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Getting your free trial set up

MoneyMinder PRO versus FREE edition

What’s the difference between MoneyMinder PRO and MoneyMinder FREE editions? MoneyMinder FREE is intended to help folks develop a budget...

Importing from Quickbooks Online

Here’s how to prepare your files for importing your historical data from Quickbooks Online to MoneyMinder: *$19/year import fee. 1...

Importing from Quickbooks Desktop Pro

Here’s how to prepare your files for importing your historical data from Quickbooks Online to MoneyMinder: *$19/year import fee. You...

Entering Transactions & Attaching Receipts

To enter a DEPOSIT From the Home page click on the Banking tab. Select the bank account you’d like to...

QuickStart Guide

Table of Contents Set Up Your Bank Accounts Create Your Budget Enter Transactions & Attach Receipts View Some Reports Add...

Setting up bank account(s) at the start of your 30-day free trial

Click on the Banking icon in the toolbar. Click Add Bank Account Enter the bank account name and starting balance at the beginning...

Setting up a budget at the start of your 30-day free trial

From the home page, click the Budget icon. You can create your budget using one of the following: Select one of MoneyMinder’s...

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