Sure

The headline addition in v0.7.3 is the new Insights feed: a proactive financial-intelligence dashboard channel designed to help people notice meaningful changes and opportunities in their finances. It ships behind a Preview Features toggle in /settings/preferences, so it can be explored deliberately while the experience continues to mature, and because it requires LLM tokens to function.

This release also expands account and market-data connectivity across several regions and asset types:

• Native Questrade brokerage support
• Wise integration
• Trading 212 investment syncing
• Redbark support for Australian bank syncing
• RentCast and Realie property data and valuations (US)
• Frankfurter exchange rates
• SnapTrade authentication upgraded to OAuth, plus account setup and reconnection fixes

Financial views are richer too. A new Money In / Out dashboard widget shows monthly cash flow, the net-worth chart adds a breakdown tooltip, investment accounts gain a Gains / ROI view, and transfers can now include bank charges. Searchable merchant merging, per-account automatic-categorization controls, sync cancellation, and improved pending-transaction handling make everyday maintenance more predictable.

v0.7.3 also introduces an experimental (Tauri wrapper) Sure macOS app, extending the desktop experience alongside continued mobile and web improvements. You will need to compile/build it locally though.

Reliability and security received a broad pass across balances, imports, provider syncs, OAuth redirects, OIDC discovery, API access scoping, background jobs, and upgrade migrations. The release also expands and improves localization across Russian, Turkish, Polish, Italian, and French.

Contributions spann new integrations, product improvements, performance work, security hardening, and many provider-specific fixes. Thank you to everyone who contributed, tested release candidates, and reported issues.

Month	Issues opened	Release activity	GHCR image pulls
2025-11	27	v0.6.5 — 101 PRs (1 hotfix / 7 PRs)	6,514
2025-12	22	v0.6.6 — 55 PRs (1 hotfix / 2 PRs)	7,794
2026-01	56	v0.6.7 — 162 PRs	43,250
2026-02	48	v0.6.8 — 113 PRs	68,962
2026-03	73	v0.6.9 — 92 PRs	132,863
2026-04	73	v0.7.0 — 129 PRs (3 hotfixes / 8 PRs)	126,319
2026-05	105	v0.7.1 — 206 PRs (1 hotfix / 3 PRs)	120,568
2026-06	137	v0.7.2 — 233 PRs	139,189
2026-07	70	v0.7.3 — 111 PRs	?

