Special situations

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

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.

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.

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

Watch Video An account has been opened at a new bank and the account at the old bank has been...

Are you switching to MoneyMinder and want to import your group’s historical data from Excel? We will import one financial...

Use the reimbursement tool to review, approve, and process reimbursement requests.

Credit cards are tracked as bank accounts in MoneyMinder. Let’s walk through how to set this up. Click Banking in...

To record transactions from Givebacks or Givebutter, export payout summaries directly from the platform to get transaction details. The summary...

If your group purchases something and later returns it for a refund, here’s how we recommend handling it in MoneyMinder. ...