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Knowledge Base
Banking
Banking
Getting started
4 Articles
Setting up Bank Register(s) for users starting a new financial year
Viewing, editing & deleting a bank register
Setting up your Bank Register(s) at the beginning of your 30-day free trial
Add Bank Balance and Uncleared Transactions from the Prior Financial Year
See all 4 Articles
Manual deposits & withdrawals
6 Articles
Entering deposits & withdrawals; attaching receipts; viewing the bank register
How to Edit & Delete bank transactions
How to Void a check
How to record Returned checks due to non-sufficient funds (NSF)
How to handle Stale checks from prior financial years
See all 6 Articles
Bank reconciliation
2 Articles
Reconcile bank account(s) in MoneyMinder
How to Undo Reconciliations & Change a Reconciled Transaction
See all 2 Articles
Transfers
5 Articles
How to Transfer Money Between Bank Accounts
When to use a transfer instead of a deposit/withdrawal combination
Transferring money between budget categories
How to handle when an organization changes banks
How to track credit cards
See all 5 Articles
Account integration / Importing transactions
10 Articles
How to Edit & Delete bank transactions
How to Link your Bank Account
How to Import Bank Transactions
How to handle when an organization changes banks
Autofilling category during import
See all 10 Articles
Special situations
9 Articles
Importing historical data from QuickBooks
How to handle when an organization changes banks
Guidelines for importing transactions from an Excel template
How to Manage Reimbursements Digitally
How to track credit cards
See all 9 Articles
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"
*
" indicates required fields
First Name
*
Last Name
*
Email
*
Organization Name
*
Organization Type
*
Choose…
Advocacy & Activism
Animal
Arts
Booster Club
College & Alumni
Homeowner
Parent Group
Professional
Religious & Church
Social & Service
Sports
Other
Fiscal Year Start
Choose date…
January 1st
February 1st
March 1st
April 1st
May 1st
June 1st
July 1st
August 1st
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October 1st
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