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

• feat (Transfer fees) : Add Bank Charges for Transfers by @DataEnginr in https://github.com/we-promise/sure/pull/2183
• Fix reverse balance opening boundary adjustments by @BeastOrange in https://github.com/we-promise/sure/pull/2502
• fix(trend): keep percent sign consistent with direction for negative/zero base by @glorydavid03023 in https://github.com/we-promise/sure/pull/2580
• Fix two crashes in rake demo_data:default by @Holdner in https://github.com/we-promise/sure/pull/2586
• fix: only mark overlapping statement periods as duplicate by @MaxenceChx in https://github.com/we-promise/sure/pull/2569
• Fix OIDC group role mapping claims by @BeastOrange in https://github.com/we-promise/sure/pull/2503
• Stop backfill_encryption double-encoding json/jsonb columns by @elvum in https://github.com/we-promise/sure/pull/2615
• Don’t persist zero balances when a provider balance fetch fails by @elvum in https://github.com/we-promise/sure/pull/2617
• Russian language support added by @cuppabot in https://github.com/we-promise/sure/pull/2005
• fix(pwa): harden service worker render to explicitly use js format by @sentry[bot] in https://github.com/we-promise/sure/pull/2629
• fix(reports): hide tax-advantaged transactions in breakdown by @BeastOrange in https://github.com/we-promise/sure/pull/2549
• fix(invitations): allow re-inviting after an unaccepted invite expires by @minion1227 in https://github.com/we-promise/sure/pull/2543
• perf(test): use MIN_COST bcrypt digests in user fixtures (~230ms saved per sign_in) by @jjmata in https://github.com/we-promise/sure/pull/2551
• feat(provider): add native Questrade brokerage provider integration by @jestinjoshi in https://github.com/we-promise/sure/pull/2534
• perf: make provider retry backoff sleeps stubbable (SimpleFIN suite 23.5s → ~1s) by @jjmata in https://github.com/we-promise/sure/pull/2552
• chore(deps): bump css_parser from 1.22.0 to 3.0.0 by @dependabot[bot] in https://github.com/we-promise/sure/pull/2662
• Fix income trades (interest/dividend) wiping security holdings to $0 by @StalkerSea in https://github.com/we-promise/sure/pull/2673
• Share family accounts with invited members on every sign-up path by @luckyPipewrench in https://github.com/we-promise/sure/pull/2650
• feat(insights): proactive financial intelligence feed by @jjmata in https://github.com/we-promise/sure/pull/2550
• fix(impersonation): guard Sidekiq jobs link by @sure-admin in https://github.com/we-promise/sure/pull/2678
• chore(deps): bump jwt from 2.10.2 to 2.10.3 by @dependabot[bot] in https://github.com/we-promise/sure/pull/2677
• feat(provider): add Frankfurter as an exchange-rate provider by @jestinjoshi in https://github.com/we-promise/sure/pull/2640
• fix(imports): add horizontal scroll to CSV sample data preview by @jestinjoshi in https://github.com/we-promise/sure/pull/2642
• chore: example env variables from #894 by @dineiar in https://github.com/we-promise/sure/pull/2675
• feat(bank-sync): Wise integration by @xBlaz3kx in https://github.com/we-promise/sure/pull/2433
• fix(sync): guard finalization against externally-staled syncs by @gariasf in https://github.com/we-promise/sure/pull/2680
• Update LLM token cost estimates and cost-info locales by @jjmata in https://github.com/we-promise/sure/pull/2690
• Fix(mobile): Convert chat timestamps to local timezone on deserialization by @felixmuinde in https://github.com/we-promise/sure/pull/2701
• fix(coinbase): qualify HoldingsProcessor constant reference by @pro3958 in https://github.com/we-promise/sure/pull/2702
• fix(provider): resolve Tiingo security currency from countryCode by @jestinjoshi in https://github.com/we-promise/sure/pull/2692
• fix(sync): resolve N+1 query in child finalization by @sentry[bot] in https://github.com/we-promise/sure/pull/2693
• Fix keyboard navigation in DS::Select dropdowns by @rubenRP in https://github.com/we-promise/sure/pull/2689
• Complete missing French translations and fix locale quality issues by @Holdner in https://github.com/we-promise/sure/pull/2697
• Fix enable banking not respecting pending transactions setting by @OtterBoops in https://github.com/we-promise/sure/pull/2686
• feat(sync): family-facing cancellation for syncs, imports, and exports by @gariasf in https://github.com/we-promise/sure/pull/2685
• feat(sidekiq): mount Web UI in production behind super-admin sessions by @gariasf in https://github.com/we-promise/sure/pull/2683
• perf(exchange_rate): batch-fetch rates to fix N+1 query by @sentry[bot] in https://github.com/we-promise/sure/pull/2676
• docs: clarify local LLM context window tuning by @sure-admin in https://github.com/we-promise/sure/pull/2661
• feat: Move import merchant button in sub menu by @alessiocappa in https://github.com/we-promise/sure/pull/2637
• Show full dates in the categorize wizard by @elvum in https://github.com/we-promise/sure/pull/2633
• Add per-account toggle to disable automatic transaction categorization by @mike-lloyd03 in https://github.com/we-promise/sure/pull/2636
• Add Italian translations for various views and functionalities by @fabietto01 in https://github.com/we-promise/sure/pull/2625
• fix(import): strip non-breaking-space thousands separators in sanitize_number by @ultrahighsuper in https://github.com/we-promise/sure/pull/2538
• fix(i18n): use existing localized labels in web UI by @chkfail in https://github.com/we-promise/sure/pull/2501
• Fix automated version bumps and advance prerelease version by @jjmata in https://github.com/we-promise/sure/pull/2704
• fix(enable-banking): handle unavailable and overdraft balances by @carloslindo in https://github.com/we-promise/sure/pull/2578
• fix(lunchflow): prune orphaned accounts deleted upstream (#1861) by @Lobster-0429 in https://github.com/we-promise/sure/pull/1886
