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For new treasurers with an existing account
Setting up your Budget for users starting a new financial year
In this article, we'll walk MoneyMinder's existing Users through three different options for setting up their Budget in their new financial year.
Set up your new financial year
1. Add a new Financial Year Add a new financial year by clicking the Financial Year dropdown in the upper...
QuickStart Guide for new treasurers with an existing MoneyMinder account
Are you a new treasurer for a group that has been using MoneyMinder to manage their books? This guide will help you pick up where the outgoing treasurer left off.
Understanding the Basics of MoneyMinder
It’s helpful to understand the basics of how MoneyMinder works, in order to set up and work within the application. Knowing how budget, banking, and reports fit together is key.