requested Fixes for CoinStats Integration by @EthanC in https://github.com/we-promise/sure/pull/621
- Fix CSV import for non-UTF-8 encodings (Windows-1250, ISO-8859-2, etc.) by @Copilot in https://github.com/we-promise/sure/pull/617
- Add cost basis source tracking with manual override and lock protection by @luckyPipewrench in https://github.com/we-promise/sure/pull/623
- Reports print functionality by @sokie in https://github.com/we-promise/sure/pull/622
- feat: Add automatic sync settings by @alessiocappa in https://github.com/we-promise/sure/pull/618
- Multi-provider SSO with admin UI and SAML support by @luckyPipewrench in https://github.com/we-promise/sure/pull/538
- Updated documentation for release v0.6.7-alpha.1 by @onel in https://github.com/we-promise/sure/pull/563
- Fix: Transaction Sync Issues & Enhanced Debugging by @dwvwdv in https://github.com/we-promise/sure/pull/632
- Fix SimpleFIN dormant credit cards showing credit limit as debt by @luckyPipewrench in https://github.com/we-promise/sure/pull/630
- Add support for displaying and managing legacy SSO providers by @luckyPipewrench in https://github.com/we-promise/sure/pull/628
- Fix SimpleFIN reconnection creating duplicates and status not auto-recovering by @luckyPipewrench in https://github.com/we-promise/sure/pull/631
- feat: Add Merchants and Tags API v1 Endpoints by @jospaquim in https://github.com/we-promise/sure/pull/620
- Investment activity labels and classification by @luckyPipewrench in https://github.com/we-promise/sure/pull/608
- Fix category assignment in transaction overview on desktop (duplicate category menu IDs for mobile/desktop) by @ptr-b in https://github.com/we-promise/sure/pull/627
- FIX: Small layout adjustments by @alessiocappa in https://github.com/we-promise/sure/pull/507
- Add config import csv skip first x rows by @kysre in https://github.com/we-promise/sure/pull/508
- Fix tags getting removed after / during bank sync by @jjmata in https://github.com/we-promise/sure/pull/634
- Fix account Subtypes not getting updated/saved by @jjmata in https://github.com/we-promise/sure/pull/635
- FIX Yahoo issues by @sokie in https://github.com/we-promise/sure/pull/636
- Add
sso_audit_logsassociation and clear logs in demo data cleaner by @luckyPipewrench in https://github.com/we-promise/sure/pull/638 - Add primary text color to amount in header by @hendriksen-mark in https://github.com/we-promise/sure/pull/640
- Fix SimpleFIN liability balance sign when transaction history is incomplete by @luckyPipewrench in https://github.com/we-promise/sure/pull/642
- fix(api): Use authorize_scope! for merchants and tags controllers by @jospaquim in https://github.com/we-promise/sure/pull/643
- Update selection bar styles and group classes by @hendriksen-mark in https://github.com/we-promise/sure/pull/648
- fix: Investments page mobile by @alessiocappa in https://github.com/we-promise/sure/pull/654
- feat: Add more category icons by @alessiocappa in https://github.com/we-promise/sure/pull/651
- fix: PWA display issues by @alessiocappa in https://github.com/we-promise/sure/pull/653
- FIX merchant regression by @sokie in https://github.com/we-promise/sure/pull/659
- Family merchant logo by @sokie in https://github.com/we-promise/sure/pull/660
- fix: removed check for redis managed image as it causes crash by @dariogmori in https://github.com/we-promise/sure/pull/661
- i18n: Add French translations by @foXaCe in https://github.com/we-promise/sure/pull/658
- docs: Documentation update for v0.6.7-alpha.8 by @onel in https://github.com/we-promise/sure/pull/647
- i18n: Fix and complete French translations by @foXaCe in https://github.com/we-promise/sure/pull/673
- Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls by @luckyPipewrench in https://github.com/we-promise/sure/pull/671
- Fix missing SSO JIT account creation template by @luckyPipewrench in https://github.com/we-promise/sure/pull/679
- Improve investment activity labels UX and add convert-to-trade feature by @luckyPipewrench in https://github.com/we-promise/sure/pull/649
- Make first user of instance automatically super_admin by @luckyPipewrench in https://github.com/we-promise/sure/pull/655
