Importing transactions

Connect Merchant Account(s) (Square or PayPal) to your MoneyMinder account. Click on the Banking icon in the toolbar. Then click Add...

See article titled Bank Integration for step-by-step instructions for linking your bank account(s) to MoneyMinder. Once you’ve linked your bank...

See the article titled Connecting your merchant account(s) (Square or PayPal) to MoneyMinder for step-by-step instructions for linking your merchant...

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

Would you like the Category to autofill during import? If so, please use the following parameters, depending upon the merchant...

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

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

How to handle bank imports with end-of-financial-year transactions There may be the occasion where a bank transaction is to be...

Account Integration must be activated to use this feature. Please email [email protected] or call (866) 346-4300 to request activation. In...