Climate First Bank Consumer Help Guide

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Goals Overview Our goals feature allows you to create financial goals for yourself such as saving for a vacation or paying off a high-rate credit card. Your goal summary updates your completion date and the amount needed per month according to your preferences. Goals automatically update your progress and reflect your day-to day account balances in Sphere Finance Manager.

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Click the Goals tab. A. Click the Add Goal button to add a new goal. B. Your goals appear as bar charts to track your progress. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J3

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

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Sphere Finance Manager: Sphere Dashboard

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