2) Add member's financial data

Step two is adding the member's loans, savings and shares.

Step-by-step guide
If you want to add a member's financial data, do the following steps:

1. Log in to the Wakandi Admin App as an Accountant.
2. Open the Member Financial Data menu. 
3. Click on the Add button.
   1. Start by filling in details about the member:
      
      1. In the Client field, you will find the member you added in step 1.
      2. If the member has a balance on the mandatory savings account, add this value in the Savings Account field. 
      3. The number of shares is added in the Number of Voluntary Shares and Number of Compulsory Shared fields.
      4. If your Saccos has a member start fee, add this sum in the field Charges, and if the member has paid it, tick off in the box.
   2. Add all loans the member currently has, and fill in loan details:
      
      
      1. Choose a Loan product.
      2. Set the correct Loan disbursement date and Loan Expire date.
      3. Set the number of Installments.
      4. If you have a loan reference number, you can add it in the Loan Reference No field. 
      5. Add the total loan amount in the Total Principal Amount field. 
      6. Add the calculated interest on the loan in the Total Interest Amount field.
      7. If the member has paid anything on the loan, add this amount in the Principal Amount Paid field. 
      8. If the member has paid interest on the loan, add this amount to the Interest Amount Paid field.
      9. When all fields are correct, click the Add button.
      10. If you want to see the instalments for the loan, click on this button:
          
4. 1. 1. If you want to delete the loan you added, click on this button:
         
      2. If a member has more loans, start filling in the information for the following loan, and an Add button will appear. 
         
   2. If a member has any voluntary contributions, you need to add them under Contribution details: 
      
      1. Choose a Saving product.
      2. Add the amount the member has in his balance on this saving product. 
      3. Click Add
      4. Repeat adding savings products until all members' savings products and balances are added.
   3. Click Save, and you will get a confirmation in the right corner that the member's data has been submitted successfully: 
      
      
      If this member has already submitted, you will get this message:
      
   
   

   Go to step 3 - where the Accountant approves the member's financial data.