Skip to content


All Security First Bank and Insurance locations will be closed on Wednesday, June 19th in observance of Juneteenth. For access to your account, please use our Online and Mobile Banking, ATMs, and night drop boxes. Regular business hours will resume on Thursday, June 20th.

Manage Your Money

Personal Finance

Stay connected and in control of your money with Personal Finance. Personal Finance is an advanced money management tool within Online Banking that allows you to take control of your finances and manage all of your accounts in one convenient place.

Personal Finance Simplify

Simplify. View all of your finances, from every type of account, in one place. Link all of your checking, savings, loans, credit cards and retirement accounts to get a complete financial picture.

Personal Finance Manage

Manage. Categorize and track your spending. Get powerful insights on where, when and how you spend. Personal Finance automatically categorizes and tracks spending from all of your accounts, so you can see where your money is really going.

Personal Finance Achieve

Achieve. Set budgets, goals and view your progress. Create budgets to quickly and easily see where your money is going. Manage a debt plan for all of your credit cards, loans, and mortgages. Visualize and track your savings, retirement and investments on a goal timeline.

Ready to get started?

Login or Enroll in Online Banking to start using Personal Finance on your desktop or mobile device today!

Need help?

View our user guide for step-by-step instructions or contact our Digital Support team at 844-277-8860.