> For the complete documentation index, see [llms.txt](https://docs.b2core.b2broker.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2core.b2broker.com/back-office-guide/savings/plans.md). # 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](/files/p61PD5FCyOga5YnHfjYZ). ## 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](/back-office-guide/finance/transactions.md) 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.b2core.b2broker.com/back-office-guide/savings/plans.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.