Getting started

Setting up Bank Account(s) (with video)

You can add bank accounts using one of the following methods: Copy bank accounts from the prior year OR Set...

Viewing the Bank Register

  There are two ways to view your bank register in MoneyMinder. From the Home Page, click the name of...

Editing a Bank Account

Click on the Banking icon in the toolbar. Then click the Edit button to the right of the bank account you’d...

Deleting a Bank Account

Click on the Banking icon in the toolbar. Then click the Edit button to the right of the bank account you’d...

Connecting your bank account(s) to MoneyMinder

Add-on feature: $59/year Link your bank account(s) with MoneyMinder. Click on the Banking icon in the toolbar. Then click Import Transactions...

Having trouble with Bank Integration?

If you’re having trouble seeing transactions that you want to import from your bank try this: Click on the Banking...

Adding Uncleared Checks & Deposits from Prior Years

To add uncleared checks from prior years click on the Banking icon in the toolbar. Click the Edit button next to...

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