# Plans

On this page, you can view a list of savings plans that are created for clients after they subscribe to savings programs.

## General information

The following information is provided about each plan:

**ID**

The plan identifier.

***

**Status**

The plan status.

***

**Strategy**

The savings strategy:

* `Fixed` — a fixed interest rate
* `Flexible` — a flexible interest rate

***

**Preset**

The identifier of a preset containing settings of the savings program to which a client subscribed.

Click the identifier to navigate to the preset details page and view the program settings.

***

**Client**

The client identifier.

Click the identifier to navigate to the client details page and view information about the client.

***

**Wallet account number**

The identifier of a client wallet to which earned interest is paid.

***

**Details**

The essential settings (such as the currency, investment amount, admission fee, and cancellation penalty) of the savings program to which a client subscribed.

***

**Created**

The date and time when a client subscribed to a savings program.

To view payment plan details, click ![view-button](https://514898401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGoRxAprhHu1goANW7FXt%2Fuploads%2Fgit-blob-eab8222d92df09be3f662f9c62814986c669faf1%2Fview-button.png?alt=media).

## Details

On the details page, you can view settings of the savings program to which a client subscribed. Additionally, a list of interest payments is displayed.

For `Fixed` strategies, the payments list includes scheduled payments as well as payments that have been already made to a client wallet.

For `Flexible` strategies the list displays only payments made to a client.

{% hint style="info" %}
To view all interest payments made to all clients, go to [Finance > Transactions](https://docs.b2core.b2broker.com/back-office-guide/finance/transactions) and filter the **Type** column by **Savings Payment**. The payments in the **Done** status are listed in the **Transactions**.
{% endhint %}

The following information is provided about each interest payment on the details page:

**ID**

The identifier of a payment transaction.

***

**Amount**

The interest amount.

***

**Due date**\
\&#xNAN;*Applicable only for Fixed strategies*

The date and time when a payment is scheduled to be made.

***

**Status**

The payment status:

* `Scheduled` — indicates that a payment is scheduled but hasn’t yet been made
* `Paid` — indicates that a payment has been made to a client
* `Cancelled` — indicates that a payment was cancelled because the client decided to withdraw the investment amount before the end of the plan length (for `Fixed` strategies) or before the end of the penalty period (for `Flexible` strategies).

***

**Paid date**

Only for interest payments to which the `Paid` status is assigned.

The date and time when interest was paid to a client.