Starting a demo
On iOS, look for Try demo mode wherever the app offers to connect something:- The Demo mode pill on the sign-up screen, before you have an account at all
- The pre-connect screen on Accounts and Banks, payroll & credit
- The pre-connect screen on Credit
- The prompt on Home shown while no bank is connected
What you see
Every data screen is filled with the sample account: Home, Feed, Spending, Cash Flow, Recurring, Accounts, Credit and Income. There are no empty states to work around, and none of your own data appears. The assistant also takes on the demo persona while you’re there. Its avatar and name change on entry and change back the moment you leave, without a trip to Settings. On iOS, entering demo keeps you on the Home page you were already looking at rather than sending you back to the first one.What you can’t do
Demo mode is read-only. Actions that would change data do nothing and show a short read-only message instead. The buttons stay visible and tappable rather than being hidden or greyed out, so the app still looks and behaves like the real thing. This covers signing out, Membership, adding a financial or payroll account, and editing or recategorizing transactions. The assistant’s input bar reads Read-only in demo mode. AI Integrations opens normally.Leaving a demo
Tap Exit demo. One tap is enough, from any screen, and you are returned to your own data straight away. On iOS 1.10 and later, where that control sits depends on the tab:- On Home, Exit demo is a pill in the header, next to the search field. There is no bar above the tab bar.
- On Feed and Assistant, a You’re in demo mode bar sits above the bottom tab bar, with Exit demo on it. The tab bar underneath stays usable.
Related
- Linking Financial Accounts - connect a real account when you’re ready
- Your Home Checklist - the setup steps waiting after you connect
- Is MyTruv Safe? - how your real data is handled