Special situations

How to record Cash on hand (aka petty cash & cash box)

Does your group hold events & activities where you need to make change? Follow these directions when tracking it in MoneyMinder.

How to track donated Gift cards

Sometimes people generously donate gift cards that they have to nonprofits, so the nonprofit can purchase items at that store. Here's how to track those.

How to track In-kind (or non-cash) donations

Sometimes groups receive donated items to use at events that need to be accounted for. Are you one of those groups? Follow these easy instructions.

Importing historical data from QuickBooks

We can import your historical data from Quickbooks into MoneyMinder. Just follow these step-by-step instructions.

How to handle when an organization changes banks

An account has been opened at a new bank and the account at the old bank has been closed.  Here...

Guidelines for importing transactions from an Excel template

Do you have a list of financial transactions that you would like imported into your MoneyMinder account? The cost is...

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