> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/savings/savings.md).

# Savings

## Create a Savings Plan

1. Open **Savings** and tap **+** at the top right.
2. Enter a plan name and choose its type and currency.
3. Depending on the type, set a goal, deposit amount, frequency, start date, or increment.
4. To collaborate, configure sharing on the edit page.
5. Tap **Save**.

| Plan type | Settings                                             |
| --------- | ---------------------------------------------------- |
| Fixed     | Amount per period, frequency, and goal               |
| Flexible  | Deposit any amount without a fixed amount per period |
| 52 Weeks  | First amount and weekly increment                    |
| 365 Days  | Follow a daily savings schedule                      |

## Record Savings

1. Tap a plan to open its details.
2. Choose a period to record or tap the deposit action.
3. Choose the book, source account, and savings account.
4. Confirm the amount and date, then save.

The plan details show completed periods, the accumulated amount, and record history.

## Withdraw, End, and Delete

| Action            | Result                                                                |
| ----------------- | --------------------------------------------------------------------- |
| **Withdraw**      | Records an amount transferred out of the savings account              |
| **Cancel Record** | Restores plan progress and deletes the related record for that period |
| **Edit Plan**     | Changes the plan name and future settings                             |
| **End**           | Stops future plan activity while preserving existing records          |
| **Ended**         | Opens ended plans from the bottom of the Savings page                 |
| **Delete Plan**   | Deletes the plan and all related records                              |

{% hint style="danger" %}
Deleting a savings plan and its related records cannot be undone. Stop sharing a shared plan before deleting it.
{% endhint %}


---

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