< All work

Financial software / open-source customization

Sure / Basis

A customized personal-finance workflow built on the community-maintained Sure fork.

Status
Ongoing
Timeframe
2026
Role
Fork customization and workflow design; not the original creator of the underlying Sure application.
Last reviewed
2026-08-22

Technology

  • Rails
  • PostgreSQL
  • Redis
  • Docker

A self-hostable personal-finance application adapted for account and transaction tracking, with a basis-research workflow kept separate from the core ledger.

The work centers a ledger-first personal-finance workflow, transaction imports, and carefully bounded research views.

Basis research is informational and separate from the core ledger; it is not trading execution, custody, lending, or a performance promise.