Account integration / Importing transactions

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

Would you like to connect your bank account to MoneyMinder so you can import transactions rather than manually enter them? Get step-by-step instructions here.

If you've chosen to link your banking institution to MoneyMinder (purely optional), you're ready to start importing transactions. Here's how.

If you're having trouble seeing transactions that you want to import from your bank follow these steps.

A tip for getting your category to autofill when importing transactions.

Would you like to connect your Square or PayPal account to MoneyMinder so you can import transactions rather than manually enter them? Get step-by-step instructions here.

Once you've linked your Square or PayPal account to Minder you're ready to start importing transactions. Here's how.

There may be the occasion where a bank transaction is to be included in a prior financial year, but due to timing, imports into the new financial year instead. Let's walk thru how to handle that.

Instructions for exporting a report from your bank containing transactional activity from your account that can then be imported into MoneyMinder.