Climate First Bank Consumer Help Guide

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75 Transfer Between My Accounts ................................................................................71 Adding an External Account Using Plaid ........................................................................... 71 Adding an External Account Manually .............................................................................. 73 Verifying an External Account ............................................................................................ 74 Deleting an External Account ............................................................................................. Transfering Money............................................................................................................... 76 Pay a Person................................................................................................................77 Updating Preferences.................................................................................................79 Services Stop Payment Request............................................................................................... Single Check ......................................................................................................................... 80 Range of Checks................................................................................................................... 82 Reordering Checks......................................................................................................84 Statement Delivery ..................................................................................................... Account Reporting ......................................................................................................87 Creating a New Report ........................................................................................................ 87 Deleting an Existing Report ................................................................................................ 88 Editing an Existing Report................................................................................................... 89 Running an Existing Report ................................................................................................ Sphere Finance Manager Initial Setup..................................................................................................................91 Accessing Sphere Finance Manager ................................................................................. 91 Linking an Account............................................................................................................... 92 Tagging Transactions........................................................................................................... 93 Splitting a Transaction......................................................................................................... 94 Sphere Dashboard...................................................................................................... Budgets Overview................................................................................................................ 96 Adding Budgets.................................................................................................................... 97 Managing Budgets............................................................................................................... 98 Cashflow Add Income....................................................................................................... 101 Cashflow Add Bill .............................................................................................................. 102 Goals Overview ................................................................................................................. 103 Adding Goals ..................................................................................................................... 104 Save for Goals.................................................................................................................... 104 Managing Goals ................................................................................................................ 106 Net Worth Overview ......................................................................................................... 107 Spending by Category Overview ..................................................................................... 108 80 85 90 95 100 105 Cashflow Overview ........................................................................................................... Pay Off Goals.....................................................................................................................