Checking a Member's Savings Amount

In this article, we'll guide you on how to double-check a member's savings amount in DreamSave. Whether it's verifying a recent transaction or reviewing past meetings, we'll provide you with the steps to ensure accurate savings records.

For Current Meeting Transactions

You can quickly access the information during a meeting.

1. Go to the "Savings" step at any time during the meeting.
2. Find and select the member you wish to consult the information for.
   
3. Show the member their "Savings Progress" or "New savings" to address any concerns.
   

For Past Meeting Transactions

If you wish to consult the information after closing a meeting, follow these steps:

1. Access the "Setup" section within DreamSave.
2. Click on "Member Passbooks".
3. Choose the member whose savings you want to consult by clicking on their name.
4. On the overview page, you can see the total savings of this member.
   
5. To view each savings transaction since the group started DreamSave, click on the "Savings" tab.
   
6. Show the member their savings transactions or total savings to address any concerns.

If a problem is identified in the last meeting, the group has the option to reopen it and make the necessary corrections.

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