Make the Most Out of Your MoneyMinder Trial

Thanks for starting your free 30-day trial of MoneyMinder. Here are a few steps to ensure you get the most out of your trial.

Confirm Your Financial Year Start

Let’s confirm your Financial Year start so you report to the IRS accurately (check IRS site | chat with us)

Learn How MoneyMinder Works

It's a good idea to have a foundational understanding of how MoneyMinder works. This article will help you understand the basics of MoneyMinder.

Master the MoneyMinder Essentials

  1. Add your bank account(s)
  2. Create your budget
  3. Enter a few transactions & attach receipts
  4. View some reports

Bank & Account Integration

Go Beyond the Basics

Full QuickStart Guide

Need a hand?

    1. Check out our Knowledge Base with a full library of step-by-step articles and videos.
    2. Our award-winning customer support team is available to help via Chat M-F 8am - 5pm PST.  
    3. Email [email protected]

Click the Help icon on the toolbar inside MoneyMinder to access these resources. We'll get you up and running in no time.