Bank Account Update Guide

By keeping your current bank accounts up to date in Finans Takibi, you can ensure the accuracy and up-to-dateness of your financial data. This guide will help you step by step when you want to change or update your account information.

To Update an Existing Bank Account:

1. Log in to Your Account: First, log in to your Finans Takibi account.
   
2. Go to the Bank Accounts Page: Click on "Accounts" from the left menu. On this page, you can view the bank accounts you have previously added.
   
3. Select the Account You Want to Update: Find the bank account you want to update from the list. Click on the "Update" button under the account.
   
4. Update Account Information:
   - Account Type: Select the appropriate one from among deposit, checking, and investment types.
   - Name: Enter a name that suits how you want to view your account. We recommend that you do not enter data such as IBAN.
   - Account Balance: Indicate the current balance in your account.
   - Interest Rate (if the Account Type is deposit account): Enter the interest rate of your term account.
   - Interest Type (if the Account Type is deposit account): Enter the interest type of your term account as a number. Example: If it is 32 days, it is 32, if it is 46 days, it is 1, if it is a daily term, etc.
5. Save Changes: After making all the updates, click the "Save" button at the bottom of the page. The changes you make will take effect immediately.
6. View Updated Account: Review your updated account on the "Bank Accounts" page. Make sure the changes are saved correctly.

If you have any problems or need further assistance, our Finans Takibi support team is always here for you.