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Money management can be daunting. Our personal finance tool makes it easy to see the big picture and get the financial know-how you need to save and plan.

Your Full Picture

We get it – you have accounts at other places, even other banks! With our personal finance tool, you can see all of your accounts in one simple place (even the ones that aren’t with Ameris Bank).

  • View your Ameris Bank balances and transactions

  • Connect your other accounts such as mortgage, credit cards, investments and more

  • Add other assets, such as home equity and vehicles

Where Does Your Money Go?

Use this tool to track your spending across all of your accounts, all in one place.

  • Check out categorized spending across all of your accounts

  • Create a customized category, edit and split transactions

  • See how much you spend on entertainment, rent, utilities and more

  • Keep track of both personal and business expenses

Budgeting Made Easy

It’s the b word – budget. But it doesn’t have to be daunting!

  • Create budget categories.

  • See how your budget changes – watch your budget bubbles for increases

  • Review specific transactions in each budget

Keep An Eye On Debt

Keeping tabs on your debt is now easier.

  • View balances, rates and payments for loans and credit cards

  • Set monthly targets to help get out of debt sooner

  • Create payoff scenarios to help you plan

Security You Can Trust

We’ve got your back. Your confidentiality and security are our priority.

  • Our Personal Finance tool is integrated with online and mobile banking

  • This ensures your sensitive information is protected with the highest of security standards.




Step 1: Login

Visit your online banking to get started.

Step 2: Get Started 

Click the Personal Finance button on the top of the page.

Step 3: Add Accounts

Link your other accounts, loans and investments. 


More of a visual learner? Watch our videos to see how our personal finance tool can help!

Get insights into managing your money

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