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MyTruv pulls in transactions from all your connected accounts, giving you a unified view of every purchase, payment, and transfer.

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Where to find your transactions

On the web, open Transactions from the sidebar, or from More on a phone. On iOS, open Transactions on the Home tab, in the row of pages across the top.On iOS the most recent transactions also appear on Summary; tap “View all” to jump into the full list.

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Transaction details

Tap (or click) any transaction to open its detail view:
  • Merchant name - where the transaction happened
  • Amount - signed; income shows in green
  • Date - posted date (and time when reported by the institution)
  • Status - Pending or Posted (see Understanding Transaction Status)
  • Category - the spending category MyTruv assigned
  • Account - which connected account it belongs to. On iOS, tap it to open that account (MyTruv iOS 1.9 and later)
  • Memo - any note the institution provided, if any
  • Note - your own note on the transaction. Tap Add note to write one, up to 1,000 characters; open it again and clear the field to remove it. Your note is kept when you restore bank defaults.
  • Transaction history - other recent transactions from the same merchant
Notes are available in MyTruv iOS 1.9 and later.

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Transaction actions

These per-transaction actions are available on the web. On iOS (MyTruv iOS 1.6 and later) you can also recategorize, add custom category names, rename a merchant, and hide from totals from the detail screen.
Hiding is the only way to take a transaction out of your totals on the web and in MyTruv iOS 1.8 and later - there is no delete option. On iOS 1.6 and 1.7 a Delete entry is still in the menu until you update; see Deleting a Transaction for why it went away and what to do instead.
On the web, open a transaction, then use its menu:
  • Change category - pick a new category from a searchable list. Apply the change to just that transaction, or to every transaction from the same merchant - past and future.
  • Rename merchant - give the transaction a cleaner name, or apply the new name to every transaction from the same merchant. The bank’s original name stays visible as secondary text.
  • Hide from totals - exclude a transaction from your spending summaries. An Undo option appears in the toast for a few seconds. For a transaction you have already hidden, the menu item changes to Unhide from totals so you can put it back; see Viewing and restoring hidden transactions for the full flow.
  • Restore bank defaults - undo all your customizations (category, name, or visibility) and revert to the bank’s original values, for just that transaction or for all transactions from the same merchant.
Restore bank defaults can only undo the merchant in bulk if you originally applied your change to All [merchant] (a merchant-wide rule). If you instead customized several transactions of the same merchant one at a time using Only this transaction, each row has to be restored individually - the bulk option doesn’t sweep up those one-off edits.
Fields you have customized show a Custom badge next to them in the detail view. A Hidden from totals badge appears below the amount for any transaction you have hidden. Both make it easy to see what you have changed versus what your bank reported.

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Transaction list features

  • Transactions are grouped by date by default (newest first)
  • Pending transactions are marked with a Pending badge
  • Income (credits) is visually distinguished from expenses (debits)
  • Both platforms support grouping by time period or by merchant - see Grouping Transactions
  • Recurring transactions carry a Recurring badge, whether you flagged one yourself or MyTruv detected the pattern - see Tracking Your Subscriptions
On iOS, pull down on the transaction list to refresh. On the web, the list refreshes when you reload the page or change filters or pagination; use the Banks, payroll & credit page if you need to pull fresh data from your institution.