Financial Dashboard
As at —
Recent Transactions
| Date | Member | Type | Amount |
|---|
Loan Status Overview
Members
| # | Member Name | Join Date | 2025 Contrib | 2026 Contrib | Total Contrib | Outstanding | Status |
|---|
Contributions Register
Monthly member contributions – excluding processing fees
| # | Date | Member | Amount | Method | Collection | Notes |
|---|
Loan Disbursements
Standard loans and top-up loans with interest tracking
| # | Date | Member | Type | Loan | Interest | Int. Status | Proc.Fee | Prior Bal | New Balance | ATM |
|---|
Loan Repayments
Individual and bulk repayment records
| # | Date | Member | Amount | Method | Collection Ref | Notes |
|---|
Bulk Collections
Monthly group collection events
Bank Statement
Equity Bank MARARAL – Card 4..2377
| # | Date | Description | Type | Debit | Credit | Linked To |
|---|
Processing Fees
Welfare group income – NOT member contributions
Processing fees charged on standard loans (KES 500 per loan, KES 700 for larger loans) are welfare group income, retained upfront. They do not form part of the member's contribution record.
| # | Date | Member | Loan Amount | Processing Fee | Status | Notes |
|---|
Member Account Statements
Select a member to view their full account statement
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Select a member from the list to view their statement
Arrears Report
Members with overdue payments
Mini Statements
Upload and store ATM/bank mini statements
Drop ATM receipts or bank statements here, or click to browse
Supports images and PDF files