From dadc34655c3ab961b0b0b94a10eaaba710f0b5e8 Mon Sep 17 00:00:00 2001 From: tpearson Date: Mon, 4 Jul 2011 22:38:03 +0000 Subject: Added kmymoney git-svn-id: svn://anonsvn.kde.org/home/kde/branches/trinity/applications/kmymoney@1239792 283d02a7-25f6-0310-bc7c-ecb5cbfe19da --- doc/en/details-institutions.docbook | 146 ++++++++++++++++++++++++++++++++++++ 1 file changed, 146 insertions(+) create mode 100644 doc/en/details-institutions.docbook (limited to 'doc/en/details-institutions.docbook') diff --git a/doc/en/details-institutions.docbook b/doc/en/details-institutions.docbook new file mode 100644 index 0000000..fc3ee44 --- /dev/null +++ b/doc/en/details-institutions.docbook @@ -0,0 +1,146 @@ + + + + + + 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 + + + + + +
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