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Setting up and using Savings Pots

Saving Pots allow employees to set aside money for specific goals, helping them save gradually and stay organised.

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Written by Beverley McAllister
Updated over a month ago

Why use Saving Pots?

Saving Pots can help you take control of your finances by making saving simple and goal-driven. Whether you're planning for an emergency fund, a holiday, or a big purchase, these pots allow you to:

  • Save gradually without stress.

  • Stay organised with dedicated goals.

  • Access your money anytime without penalties.


Create and use Saving Pots

  1. Log in to the Access PayWise+ app.

  2. Tap on Savings from the home screen.

  3. Click on Create a Pot.

  4. Enter a name for your pot in the Pot Name field.

  5. Set a savings goal for your pot (Optional).

  6. Customise your pot by selecting an icon or color.

  7. Choose your contribution method:

    • Automatic Contributions: Allocate a percentage of wages each payday.

    • Manual Contributions: Transfer funds from your available balance anytime.

  8. Track your progress on the dashboard with real-time updates and progress bars.

  9. Click on the pot and select Withdraw to move funds back to your main balance.


Tips for success

  • Start small and increase contributions over time.

  • Use multiple pots for different goals.

  • Check the AI financial coach for personalised saving tips.

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