Chama Portal MVP

Investment group visibility your members can trust.

This MVP shows current month financial activity across the chama's key accounts, with clear summaries, category-level statements, and a straightforward monthly report.

Dashboard

At-a-glance balances and current month category activity.

Monthly Financial Categories

Open any category to see this month’s mini statement.

Members and Contributions

Current month contribution listing for all 25 chama members.

View Member Contributions by Month

Showing member contributions for April 2026.

                Expected Monthly Contribution Per Member
                KES 2,000
              

                Total Members Listed
                25 members
              

                Total Member Contributions This Month
                KES 50,000
              

                Contribution Shortfall This Month
                KES 0
              

Contribution Summary

Quick view of contributions received versus remaining for the selected month.

Received: KES 0

Remaining: KES 0

Update Monthly Contribution

Add or revise a member's payment and choose the receiving account.

Member

Contribution Amount (KES)

Channel to Account

Month

Year

Saving a contribution updates the member record and routes the amount into the selected account for that month.

Member contribution listing for the current month
Member	Contribution	Account	Status

Reports

Simple monthly reporting designed for member confidence and review.

Monthly Report

Net amount by category for the current month.

Filter by Month

Filter by Year

Showing report for April 2026.

Monthly category report for the current month
Category	Net Amount for the Month

Member Trust Features

Clear financial communication for every reporting cycle.

Each category opens into a mini monthly statement with dated transactions.
Positive and negative amounts are clearly separated for quick review.
Summary figures stay aligned with current month records for transparency.

Download Previous Statements

Choose a statement type, month, and year for a mock PDF download.

Statement Type

Month

Year