InstitutionsTable of Contents
Institutions in KMyMoney serve as a way to group accounts. They are most commonly financial institutions like banks and brokerage firms, but they can be anything you want, such as “Self”, to hold accounts for the cash in your pocket and any other assets not actually help by a financial institution, or “Stores”, to group all your credit card and other accounts with retail stores.
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."
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.
- Name
The name of the institution or account. This column is always displayed.
- Balance
The current balance of the account. No value is displayed for institutions.
- Total Value
For accounts, this is the same value as the balance. For Institutions, this is the total of the balances for all accounts in that institution.
- IBAN
The IBAN (International Bank Account Number) is shown if there is a value entered in the appropriate field on the account information dialog.
- Bank Code
The Bank Code. This identifier is formatted and used differently in different countries. It is known as the routing or routing transit number in the US and as the sort code in the UK. It is not currently used by KMyMoney.
- SWIFT/BIC
The SWIFT/BIC (Society for Worldwide Interbank Financial Telecommunication/Business Identifier Code)