Insights are most valuable when you act on them. Here’s how to make the most of the insights MyTruv provides.
Reviewing an insight
When you see an insight:
- Read the headline to understand what it’s about
- Check the details for specific numbers and context
- Decide if action is needed based on your financial goals
Common actions
For spending insights
- Review the transactions that triggered the insight
- Consider adjusting your spending in that category
- Ask your AI assistant for more details
For subscription insights
- Evaluate whether you’re still using the subscription
- Cancel subscriptions you no longer need
- Contact the provider if prices have increased
For bill reminders
- Ensure you have sufficient funds for upcoming bills
- Set up automatic payments if you haven’t already
For income insights
- Verify that expected deposits arrived
- Contact your employer if a paycheck is missing
Using insights with your assistant
You can ask your AI assistant to elaborate on any insight:
- “Tell me more about my dining spending increase”
- “Show me all my subscription charges”
- “Why did my net worth change this month?”
Build a habit of reviewing insights at least once a week to stay on top of your finances proactively.
