New Loan Adding Guide

Finans Takibi allows you to add your different loans to the system to manage your financial data on a single platform. This guide explains step by step how to add a new loan.

Note: Before adding a new loan, you need to add the currency of your loan. You can read our guide for this.

To Add a New Loan:

1. Log in to Your Account: First, log in to your Finans Takibi account.
   
2. Go to the Loans Page: After logging in, click on the "Loans" option from the left menu. On this page, you can view your existing loans and add new loans.
   
3. Add New Loan:
   - Click on the "Add New" button located in the upper left corner of the page.
   - In the form that opens, you will be asked to enter information about the loan you want to add.
   
4. Enter Loan Information:
   - Bank: Select the bank from which your loan was issued. You can search by typing.
   - Currency: Select the currency in which your loan is. You can search by typing.
   - Loan Type: Select the type of your loan (Example: Housing loan, Consumer loan, Vehicle loan).
   - Name: Enter a name that suits how you want to view your loan.
   - Loan Total Debt: Specify the total amount of debt you will pay including the interest amount of your loan.
   - Loan Debt Principal: Specify only the amount of debt you use excluding the interest of your loan.
   - Interest Rate: Enter the interest rate amount of your loan.
   - Number of Installments: Enter the number of installments of your loan.
   - Installment Debt: Enter how much will be paid in the installments of your loan (If there are differences in some installments, you can update per installment later).
   - Installment First Payment Date: Specify the payment date of the first installment of your loan. Each installment payment date will be recorded according to this date.
5. Save Loan: After entering all the information, click the "Save" button at the bottom of the page. With this process, your new loan will be added to the system.
6. View Your Loan: The loan you added will be listed on the "Loans" page. From here you can edit your loans, add new transactions, or view loan details.

Note: After adding your loan, you can record and track all your financial transactions related to the loan on Finans Takibi, and manage your income and expenses in detail. You can be sure that all your transactions are recorded securely.

Adding a new loan makes your financial management even easier and allows you to track all your accounts in one place. If you need help, our support team is always here for you.