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Setting up Contacts
How to add & edit a Contact
Learn how to add, edit, and search for a Contact within MoneyMinder.
Guidelines for importing your Contact list
Do you have a lit of contacts that you would like us to Import for you? Just follow these guidelines & use the attached template.
Setting up your Contacts QuickStart Guide
Need to track obligations and payments that your members, scouts, homeowners, etc. owe or are owed? This guide will help you set up your Contacts, activity accounts, obligations, and more.
How to use Contact tools
There are a number of Tools available to make using Contacts easier and allow for handling Contact actions in bulk....
Connect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.