Keepaa

Keepaa Documentation

Comprehensive guides to help you make the most of Keepaa's group savings and goal management features.

Getting Started

Learn the basics of using Keepaa for group savings and financial goals

Creating Your First Group

Step-by-step guide to creating a savings group

  • Navigate to the Dashboard and click "Create Group"
  • Enter your group name and description
  • Set the target amount and contribution frequency (weekly/monthly)
  • Choose the contribution amount per member
  • Set the start date for your group
  • Click "Create Group" to finalize

Setting Up Your Profile

Complete your profile and verification

  • Complete your KYC verification with required documents
  • Add your bank account details for payments
  • Set up payment methods (card or direct debit)
  • Configure your notification preferences
  • Set your preferred currency (GBP)

Understanding the Dashboard

Navigate and understand your main dashboard

  • View your active groups and goals
  • Check your wallet balance and recent transactions
  • Monitor group contributions and progress
  • Access notifications and messages
  • View analytics and financial insights

Group Management

Learn how to create, manage, and participate in savings groups

Creating a Savings Group

Detailed guide to creating and configuring a group

  • Group Name: Choose a descriptive name for your group
  • Description: Explain the purpose and goals of the group
  • Target Amount: Set the total amount the group aims to save
  • Contribution Frequency: Choose weekly or monthly contributions
  • Contribution Amount: Set how much each member contributes per cycle
  • Start Date: Set when the group will begin collecting contributions
  • Member Limit: Optionally set a maximum number of members
Read full guide →

Inviting Members to Your Group

How to invite friends and family to join your group

  • Go to your group dashboard and click "Invite Members"
  • Enter the email address of the person you want to invite
  • Choose their role: Member or Admin
  • Add an optional personal message
  • Send the invitation
  • Track invitation status (pending, accepted, declined)
  • Resend invitations if needed

Managing Group Members

Administer your group and manage member roles

  • View all current members and their roles
  • Change member roles (promote to admin or demote to member)
  • Remove members from the group (admin only)
  • Monitor member contribution history
  • Send group-wide messages and notifications
  • View member activity and engagement

Joining a Group

How to join an existing group using an invitation

  • Check your email for group invitations
  • Click the invitation link in the email
  • Review the group details and contribution requirements
  • Accept or decline the invitation
  • Set up your payment method if you haven't already
  • Start contributing according to the group schedule

Group Contributions and Rotation

Understanding how group contributions work

  • Contributions are collected automatically on the scheduled frequency
  • Each member contributes the same amount per cycle
  • Withdrawals follow a strict rotation system
  • Members can only withdraw when it's their turn in the rotation
  • Missing a contribution may result in losing your turn
  • Group admins can view and manage the rotation schedule

Goal Setting

Create and manage personal savings goals

Creating a Savings Goal

Set up personal financial goals and track progress

  • Navigate to Goals section and click "Create Goal"
  • Choose a goal name and description
  • Set your target amount
  • Select a category (emergency, vacation, home, etc.)
  • Set priority level (low, medium, high, critical)
  • Choose goal type (individual, group, or shared)
  • Set optional target date for completion
  • Choose a color and icon for visual identification

Adding Contributions to Goals

How to contribute money towards your goals

  • Go to your goal dashboard and click "Add Contribution"
  • Enter the contribution amount
  • Add an optional description
  • Choose your payment method
  • Confirm the contribution
  • Track your progress towards the goal
  • View contribution history and patterns

Goal Withdrawals

Understanding goal withdrawal rules and fees

  • Goals have locked savings periods based on your selection
  • Early withdrawals incur a processing fee
  • Withdrawals are processed to your registered bank account
  • You can withdraw partial amounts or the full balance
  • Withdrawal requests are processed within 1-3 business days
  • Track withdrawal history in your transaction log

Goal Categories and Types

Different types of goals you can create

  • Emergency Fund: For unexpected expenses
  • Vacation: Save for travel and holidays
  • Home: House deposit or home improvements
  • Vehicle: Car purchase or maintenance
  • Education: Tuition fees or courses
  • Wedding: Wedding expenses
  • Business: Business investment or startup
  • Other: Custom goals

Payment Methods

Set up and manage your payment methods

Adding Payment Methods

Set up cards and direct debit for contributions

  • Go to Settings > Payment Methods
  • Click "Add Payment Method"
  • Choose between card or direct debit
  • For cards: Enter card details securely via Stripe
  • For direct debit: Provide bank account details
  • Verify your payment method
  • Set as default if desired

Managing Payment Methods

Update, remove, and manage your payment methods

  • View all your saved payment methods
  • Set a default payment method
  • Update expired or changed cards
  • Remove unused payment methods
  • View payment method usage history
  • Update billing addresses and contact information

