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.
HOW DO I ENROLL?
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.
WATCH AND LEARN
More of a visual learner? Watch our videos to see how our personal finance tool can help!