Records and contributions, at a glance

Where contributions and loans live

Contributions, loans, and payouts are all recorded in one place — the Activity page.

The Activity page contains all records for each period, whether that's weekly, monthly, or daily, depending on your group's setup. What you record there depends on your group type:

• Table Banking and Hybrid groups record starting capital, shares, loans taken, paid loans, fines, and other contribution types set up for your group. See Group Creation & Setup for optional fields.
• Merry-Go-Round groups (and the rotation side of Hybrid groups) instead record each member's contribution for the round and their payout received when it's their turn.

The Loans page doesn't hold separate records — it derives its totals from the loan entries already recorded in the Activity page, showing total loans and interest across all activity. This page only applies to Table Banking and Hybrid groups, since Merry-Go-Round groups don't issue loans.

What you can see, by role

Reading the Activity page

Periods are shown as daily, weekly, or monthly, depending on your group's frequency setup. Periods are also flexible — a Secretary can add more as the group needs them, up to your frequency's cap. See Group Creation & Setup for how the cap works.

Contributions are labelled clearly so you know their status at a glance:

• Table Banking / Hybrid: for example, issued loan vs. paid loan, or issued fine vs. paid fine.
• Merry-Go-Round / Hybrid rotation: for example, contribution vs. payout received.

Reading the Loan page

The Loan page applies to Table Banking and Hybrid groups only — Merry-Go-Round groups don't have a Loan page, since they don't issue loans.

It doesn't record anything on its own — it derives its figures from the loan entries already recorded in the Activity page, summarised and totalled per member.

Here you can see each member's total loan taken, total interest, total penalties, and outstanding balance.

Two ways to record a contribution, loan, or payout