NGO Level 

1. SHG Profile.
2. SHG Saving Register.
3. SHG Internal Loan Register.
4. SHG External Loan Register.(Separate loan ledgers are to be maintained for separate funding agencies)
5. Demand, Collection, Balance, Overdue Registers for internal loan and external loan, and loan extended by the NGO to the SHG from its own fund.
6. Cash Book.
7. General Ledger.
8. Vouchers.
9. Resolution/Meeting Register.

SHG Level 

1. Members Profile.
2. Members Saving Register.
3. Members Internal Loan Register.
4. Members External Loan Register.(Separate loan ledgers are to be maintained for separate funding agencies)
5. Members Demand, Collection, Balance, Overdue Registers.
6. Cash Book.
7. General Ledger.
8. Resolution/Meeting Register.
9. Loan/Savings Pass Book. 

In order to know the status/performance/progress of SHG, the NGO has to report (as per prescribed proforma) monthly progress/ performance/status register and get information from each SHGs promoted by them.