Climate First Bank Consumer Help Guide

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Managing Budgets............................................................................................................ 101 Cashflow Overview............................................................................................................ 103 Cashflow Add Income....................................................................................................... 104 Cashflow Add Bill............................................................................................................... 105 Goals Overview.................................................................................................................. 106 Adding Goals...................................................................................................................... 107 Save for Goals.................................................................................................................... 107 Pay Off Goals..................................................................................................................... 108 Managing Goals................................................................................................................. 109 Net Worth Overview.......................................................................................................... 110 Spending by Category Overview...................................................................................... 111 Settings Profile......................................................................................................................... 112 Settings...................................................................................................................... 113 Changing Account Order.................................................................................................. 113 Text Enrollment........................................................................................................114 Desktop. ............................................................................................................................. 114 Mobile................................................................................................................................. 115 Locations Branches Desktop....................................................................................................117 Branches Android.....................................................................................................118 Branches Apple.........................................................................................................119 ATMs. ......................................................................................................................... 120 Important Phone Numbers.....................................................................................121