Finans Takibi

Credit Card Installment Adding Guide

Finans Takibi allows you to easily add installments to your existing credit card so that you can manage your financial data in the most accurate way. In this way, all the movement records of the installments can be recorded at once and you can create your financial data quickly and accurately. This guide explains how to use this important feature step by step.

Adding Installments to Credit Card:

  1. Login to Your Account: First, log in to your Finans Takibi account.
  2. Go to Credit Cards Page: Click on "Credit Cards" from the left menu. Here, you can see the credit cards you have previously added.
  3. Start the Installment Adding Process:
    - Select the credit card you want to add an installment to from the list.
    - On the credit card page, click on the "Add Installment" button in the "Installments" section under the reports. This allows you to record an installment to your credit card.
  4. Enter Installment Information:
    - Name: Enter the name you want to see for the installment. This will be used as a description in the transaction records of these installments.
    - Total Debt: Enter the total debt amount of the installments.
    - Installment Debt: Enter the debt amount of the transaction records to be entered for each installment.
    - Number of Installments: Enter the total number of installment amounts.
    - Date: Enter the date of the installment transaction. If you are adding a retroactive installment, you can select that day as the transaction date. If you leave it blank, the transaction will be carried out with today's date. The number of installments will be equal to the number of installments for each month on the specified date (for example: if you enter 3 installments on September 1, the installment movement record will be created on September 1, October 1, and November 1.).
    - Tags: Select which tags the installment belongs to or enter a new tag (for example, market, bill, entertainment, etc.).
  5. Confirm the Transaction: After entering the information, click on the "Add New" button to complete the installment addition process. With this transaction, the total debt on your credit card will increase by the total amount of the installment.

Note: Adding installments to your credit card is very important for the accuracy of your financial reports and analysis. All your transactions are recorded on Finans Takibi and you can review these transactions at any time. If you encounter any problems, our Finans Takibi support team will be happy to help you.