Climate First Bank Consumer Help Guide

106

Managing Goals Within the goal tool, you can edit or delete an existing goal.

1

2a

3b

3a

Click the Goals tab. 1. Click on a goal. 2. Edit a goal:

a. Make your changes and click the Save button.

3. Delete a goal:

a. Click the “Delete” link. b. Click the “Delete” link.

Sphere Finance Manager: Sphere Dashboard