Creating Savings Groups

Step-by-step guide to creating and managing your first savings group

What is a Savings Group?

A savings group is a collaborative financial arrangement where members contribute regularly and take turns withdrawing the accumulated funds. This traditional savings method is now digitized and secured through Keepaa's platform.

Benefits

  • • Structured savings with regular contributions
  • • Guaranteed withdrawal on your turn
  • • Group accountability and motivation
  • • Secure digital tracking and management

How It Works

  • • Set contribution amount and frequency
  • • Members contribute on schedule
  • • Withdrawals follow rotation order
  • • Continue until all members have withdrawn

Step-by-Step Guide

1

Access Group Creation

From your dashboard, click the "Create Group" button or navigate to the Groups section and select "New Group".

2

Basic Information

Group Name: Choose a descriptive name that reflects the group's purpose (e.g., "Holiday Savings 2024", "Emergency Fund Group")

Description: Explain the group's goals and any specific rules or expectations

Target Amount: Set the total amount the group aims to save collectively

3

Contribution Settings

Contribution Frequency: Choose between weekly or monthly contributions

Contribution Amount: Set how much each member will contribute per cycle

Start Date: Select when the group will begin collecting contributions

4

Member Management

Member Limit: Optionally set a maximum number of members

Admin Role: You'll automatically be the group admin with full management permissions

Invitations: After creation, you can invite members via email

5

Review and Create

Review all the information you've entered. Once you're satisfied, click "Create Group" to finalize your savings group.

Best Practices

Group Setup

  • • Choose a realistic contribution amount
  • • Set clear expectations in the description
  • • Start with trusted friends or family
  • • Consider the group size carefully

Communication

  • • Communicate group rules clearly
  • • Set up regular check-ins
  • • Be transparent about the rotation
  • • Address issues promptly

Next Steps After Creating Your Group

1. Invite Members: Send invitations to friends, family, or colleagues you trust

2. Set Up Payments: Ensure all members have payment methods configured

3. Start Contributions: Begin the first contribution cycle on your start date

4. Monitor Progress: Track contributions and manage the group through your dashboard