- fix: Locale-aware currency formatting by @foXaCe in https://github.com/we-promise/sure/pull/677
- UI quick fixes by @nuno-am in https://github.com/we-promise/sure/pull/684
- fix: Allow locale preview on onboarding preferences page by @jjmata in https://github.com/we-promise/sure/pull/682
- Fix security resolver picking wrong ticker variants by @luckyPipewrench in https://github.com/we-promise/sure/pull/688
- Add Spanish localization for reports by @Vivic87 in https://github.com/we-promise/sure/pull/694
- Remove relative positioning from net worth chart div by @hendriksen-mark in https://github.com/we-promise/sure/pull/687
- feat: Support multiple crypto wallets with same token by @foXaCe in https://github.com/we-promise/sure/pull/676
- fix: Net chart tooltip position in PWA by @alessiocappa in https://github.com/we-promise/sure/pull/695
- Allow manual entry on linked accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/689
- fix: Properly compute credit card balance for Enable Banking accounts by @alessiocappa in https://github.com/we-promise/sure/pull/663
- Add tax treatment classification for investment accounts with international support by @luckyPipewrench in https://github.com/we-promise/sure/pull/693
- feat: Allow to change country code in already existing Enable Banking connection by @alessiocappa in https://github.com/we-promise/sure/pull/699
- Add Dutch (nl) translations for UI and models by @hendriksen-mark in https://github.com/we-promise/sure/pull/702
- Add gains by tax treatment to investment report with grouped subtype dropdown by @luckyPipewrench in https://github.com/we-promise/sure/pull/701
- Improve convert-to-trade security selection with search-first UX by @luckyPipewrench in https://github.com/we-promise/sure/pull/703
- Move exchange MIC codes to config/exchanges.yml by @luckyPipewrench in https://github.com/we-promise/sure/pull/708
- Add missing swagger for https://github.com/we-promise/sure/pull/501 by @sokie in https://github.com/we-promise/sure/pull/707
- MERGE doc/adding_https_info INTO main by @hyryel in https://github.com/we-promise/sure/pull/709
- fix: avoid cached result bypass in Yahoo Finance provider by @TDemeco in https://github.com/we-promise/sure/pull/686
- Correct brokerage cash calculation for SimpleFIN investment accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/710
- fix: Move rule application to perform_post_sync method by @alessiocappa in https://github.com/we-promise/sure/pull/705
- feat(i18n): update Catalan translations by @pmontp19 in https://github.com/we-promise/sure/pull/644
- feat: Add subcategory breakdown to Cash Flow Sankey and Reports by @dgilperez in https://github.com/we-promise/sure/pull/639
- feat(settings): add pagination to imports and exports pages by @JulienOrain in https://github.com/we-promise/sure/pull/598
- refactor: Move money market tickers config to initializer by @luckyPipewrench in https://github.com/we-promise/sure/pull/712
- fix: installing cloudnative-pg as namespace bound and bumped cnpg operator to 0.27 by @dariogmori in https://github.com/we-promise/sure/pull/714
- fix: Adjust chat page UI on mobile (PWA) by @alessiocappa in https://github.com/we-promise/sure/pull/717
- refactor: Import and Export sections by @nuno-am in https://github.com/we-promise/sure/pull/719
- Fix “black hole” - Make investment contributions visible in cashflow with auto-categorization by @luckyPipewrench in https://github.com/we-promise/sure/pull/718
- FIX OpenAPI auth specs by @sokie in https://github.com/we-promise/sure/pull/722
- Implement a setting to retrieve high res logos by @sokie in https://github.com/we-promise/sure/pull/725
- Rename billing to payment throughout the codebase by @jjmata in https://github.com/we-promise/sure/pull/726
- Add option for FOSS contribution payments by @jjmata in https://github.com/we-promise/sure/pull/730
- Add backup service to Docker Compose configuration by @LifeofDan-EL in https://github.com/we-promise/sure/pull/637
- Allow subcategories to inherit parent budget without individual limits by @Copilot in https://github.com/we-promise/sure/pull/579
- Add Coinbase exchange integration with CDP API support by @luckyPipewrench in https://github.com/we-promise/sure/pull/704
