The Home dashboard is the first screen you see when you open MyTruv. It brings together all your key financial data in one scrollable view.
Dashboard sections
Your home screen displays seven sections:
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Insights - Your top 3 AI-generated insights with visualizations. Tap any insight to read the full analysis or ask a follow-up question.
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Month-to-Date Spend - A side-by-side comparison of your spending this month versus last month, broken down by category.
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Spending by Category - A pie chart showing where your money went this month.
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Accounts - Your total assets and liabilities at a glance. Expand to see individual account balances.
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Recent Transactions - Your last 5 transactions from the past 7 days. Tap any transaction to see its full details.
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Upcoming - Your next 5 bills and income payments due soon, so you always know what’s coming.
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Pay History - Your most recent paychecks with a net income trend chart.
Refreshing your data
Pull down anywhere on the home screen to refresh all sections at once. Each section loads independently - if one section takes longer, the rest will still appear.
Navigating from Home
Tap any section header to jump to the full feature view. For example, tap “Recent transactions” to see your complete transaction history, or tap “Upcoming” to see all your recurring bills.
If you just connected a new account, your data may take a few minutes to sync. You’ll see a syncing indicator while this happens.
