Introduction
Welcome to TrueFi.ai!
TrueFi is your personal financial planning assistant powered by AI. Whether you're budgeting, repaying loans, or planning for the future, TrueFi is here to help simplify your money management. In this guide, you'll learn:
Meet Penny, Your AI Financial Assistant
Ask Penny financial questions in plain language.
Penny uses your financial data to give tailored advice.
Complex topics are explained in easy terms.
Getting Started and Connecting Your Accounts
Sign up with email and password.
Use secure Plaid integration.
Categorizes transactions and builds your financial picture.
Security Notes
Dual-Layer Security
TrueFi's security is built on aerospace-grade protection.
TrueFi is more than an app. It's your partner for smarter, simpler money decisions.
Understanding the TrueFi Dashboard
See assets, debts, and trends
Track income and expenses
Visual category insights
Test financial plans
Monthly Financial Review
Monthly Checklist
Pro Tip
Build the habit of a monthly check-in to stay on track
Making Smart Everyday Decisions
Can I afford a trip? Penny shows your budget.
Compare job offers and benefits.
Penny helps you weigh options.
Planning for Bigger Goals
Down payment and mortgage planning
College and continuing ed
Payoff strategies
Secure long-term future
Handling Unexpected Life Changes
How long will savings last?
What account to pull from?
Budget shift preview
Understand the impact
Penny supports you with real-time scenarios for life's curveballs.
What to Remember & Do Next
Ready to get started?
TrueFi is more than an app. It's your partner for smarter, simpler money decisions.