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Problem Solutions

  




 

 

11.2.3. Setting up online banking

  1. Click the Institutions icon on the left panel to make sure your bank information is linked to your new account.
  2. Highlight your account under the bank in the main window.
  3. On the top menu, choose Account > Map Account and the program will load a list of financial institutions in the Online Banking Account Setup window.
  4. Type the name of your bank in the Search bar, or scroll down the list to find it.
  5. Click on your bank's name to select it then press the Next button.
  6. Fill in your Username and Password .
  7. Choose an option for Identify as and click the Next button.
  8. This window shows the accounts you have available at the bank. Click on the whichever one you want to link to your KMyMoney account and click Next .
  9. Click the Finish button to complete the setup.
  10. Press the blue icon on the top menu to Update the Account or select Account > Account update also on the top menu bar.
  11. The program connects to your bank and the Account selection window asks you to which KMyMoney account you want to download information. You also have the option here to Create a new account.
  12. Select your account and click Ok .
  13. The Statement stats - KMyMoney window summarizes the information downloaded. Click the OK button.
  14. Click the Ledger icon on the left menu panel to see the loaded information.

 
 
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