Re: New Institution doc question

On Thursday 09 July 2009 16:14:28 Jack wrote:

> The screenshot for the New Institution Dialog doesn't match what I have
> in 0.9.3.  The docs show the second to last field as Account Number
> (which is referred to in the text) but my version has Routing Number.

Account Number at that position is wrong. The Routing number can be a local
number and the BIC is more of an international routing number.

> I can submit a new png, but there is one other problem.

We need to rework all the screenshots and want to do that from a single box to
make them all look alike (theme and style wise). So no need to supply an
update here.

> The text
> refers to IBAN, and links to a definition at investordictionary.com,
> but both screenshots show BIC, which I assume is Bank Identifier Code,
> which seems to be part of the SWIFT system, which appears to be used
> much more in Europe than the US.  I found a page on  BIC at wikipedia,
> and could switch the reference, but I don't  know enough about online
> banking to know which is really needed - IBAN or BIC.

Well, both are required. The BIC is the Bank Identifier Code and identifies
the institution whereas the IBAN is the International Bank Account Number and
identifies the account with the bank.

So the text

"This will bring up the following dialog in which to enter your account number
and the bank’s IBAN
number. These fields may be left blank and filled in at a later time; they are
only required for online
banking. To proceed to the next step click on Next."

is just wrong at this point. The dialog should contain the bank information,
not the account information. They also might be needed for online banking. In
today's version of KMyMoney they are simply documentation.


http://en.wikipedia.org/wiki/ISO_9362  (for the BIC)
http://en.wikipedia.org/wiki/International_Bank_Account_Number (for the IBAN)

> Can somebody clarify this issue?

So the BIC is stored with the institution and the IBAN with the account.
Maybe, a link to the above pages is helpful inside the KMyMoney documentation.
I don't like the one to a page with too many commercials anyway.

Hope that makes it clear.

--

Regards

Thomas Baumgart

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