When you import (To bring information in from another program or Web site and have Money convert it to the file format Money uses. ) information from other sources into your Money file (A computer file that stores the information that you enter into Money. A single Money file can contain many accounts, so if you have a new account, bank, or brokerage, you can add those accounts to the Money file that you already use.) (for example, a downloaded bank statement (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. ) ), the information is imported into the file that's currently open. To import information into a different Money file, open that file first and then import the statement or account into it. If a different Money file contains the accounts for the downloaded statement, click Postpone, and then open the correct file. Money will prompt you again when you open the correct file if it cannot find or identify the account. If the account already exists, select it from the list. If it doesn't already exist, click New, and then create a new account.

• To open a file: On the File menu, click Open, and then select a file.
• To import a file or statement: See the related topics below.

Sometimes Money can't import a file because it contains a different default currency than the currency in your 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.) . To change the currency:

When errors occur during the import (To bring information in from another program or Web site and have Money convert it to the file format Money uses. ) process, some transactions aren't processed correctly and may not appear in your file. To see if transactions are missing, compare the Money file to your financial institution's statement (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. ) . If you find missing transactions, you will need to manually add them to your Money file.

Your imported file contains detailed transactions. To accommodate these transactions, Money converted the file's 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.) to the Advanced Account Register (A version of the account register in Money that enables you to track individual expenditures in detail. It can be updated online or manually.) . To change the account to the Essential Account Register (In Money, a streamlined version of the account register that lets you track the accounts that you update online without tracking transactions in detail or balancing. ) :

The date settings in your Money file are based on the date settings in your Microsoft Windows operating system. Search Windows Help for "regional settings" or "date" to find the instructions for your version of the operating system.