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<?xml version="1.0" encoding="UTF-8"?>
<chapter id="details.institutions">
<chapterinfo>
<authorgroup>
<author>
<firstname>Roger</firstname>
<surname>Lum</surname>
<affiliation>
<address><email>[email protected]</email></address>
</affiliation>
</author>
</authorgroup>
<date>2009-05-05</date>
<releaseinfo>1.0</releaseinfo>
</chapterinfo>
<title id="details.institutions.title">Institutions</title>
<para>
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.
</para>
<para>
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.
</para>
<para>
<screenshot>
<screeninfo>institution view</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="institution_view.png" format="PNG" />
</imageobject>
<textobject>
<phrase>institution view</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<sect1 id="details.institutions.institution">
<title>Institution Options</title>
<para>
Right-clicking an institution name brings up an Institution Options sub-menu,
providing you with several choices. Selecting <guimenuitem>New
Institution...</guimenuitem> opens the New Institution Dialog, where you can
enter all the necessary information to create a new institution. Selecting
<guimenuitem>Edit Institution...</guimenuitem> brings up an editable window
with institution details such as name and address. Selecting
<guimenuitem>Delete Institution</guimenuitem> 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 <guimenuitem>New account...</guimenuitem>
steps you through the new account process, which is described in more detail
in the next section.
</para>
<para>
<screenshot>
<screeninfo>Institution options sub-menu</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="institution_options.png" format="PNG" />
</imageobject>
<textobject>
<phrase>Institution options sub-menu</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<sect2 id="details.institutions.new">
<title>New Institution</title>
<para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="newinst.png" format="PNG" />
</imageobject>
<textobject>
<phrase>New Institution</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
<para>
<emphasis>
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 <link
linkend="firsttime-3">new file</link>.
</emphasis>
</para>
<para>
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 <acronym><ulink
url="http://en.wikipedia.org/wiki/ISO_9362">BIC (Bank Identifier
Code)</ulink></acronym> will be required for online banking.
</para>
</sect2>
</sect1>
<sect1 id="details.institutions.account">
<title>Account Options</title>
<para>
Right-clicking an account name brings up an Account Options sub-menu.
Selecting <guimenuitem>New account...</guimenuitem> steps you through the new
account process. Selecting <guimenuitem>Open Ledger</guimenuitem> 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
<guimenuitem>Edit account</guimenuitem> 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
<guimenuitem>Reconcile...</guimenuitem> 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.
</para>
<para>
<screenshot>
<screeninfo>account options sub-menu</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="account_options.png" format="PNG" />
</imageobject>
<textobject>
<phrase>account options sub-menu</phrase>
</textobject>
</mediaobject>
</screenshot>
</para>
</sect1>
</chapter>
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