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Account integration / Importing transactions

Manual transaction entry vs Account Integration (add-on feature) – how to choose

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 Bank Transactions 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.

Having trouble with Bank Integration?

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

Autofilling category during import

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

Connecting your merchant account(s) (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 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.

Importing 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.

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