- Fix Polish translation template error (and increase testing/fix other locales as well) by @jjmata in https://github.com/we-promise/sure/pull/734
- feat: Support optional balance date column in account CSV imports by @Copilot in https://github.com/we-promise/sure/pull/736
- Mercury integration by @sokie in https://github.com/we-promise/sure/pull/723
- Add SnapTrade brokerage integration with full trade history support by @luckyPipewrench in https://github.com/we-promise/sure/pull/737
- Fix SnapTrade cursorbot comments by @luckyPipewrench in https://github.com/we-promise/sure/pull/741
- Exclude tax-advantaged account activity from budget & add provider data quality warnings by @luckyPipewrench in https://github.com/we-promise/sure/pull/724
- fix: Use right arrow position when collapsing sections by @alessiocappa in https://github.com/we-promise/sure/pull/746
- Add tests for SnapTrade by @luckyPipewrench in https://github.com/we-promise/sure/pull/742
- Fix locale mismatch and add option activity type mappings by @luckyPipewrench in https://github.com/we-promise/sure/pull/743
- feat: process pending transactions from lunchflow by @AdamWHY2K in https://github.com/we-promise/sure/pull/731
- Add SnapTrade connection management UI for freeing up connection slots by @luckyPipewrench in https://github.com/we-promise/sure/pull/747
- feat: Improve report page UI by @alessiocappa in https://github.com/we-promise/sure/pull/744
- feat: implement expandable view for cashflow sankey chart by @CylonN8 in https://github.com/we-promise/sure/pull/739
-
test(api): Add request specs for merchants and tags endpoints by @jospaquim in https://github.com/we-promise/sure/pull/645
- fix: add auto-refresh for processing exports on index page by @eureka928 in https://github.com/we-promise/sure/pull/715
- fix: Broken
/termsand/privacyroutes by @jjmata in https://github.com/we-promise/sure/pull/749 - Hide contribution payments from demo user(s) by @jjmata in https://github.com/we-promise/sure/pull/738
- Add security remapping for holdings with sync protection by @luckyPipewrench in https://github.com/we-promise/sure/pull/692
- fix: Show cancellation message when subscription is pending cancellation by @jjmata in https://github.com/we-promise/sure/pull/752
- Enhance provider generator with production-ready scaffolding by @luckyPipewrench in https://github.com/we-promise/sure/pull/748
- fix: Handle missing encryption keys gracefully on
Povidersconfig page by @jjmata in https://github.com/we-promise/sure/pull/753 - Initial security fixes by @sokie in https://github.com/we-promise/sure/pull/461
- Enhanced Import Amount Type Selection by @hendriksen-mark in https://github.com/we-promise/sure/pull/506
- fix: Enable scrolling on login page for small mobile devices by @jjmata in https://github.com/we-promise/sure/pull/754
- Unify provider and account card UI and move setup actions to menus by @luckyPipewrench in https://github.com/we-promise/sure/pull/755
- Rename raw_investments_payload to raw_holdings_payload for Plaid accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/760
- fix: Support encryption keys via environment variables in managed mode by @jjmata in https://github.com/we-promise/sure/pull/762
- feat: Display shared budget as a badge by @alessiocappa in https://github.com/we-promise/sure/pull/756
- Add protection indicator to entries and unlock functionality by @luckyPipewrench in https://github.com/we-promise/sure/pull/765
- Move misindented transaction show keys to correct YAML nesting by @luckyPipewrench in https://github.com/we-promise/sure/pull/767
- Use browser Accept-Language for login and onboarding locale by @jjmata in https://github.com/we-promise/sure/pull/768
- fix: Register sync_all_accounts cron job on Sidekiq startup by @ptr-b in https://github.com/we-promise/sure/pull/764
- fix: use port configured in .env by @GilDev in https://github.com/we-promise/sure/pull/773
- fix: wrong link in onboarding guide by @GilDev in https://github.com/we-promise/sure/pull/777
- fix: Add border to Merchant’s logo by @alessiocappa in https://github.com/we-promise/sure/pull/776
- fix: Remove fixed height on tags field in bulk update by @alessiocappa in https://github.com/we-promise/sure/pull/778
