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account setup question

joey992018
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account setup question

Tue Nov 20, 2018 8:19 pm
I'm trying Skrooge for the first time and was wondering what these fields are:

Is the "bank number" the routing number?
"agency number" [I don't know]
"number" the account number?
"agency address" the street address of the bank?

If it matters this is for a USA bank. Thanks for any help.
User avatar smankowski
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Re: account setup question  Topic is solved

Wed Nov 21, 2018 7:03 pm
joey992018 wrote:I'm trying Skrooge for the first time and was wondering what these fields are:

Is the "bank number" the routing number?

In the BIC (https://en.wikipedia.org/wiki/ISO_9362), a part is the bank number. You can put it here but this is just for you, Skrooge doesn't use it.
joey992018 wrote:"agency number" [I don't know]

Some country have an identifier for each agency, you can put it here but this is just for you, Skrooge doesn't use it.
joey992018 wrote:"number" the account number?

This is an ID for you account. You can put the BIC number. Be aware that Skrooge uses this field during imports the find the better matching account.
joey992018 wrote:"agency address" the street address of the bank?

Yet, this is just for you, Skrooge doesn't use it.
joey992018 wrote:If it matters this is for a USA bank. Thanks for any help.


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