Skip to content

See for yourself how easy it is. tab)

Start your free trial →
moneyminder-logo
  • Overview
  • Our Customers
    • Nonprofits
    • PTO & PTA
    • Booster Clubs
    • Sports
    • Groups & Clubs
    • HOA
    • Churches
  • Pricing
  • Resources
    • Blog
    • Glossary
    • Guides
    • Help Center
    • Live Sessions
    • State Charity Reg
    • Treasurer Tips
    • Videos
  • Login
  • Start Trial
  • Search
  1. Home
  2. Knowledge Base
  3. Contacts

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

Need Support?

Can't find the answer you're looking for?
Contact Support
Capterra shortlist 2026 - nonprofit software

Capterra Nonprofit Software List
High Performer

High Performer
Software Advice Nonprofit Software Frontrunners

Software Advice Best Nonprofit Software

Bookkeeping software made for nonprofits and volunteer groups.

Download MoneyMinder on the App Store Get MoneyMinder on Google Play

Features

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

Solutions

  • Booster Clubs
  • Groups
  • HOA
  • Nonprofits
  • PTO & PTA
  • Religious
  • Social & Service
  • Sports

Resources

  • Using MoneyMinder
  • Treasurer Guides
  • PTO & PTA Guides
  • Blog
  • Podcast
  • Videos
  • Glossary
  • Live Sessions

Company

  • About
  • Why MoneyMinder
  • Contact
  • Partners
  • Careers
  • Referrals
  • FAQs
  • Pricing

© 2026 MoneyMinder, a BryteBridge Company. All Rights Reserved. Privacy  Terms

Watch Demo

"*" indicates required fields

Demo + occasional MoneyMinder emails. Unsubscribe anytime.

Watch Demo

"*" indicates required fields

Demo + occasional MoneyMinder emails. Unsubscribe anytime.

MoneyMinder uses cookies to keep the site running and understand how treasurers use it.
You can see what we collect — and how to opt out — in our Privacy Policy.