Documentation Index
Fetch the complete documentation index at: https://help.mytruv.com/llms.txt
Use this file to discover all available pages before exploring further.
Home Screen Refresh
Home got a softer typeface (PP Neue Montreal), refreshed colors throughout the design system, and smarter loading. Skeleton placeholders now show on Home accounts and spending breakdown while data syncs, so you no longer see premature “Connect” buttons or empty cards before everything has loaded.Insights Polish
- Onboarding insights lead with the strongest visualizations first, so your very first AI insight is the most interesting one
- Insight cards got refined dark-mode contrast and a subtle swipe-hint wiggle the first time you see them, so the gesture is easier to discover
- Insight text wraps to two lines and gracefully handles missing follow-ups
Spending & Categories
- All expense categories are shown - no more hidden ones beyond the top 10
- The pie chart and category list stay in sync, so what you see matches what you tap
- Balance history is now a clean card instead of a raw chart, with the right amount of breathing room
Smaller things you’ll feel
- Faster chart tab switching - we cache the chart so flipping back and forth is instant
- Currency labels unified to
$across the app - Profile email shrinks to a single line and copies to clipboard on tap
- “Syncing” state shows when you’ve just added a new connection
- All segmented pickers share the same look and feel
Bug Fixes
- Card swipe gesture restored on the Recurring screen
- Transactions search bar no longer overlaps the sticky header
- Horizontal card swipes don’t accidentally trigger vertical scroll anymore
- Income screen account switcher remembers what you picked
Unified Design System
The web app moved to a Figma-aligned design system: cleaner tokens, consistent surfaces, and the same look across every screen. Settings, sidebars, and onboarding all feel more cohesive.Persistent AI Chat Sidebar
- The AI chat now lives in a resizable sidebar on desktop and follows you across pages
- On mobile, you can search across past chats
- Refreshed fonts and polish for the notifications panel and chat composer
Promo Codes & Subscription
- Promo code support on the subscription flow, with auto-apply when you blur the field
- Reset onboarding now cancels your subscription immediately
- App Store subscribers get a clear warning before deleting their profile, so you don’t keep getting charged
Onboarding Refresh
- Redesigned onboarding screens with cleaner copy and shared components
- Email is collected during the name step if it wasn’t already provided
- Sidebars collapse by default on smaller desktops (under 1280px)
- Cleaner “Add Connection” grid with two clear paths: Financial Accounts and Payroll
Transactions
- Merchant logos render next to your transactions
- Future-dated filter values are blocked, with a one-tap reset
- Filters stay applied when you navigate to a transaction detail and back
- Dates respect your local timezone (no more off-by-one across midnight)
Bug Fixes
- Fixed double scrollbars in long scrollable views
- Subscribe button no longer obscures the legal links on paywall
- Chat thread doesn’t flicker when starting a new chat
- Send button now aligns with the placeholder text in the chat composer
- Balance history chart no longer crops the last X-axis label
MyTruv CLI
Query your MyTruv financial data from the terminal. Browser-based OAuth, no API keys to manage.- Check balances, pull transactions, review income, and analyze spending
- JSON or CSV output via
--json/-o csv(auto-detects when piped) - Shell completion for bash, zsh, and fish
- Built-in MCP stdio server (
mytruv mcp) so local AI agents can read your data - Ships as a Gemini CLI extension too
MCP for AI Chats and AI Agents
The hosted MCP server atapi.mytruv.com/mcp is now a stable entrypoint for Claude.ai, ChatGPT, Claude Code, Codex, Cursor, Gemini CLI, and any other MCP-compatible client. OAuth, read-only, ten tools covering balances, transactions, recurring, income, and spending.See Get Started for setup.Transactions Overhaul
Big upgrade to the transactions experience:- Improved transactions list and detail screen
- Advanced filtering across text, amount, type, category, and date range
- “Add Connection” simplified to two clear paths: Bank Accounts and Payroll
Profile & Toasts
- Single-line email in the profile header, tap to copy
- New toast capsule design rendered through a system overlay so it never gets clipped
Insight Polish
- Card design polish with refreshed colors and typography
- Vertical scroll no longer fights a horizontal card swipe
- Dark-mode contrast bumped on insight cards
Reliability
- Crash fixes around null API values for personalization prompts and follow-ups
- More accurate spending: investment accounts (brokerage, IRA, crypto) are now excluded so stock buys don’t pollute your numbers
Notifications Control Center
