Setting up Contacts

Add/Edit Basic Contacts

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.

Contact 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.

Using Contacts Tools

How to Use Bulk Apply and Other Contact Tools There are several Tools available to help make using Contacts easier....

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