Import statements or recovered files
You can import information, such as bank statements (Bank or brokerage records of transactions processed in your accounts. Statements can be on paper, or they can be downloaded or imported from your bank’s Web site. ) and recovered files, from other sources into your Money file.
- On the File menu, click Import, and then select the type of information to import.
- Select the file to import.
- Select the account (A group of transactions in Money for a single bank, brokerage, retirement, loan, or credit card account. Accounts can also track assets such as houses or vehicles, or investments that you want to watch but do not own. See also watch account.) where you want the imported file to go. The account must match the statement you are importing. For example, if you are importing a credit card statement, select a Money credit card account.
- Follow the instructions on the screen.
Note
If the imported file has information that’s already in your Money file, you must delete any duplications.
Related topics
About importing QIF files
Troubleshoot importing account statements from a bank Web site
Troubleshoot importing accounts
