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MyTruv includes an AI assistant that understands your financial data. You can ask it questions in plain language and it answers using your real account balances, transactions, and recurring activity.

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Where to find your assistant

Open the Assistant on either platform.
On the web - the assistant is available two ways:
  • As a docked side panel on the right edge of every app page (Home, Spending, Cash Flow, and so on), so you can ask a question without leaving the page you’re on. Collapse it with the chevron in its header; expand it back when you need it.
  • As a full-page view at app.mytruv.com/chat, reached from Assistant in the sidebar or from the expand icon on the side panel.
Both views talk to the same conversations - a thread you start in the side panel is the same one you see on the full page.On iOS - tap the Assistant tab in the bottom tab bar. The tab icon is your selected assistant avatar (a sparkles icon by default if you haven’t picked one yet).

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What your assistant can do

  • Answer financial questions - “How much did I spend on groceries last month?”, “What’s my net worth?”, “Show me my biggest expenses this quarter.”
  • Generate visualizations - bar, pie, line, or table charts rendered directly in the conversation.
  • Summarize your finances - quick recaps of spending, income, or cash flow over a time range.
  • Spot patterns - ask about trends, unusual charges, or category breakdowns.
  • Stay in context - the assistant remembers what you’ve asked earlier in the same conversation.

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How to start

Open the assistant and either type your question or, on iOS, use the microphone to speak it. The conversation streams back in real time. Each conversation is its own thread; you can start a new one at any time.

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Your data stays private

The assistant accesses your MyTruv account data to answer questions. It does not share your information with third parties. For the full privacy policy, see mytruv.com/privacy.
The more specific your question, the more useful the answer. “How much did I spend on Uber this month?” beats “How much did I spend on rides?”