Account integration / Importing transactions
Deciding between Manual transactions and Account integration
Determine whether the optional Account Integration add-on feature will be useful to you as a Treasurer.
Connecting your bank account(s) to MoneyMinder
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.
Importing transactions directly from your bank
If you've chosen to link your banking institution to MoneyMinder (purely optional), you're ready to start importing transactions. Here's how.
Autofilling category during import
A tip for getting your category to autofill when importing transactions.
Having trouble with Bank Integration?
If you're having trouble seeing transactions that you want to import from your bank follow these steps.
How to Import bank transactions from a QFX, QBO, or OFX bank file export
Instructions for exporting a report from your bank containing transactional activity from your account that can then be imported into MoneyMinder.
Connecting your merchant account(s) (Stripe, Square, or PayPal) to MoneyMinder
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.
Importing Stripe, Square, or PayPal transactions into MoneyMinder
Once you've linked your Square or PayPal account to Minder you're ready to start importing transactions. Here's how.
Handling bank imports with End of financial year transactions
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.
How to Edit a bank transaction
Sometimes you need to make changes to bank transactions. This article walks through how to do that.
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