- Contribution payments copy/edits by @jjmata in https://github.com/we-promise/sure/pull/782
- Generalize pre-release bump workflow by @jjmata in https://github.com/we-promise/sure/pull/779
- Increase minimum for home build year by @fabienheureux in https://github.com/we-promise/sure/pull/783
- FR: Add transaction type as rule condition option by @eureka928 in https://github.com/we-promise/sure/pull/790
- LLM Cache reset by @eureka928 in https://github.com/we-promise/sure/pull/788
- Bump Helm chart version in pre-release workflow by @jjmata in https://github.com/we-promise/sure/pull/792
- fix: Handle uncategorized transactions filter correctly by @Charsel in https://github.com/we-promise/sure/pull/802
- feat: Move upcoming recurring transactions in a dedicated tab by @alessiocappa in https://github.com/we-promise/sure/pull/771
- Add warning for TwelveData plan-restricted tickers by @MkDev11 in https://github.com/we-promise/sure/pull/803
- feat: CORS support by @jjmata in https://github.com/we-promise/sure/pull/813
- PWA: Update manifest, meta tags, and fix UI layout issues by @StalkerSea in https://github.com/we-promise/sure/pull/801
- feat: Change protected indicator styling by @alessiocappa in https://github.com/we-promise/sure/pull/828
- Fix Errno::ENOENT when git is not installed by @eureka928 in https://github.com/we-promise/sure/pull/838
- Add deterministic API key for uptime monitoring by @jjmata in https://github.com/we-promise/sure/pull/834
- feat: add valuations API endpoints for managing account reconciliations by @pmontp19 in https://github.com/we-promise/sure/pull/745
- feat/Add AI-Powered Bank Statement Import (step 1, PDF import & analysis) by @MkDev11 in https://github.com/we-promise/sure/pull/808
- Fix budget category totals to account for refunds and reimbursements by @eureka928 in https://github.com/we-promise/sure/pull/824
- Add Palestine to country options in preferences by @Abdallatif in https://github.com/we-promise/sure/pull/845
- refactor: Use
first!for transfer lookup by @sentry[bot] in https://github.com/we-promise/sure/pull/837 - chore: Normalize line endings in tags_controller_test.rb by @jjmata in https://github.com/we-promise/sure/pull/848
- Add API key authentication support to mobile app by @dwvwdv in https://github.com/we-promise/sure/pull/850
- fix: Fix layout UI issues for rule creation by @alessiocappa in https://github.com/we-promise/sure/pull/852
- Add tests for uncategorized transaction filter across locales by @jjmata in https://github.com/we-promise/sure/pull/862
- Add transaction details view with date selection in calendar by @dwvwdv in https://github.com/we-promise/sure/pull/817
- fix: Use getValidAccessToken() in connectivity banner sync button by @dwvwdv in https://github.com/we-promise/sure/pull/851
- fix: Lunchflow pending transaction duplicates, missing from search and filter by @AdamWHY2K in https://github.com/we-promise/sure/pull/859
- fix: transaction UI padding and mobile selection bar position by @CylonN8 in https://github.com/we-promise/sure/pull/847
- Add account filtering and net worth card to dashboard by @dwvwdv in https://github.com/we-promise/sure/pull/818
- Feature/pdf import transaction rows by @MkDev11 in https://github.com/we-promise/sure/pull/846
- chore: Fix per-branch “version bump” workflow by @jjmata in https://github.com/we-promise/sure/pull/875
- Fix Flutter iOS build and add
websupport with web-safe storage by @jjmata in https://github.com/we-promise/sure/pull/878 - Increase FX rate deviation tolerance to 10% when matching transfers by @jakubkottnauer in https://github.com/we-promise/sure/pull/877
- Add localization for onboarding goals across multiple languages by @MrTob in https://github.com/we-promise/sure/pull/873
- Use
dependent: :purge_laterfor ActiveRecord attachments by @jjmata in https://github.com/we-promise/sure/pull/882 - Update Romanian localization for profile subtitle placeholder by @sentry[bot] in https://github.com/we-promise/sure/pull/885
- API v1: add amount_cents + signed_amount_cents to transactions by @dgilperez in https://github.com/we-promise/sure/pull/899
- Add encryption support to provider account models by @luckyPipewrench in https://github.com/we-promise/sure/pull/815
