New New: idempotent repayments with client_ref — safe retries for branches on patchy connections Read →
74 Sign in Start free trial

Savings, deposit and share reports

Transactions, balances and statements for savings, fixed deposits and shares.

3 min read · Updated 1 Nov 2026 · Page 55 of 64

ReportWhat it shows
Savings transactionsDeposits, withdrawals, interest and charges in a period.
Savings accountsAccounts with product, status and officer.
Savings balanceBalances by account — total deposits mobilised.
Account statementOne account’s history for the member.

Fixed deposits and shares have their own report menus with the equivalent views, and share reports give totals for the AGM.

Something unclear or out of date? Tell us and we'll fix it.