Foundation Treasurer Software, No CPA Needed

Foundation bookkeeping software is software designed to help an organization record income and expenses, reconcile its bank account, track funds, and produce financial reports — built around how nonprofits operate rather than how businesses do. Unlike general accounting tools, it accounts for things like donations, grants, restricted funds, and IRS Form 990 reporting. MoneyMinder is built specifically for volunteer-run, mission-based organizations.

No. MoneyMinder was built specifically for volunteer treasurers with no accounting background. Cash-based accounting keeps things simple — you record money when it's received or spent, not when it's promised. And when you need help, MoneyMinder offers extensive help documentation, how-to videos, and a QuickStart Guide to get you up to speed fast.

Small, mission- and community-based nonprofits of every kind — animal rescues, historical societies, educational foundations, service clubs like Rotary and Optimist, and chapter-based organizations. If a volunteer keeps the books for a 501(c)(3), MoneyMinder is built for that job. See who uses MoneyMinder for more.

QuickBooks is built for businesses and defaults to accrual accounting; Aplos targets larger nonprofits with bigger budgets and staff. Both carry features — and price tags — most small nonprofits don't need. MoneyMinder handles the bookkeeping a volunteer treasurer actually does, in plain English, for one flat price. It's fit-for-purpose, not stripped-down.

Yes. You can enter opening balances and import contacts to get started, then bring transactions in from your bank going forward. Most treasurers are up and running in an afternoon — and once you're in, your records live in one place instead of scattered across tabs and laptops.

MoneyMinder is $299/year — about $25 a month, billed annually — with no setup fees and no per-user charges, for a predictable price your board can budget for.

Almost certainly yes. Cash-based accounting records transactions when money actually changes hands — when it's received or spent — rather than when it's invoiced or promised. It's the simplest and most appropriate method for volunteer-run nonprofits, and it's what many nonprofit foundations under $250k per year choose. 

General accounting tools like QuickBooks default to accrual-based accounting, which tracks money when it's earned or obligated — a more complex method that typically requires an accounting background to manage correctly. 

MoneyMinder is built around cash-based accounting from the ground up, so your books stay clean, accurate, and easy for any treasurer to understand. 

Yes. You can give board members and reviewers their own role-based access to MoneyMinder, so the right people see the right data without a shared login. That supports good internal controls and makes financial oversight far easier than emailing a spreadsheet around. 

You can set up funds and categories that mirror your restricted funds or grants as designated gifts, then track spending against each one. That keeps restricted dollars separate from general operating money and gives you the documentation grantmakers and auditors expect. 

No. MoneyMinder is designed for any mission-based group, regardless of tax status. That said, many of our customers do operate as tax-exempt nonprofit organizations, and MoneyMinder is built to support the compliance and reporting requirements that come with that status — including IRS Form 990-N and 990-EZ filing and 1099-NEC reporting for contractors. 

If your group is working toward tax-exempt status or is unsure of your obligations, we recommend consulting with the nonprofit formation experts at our sister company, Foundation Group.

Yes. For groups operating as 501(c)(3) nonprofits, MoneyMinder helps you prepare and e-file Form 990-N (e-Postcard) or Form 990-EZ, plus Form 8868 if you need an extension. We also generate 1099-NEC reports for paid contractors like refs or choreographers. The data is already in your books — MoneyMinder just pulls it into the right format.

MoneyMinder works with however your group collects money. The built-in MoneyMinder Store is powered by Cheddar Up, giving MoneyMinder users a free Cheddar Up Team Edition and access to lower processing fees — a great option for dues, event registrations, and online sales.

Stripe, PayPal and Square and Venmo transactions can be imported directly into your books. Platforms like Givebutter, Givebacks, and Zeffy can be imported manually with ease. And if your group still accepts checks, MoneyMinder handles those too. Whatever combination works best for your families, your books stay clean and accurate with MoneyMinder.

Most likely, yes. MoneyMinder syncs with 12,000+ financial institutions, including PayPal, Square, and Stripe. Transactions import automatically, eliminating manual data entry and reducing errors.

In the rare case that your financial institution is not supported, you can always import bank transaction files to save time over manual entry.

Yes. MoneyMinder supports multi-user access at no extra cost. Add your full board — president, vice president, secretary, audit committee — with role-based permissions so each person sees what they need. The treasurer keeps full edit access; reviewers and board members get read-only views. There's no per-user fee, no matter how many board members you add.

The handoff is simple. Because everything lives in the cloud, you can add the incoming treasurer, remove the outgoing one, and the books, documents and history stay intact. No passwords lost, no files stranded on a personal computer — a real advantage for an organization's long-term continuity.

When you're with MoneyMinder, you're in good hands. We are a stress-free zone!

If you get stuck, we have a number of ways to help. First off, thousands of groups use MoneyMinder, so we have heard a lot of the same questions over the years. Our customer help center has a wealth of information, and chances are, your question has already been asked and answered!

Visit the Help Center  (we recommend the "Getting Started" section for both free trials and new paid accounts).

If you still need support, we are here via email, phone and live chat to get you where you need to be. Visit Our Contact Page