- feat: Customizable Budget Month Start Day by @MkDev11 in https://github.com/we-promise/sure/pull/810
- Add mailer subject tests and refine i18n keys by @sentry[bot] in https://github.com/we-promise/sure/pull/910
- Normalize whitespace in text rule matching by @jjmata in https://github.com/we-promise/sure/pull/890
- Add Google Sign-In (SSO) support to Flutter mobile app by @eureka928 in https://github.com/we-promise/sure/pull/860
- Fix flash message persistence in drag-and-drop CSV import by @Copilot in https://github.com/we-promise/sure/pull/915
- fix: Preserve tags on bulk edits (take 3) by @tedawf in https://github.com/we-promise/sure/pull/889
- Fix OIDC household invitation (issue #900) by @MkDev11 in https://github.com/we-promise/sure/pull/904
- feat: add SSL_CA_FILE and SSL_VERIFY environment variables to support… by @bittoby in https://github.com/we-promise/sure/pull/894
- Fix mobile login “Record not found” for unseeded instances by @eureka928 in https://github.com/we-promise/sure/pull/916
- fix: allow refreshes from the same source for cost basis updates by @tedawf in https://github.com/we-promise/sure/pull/917
- feat: Allow to create rules to mark transactions as transfers or payments by @alessiocappa in https://github.com/we-promise/sure/pull/920
- Protect demo API key from deletion by @jjmata in https://github.com/we-promise/sure/pull/919
- fix: loan transfer kind assignment to use destination account by @bittoby in https://github.com/we-promise/sure/pull/874
- Fix SSO provider warning timing by @jjmata in https://github.com/we-promise/sure/pull/927
- Auto-categorize investment contributions across all transfer paths by @luckyPipewrench in https://github.com/we-promise/sure/pull/924
- Preserve SnaptradeAccount on unlink, fix connection error handling by @luckyPipewrench in https://github.com/we-promise/sure/pull/931
- Add “Link to existing” option in SnapTrade Setup Accounts modal by @luckyPipewrench in https://github.com/we-promise/sure/pull/935
- Add REST API for holdings and trades (Discussion #905) by @MkDev11 in https://github.com/we-promise/sure/pull/918
- Implement Indexa Capital provider with real API integration by @dgilperez in https://github.com/we-promise/sure/pull/933
- First cut of a simplified “intro” UI layout by @jjmata in https://github.com/we-promise/sure/pull/265
- Fix
productionimage problems on Indexa PR by @jjmata in https://github.com/we-promise/sure/pull/950 - chore(deps): bump faraday from 2.13.2 to 2.14.1 by @dependabot[bot] in https://github.com/we-promise/sure/pull/953
- Normalize legacy SSO icon data before validation by @jjmata in https://github.com/we-promise/sure/pull/955
- Remove Flipper and replace with ENV-driven FeatureFlags by @jjmata in https://github.com/we-promise/sure/pull/957
- feat: Add more LLM context for API endpoint consistency by @MkDev11 in https://github.com/we-promise/sure/pull/949
- fix: keep nav bar sticky at top by @claytonlin1110 in https://github.com/we-promise/sure/pull/943
- Include newer providers in automatic family sync by @dgilperez in https://github.com/we-promise/sure/pull/934
- fix: restore drawer positioning for transaction modals on desktop (#857) by @StalkerSea in https://github.com/we-promise/sure/pull/896
- Fix property subtype not persisting on edit by @HugoleDino in https://github.com/we-promise/sure/pull/930
- Add
Familyvector search function call / support for document vault by @jjmata in https://github.com/we-promise/sure/pull/961 - Fix broken ProcessPdfJob and ImportsController tests by @jjmata in https://github.com/we-promise/sure/pull/963
- Mobile-only GitHub workflow builds by @jjmata in https://github.com/we-promise/sure/pull/975
- Flutter login polish by @jjmata in https://github.com/we-promise/sure/pull/973
- Add family moniker selection and dynamic UI labels by @jjmata in https://github.com/we-promise/sure/pull/981
- Add ‘/merchants` API to docs by @jjmata in https://github.com/we-promise/sure/pull/980
- fix: Handle empty compound conditions on rules index by @it-education-md in https://github.com/we-promise/sure/pull/965
- Expose ui_layout and ai_enabled to mobile clients and add enable_ai endpoint by @jjmata in https://github.com/we-promise/sure/pull/983
