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Contact statements & reports
How to see the balance for Contacts by Activity Account
Watch Video Click Contacts in the sidebar. Select Contact Reports (from the tabs). Then choose Activity Account Balance Report. Now...
How to Email or Download Statements
In MoneyMinder, you can send a statement to one contact or generate statements for multiple contacts at once. This article walks through how to email or download statements to individual contacts or to contacts in bulk.
How to Create Statement Templates
In this article, we'll walk through how to create statement templates to fit your group's specific needs.
How to Apply Payments to Obligations and Run an Obligation Report
Once you’ve created Obligation templates and applied them to your contacts, you can easily record payments for each obligation and...
New feature in Contacts!
Apply payments to specific obligations Want to know who’s paid for the camping trip—and who still owes? You can now...
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 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.
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
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.