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Contacts

Setting up Contacts

5 Articles
  • How to add & edit a Contact
  • Guidelines for importing your Contact list
  • Setting up your Contacts QuickStart Guide
  • Tracking Contact Balances: The Basics
  • How to use Contact tools
  • See all 5 Articles

Tracking Contact balance(s)

10 Articles
  • How to make an Obligation Template
  • How to set up Activity Accounts for individual Contacts and in bulk
  • Applying Obligation Templates to individual Contacts and in bulk
  • How to Rename an Activity Account
  • How to Apply transactions to Contacts
  • See all 10 Articles

Contact statements & reports

4 Articles
  • How to see the balance for Contacts by Activity Account
  • How to Create & download statements individually or in bulk
  • How to Create & email statements individually or in bulk
  • Statement Templates
  • See all 4 Articles

Special situations

5 Articles
  • Getting started with Contacts for HOAs
  • How to create & send Donation acknowledgment letters individually
  • Using Membership in Contacts
  • How to create & send Donation acknowledgement letters in bulk
  • How to Track money allocated to individuals to spend (i.e Teacher Allocations)
  • See all 5 Articles

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Bookkeeping software made for nonprofits and volunteer groups.

Features

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

Solutions

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  • Sports

Resources

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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 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]

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

Connect to 12,000+ Banks

Bank Integration MoneyMinderConnect 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.

— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal

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

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank 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.

See for yourself how easy MoneyMinder is! Free 30-Day Trial
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