Climate First Bank Consumer Help Guide

100

Cashflow Overview The cash flow calendar displays your income and bills on an interactive calendar.

C

A

B

Click the Cashflow tab. A. Income and bills are displayed on the calender. B. Click the icon to add a bill or income.

C. Click the icon and select “Configure Accounts” to select which accounts contribute to your cashflow or select “Bills & Income” to view a list of your bills and income.

Sphere Finance Manager: Sphere Dashboard