Documentation and FAQs

Personal Money Manager is a financial software tool that enables you to analyze transactions on your bank statements.

You can group similar transactions into categories of your choice, eg fuel, groceries, entertainment, restaurant, medical bills, etc to see how much you spend in that category. You can also create a budget and compare or track your month-to-month spend on your grouped categories. Also, with Personal Money Manager you can view graphs and create personal income and expenditure reports, as well as use the debt calculator to formulate a debt repayment plan that can save you thousands.

(This article was originally published on the Nedbank Personal Money Manager webpage.)

1. Download the Personal Money Manager software and install it onto your personal computer. You will only need to do this once.

2. Download and save your bank statements from the Internet Banking website into the "My Bank Statements" folder on your computer.  Please note that Personal Money Manager only works with current and savings account internet banking statements that are in a CSV format at this point.

3. Open Personal Money Manager, and click the "Import" button.  This will automatically import all the transactions from your saved bank statements and display them for easy analysis. You can now group similar transactions, create and view graphs, design your monthly budget, or structure and view your month-to-month personal income and expenditure reports.

We have published a Getting Started tutorial which shows these steps in more details.  To view this tutorial, simply click here.

(This article was originally published on the Nedbank Personal Money Manager webpage.)

Personal Money Manager is available for free to all Nedbank clients.  The software can be downloaded from Nedbank.co.za.

Please click here if you need help downloading Personal Money Manager.

Note:

Nedbank staff can install Money Manager from the Nedbank Intranet.

Personal Money Manager works with your internet banking statements, as such it can only be used by Nedbank clients with a current or savings account and who subscribe to Nedbank's Internet Banking.

If you would like to subscribe to Nedbank Internet Banking, call 0860 115 060.

(This article was originally published on the Nedbank Personal Money Manager webpage.)

Yes.  Once Personal Money Manager is installed on your computer and you have downloaded and saved your bank statements, you do not need to be online to access and use the software.  This feature is a fantastic cost-saving benefit.

(This article was originally published on the Nedbank Personal Money Manager webpage.)

The software takes up very little space, and downloads very quickly.  It is less than 5MB.

We have gone to great lengths to ensure that Personal Money Manager is a secure system, and that no one other than yourself will have access to any of the information stored within this software.

All data files are highly encrypted, and sensitive information within those data files has an extra layer of encryption using a proprietary encryption algorithm.

Furthermore, the Personal Money Manager software is code-signed by Comodo, the 2nd largest Certification Authority worldwide. This, alongside with Microsoft Authenticode technology ensure that no one can tamper with or "hack" the Personal Money Manager software. This is done using industry standard cryptography techniques, using well-proven cryptography protocols.

The answer to this question is available in the product documentation.  Please click here to read the applicable article.

Note:

Nedbank staff can install Money Manager from the Nedbank Intranet.

The answer to this question is available in the product documentation.  Please click here to read the applicable article.

Note:

Nedbank staff can install Money Manager from the Nedbank Intranet.

The answer to this question is available in the product documentation.  Please click here to read the applicable article.

The answer to this question is available in the product documentation.  Please click here to read the applicable article.

The answer to this question is available in the product documentation.  Please click here to read the applicable article.

The answer to this question is available in the product documentation.  Please click here to read the applicable article.

Start by installing PMM onto your new computer.  Install PMM, then run it, then immediately close it - before you create new accounts, etc.  If you have already created accounts on your new computer this will still work, but you will override the data on your new computer with the data from your old computer.

The easiest way to move your Personal Money Manager data from one computer to another is by restoring a Personal Money Manager backup file.  The following steps outline how to do this.

Start by reading through the Backups page in the PMM documentation.  Don't worry, it's very short.  This explains how PMM automatically creates backups of its data for you.

Next, read Where are my backups stored.  This explains how to find your PMM backup files.  You will need to find the most recent PMM backup file on your old computer, and copy it across to your new computer.  You can either copy it into the new computer's PMM Backup directory, or to the new computer's desktop.

Once you have copied a PMM backup file to the new computer, you will now restore that backup file (onto the new computer).  First, make sure that Personal Money Manager is NOT running.  Then, restore the backup file using PMM's Restore Tool.  This is explained in the documentation, under How do I restore a backup.

And that should do it!  When you run PMM on the new computer, you should now see your old data.

Okay, we're almost done.  There are just two more things to do...

First, we need to change a setting in each bank account within PMM.  When you added your bank accounts (on the old computer), each account would have stored the location of its subfolder within the "My Documents \ My Bank Statements" folder on that (old) computer.  You need to change each account, telling them where to find the bank statements on the new computer.  Instructions on how to do this can be found here.

Then, on a similar note, you can also move your bank statements (CSV files, which you downloaded from Internet Banking) from the old computer's "My Bank Statements" folder, across to the new computer's "My Bank Statements" folder.  This step is not absolutely necessary, as those statements have already been imported by PMM (on the old computer, which you have now restored across to the new computer), but we recommend doing this anyway.  Simply copy all of the subfolders in your old "My Bank Statements" folder across to the new computer.

When you add a bank account to Personal Money Manager, it automatically creates a new subfolder for that account inside of the "My Documents \ My Bank Statements" folder.

You can, however, change this behavior.  From the main screen in PMM, right-click on a bank account and choose "Change".  The "Edit Account" dialog will appear.  Select the "Advanced" section, and change the statements path as required.

To delete all of your imported data, click on the "Edit" menu, then click on the "Delete" submenu, then click on "All transactions" (this is also explained in the documentation).

This will delete all of your imported transactions, from all of your bank accounts.  This cannot be undone.

You will also be asked whether or not you wish to delete your Transaction Types information.  If you decide to do this, then any rules which Money Manager may have learned (by analyzing how you classified your transactions) will be removed as well.

If you are a Nedbank employee, you can install Money Manager onto your workstation by following these steps:

• On the Nedbank Intranet Home Page, click on the "How to engage with GT" link (found under "Websites", "Group Technology").
• Then on the Group Technology home page, click on the "Request IT" button.
• Then click on the "Install Software" button.
• Then click on "Personal Money Manager".
• The Money Manager installer will then launch.  Click on the "Run" button to proceed, then follow the prompts.

If all else fails, you might be asked to email us a log file, which will tell us exactly what went wrong during your import process.

If something goes wrong while importing your statements, you will notice a new "Log" button will appear at the bottom of the import screen, as shown here.

Simply click on this "Log" button, and after a few moments you should see a message which says that "PMM.LOG has been saved to your desktop". You should then see a new file on your Window's Desktop, which looks like this:

Please email this file to us.