Roger Lum

    rogerlum@gmail.com

2009-05-05
1.0

# Institutions

The Institutions screen provides a summary of all the accounts grouped under their respective institutions. Asset accounts are symbolized with a black arrow, and liability accounts are symbolized with a red arrow.

The Institutions screen displays several columns, including the type of account and the value of each account. It also shows the total value of all accounts in each institution.

institution view

institution view

## Institution Options

Right-clicking an institution name brings up an Institution Options sub-menu, providing you with several choices. Selecting New Institution... opens the New Institution Dialog, where you can enter all the necessary information to create a new institution. Selecting Edit Institution... brings up an editable window with institution details such as name and address. Selecting Delete Institution removes the entire institution and all its associated accounts. Keep in mind that you will only be able to delete an institution if you can delete all of its accounts, and you will only be able to delete each associated account if it has no transactions and no schedules refers to it. Selecting New account... steps you through the new account process, which is described in more detail in the next section.

Institution options sub-menu

Institution options sub-menu

### New Institution

New Institution

NOTE: You must have a file open before you can create a new institution. If you do not have an existing file, you will need to create a new file.

Only the name is required in the New Institution Dialog, all other fields are optional. As with the personal information dialog, this data is not currently used by &kappname;, but will be required by future releases for certain features. In particular, the Routing Number and the BIC (Bank Identifier Code) will be required for online banking.

## Account Options

Right-clicking an account name brings up an Account Options sub-menu. Selecting New account... steps you through the new account process. Selecting Open Ledger brings you directly to the Ledgers view or Investments view, depending on the account type. Simply double-clicking an account name also opens the account. Selecting Edit account brings up a window allowing you to change an account's name, start date, associated banking institution, and parent account. Deleting an account is only possible if there are no transactions associated with that account. Selecting Reconcile... opens up the Reconcile Wizard, which steps you through the process of comparing your bank account statements to your electronic entries. More details, as well as information about the other options is presented in the appropriate sections of this manual.

account options sub-menu

account options sub-menu