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Getting Started

For treasurers setting up their 30-day free trial

9 Articles
  • QuickStart Guide
  • Setting up your Contacts QuickStart Guide
  • Importing historical data from QuickBooks
  • Setting up your Bank Register(s) at the beginning of your 30-day free trial
  • Getting started with your MoneyMinder Trial
  • See all 9 Articles

For new treasurers with an existing account

5 Articles
  • Setting up a new financial year
  • Understanding the Basics of MoneyMinder
  • How to Manage Reimbursements Digitally
  • Tracking Contact Balances: An Overview
  • Setting up your Budget for users starting a new financial year
  • See all 5 Articles

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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.

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Features

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  • Budgeting
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  • Reimbursement
  • Contacts
  • Tax Forms

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Resources

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