amerant bank's personal finance tool available to amerant customers

Amerant Personal Finance Tool

Take control of your finances with our Online banking tool.

Our Online banking feature, “Personal Finance Tool” is here to help you master your money! It’s secure, user-friendly, and packed with features to make managing your money a breeze. The personal finance tool is completely free to use.
See How It Works

See It in Action

amerant bank's personal finance tool includes many features

FEATURES

What to Expect from the Personal Finance Tool

  • Types of accounts
  • Transaction history
  • Spending categorization
  • Goal setting
  • Investment tracking
  • Cash flow trends
    • …and more.

    A Financial Tool That Works For You

    BENEFITS

    All Your Accounts in One Place

    Gain a comprehensive view of all your accounts, including checking, savings, investments, and credit cards, in one convenient place.

    Level Up Your Spending Habits

    Track your spending habits, identify areas for improvement, and make informed financial decisions.

    Tackle Your Debt

    Visualize your debt, create a personalized payoff plan, and accelerate your journey to financial freedom.

    Effortless Budgeting

    Create and manage budgets easily, set realistic goals, and track progress.

    Stay On Top of Your Finances

    Receive customizable alerts for low balances, upcoming bills, and large transactions, ensuring you’re always in control.

    Achieve Your Financial Goals

    Set financial goals, track your progress, and make informed decisions to achieve your long-term aspirations.

    Gaining Access

    Find our Personal Finance Tool in your Amerant Online Banking account

    Looking for the Personal Finance Tool?

    It’s easy to find! Just open the app and navigate to the Main Menu. You’ll find the Personal Finance Tool listed under the Tools section. Tap on it to get started.

     

    Visit Online Banking

    The welcoming lobby interior of an Amerant Banking Center.

    Set Up Your Personal Finance Tool

    Have a new or existing account with us? Here’s how you can access our free Personal Finance Tool.

    1
    Step One

    Log in to your online banking account.
    2
    Step Two

    On the right side of your online banking dashboard, you will see a banner that says, “Enroll in Personal Finance.”
    3
    Step Three

    Click on “Get Started.”
    4
    Step Four

    Agree to the Terms and Conditions.
    5
    Step Five

    Click “Enroll.”
    6
    Step Six

    Add your desired accounts to your Personal Finance tool to start tracking and managing your money!
    Sign In

    Frequently Asked Questions

    A Personal Finance Tool is a secure application integrated into our online banking that helps you manage your money. It offers features like tracking income and expenses, budgeting, setting financial goals, and analyzing spending habits.

    Yes, the tool uses industry-standard security measures to protect your financial information.

    Yes, linking external accounts is simple. Click on “Add Account” in the upper right corner of the Accounts tab. Select your financial institution from the list or search for it by name. Enter your login credentials to securely connect your accounts.

    You can set three main types of goals: Savings goals (e.g., emergency fund, vacation), Debt Payoff goals (e.g., eliminating credit card debt), and Retirement goals.

    This tool is already included in your account but you must agree to the “Terms & Conditions.” If you are not a customer with Amerant Bank, you can gain access by opening one of our checking accounts.

    Our Personal Finance Tool has no fees and is free for all Amerant account holders.