Direct Debit Setup

Set up automatic direct debit payments

  • Provide your UK bank account details
  • Complete the mandate setup process
  • Verify your account ownership
  • Set up recurring payment schedules
  • Receive confirmation of mandate setup
  • Monitor direct debit payments and confirmations

Payment Security

How we protect your payment information

  • All payment data is encrypted using industry standards
  • We use Stripe for secure payment processing
  • Card details are never stored on our servers
  • PCI DSS compliant payment processing
  • Fraud detection and prevention systems
  • Secure authentication for all transactions

Wallet Management

Manage your personal wallet and transactions

Understanding Your Wallet

How your personal wallet works

  • Your wallet is your personal account balance
  • Add funds to your wallet for future contributions
  • Use wallet funds for group contributions or goal savings
  • Track all deposits and withdrawals
  • View transaction history and balance changes
  • Export transaction data for personal records

Adding Funds to Your Wallet

Deposit money into your wallet

  • Go to Wallet section and click "Add Funds"
  • Enter the amount you want to deposit
  • Choose your payment method
  • Confirm the transaction
  • Funds are added instantly to your wallet
  • Receive confirmation email and notification

Wallet Withdrawals

Withdraw money from your wallet

  • Go to Wallet section and click "Withdraw"
  • Enter the withdrawal amount
  • Provide a reason for the withdrawal
  • Choose withdrawal method (bank transfer)
  • Submit withdrawal request
  • Processing time: 1-3 business days

Transaction History

Track all your wallet transactions

  • View all deposits, withdrawals, and transfers
  • Filter transactions by date, type, or amount
  • Search for specific transactions
  • Export transaction data as CSV
  • View transaction details and metadata
  • Track payment method usage

Notifications & Communication

Stay informed about your groups and goals

Managing Notifications

Configure your notification preferences

  • Go to Settings > Notifications
  • Choose notification types (email, in-app, SMS)
  • Set frequency for different notification types
  • Configure group-related notifications
  • Set goal progress notifications
  • Manage payment and security alerts

Group Communication

Communicate with group members

  • Send messages to group members
  • Receive group invitations and updates
  • Get notified about contribution deadlines
  • Receive rotation schedule updates
  • Get alerts for group milestones
  • Communicate with group admins

Email Notifications

Types of emails you'll receive

  • Group invitations and updates
  • Contribution confirmations
  • Goal progress updates
  • Payment method changes
  • Security alerts and verifications
  • Account activity summaries

Security & Privacy

Learn about our security measures and your privacy

Account Security

Protecting your account and data

  • Strong password requirements
  • Two-factor authentication (2FA)
  • Secure login sessions
  • Account activity monitoring
  • Fraud detection systems
  • Regular security audits

KYC Verification

Identity verification process

  • Upload required identification documents
  • Provide proof of address
  • Complete identity verification
  • Verification processing time: 1-2 business days
  • Secure document storage and handling
  • GDPR compliant data processing

Data Privacy

How we protect your personal information

  • GDPR compliant data handling
  • Encrypted data storage and transmission
  • Limited data sharing with third parties
  • Your right to access and delete data
  • Regular privacy audits and updates
  • Transparent privacy policy

Analytics & Reports

Track your financial progress and insights

Financial Analytics

Understanding your financial insights

  • View savings progress over time
  • Track contribution patterns
  • Monitor goal completion rates
  • Analyze spending and saving trends
  • Compare group vs individual savings
  • Generate financial reports

Group Analytics

Track group performance and member activity

  • Monitor group contribution rates
  • Track member participation
  • View group savings progress
  • Analyze rotation efficiency
  • Generate group performance reports
  • Identify inactive members

Goal Progress Tracking

Monitor your goal completion progress

  • Track progress towards target amounts
  • View contribution history for each goal
  • Monitor completion timelines
  • Analyze savings patterns
  • Set and track milestones
  • Generate goal completion reports

Settings & Preferences

Customize your Keepaa experience

Account Settings

Manage your account preferences

  • Update personal information
  • Change email and phone number
  • Update password and security settings
  • Configure notification preferences
  • Set language and regional preferences
  • Manage connected accounts

Privacy Settings

Control your privacy and data sharing

  • Manage data sharing preferences
  • Control profile visibility
  • Set communication preferences
  • Manage third-party integrations
  • Configure data retention settings
  • Request data export or deletion

App Preferences

Customize your app experience

  • Choose theme (light/dark mode)
  • Set default currency
  • Configure dashboard layout
  • Set default contribution amounts
  • Choose notification sounds
  • Set language preferences

Quick Start Guide

New to Keepaa? Follow these simple steps to get started:

1

Create Account

Sign up and complete KYC verification

2

Set Up Payments

Add your payment method and bank details

3

Start Saving

Create a group or set up your first goal

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