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Getting started with Contacts for HOAs
Are you an HOA looking at using MoneyMinder? One of the benefits of using MoneyMinder for your HOA is keeping...
How to Email or Download Donation Acknowledgment Letters
Watch Video You can email or download donor acknowledgement letters for an individual donor by following these steps: Click Contacts...
How to create & send Donation acknowledgement letters in bulk
Watch Video Click Contacts in the sidebar. Then select Bulk Download Donation Acknowledgements from the Tools dropdown menu if you wish...
How to Track money allocated to individuals to spend (i.e Teacher Allocations)
Some groups allocate money to individuals to spend throughout the financial year and need to track who has spent what (i.e. Teacher Allocations/Grants). We'll walk through how to do that in this article.
Using Membership in Contacts
Membership allows you to manually keep track of contact membership. Note: Membership differs from Member Activity in that all information...
Connect your Stripe Account 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.
Connect your Venmo account 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.
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.
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.