Guide to Withdraw Money from Bank Account to Wallet

In Finans Takibi, you can manage your financial transactions more effectively by withdrawing money from your current bank account to your wallet. This guide explains step by step how to withdraw money from your bank account to your wallet.

There are two methods to record a withdrawal transaction from your bank account to your wallet;

1. By clicking the "Transfer Money to Wallet" button on the My Wallet page,
   
2. By clicking the "Transfer Money to Wallet" button on the Account Details page.

Transfer Money to Wallet on My Wallet Page

1. Log in to Your Account: First, log in to your Finans Takibi account.
   
2. Go to My Wallet Page: After logging in, click on "My Wallet" from the left menu. This page allows you to manage the current balance in your wallet and all your financial transactions.
   
3. Start a Withdrawal:
   - On the My Wallet page, find and click on the "Transfer Money to Wallet" button. This will start the withdrawal process.
   
4. Select Bank Account:
   - In the form that opens, select the bank account you want to withdraw money from in the "Account to Record Transaction" field. If you have more than one bank account, make sure you select the correct account.
   
5. Enter the Amount You Want to Withdraw:
   - Enter the amount of money you want to withdraw in the relevant field. This amount will be transferred from the bank account you selected to your wallet.
   - If you want, you can also specify the transaction date in the "Date" field; otherwise, the transaction will be carried out with today's date.
   
6. Add a Tag:
   - If you want, you can add tags to describe the transaction. You can select one of the existing tags or add a new tag by pressing the "Enter" key.
   
7. Add a Description:
   - If you want to write a description for the transaction, you can write it in the "Description" field. It is optional and can be left blank.
   
8. Confirm the Transaction:
   - After checking the amount and bank account, click on the "Add New" button to complete the transaction. With this transaction, the specified amount will be deducted from your bank account and added to your wallet.
   
9. Check Your Transaction:
   - After the transaction is completed, you can view your updated balance and transaction details on the My Wallet page. The amount of money in your bank account will also decrease accordingly.

Transfer Money to Wallet on the Bank Account Details Page

1. Log in to Your Account: First, log in to your Finans Takibi account.
   
2. Go to Accounts Page: After logging in, click on "Accounts" from the left menu. Select the account you want and click on the "Account Details" button to go to the account details page.
   
3. Start a Withdrawal Transaction:
   - On the Account Details page, find and click on the "Transfer Money to Wallet" button. This will start the withdrawal transaction.
   
4. Select Bank Account:
   - In the form that opens, check that your account is selected in the "Account to Record Transaction" field.
   
5. Enter the Amount You Want to Withdraw:
   - Enter the amount of money you want to withdraw in the relevant field. This amount will be transferred from the bank account you selected to your wallet.
   - If you want, you can also specify the transaction date in the "Date" field; otherwise, the transaction will be carried out with today's date.
   
6. Add a Tag:
   - If you want, you can add tags to describe the transaction. You can select one of the existing tags or add a new tag by pressing the "Enter" key.
   
7. Add a Description:
   - If you want to write a description for the transaction, you can write it in the "Description" field. It is optional and can be left blank.
   
8. Confirm the Transaction:
   - After checking the amount and bank account, click on the "Add New" button to complete the transaction. With this transaction, the specified amount will be deducted from your bank account and added to your wallet.
   
9. Check Your Transaction:
   - After the transaction is completed, you can view your updated balance and transaction details on the My Wallet page. The amount of money in your bank account will also decrease accordingly.

Note: Withdrawing money from a bank account to a wallet helps you better track your financial transactions and manage your budget. All transactions will be accurately recorded in your financial reports and analysis. If you encounter any problems, the Finans Takibi support team will be happy to help you.