Right-clicking an institution name brings up an Institution Options 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 where you can change the institution details. Selecting Delete Institution completely removes the institution from the data file. Any accounts associated with that institution will remain, but without being associated with any institution. Selecting New account... steps you through the new account process, which is described in more detail in the next section.

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 one.

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 some items may be required by future releases for certain features. In particular, the Bank Code and the BIC (Bank Identifier Code) will be required for online banking, although this may depend on the country your bank is in.