Smarter Money Management
Take control of your finances with Trumark’s award-winning Money Management tool. Designed to give you a clear, 360-degree view of your financial life, it brings together your Trumark accounts and external accounts—like credit cards, loans, and more—into one easy-to-use, highly visual dashboard.
With everything in one place, you can make more informed decisions and move forward with confidence.
Money Management FAQs
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Money Management is located under the “Manage Finances” option from the main navigation in online banking and mobile app.
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Yes! Under the “Budgets” tab, click “Add New Budget” in the top right corner. Scroll down to the categories “Not in Use”, and simply click the category you want to add. From there, click on the new bubble and select the pencil icon to set an amount for your budget. Any transactions classified under this category will automatically populate into the amount spent.
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- Under the “Accounts” tab, click the “Add an Account” button in the top right corner.
- Enter the name of the financial institution and online banking login information for that outside financial account, loan, or credit card. From there, transactions should automatically populate into your budge
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To delete accounts that you hold at other financial institutions from Money Management, select the “Manage Connections” (financial institutions icon) in the upper right corner. Select the name of the financial institution from the left-side navigation under “Outside Accounts”. Then select the “Delete Institution” option at the bottom.