Getting started

Setting up your Bank Register(s) for users starting a new financial year

In this article, we'll walk existing MoneyMinder Users through the process of setting up Bank Registers in your new financial year.

Viewing, editing & deleting a bank register

Learn how to view, edit, and delete a bank register in MoneyMinder.

Adding Uncleared Checks & Deposits from prior years

Did you have transactions (usually checks) that were written prior to the close of the financial year, but didn't clear the bank until after the new financial year began? We'll walk you thru how to handle those here.

Manual transaction entry vs Account Integration (add-on feature) – how to choose

Determine whether the optional Account Integration add-on feature will be useful to you as a Treasurer.

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