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Global search is currently iOS only. On the web, data discovery happens by navigating to specific pages and using each page’s filters - see below.

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On iOS

Open search from the top bar on the Home tab. It’s a single search box that looks across many entity types at once.
Search moved into the top bar in MyTruv iOS 1.9. Before 1.9 it had its own Search tab at the bottom of the screen.

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What you can search for

  • Transactions - by merchant name or category (e.g. “Uber”, “groceries”), across your full transaction history
  • Accounts - search by institution or account nickname
  • Insights - search the title or summary of any insight
  • Recurring inflows / outflows - search by name or category
  • Charts - 16 pre-built visualizations across Spending, Income, Recurring, Cash Flow, and Accounts (see Using the Chart Library)
  • Assistant chats - past conversations with the assistant, by title
  • Settings - settings screens by name
  • App sections - typing “spending”, “transactions”, “accounts”, “assistant” etc. jumps you to the corresponding feature
Chats, settings, and full transaction history became searchable in MyTruv iOS 1.10. Before 1.10, transaction search covered the last 30 days.

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Searching just one list

The same search box on Transactions and Recurring searches only that list, so you can narrow what’s in front of you without leaving the page. Open it from Home when you want to search everything.

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Recent items

When the search box is empty, it shows your recent items - whatever you tapped on most recently in past searches. Clear wipes the list.

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On the web

To find data on the web:
  • Transactions - open the Transactions page and use the Search merchant field at the top, plus filters for category, account, date, and amount
  • Spending data - the Spending page has its own filters by month and group-by (category / merchant)
  • Accounts - the Accounts page lists every connected account with balance and net worth
  • Income data - the Income page covers paychecks and income trends
  • Recurring data - the Recurring page has subscription and bill information
If you don’t remember exactly what you’re looking for on iOS, just start typing - search pulls in matches across every entity type so you can scan for the right one quickly.