myTrustmark User Guide

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Financial Tools Initial Setup..................................................................................................................84 Linking an Account............................................................................................................... 84 Unlinking an Account .......................................................................................................... 85 Categorizing Transactions .................................................................................................. 86 Splitting a Transaction......................................................................................................... 87 Online Banking Home Page.......................................................................................88 Spending Overview.............................................................................................................. 89 Spending: Recategorizing a Transaction........................................................................... 90 Budgets Overview................................................................................................................ 92 Auto-generated Budgets..................................................................................................... 93 Budgets From Scratch ......................................................................................................... 93 Editing or Deleting a Budget............................................................................................... 94 Managing Budgets............................................................................................................... 95 Trends Overview .................................................................................................................. 96 Cash Flow Overview............................................................................................................. 97 Adding a Suggested Cash Event......................................................................................... 98 Creating Your Own Cash Event .......................................................................................... 99 Editing, Deleting or Skipping a Cash Event .................................................................... 101 Net Worth Overview ......................................................................................................... 102 Debts Overview................................................................................................................. 103 Settings...................................................................................................................... 104 Services Stop Payment Request............................................................................................ 105 Single Check ...................................................................................................................... 105 Multiple Checks ................................................................................................................ 106 Text Enrollment........................................................................................................ 107 Reordering Checks................................................................................................... 109 Open Account........................................................................................................... 110 Credit Cards.............................................................................................................. 111 Mastercard Rewards................................................................................................ 112 Live Chat.................................................................................................................... 113 Statements Statement Delivery .................................................................................................. 114 Delivery Preferences ........................................................................................................ 115 View Statements ...................................................................................................... 116 Deposits Mobile Deposit Enrollment..................................................................................... 117 Mobile Deposits ....................................................................................................... 118