The steps
Set up AI money guide
Tap to walk through assistant setup - choose an avatar, give your assistant a name, and answer a few quick questions about your financial goals. Your assistant uses this to handle questions, insights, and recommendations based on your money. You can change any of this later in Settings → Assistant.Connect main spending account
Tap to connect your primary checking account. This is the most important step - your transactions, cash flow, spending breakdowns, and most insights depend on this connection.Get a free week of MyTruv Pro
Tap to start a free trial. MyTruv Pro unlocks multiple bank and payroll connections plus other advanced features. Always easy to cancel from your subscription settings.Ask your AI a question
Tap to jump straight into a conversation with your AI assistant. The first prompt is pre-filled based on your most interesting insight, so you can try the assistant on something concrete to your finances.Connect employer or payroll provider
Tap to connect your payroll provider. This gives you visibility into income, deductions, and pay statements alongside your spending data.Connect your credit history
Tap to connect your credit history through its own secure connection - separate from your bank and payroll. This unlocks the Credit tab with your score, its history, the factors moving it, your accounts, and what’s changed over time. See Credit History.Tips
- Steps don’t have to be done in order - pick what feels useful first.
- A step disappears from the active list and moves to “Completed” once it’s done. You can still tap it from “Completed” to revisit.
- Refresh the screen if you completed a step in another part of the app and it hasn’t updated yet.
- Connect your credit history shows once Credit History reaches your account - it is rolling out gradually, so if you don’t see this step yet, no action is needed.