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Get your Sure account up and running in three simple steps.

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1. Create your account

Navigate to localhost:3000 and click Sign Up. Complete the setup screens to configure your login details and preferences.

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2. Add your first account

Click + Add Account and select an account type:
  • Cash for checking/savings accounts
  • Credit Card for credit cards
  • Investment for brokerage accounts
  • Loan for mortgages or other debts
Enter your account name and current balance, then click Create Account.

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3. Record a transaction

Go to Transactions in the sidebar and click + New Transaction. Choose a type:
  • Expense for spending money
  • Income for receiving money
  • Transfer for moving money between accounts
Fill in the details and click Add transaction.

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Next steps

Complete guide

Learn about account types, investment tracking, and advanced features

Self-hosting

Deploy Sure with Docker on your own infrastructure

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Development setup

Want to contribute to Sure? Set up your local development environment. After running bin/setup, you can optionally load demo data with: 
rake demo_data:default
Demo data is only available when running Sure in development mode, not in production or self-hosted deployments.

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Setup guides

Mac setup

Development setup guide for macOS

Linux setup

Development setup guide for Linux

Windows setup

Development setup guide for Windows

Dev containers

Use VS Code dev containers for isolated development