From a304f3c00f34409e47a0f9bd02e84fdb95732845 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 03:56:34 +0000 Subject: [PATCH 1/5] Update guides/key-concepts/transfers.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/key-concepts/transfers.mdx | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/guides/key-concepts/transfers.mdx b/guides/key-concepts/transfers.mdx index 2ea0314..ea6a3f0 100644 --- a/guides/key-concepts/transfers.mdx +++ b/guides/key-concepts/transfers.mdx @@ -228,6 +228,10 @@ If Sure didn't automatically match a transfer: - The dates may be too far apart - You can manually create a transfer to link them +### Concurrent syncs dropping transfer matches + +If two account syncs run at the same time for the same family, Sure may occasionally skip a transfer candidate due to a database uniqueness conflict. The skipped candidate is not matched, but the sync continues and matches all remaining candidates. If you notice a transfer that wasn't auto-matched after a sync, confirm it manually from the transaction detail view. + ### Wrong Transfer Type If a transfer is categorized incorrectly: From 7b803c370e85317881844e6c0a96eb19c1ce66fc Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 03:56:46 +0000 Subject: [PATCH 2/5] Update guides/app-features/settings.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/app-features/settings.mdx | 9 +++++++++ 1 file changed, 9 insertions(+) diff --git a/guides/app-features/settings.mdx b/guides/app-features/settings.mdx index dc96c35..f71b741 100644 --- a/guides/app-features/settings.mdx +++ b/guides/app-features/settings.mdx @@ -117,6 +117,15 @@ The mobile app includes an enhanced AI chat experience: - **Auto-scroll**: The chat automatically scrolls to show new messages as they arrive - **Improved flow**: Chat creation is now lazy-loaded on first message send, eliminating loading delays +## Sure import (NDJSON) + +Sure can import a full `all.ndjson` export file to restore or migrate your data. + +### Compatibility notes + +- **Rules without a name**: Rules with a `null` name are valid and import correctly. A missing name no longer blocks the entire import. +- **Orphaned rejected transfers**: If a `RejectedTransfer` row references a transaction that has since been deleted, the importer skips that row and counts it as a warning instead of aborting the import. Check the import summary after completion to see how many rows were skipped. + ## Data exports Sure allows you to export your financial data for backup or analysis purposes. When you create an export, the page automatically refreshes to show the latest status. From 8edaaa8ddb5bc20443d71e0c37a4852033a66454 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 03:56:56 +0000 Subject: [PATCH 3/5] Update self-hosting.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- self-hosting.mdx | 10 ++++++++++ 1 file changed, 10 insertions(+) diff --git a/self-hosting.mdx b/self-hosting.mdx index 0d79c4f..0ab032e 100644 --- a/self-hosting.mdx +++ b/self-hosting.mdx @@ -174,6 +174,16 @@ If you enable passkeys or security keys on a public hostname, also set `WEBAUTHN If you only want Cloudflare Tunnel access, do not leave port `3000` broadly exposed to the internet. Keep the host firewall closed or bind the published port more narrowly. +### Sure import file size + +Self-hosted admins can raise the maximum allowed size for Sure NDJSON imports by setting: + +```txt +SURE_IMPORT_MAX_NDJSON_SIZE_MB=200 +``` + +This limit applies to both the GUI upload (Settings → Imports) and the API upload paths. If you previously set this variable and found the GUI still rejected large files, update to the latest version — the GUI now correctly reads this setting. + ### Market data provider variables Sure supports multiple securities pricing providers. You can configure them through environment variables or in the UI under **Settings > Self-Hosting**. See [market data providers](/providers/market-data) for details on each provider. From 6dfa58b519f0b33734cab5432f9bb496820e32f0 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 03:57:09 +0000 Subject: [PATCH 4/5] Update guides/app-features/budgets.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/app-features/budgets.mdx | 6 ++++++ 1 file changed, 6 insertions(+) diff --git a/guides/app-features/budgets.mdx b/guides/app-features/budgets.mdx index b76293a..a2b9494 100644 --- a/guides/app-features/budgets.mdx +++ b/guides/app-features/budgets.mdx @@ -109,6 +109,12 @@ Sure automatically excludes activity from tax-advantaged investment accounts whe Transactions from these accounts won't count toward your budget limits, keeping your budget focused on regular income and expenses. +## Creating a budget without category allocations + +You can save a budget that only sets an overall monthly spending amount without splitting it across categories. The budget setup wizard no longer requires any category allocation before you can confirm. Any unallocated amount is treated as "Uncategorized" spending, visible in the donut chart and budget detail page. + +You can always add category allocations later by editing the budget. + ## Tips for Effective Budgeting 1. **Start simple** - Begin with just a few major categories before adding detail From 6c79ab702d5801ddb0f1d9e83949d0ead811dca1 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 03:57:21 +0000 Subject: [PATCH 5/5] Update guides/app-features/transactions.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/app-features/transactions.mdx | 2 ++ 1 file changed, 2 insertions(+) diff --git a/guides/app-features/transactions.mdx b/guides/app-features/transactions.mdx index 4e63e12..2747b74 100644 --- a/guides/app-features/transactions.mdx +++ b/guides/app-features/transactions.mdx @@ -43,6 +43,8 @@ Categories help Sure group income and expenses consistently. You can assign a ca When there are uncategorized transactions, use the categorize flow to work through them in batches. You can assign a category to each transaction and optionally create a categorization rule so future matching transactions use the same category. +You can also create a new category directly from the transaction form without leaving the transaction. Type a new category name in the category field and select **Create category** to add it on the spot. + Use subcategories when you want more detail within a broader category. For example, a parent category such as **Food & Dining** can contain subcategories such as **Groceries**, **Restaurants**, and **Coffee**. Budgets can use those subcategories individually or share the parent budget. ## Bulk edit transactions