- Home
- Knowledge Base
- Getting Started
- For new treasurers with an existing account
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 on the Financial Year box in the...
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.
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 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.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
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.
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.
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.