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In MoneyMinder you will set up your chart of accounts in the Budget.
Click the Budget icon in the sidebar.
Follow these instructions to set up your budget (aka Chart of Accounts).
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- Knowledge Base
- Getting Started
- For treasurers setting up their 30-day free trial
- Where to enter your Chart of accounts?
- Home
- Knowledge Base
- Financial Year
- Setting up your new financial year
- Where to enter your Chart of accounts?
- Home
- Knowledge Base
- Budget (aka Chart of Accounts)
- Where to enter your Chart of accounts?
Connect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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4 Comments
Hello! I have a budget category spelling mistake I’ve carried through three years. Can I change the account name?
Thank you
Hi Mary,
Yes, click Budget in the sidebar, click into the budget category with the spelling error, and change it. Remember to click Save Changes at the top of the budget so the correction is saved.
Hello, I need to delete an account in MoneyMinder. How can I do that? The delete button under Bank Account Details is disabled.
Hi Pipa,
To delete a bank account, undo all reconciliations and delete all transactions in the register. The Delete button will be available when that has been done.