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147 lines
4.8 KiB
147 lines
4.8 KiB
<?xml version="1.0" encoding="UTF-8"?>
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<chapter id="details.institutions">
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<chapterinfo>
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<authorgroup>
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<author>
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<firstname>Roger</firstname>
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<surname>Lum</surname>
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<affiliation>
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<address><email>rogerlum@gmail.com</email></address>
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</affiliation>
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</author>
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</authorgroup>
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<date>2009-05-05</date>
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<releaseinfo>1.0</releaseinfo>
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</chapterinfo>
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<title id="details.institutions.title">Institutions</title>
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<para>
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The Institutions screen provides a summary of all the accounts grouped under
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their respective institutions. Asset accounts are symbolized with a black
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arrow, and liability accounts are symbolized with a red arrow.
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</para>
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<para>
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The Institutions screen displays several columns, including the type of
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account and the value of each account. It also shows the total value of all
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accounts in each institution.
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</para>
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<para>
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<screenshot>
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<screeninfo>institution view</screeninfo>
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<mediaobject>
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<imageobject>
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<imagedata fileref="institution_view.png" format="PNG" />
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</imageobject>
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<textobject>
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<phrase>institution view</phrase>
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</textobject>
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</mediaobject>
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</screenshot>
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</para>
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<sect1 id="details.institutions.institution">
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<title>Institution Options</title>
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<para>
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Right-clicking an institution name brings up an Institution Options sub-menu,
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providing you with several choices. Selecting <guimenuitem>New
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Institution...</guimenuitem> opens the New Institution Dialog, where you can
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enter all the necessary information to create a new institution. Selecting
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<guimenuitem>Edit Institution...</guimenuitem> brings up an editable window
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with institution details such as name and address. Selecting
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<guimenuitem>Delete Institution</guimenuitem> removes the entire institution
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and all its associated accounts. Keep in mind that you will only be able to
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delete an institution if you can delete all of its accounts, and you will only
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be able to delete each associated account if it has no transactions and no
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schedules refers to it. Selecting <guimenuitem>New account...</guimenuitem>
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steps you through the new account process, which is described in more detail
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in the next section.
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</para>
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<para>
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<screenshot>
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<screeninfo>Institution options sub-menu</screeninfo>
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<mediaobject>
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<imageobject>
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<imagedata fileref="institution_options.png" format="PNG" />
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</imageobject>
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<textobject>
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<phrase>Institution options sub-menu</phrase>
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</textobject>
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</mediaobject>
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</screenshot>
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</para>
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<sect2 id="details.institutions.new">
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<title>New Institution</title>
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<para>
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<screenshot>
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<mediaobject>
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<imageobject>
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<imagedata fileref="newinst.png" format="PNG" />
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</imageobject>
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<textobject>
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<phrase>New Institution</phrase>
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</textobject>
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</mediaobject>
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</screenshot>
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</para>
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<para>
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<emphasis>
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NOTE: You must have a file open before you can create a new institution. If
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you do not have an existing file, you will need to create a <link
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linkend="firsttime-3">new file</link>.
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</emphasis>
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</para>
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<para>
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Only the name is required in the New Institution Dialog, all other fields are
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optional. As with the personal information dialog, this data is not currently
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used by &kappname;, but will be required by future releases for certain
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features. In particular, the Routing Number and the <acronym><ulink
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url="http://en.wikipedia.org/wiki/ISO_9362">BIC (Bank Identifier
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Code)</ulink></acronym> will be required for online banking.
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</para>
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</sect2>
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</sect1>
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<sect1 id="details.institutions.account">
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<title>Account Options</title>
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<para>
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Right-clicking an account name brings up an Account Options sub-menu.
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Selecting <guimenuitem>New account...</guimenuitem> steps you through the new
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account process. Selecting <guimenuitem>Open Ledger</guimenuitem> brings you
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directly to the Ledgers view or Investments view, depending on the account
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type. Simply double-clicking an account name also opens the account. Selecting
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<guimenuitem>Edit account</guimenuitem> brings up a window allowing you to
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change an account's name, start date, associated banking institution, and
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parent account. Deleting an account is only possible if there are no
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transactions associated with that account. Selecting
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<guimenuitem>Reconcile...</guimenuitem> opens up the Reconcile Wizard, which
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steps you through the process of comparing your bank account statements to
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your electronic entries. More details, as well as information about the other
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options is presented in the appropriate sections of this manual.
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</para>
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<para>
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<screenshot>
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<screeninfo>account options sub-menu</screeninfo>
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<mediaobject>
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<imageobject>
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<imagedata fileref="account_options.png" format="PNG" />
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</imageobject>
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<textobject>
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<phrase>account options sub-menu</phrase>
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</textobject>
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</mediaobject>
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</screenshot>
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</para>
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</sect1>
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</chapter>
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