• Add send_email_notification rule action by @kianrafiee in https://github.com/we-promise/sure/pull/2527
• Use badge variant for category selects in transfer + bulk-edit views by @elvum in https://github.com/we-promise/sure/pull/2645
• Fix statement Turbo frame navigation and split view/edit actions (#2614) by @shrestha-bishal in https://github.com/we-promise/sure/pull/2695
• Fix: BudgetCategoriesController#show NoMethodError for missing budget by @sentry[bot] in https://github.com/we-promise/sure/pull/2709
• fix(wise): redirect after token submission instead of rendering inline by @xBlaz3kx in https://github.com/we-promise/sure/pull/2730
• feat(i18n): complete Turkish (tr) locale coverage and Türkiye formatting by @erkdgn in https://github.com/we-promise/sure/pull/2737
• feat(settings): super-admin background jobs console by @gariasf in https://github.com/we-promise/sure/pull/2682
• fix(i18n): resolve close button label in goals dialog across all locales by @erkdgn in https://github.com/we-promise/sure/pull/2741
• fix(settings): require admin for advanced settings controllers by @andrewb-nz in https://github.com/we-promise/sure/pull/2403
• feat(sync): add toggle to parse Enable Banking CC balance as available credit by @mxafi in https://github.com/we-promise/sure/pull/2512
• fix: use REDIS_URL in ApiRateLimiter for hosted API requests by @RealDiligent in https://github.com/we-promise/sure/pull/2639
• Fix N+1 queries on categories index by batching lookups and removing … by @bittensorrider in https://github.com/we-promise/sure/pull/2163
• fix(snaptrade): don’t double count cash-equivalent (money market) positions by @rickdgray in https://github.com/we-promise/sure/pull/2696
• Add searchable merge merchants by @guicattani in https://github.com/we-promise/sure/pull/2624
• fix: block unsafe OAuth redirect URIs in dynamic registration by @RealDiligent in https://github.com/we-promise/sure/pull/2638
• Fix automated version bumps and advance prerelease version by @jjmata in https://github.com/we-promise/sure/pull/2748
• chore(deps): bump loofah from 2.25.1 to 2.25.2 by @dependabot[bot] in https://github.com/we-promise/sure/pull/2749
• Improve Yahoo Finance reliability and Colombian listing support by @camilo-agudelo in https://github.com/we-promise/sure/pull/2738
• chore(deps): bump rails-html-sanitizer from 1.7.0 to 1.7.1 by @dependabot[bot] in https://github.com/we-promise/sure/pull/2750
• chore(deps): bump websocket-driver from 0.8.1 to 0.8.2 by @dependabot[bot] in https://github.com/we-promise/sure/pull/2751
• feat(snaptrade): replace device-flow OAuth with authorization-code + PKCE flow by @maxjb-xyz in https://github.com/we-promise/sure/pull/2747
• Add missing Polish translations to reach 100% coverage by @toczke in https://github.com/we-promise/sure/pull/2780
• Fix preview cleanup over-firing on PR close by @sure-admin in https://github.com/we-promise/sure/pull/2784
• Perf/accounts controller index optimization by @bittensorrider in https://github.com/we-promise/sure/pull/1926
• fix(api): scope holdings API to accessible accounts by @pro3958 in https://github.com/we-promise/sure/pull/2706
• Add RentCast & Realie integration for automatic property data and valuations by @kianrafiee in https://github.com/we-promise/sure/pull/2727
• Add support for trading212 integration in investments sync by @jdcdp in https://github.com/we-promise/sure/pull/2513
• Feature/dashboard Add “Money In / Out” dashboard widget with monthly bar chart by @Holdner in https://github.com/we-promise/sure/pull/2594
• feat(jobs): reap imports and exports stuck by lost background jobs by @gariasf in https://github.com/we-promise/sure/pull/2681
• feat(reports): add net worth chart with breakdown tooltip by @kianrafiee in https://github.com/we-promise/sure/pull/2716
• Bump version to next iteration after v0.7.3-alpha.5 release by @github-actions[bot] in https://github.com/we-promise/sure/pull/2791
• fix(snaptrade): sign bare TRANSFER activities by provider direction (#2756) by @erkdgn in https://github.com/we-promise/sure/pull/2792
• fix(dashboard): add hover state to section header controls by @gariasf in https://github.com/we-promise/sure/pull/2798
• fix(akahu): pull full history on initial Akahu sync by @pro3958 in https://github.com/we-promise/sure/pull/2779
• feat(accounts): add Gains / ROI chart view for investment accounts by @aguyonp in https://github.com/we-promise/sure/pull/2660
• fix(merchants): preserve user-selected merchant colors on save (#2760) by @erkdgn in https://github.com/we-promise/sure/pull/2802
• update transactions_controller by @bittensorrider in https://github.com/we-promise/sure/pull/1953
• fix(indexa_capital): correct cash activity amount-sign convention (#2793) by @erkdgn in https://github.com/we-promise/sure/pull/2801
• fix: prevent AddAmountToTransfers migration from aborting the upgrade on legacy transfer data by @RealDiligent in https://github.com/we-promise/sure/pull/2795
• fix: omit SimpleFin pending param when pending transactions are disabled by @RealDiligent in https://github.com/we-promise/sure/pull/2796
• fix(ai): prevent Anthropic chat crash on no-argument tool calls by @kai392 in https://github.com/we-promise/sure/pull/2755
• feat(insights): gate the insights feed behind preview features by @jjmata in https://github.com/we-promise/sure/pull/2788
• fix(settings): allow clearing an encrypted provider API key by @minion1227 in https://github.com/we-promise/sure/pull/2544
• feat(redbark): add australian bank sync (redbark) by @oscargws in https://github.com/we-promise/sure/pull/2794
• feat: Introduce macOS app v0.1.0 by @maxjb-xyz in https://github.com/we-promise/sure/pull/2762
• chore(deps-dev): bump vite from 5.4.21 to 6.4.3 in /desktop by @dependabot[bot] in https://github.com/we-promise/sure/pull/2810

