For treasurers setting up their 30-day free trial

Are you a new treasurer getting MoneyMinder set up for your group for the first time? This guide will help you get up and running fast.

In this article, we'll walk MoneyMinder Users who are just starting their 30-day free trial through the process of setting up Bank Registers. It is NOT required that you connect to your bank.

In this article, we'll walk MoneyMinder Users who are just starting their 30-day free trial through three different options for setting up their Budget (a.k.a Chart of Accounts) for the first time.

Learn how to enter & organize your chart of accounts, referred to as the Budget in MoneyMinder.

Need to track obligations and payments that your members, scouts, homeowners, etc. owe or are owed? This guide will help you set up your Contacts, activity accounts, obligations, and more.

We can import your historical data from Quickbooks into MoneyMinder. Just follow these step-by-step instructions.

Our free 30-day trial gives you full access to all of MoneyMinder’s great features, from banking and budgeting to bookkeeping and contact management. You can see for yourself how easy it is to manage your group using 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.

Watch Video If your group charges dues or sends out statements, it’s helpful to understand how to track contact balances...