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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.
Setting up a new financial year
Setting up a new financial year (fiscal year) is easy in MoneyMinder. Here’s how it works. Add a new Financial Year Click the Financial Year...
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.
How to Manage Reimbursements Digitally
Use the reimbursement tool to review, approve, and process reimbursement requests.
Tracking Contact Balances: An Overview
Watch Video If your group charges dues or sends out statements, it’s important to understand how to track contact balances in MoneyMinder. In this quick overview, we’ll walk...