- Show disabled import options when no accounts exist by @jjmata in https://github.com/we-promise/sure/pull/977
- fix: inverted Buy/Sell type selection by changing amount.negative to … by @bittoby in https://github.com/we-promise/sure/pull/952
- fix: prevent value overflow in Assets vs Liabilities card by @aviu16 in https://github.com/we-promise/sure/pull/992
- fix: prevent New rule modal from closing when removing conditions or … by @dataCenter430 in https://github.com/we-promise/sure/pull/991
- fix: locale-dependent category duplication bug by @bittoby in https://github.com/we-promise/sure/pull/956
- fix: Viewport issue in PWA by @alessiocappa in https://github.com/we-promise/sure/pull/995
- Fix separators in breakdown table view by @hendriksen-mark in https://github.com/we-promise/sure/pull/996
- Replace text-tertiary with text-subdued in views by @hendriksen-mark in https://github.com/we-promise/sure/pull/999
- feat: Display dashboard as a 2-columns grid on big screens by @alessiocappa in https://github.com/we-promise/sure/pull/1000
- fix: Transfers were not syncing between accounts by @jjmata in https://github.com/we-promise/sure/pull/987
- Fix: Handle missing category in SetTransactionCategory executor by @sentry[bot] in https://github.com/we-promise/sure/pull/1001
- feat: Update gh-pages README with latest mobile release links by @jjmata in https://github.com/we-promise/sure/pull/1003
- Add new columns and sorting to admin users list by @jjmata in https://github.com/we-promise/sure/pull/1004
- PDF AI import improvements by @sokie in https://github.com/we-promise/sure/pull/1006
- fix: Add padding for mobile directly in CSS instead of JS controller by @alessiocappa in https://github.com/we-promise/sure/pull/1007
- chore(deps): bump rack from 3.1.18 to 3.1.20 by @dependabot[bot] in https://github.com/we-promise/sure/pull/1013
- fix: foreign currency defaulting to 1:1 exchange rate due to timezone mismatch by @mikaelpr in https://github.com/we-promise/sure/pull/1010
- fix: show Edit button in account view bulk selection bar by @dataCenter430 in https://github.com/we-promise/sure/pull/1002
- fix: add logic to skip future pending transactions and add cleanup ta… by @AdamWHY2K in https://github.com/we-promise/sure/pull/1011
- Fix crypto subtype for trades api by @dataCenter430 in https://github.com/we-promise/sure/pull/1022
- feat: New tag creation UI by @alessiocappa in https://github.com/we-promise/sure/pull/1014
- Refactor GitHub Actions workflows by @jjmata in https://github.com/we-promise/sure/pull/1023
- chore(deps): bump nokogiri from 1.18.9 to 1.19.1 by @dependabot[bot] in https://github.com/we-promise/sure/pull/1024
- fix: Enable Banking DNS issues and provide better UI sync feedback by @CylonN8 in https://github.com/we-promise/sure/pull/1021
- Remove OPENAI_URI_BASE and OPENAI_MODEL from Helm secret values by @jjmata in https://github.com/we-promise/sure/pull/1025
- Add workflow to build mobile apps from main without tagging by @jjmata in https://github.com/we-promise/sure/pull/1028
- Sync Helm chart and Rails app versions in CI and release workflows by @jjmata in https://github.com/we-promise/sure/pull/1030
- feat: Add merchant logo in filter selection by @alessiocappa in https://github.com/we-promise/sure/pull/1037
- Skip unnecessary sync when account balance unchanged on update by @jrowberg in https://github.com/we-promise/sure/pull/1040
- Improvements to Flutter client by @jjmata in https://github.com/we-promise/sure/pull/1042
- Add Pipelock agent security scan to CI by @luckyPipewrench in https://github.com/we-promise/sure/pull/1049
- Feat/Abstract Assistant into module with registry by @MkDev11 in https://github.com/we-promise/sure/pull/1020
- Add MCP server endpoint for external AI assistants by @luckyPipewrench in https://github.com/we-promise/sure/pull/1051
- Upgrade langfuse-ruby to 0.1.6 and use client trace upsert API by @jjmata in https://github.com/we-promise/sure/pull/1041
- fix: Update PWA icons to use current logo by @0xRozier in https://github.com/we-promise/sure/pull/1052
- fix/qol: Add Callback URL the Enable Banking Instructions by @michelroegl-brunner in https://github.com/we-promise/sure/pull/1060