A dedicated notifications surface on web - manage what you get notified about and where.Promo Codes
Promo codes are now supported on the subscription flow, applying automatically when you blur the field.Onboarding Refresh
Redesigned onboarding flow with new steps, Figma-aligned visuals, and shared components.Smaller things
- Chat composer alignment and pre-fill polish
- “View all” link on the notifications popover
- Filter state preserved when you click into a transaction and back
- Net Worth surface renamed to Accounts with a tighter balance-history chart
MyTruv Desktop App
MyTruv now has a native desktop app for macOS and Windows. Same MyTruv experience, in its own window with a proper dock and taskbar icon.Wordmark & Logos
Refreshed MyTruv wordmark and corrected logo asset paths across the web app, login, and marketing surfaces.Apple Subscription Guard
If you subscribed through the App Store, the web app now warns you to cancel via the App Store first if you try to delete your profile - so you don’t keep getting charged.Notification Feed
The notifications popover shows your recent activity, with a “View all” link to the full center.Faster Spending & Balances
Spending analysis, balance history, and account totals now compute locally on our infrastructure instead of round-tripping through an external API. Results return faster, are more reliable, and stay consistent with what your AI assistant sees.More Reliable AI Assistant
- The assistant routes through a redundant LLM provider, so it stays responsive even during upstream hiccups
- Inline visualizations are back - charts and category breakdowns generate alongside text answers
- You can now thumbs-up or thumbs-down individual insights so they get better over time
Subscription Sync
Subscription handling is more robust: missing webhook events are reconciled, transfer events are processed, and deleted users are cleanly skipped instead of producing errors.Help Center
Launched the MyTruv Help Center at help.mytruv.com with over 70 articles covering every feature in the app.- Guides - Step-by-step walkthroughs for spending, income, AI assistant, bills, and personalization
- Help Center - Answers to common questions about accounts, transactions, billing, security, and troubleshooting
- Changelog - Weekly product updates so you always know what’s new
More Assistant Avatars
New avatar options are now available when personalizing your AI assistant, with more being added over time.Trial Price on Membership Screen
If you’re on a free trial, the Membership screen now shows your plan’s price so you know exactly what to expect when the trial ends.Notification Improvements
Push notification permission is now prompted when you sign in, even if you skipped it during onboarding.Bug Fixes
- Insights now auto-retry if you leave the app during generation
- Fixed an issue where the verify button could be tapped multiple times during login
- Fixed payment sheet processing for subscription purchases
- Muted video playback no longer interrupts background audio (music, podcasts)
- Legal links (Terms, Privacy) now open correctly inside the app
Security Setup in Onboarding
You can now set up Face ID or PIN during onboarding, so your financial data is protected from the start.Connection Reliability
- All screens now refresh automatically after connecting or disconnecting an account
- Fixed gaps in transaction history when scrolling through older data
Dark Mode Polish
Better contrast for input fields and the Apple Sign-In button in dark mode.Offline Support
When you lose connectivity, MyTruv now shows your most recently synced data instead of loading spinners, with a clear indicator of when it was last updated.Maintenance & Update Alerts
- If a critical update is available, the app will prompt you to update
- During scheduled maintenance, you’ll see a friendly message with an estimated return time
Onboarding Improvements
- Refreshed messaging and trust signals on the security gate screen
- Improved assistant avatar animations
Faster AI Responses
Your AI assistant now streams responses in real time - you see each word as it’s generated instead of waiting for the full answer.Redesigned Onboarding
The signup experience has been completely rebuilt:- Personalization survey - Tell us about your financial goals so we can tailor your experience
- Assistant setup - Choose your AI assistant’s personality, avatar, and name
- Security gate - See how your data is protected before connecting accounts
- First insight preview - See your first AI-generated insight right after connecting
New Splash Screen
A new animated splash screen with the MyTruv logo plays when you open the app.Improved Income Screen
Clearer charts and section explainers for paycheck breakdowns.Pay by Bank
You can now pay for your MyTruv subscription directly from your bank account using ACH debit, in addition to Apple Pay.Push Notifications
MyTruv now sends push notifications so you never miss what matters:- Bill reminders before upcoming charges
