<?xml version="1.0" encoding="UTF-8"?>
<chapter id="details.institutions">
<chapterinfo>
  <authorgroup>
    <author> &Roger.Lum; &Roger.Lum.mail; </author>
    <author> &Jack.H.Ostroff; &Jack.H.Ostroff.mail; </author>
  </authorgroup>
  <date>2018-02-01</date>
  <releaseinfo>5.0.0</releaseinfo>
</chapterinfo>

<title>Institutions</title>

<para>
  The Institutions view provides a summary of all the accounts grouped under
  their respective institutions.  The list of accounts under any institution can be
  expanded or collapsed by clicking on the arrow to the left of the institution
  name.  The last listed institution is "Accounts with no institution assigned."
</para>

<para>
  The Institutions view displays several columns, showing information about the
  account.  It also shows the total value of all accounts in each institution.
  You can select which columns are shown by right clicking on any column heading
  and selecting or unselecting the checkbox next to the name of the column.
</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>

<para>
  The following columns are available in the Institutions view.
</para>

<variablelist>
  <varlistentry>
    <term>Account</term>
    <listitem>
      <para>
        The name of the institution or account.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>Type</term>
    <listitem>
      <para>
        The type of account, &eg;, Savings, Checking, Credit Card, ...
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>Tax</term>
    <listitem>
      <para>
        An indication whether this account has been configured as important for
        tax purposes.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>VAT</term>
    <listitem>
      <para>
        An indication whether this account has been configured to apply a VAT on
        transaction.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>CC (Cost Center)</term>
    <listitem>
      <para>
        An indication that a cost center assignment is necessary under certain
        conditions when entering a transaction for this account.  This is a new
        feature, which is not yet implemented, so this column is not currently
        used.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>Total Balance</term>
    <listitem>
      <para>
        Another new feature, not yet implemented.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>Posted Value</term>
    <listitem>
      <para>
        This is the balance of the account as provided by the institution.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>Total Value</term>
    <listitem>
      <para>
        The balance of the account in &kmymoney;.  Note that for Institutions,
        this is the total of the balances for all accounts in that institution.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>Number</term>
    <listitem>
      <para>
        The account number, if one was entered.
      </para>
    </listitem>
  </varlistentry>

  <varlistentry>
    <term>Sort Code</term>
    <listitem>
      <para>
        This shows the IBAN number, if there is a value entered in the
        appropriate field on the Account information dialog.
      </para>
    </listitem>
  </varlistentry>

</variablelist>

<para>
  Note that many of these same columns are also available in other views, such
  as the Accounts view.  When you select or unselect a checkbox to display or
  remove a column, you will see a popup asking if you want to show or remove
  that column from all other views where it is present. If you check "No," you
  will only change the display of that column in the current view.
</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>

<note><para>
  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 <link
  linkend="firsttime.3">create one</link>.
</para></note>

<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 &kmymoney;, but will be required by future releases for certain
  features.  In particular, the Routing Number and the <acronym><ulink
  url="https://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, and the account is not referred to
  in any scheduled transaction.  Selecting
  <guimenuitem>Reconcile...</guimenuitem> opens up the Reconcile Wizard, which
  steps you through the process of comparing your account statement to your
  electronic entries. More details, as well as information about the other
  options, are 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>
