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Contacts

Setting up Contacts

5 Articles
  • How to Add and Edit a Contact
  • Guidelines for importing your Contact list
  • Setting up your Contacts QuickStart Guide
  • Tracking Contact Balances: An Overview
  • How to use Contact tools
  • See all 5 Articles

Tracking Contact balance(s)

12 Articles
  • How to Create an Obligation Template
  • How to Set Up Activity Accounts
  • How to Apply Obligation Templates
  • How to Rename an Activity Account
  • How to Record Contact Payments or Donations
  • See all 12 Articles

Contact statements & reports

5 Articles
  • How to Run Contact Balance Reports
  • How to Email or Download Statements
  • How to Create Statement Templates
  • How to Apply Payments to Obligations
  • New feature in Contacts!
  • See all 5 Articles

Special situations

4 Articles
  • Getting started with Contacts for HOAs
  • How to Email or Download Donation Acknowledgment Letters
  • Using Membership in Contacts
  • How to Track Teacher Grants
  • See all 4 Articles

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High Performer

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Software Advice

Bookkeeping software made for nonprofits and volunteer groups.

Features

  • Bookkeeping
  • Budgeting
  • Reconciliation
  • Reports
  • Store
  • Reimbursement
  • Contacts
  • Tax Forms

Solutions

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  • HOAs
  • Nonprofits
  • PTO & PTA
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  • Sports

Resources

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Connect to Your Stripe Account

StripeConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

Connect to Your Venmo Account

venmoConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Venmo Integration:
[email protected]

Connect to Your Square Account

SquareConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

Connect Your PayPal Account

PaypalConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your PayPal Integration:
[email protected]

Get More for Your Membership with Join It

JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

MoneyMinder Store featuring Cheddar Up Integration

MoneyMinder StoreSet up a MoneyMinder Store free. Just pay 0.4% /transaction*

Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!

*Transaction fees apply for credit card and e-check purchases.

Learn More About MoneyMinder Store

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