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Linking your financial accounts lets MyTruv pull in your balances, transactions, and account details automatically.
  1. Open the Connections screen
  2. Choose Financial Accounts (banks, cards, loans, investments) or Payroll (income & employment)
  3. Sign in to your institution through the secure connection widget
  4. Complete any multi-factor verification your institution requires
  5. Pick which accounts you want connected
Your data starts syncing right away. Balances and recent transactions typically appear within a few seconds.
On the web (app.mytruv.com) - Connections is in the sidebar, or go directly to app.mytruv.com/data/connections. Tap any card under Add Connection.On iOS - go to Settings → Connections, then tap Add New. If you haven’t connected anything yet, you can also tap Add Account or Connect Account right from the Home screen.

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Financial accounts vs. payroll

MyTruv treats these as two separate connection types:
  • Financial Accounts - banks, credit cards, loans, investments. This is the main source for transactions, balances, spending, and net worth. Most people connect this first.
  • Payroll - your employer or paycheck provider. Adds pay statements, deductions, and tax info - useful if you want detailed income tracking. See Connecting Your Payroll for the full guide.
Both go through the same secure widget but they’re tracked separately. You can connect one without the other.

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Free plan limits

The free plan includes one Financial Accounts connection and one Payroll connection. MyTruv Pro lets you connect additional accounts.
Linking multiple accounts gives you a more complete financial picture and enables more accurate spending and cash flow tracking.
If your institution requires multi-factor authentication, you’ll be prompted to complete it during the linking process.