Climate First Bank Consumer Help Guide

105

Pay Off Goals

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1

5a 5b

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Click the Goals tab. 1. Click the Add Goal button. 2. Select a goal.

3. Enter a name for the goal. 4. Select an account to pay off. 5. Choose how you would like to complete your goal.

a. Use the calendar feature to select a complete by date. b. Enter a monthly payment.

6. Check the box to create an alert for the goal. 7. Click the Save button.

Note : Sphere Finance Manger is financial guide and does not initiate any transactions to directly contribute to completion of your goals.

Sphere Finance Manager: Sphere Dashboard