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Transfers
How to Transfer money from one bank account to another
Learn how to make a transfer (move funds) from one bank account to another in your MoneyMinder account.
When to use a transfer instead of a deposit/withdrawal combination
Transfers are used when a group has more than one bank account and has a need to move money from one account to another. Learn how to discern between using this function as opposed to a deposit/withdrawal combination.
Transferring money between budget categories
Sometimes you'll want to move BUDGETED money between categories. Here's a suggestion method for doing so.
How to handle when an organization changes banks
Watch Video An account has been opened at a new bank and the account at the old bank has been...
How to track credit cards
Credit cards are tracked as bank accounts in MoneyMinder. Let’s walk through how to set this up. Click Banking in...
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.