This tutorial assumes that you have successfully installed Personal Money Manager onto your computer.  If you have not yet done so, then please read the tutorial titled Installing Money Manager before proceeding.

 

The first time you run Personal Money Manager, you will be presented with the Account Setup Wizard.  This wizard will guide you through adding your bank accounts into the program.

 

The various screens within this wizard are outlined below.

 

 

Screen 1

 

The first screen in the wizard allows you to either choose to add a new bank account, or to change or remove an existing account.  Select "Add a bank account to analyze", then click the "Next" button to move to the next screen within the wizard.

 

 

 

Screen 2

 

Enter the account number here.  For example "1234567890".

 

 

 

Screen 3

 

Enter a description for your account here.  This should be something short, which clearly identifies the account.  You could use something like "Business", or "Personal", or "Savings".

 

 

 

Screen 4

 

If you have a credit or overdraft facility on your account, enter your credit limit here.

 

 

 

Screen 5

 

The second last screen in the wizard explains how Personal Money Manager needs to create a folder for each of your bank accounts, into which you should download your bank statements.  This screen allows you to specify a different folder location, although most users just accept the one which Personal Money Manager recommends.

 

 

 

Screen 6

 

Once you have reached the final screen in the wizard, you can either click on the "Finish" button to create your account, or click on the "Cancel" button to abort the wizard.

 

 

Once you have completed this step, please proceed to the section titled Downloading your bank statements.

 

 

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