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MyTruv is organized around a bottom tab bar with three main tabs that give you quick access to all major features.

Main tabs

  • Home - Your financial dashboard. Scroll through insights, month-to-date spending, category breakdowns, account balances, recent transactions, upcoming bills, and pay history - all in one view. Tap any section header to dive deeper into that feature (Income, Expenses, Accounts, Recurring, and more).
  • Assistant - Talk to your AI assistant about your finances. Type or speak your questions and get answers with charts, breakdowns, and follow-up suggestions.
  • Search - Browse your financial data by category or search across transactions, accounts, recurring items, insights, and charts.

Common navigation patterns

  • Pull down to refresh on most screens to get the latest data
  • Tap any account to see its details and recent transactions
  • Tap any transaction to see full details including category and merchant
  • Swipe between tabs or tap the tab icons at the bottom of the screen

Quick actions

From the Home screen, you can quickly access:
  • Your spending breakdown
  • Recent transactions
  • AI-generated insights
  • Upcoming bills and subscriptions
Long-press on the Chat tab icon to start a new conversation with your AI assistant.