- Spending alerts for unusual activity
- New insights when your AI finds something important
- Security alerts for account changes
Appearance Picker
New visual toggle in Settings for switching between light, dark, or system theme.Account Details
Tap any account to see balance, credit limits, APR, loan terms, and more.Cash Flow Redesign
New trend bar charts with a range picker (30 days, 12 weeks, 6 months, 1 year) for a clearer view of income vs. spending.Other Improvements
- Insights sorted by date with most recent first
- Lock screen and biometric authentication fixes
Redesigned Onboarding
The web onboarding flow has been completely rebuilt:- Personalization survey before signing up, so your experience is tailored from the start
- Value screens showing what MyTruv can do for you
- Trust signals with bank-level encryption details and SOC 2 certification shown upfront
- Bank connection with clear security reassurances
Recurring Bills Calendar
Replaced the search bar on the Recurring screen with an inline week calendar, making it easier to see which days have upcoming charges.Improved Insights
Redesigned insight detail view with richer analysis and better visualizations.Spending Charts
- Fixed timezone issues in spending trend data
- Improved month filter and spending breakdown UX
Other Improvements
- Grouped accounts with polished styling on the home screen
- Chat auto-focuses input when starting a new conversation
- Chat copy button for easy sharing of AI responses
- Clearer empty states across the app
New Onboarding Flow
Launched the redesigned onboarding on web with an AI profile step, progress indicators, and insight generation.Faster Account Sync
Transactions and balances now appear faster after linking a new account.Bug Fixes
- Fixed AI profile loading flash
- Fixed stale data showing after logout
Transactions Page
New full-featured transactions view with search, filters, grouping by time or merchant, and pagination for large histories.Accessibility
Added screen reader support across all interactive elements.Chat Improvements
- Chat stays connected when the app is in the background
- Tap animation added to chat history list
- Fixed thread sorting in conversation history
Pull-to-Refresh
More reliable refresh behavior and loading states across all screens.Transactions Page
Full transactions page with search, filters, and date range selection now available on web.Insights in Onboarding
New users now see their first AI-generated insights during the onboarding flow.Bug Fixes
- Fixed transactions date filter not applying correctly
- Fixed carousel scrolling on desktop
AI Chat
- Type or speak questions about your money and get instant answers
- Real-time streaming responses with chart visualizations
- Conversation history grouped by date
- Suggested prompts based on context
Onboarding Flow
- Value intro screens showing app benefits
- AI assistant personality and avatar selection
- Bank connection with trust signals
- Insight generation with progress steps
Interactive Charts
Charts across the app now feature tooltips and haptic feedback when you tap data points.MyTruv iOS is here
MyTruv launched on the App Store as your AI money autopilot - connecting your bank and payroll accounts, tracking your finances, and putting an AI assistant at your fingertips.What’s included
- Home dashboard with insights, spending, accounts, transactions, upcoming bills, and pay history
- AI Assistant - Ask anything about your money in plain English
- Spending & Expenses - Month-to-date comparisons, daily charts, trends, and category breakdowns
- Income & Pay - Employment info, gross/net charts, deduction breakdowns, and pay statements
- Accounts & Net Worth - All accounts in one view with balance history and net worth tracking
- Recurring Bills - Auto-detected subscriptions with upcoming bills and payment history
- Cash Flow - Income vs. spending trends with customizable time ranges
- AI Insights - Personalized analysis across income, expenses, recurring, and net worth
- Search - Browse by category or search across all your financial data
- Notifications - Customizable alerts for bills, spending, insights, and security
- Security - Face ID, Touch ID, PIN lock, 256-bit AES encryption
- Personalization - Custom AI assistant name/avatar, app themes, and app icons
Web App Launch
The MyTruv web app launched at app.mytruv.com with:- Income & employment page with earnings breakdowns
- Transactions page with category filtering
- AI chat for asking questions about your finances
- Onboarding with bank account connections
- Checkout with subscription plan selection
mytruv.com Launch
The MyTruv marketing website launched with:- Home page introducing MyTruv as your AI money autopilot
- Features page with detailed breakdowns of spending, income, and AI assistant capabilities
- Pricing page with subscription plans
- Modern design with animated backgrounds