HomeBank vs Sure
HomeBank
gethomebank.orgSure
sure.amSide by side
| Figure | HomeBank | Sure |
|---|---|---|
| Price from | Free | Free |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | — | Yes |
| Windows | Yes | — |
| macOS | Yes | Yes |
| Linux | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 2 | 1 |
| Spec score · Personal Finance Software | 8.4 (#41) | 8.8 (#11) |
| Account sync | manual | both |
| Automation | Rules can automatically assign payees or categories, and duplicate transactions can be detected during imports. | Users can create rules to categorize transactions based on description, merchant, or amount, and apply rules retroactively or going forward. |
| Bill tracking | Yes | Yes |
| Budgeting tools | Yes | Yes |
| Free plan | Yes | Yes |
| Report export | Yes | Yes |
| Support | The project offers a quick start guide, user manual, FAQ, community answers, and a bug reporting process. | The pricing page directs users with unanswered questions to the Sure community on Discord. |
| Transactions | Features include scheduled transactions, category splits, transfers between accounts, tags, and transaction reminders. | The transaction tools support custom categories, merchants and tags, filters, bulk edits, notes, receipts, manual entry, and CSV imports. |
Plans
In their own words
Sure
Sure is a personal finance platform for tracking and managing personal and business money. It links accounts from more than 10,000 financial institutions through Plaid, and users can add assets and debts manually, including collectibles and personal loans. Investment balances can be combined with live market data. Transaction management includes custom categories, merchants and tags, filters, bulk edits, notes, receipts, manual entry, and CSV imports. Rules can categorize transactions by description, merchant, or amount, and apply to past or future activity. Budgeting tools cover category budgets, spending trends, cash-flow planning, and planned-versus-actual comparisons. An AI assistant answers questions about financial data through natural-language chat and analysis. Sure is open source under AGPLv3 and its self-hosted plan costs nothing, with contributions optional. It supports web, macOS, iOS, Android, API, and self-hosted use. The pricing page says a proper hosted version is not yet offered; users can self-host or consider third-party hosting.