How to Find the Required Savings to Reach a Member's Goal

How to Find the Required Savings to Reach a Member's Goal

In this article, we will guide you on how to find the number of shares or savings needed to reach a member's savings goal in DreamSave. It will help bookkeepers easily provide this information when needed.

These are the three ways in which a bookkeeper or member can easily determine the number of shares or the amount required to achieve a savings goal in DreamSave.

Check Personal Goal Progress via 'Savings' during a Meeting

  1. Go to the "Meetings" section within your DreamSave App.
  2. Click on the "Savings" button.
  3. Choose the member for whom you want to find the required savings.
  4. Scroll down slightly beneath the "Personal Goal" progress bar. Here, you can find the amount that the member needs to save per meeting to achieve their savings goal.

Check Personal Goal Progress via 'New Savings' during a Meeting

  1. While still under the "Meetings" section and on the same page, scroll down to the "New Savings" section.
  2. Choose the member for whom you want to find the required savings.
  3. Click on "Show Targets".
  4. Look at the amount written next to "Personal Goal". This amount represents the number of shares or the monetary amount needed to reach the member's savings goal.

Check Personal Goal via Member Passbooks outside of a Meeting

  1. Head over to the Setup Page and tap on Member Passbooks.
  2. Choose the member for whom you want to find the required savings.
  3. Scroll down slightly beneath the "My Savings Goal" progress bar. Here, you can find the amount that the member needs to save per meeting to achieve their savings goal.