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....

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