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Getting started
Setting up 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.
Deciding between Manual transactions and Account integration
Determine whether the optional Account Integration add-on feature will be useful to you as a Treasurer.
Setting up your Bank Register(s)
In this article, we'll walk new MoneyMinder Users through the process of setting up Bank Registers. It is NOT required that you connect to your bank.
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.
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 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.
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.