Savings: Recording and Reviewing Member Deposit History

Learn how to record new savings deposits, view deposit history, and understand how contributions flow into your team’s Savings Deposits metric.

The Savings page is where your team records and tracks every deposit contribution. Each entry you create links a specific amount to a member and a date, building a complete financial history that flows directly into the team-level metrics visible on the Overview dashboard.

Recording a New Deposit

1. Open the Savings section

   Navigate to your team’s Savings page using the sidebar. Make sure you have the correct team workspace selected before proceeding.

2. Click New Deposit

   Select the New Deposit button in the top-right corner of the page to open the deposit form.

3. Fill in the deposit details

   In the form, select the member making the deposit, enter the amount, and pick the deposit date that reflects when the contribution actually occurred.

4. Submit the deposit

   Click Submit. The deposit appears immediately in the table, and the Savings Deposits metric card on the Overview page updates in real time to include the new amount.

The deposit date field captures the actual date of the contribution, not the date the record was created. Use this for accurate historical reporting.

Deposit Table

The deposit table lists every contribution recorded for your team. Columns include:

Column	Description
Member Name	The member who made the deposit
Amount	The value of the deposit
Date	The deposit date as entered in the form

Records are sorted newest first by default, so the most recent contributions appear at the top of the table. Older entries scroll further down the list.

How Deposits Feed into the Dashboard

The Savings Deposits card on the Overview page is a live sum of all deposit amounts recorded for your team — every row in the deposit table contributes to that total. When you add a new deposit, the card updates immediately; when a deposit record is removed, the total adjusts accordingly.

This same per-member deposit data also populates the Savings Total column on the Members page, which shows the cumulative deposits for each individual rather than the team-wide aggregate.