- feat: Add tag badge in filter window by @alessiocappa in https://github.com/we-promise/sure/pull/1038
- Fix Investment account subtype not saving on creation by @Duckiduc in https://github.com/we-promise/sure/pull/1039
- Fix export polling missing template error by @eureka928 in https://github.com/we-promise/sure/pull/721
New Contributors
- @EthanC made their first contribution in https://github.com/we-promise/sure/pull/512
- @luojiyin1987 made their first contribution in https://github.com/we-promise/sure/pull/541
- @zenaufa made their first contribution in https://github.com/we-promise/sure/pull/558
- @dwvwdv made their first contribution in https://github.com/we-promise/sure/pull/426
- @JulienOrain made their first contribution in https://github.com/we-promise/sure/pull/570
- @samuelcseto made their first contribution in https://github.com/we-promise/sure/pull/566
- @Rukeith made their first contribution in https://github.com/we-promise/sure/pull/503
- @onel made their first contribution in https://github.com/we-promise/sure/pull/563
- @jospaquim made their first contribution in https://github.com/we-promise/sure/pull/620
- @ptr-b made their first contribution in https://github.com/we-promise/sure/pull/627
- @kysre made their first contribution in https://github.com/we-promise/sure/pull/508
- @dariogmori made their first contribution in https://github.com/we-promise/sure/pull/661
- @foXaCe made their first contribution in https://github.com/we-promise/sure/pull/658
- @nuno-am made their first contribution in https://github.com/we-promise/sure/pull/684
- @Vivic87 made their first contribution in https://github.com/we-promise/sure/pull/694
- @hyryel made their first contribution in https://github.com/we-promise/sure/pull/709
- @TDemeco made their first contribution in https://github.com/we-promise/sure/pull/686
- @pmontp19 made their first contribution in https://github.com/we-promise/sure/pull/644
- @dgilperez made their first contribution in https://github.com/we-promise/sure/pull/639
- @LifeofDan-EL made their first contribution in https://github.com/we-promise/sure/pull/637
- @AdamWHY2K made their first contribution in https://github.com/we-promise/sure/pull/731
- @CylonN8 made their first contribution in https://github.com/we-promise/sure/pull/739
- @eureka928 made their first contribution in https://github.com/we-promise/sure/pull/715
- @GilDev made their first contribution in https://github.com/we-promise/sure/pull/773
- @fabienheureux made their first contribution in https://github.com/we-promise/sure/pull/783
- @Charsel made their first contribution in https://github.com/we-promise/sure/pull/802
- @MkDev11 made their first contribution in https://github.com/we-promise/sure/pull/803
- @StalkerSea made their first contribution in https://github.com/we-promise/sure/pull/801
- @Abdallatif made their first contribution in https://github.com/we-promise/sure/pull/845
- @sentry[bot] made their first contribution in https://github.com/we-promise/sure/pull/837
- @MrTob made their first contribution in https://github.com/we-promise/sure/pull/873
- @tedawf made their first contribution in https://github.com/we-promise/sure/pull/889
- @bittoby made their first contribution in https://github.com/we-promise/sure/pull/894
- @claytonlin1110 made their first contribution in https://github.com/we-promise/sure/pull/943
- @HugoleDino made their first contribution in https://github.com/we-promise/sure/pull/930
- @it-education-md made their first contribution in https://github.com/we-promise/sure/pull/965
- @aviu16 made their first contribution in https://github.com/we-promise/sure/pull/992
- @dataCenter430 made their first contribution in https://github.com/we-promise/sure/pull/991
- @mikaelpr made their first contribution in https://github.com/we-promise/sure/pull/1010
- @jrowberg made their first contribution in https://github.com/we-promise/sure/pull/1040
- @0xRozier made their first contribution in https://github.com/we-promise/sure/pull/1052
- @michelroegl-brunner made their first contribution in https://github.com/we-promise/sure/pull/1060
- @Duckiduc made their first contribution in https://github.com/we-promise/sure/pull/1039
Full Changelog: https://github.com/we-promise/sure/compare/v0.6.6…v0.6.8