Skip to main content

​
Notice

This page has been renamed. Member statements are now called Account Statements.

Account Statements

Go to Account Statements documentation

​
What Are Member Statements?

Member statements show a member’s complete transaction history:
  • All deposits made
  • All withdrawals
  • Loan disbursements from savings
  • Dividends credited
  • Current savings balance
In Agatabo, these are generated as Ledger Account Statements for member savings accounts.

​
How to Generate Member Statements

1

Navigate to General Ledger

Click General Ledger in sidebar
2

Click Ledger Accounts tab

Shows all accounts
3

Filter by MEMBER_SAVINGS

Shows only member savings accounts
4

Select member's account

Click on member name (e.g., “Jane Smith - Savings”)
5

Choose date range

Select period for statement (e.g., last 3 months, this year)
6

Export

Click Export > PDF for formatted statement

​
Statement Contents

Example statement: 
Account Statement
Account: Jane Smith - Savings
Period: January 1 - June 30, 2026

Date       | Description        | Debit    | Credit   | Balance
-----------|-------------------|----------|----------|----------
Jan 1      | Opening Balance   |          |          | 500,000
Jan 15     | Deposit - Cash    | 20,000   |          | 520,000
Feb 10     | Deposit - Cash    | 20,000   |          | 540,000
Mar 1      | Loan Disbursement |          | 200,000  | 340,000
Mar 20     | Deposit - Cash    | 20,000   |          | 360,000
...
Jun 30     | Closing Balance   |          |          | 420,000

Summary:
Opening Balance: 500,000 RWF
Total Deposits: 120,000 RWF
Total Withdrawals/Loans: 200,000 RWF
Closing Balance: 420,000 RWF

​
Use Cases

Quarterly member distribution:
  • Generate statements for all members
  • Print and distribute at meetings
  • Shows transparency and builds trust
Loan application verification:
  • Member shows statement as proof of savings
  • Loan officer verifies savings balance
  • Confirms contribution consistency
Dispute resolution:
  • Member claims missing deposit
  • Review statement for discrepancies
  • Show transaction history as evidence
Annual review:
  • Member sees full year savings growth
  • Identifies contribution gaps
  • Plans for upcoming year

​
Bulk Statement Generation

To generate for all members:
  1. General Ledger > Ledger Accounts
  2. Filter by MEMBER_SAVINGS
  3. Click Export All (if available)
  4. Select date range
  5. Choose merged PDF or separate files
If bulk export not available: Generate individually per member.

​
Need Help?

Account Statements

Complete account statements guide

Viewing Member Details

Member profile information