YourMoney
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Manage your Financial Health
View your whole financial picture in one place with YourMoney. You can link external accounts to better track spending, create budgets and set savings goals giving you a holistic view of your wealth, debt, transactions, spending habits and more!
Benefits
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Create a budget
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View and track spending by category
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Transfer money between internal or external accounts
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View account information from multiple financial institutions in one place
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Manage and analyze expenses
FAQs
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Ensure the login information is correct for the bank that you are attempting to link. If your login information is correct, and you are still having an issue and/or if you notice a yellow alert icon or the “Balance as of…” date is old, you will need to manually refresh the data.
For mobile users, navigate to Settings and under Accounts, select the account that needs to be synced, and then “update login.”
For desktop or tablet users, navigate to Settings and under Accounts, select the account that needs to be synced, and the refresh icon. -
Daily. Please note, some accounts will not automatically refresh if the other financial institution requires multi-factor authentication (for example, security questions). If they use multi-factor authentication, this will require you to refresh your credentials by navigating to Services, choose Settings, then under Accounts click on the aggregate account you would like to be updated.
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No, you will still have to access most features using your other financial institution’s application.
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Adding external accounts will give you a holistic view of your personal finances. Using the YourMoney widget will allow you to have a full view of your spending by category. You can use the filter option to look at specific categories or time-frames across your accounts.
Get Started
Getting started is easy!
On Desktop:
- Login to your Online Banking account
- Click the Get Started button under the YourMoney section on the right side of the screen
- Read and Accept the Terms and Conditions
- Choose the type of account you would like to add
- Select the FI from the options listed or use the Search Feature
- Follow the prompts to link your account
On Mobile:
- Login to your Mobile Banking App1
- Click on the Accounts tab & scroll to the bottom
- Click the + above Link and View External Accounts
- Read and Accept the Terms and Conditions
- Choose the type of account you would like to add
- Select the FI from the options listed or use the Search Feature
- Follow the prompts to link your account
Premier Bank Solutions
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Access to over 37,000+ surcharge-free ATMs nationwide.
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Checking and Savings accounts with no minimum balance.
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Free Fraud Protection Services.
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Free Mobile App.¹
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Make contactless payments by loading your debit card into your mobile wallets.
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Open accounts online within a few minutes.
Helpful Links
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Merging Couple Finances
Explore several methods to help manage your bank account together.
Learn More -
1Your use of Premier Bank Mobile Banking services are governed by the Terms and Conditions document given during enrollment. Standard data rates from your wireless provider may still apply.