New Contributors

• @MaxenceChx made their first contribution in https://github.com/we-promise/sure/pull/2569
• @elvum made their first contribution in https://github.com/we-promise/sure/pull/2615
• @cuppabot made their first contribution in https://github.com/we-promise/sure/pull/2005
• @minion1227 made their first contribution in https://github.com/we-promise/sure/pull/2543
• @dineiar made their first contribution in https://github.com/we-promise/sure/pull/2675
• @rubenRP made their first contribution in https://github.com/we-promise/sure/pull/2689
• @fabietto01 made their first contribution in https://github.com/we-promise/sure/pull/2625
• @ultrahighsuper made their first contribution in https://github.com/we-promise/sure/pull/2538
• @chkfail made their first contribution in https://github.com/we-promise/sure/pull/2501
• @carloslindo made their first contribution in https://github.com/we-promise/sure/pull/2578
• @kianrafiee made their first contribution in https://github.com/we-promise/sure/pull/2527
• @erkdgn made their first contribution in https://github.com/we-promise/sure/pull/2737
• @RealDiligent made their first contribution in https://github.com/we-promise/sure/pull/2639
• @rickdgray made their first contribution in https://github.com/we-promise/sure/pull/2696
• @guicattani made their first contribution in https://github.com/we-promise/sure/pull/2624
• @camilo-agudelo made their first contribution in https://github.com/we-promise/sure/pull/2738
• @toczke made their first contribution in https://github.com/we-promise/sure/pull/2780
• @jdcdp made their first contribution in https://github.com/we-promise/sure/pull/2513
• @github-actions[bot] made their first contribution in https://github.com/we-promise/sure/pull/2791
• @aguyonp made their first contribution in https://github.com/we-promise/sure/pull/2660
• @kai392 made their first contribution in https://github.com/we-promise/sure/pull/2755

Full Changelog: https://github.com/we-promise/sure/compare/v0.7.2…v0.7.3