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