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Contact statements & reports
How to Run Contact Balance Reports
Watch Video MoneyMinder offers two reports to help you track contact balances: the Activity Account Balance Report and the Obligation Report. The Activity...
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
Watch Video Want to know who’s paid for a trip or dues—and who still owes? You can apply payments to specific obligations 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 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.
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.
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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.