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Setting up your new financial year
Setting up a new financial year
Add a new Financial Year Click the Financial Year dropdown at the top of the sidebar and select Add new...
Adding a new Financial Year
Are you ready to set up a new financial year for your group? Learn how here.
Transferring your bank balance(s) to the next financial year
Ready to set up your new financial year? Follow these instructions to transfer your bank balances and any uncleared transactions to the new financial year.
How to handle Stale checks from prior financial years
If you have a check from a prior year that hasn't cleared the bank (and you're sure it never will), you'll want to void it from your records, yet keep a paper trail. Here's how to do that.
Getting started with MoneyMinder
To get started in MoneyMinder you'll need to: Add a new financial year, Set up your bank registers, and Set up your budget. Learn how here.
Setting up your Budget for users starting a new financial year
In this article, we'll walk MoneyMinder's existing Users through three different options for setting up their Budget in their new financial year.
Setting up Bank Register(s) for users starting a new financial year
In this article, we'll walk existing MoneyMinder Users through the process of setting up Bank Registers in your new financial year.
Where to enter your Chart of accounts?
Learn how to enter & organize your chart of accounts, referred to as the Budget in MoneyMinder.
Copy Contacts from the prior financial year
Watch Video Contacts can be copied from one financial year into another financial year. Note: The option to copy contacts is...
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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.
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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.