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.

How to handle Restricted funds

Some groups set aside funds that can only be used for a particular purpose (sometimes referred to as restricted funds). Here is how you can keep track of these funds and produce reports that will provide transparency to your group.

Setting up your Budget at the beginning of your 30-day free trial

In this article, we'll walk MoneyMinder Users who are just starting their 30-day free trial through three different options for setting up their Budget (a.k.a Chart of Accounts) for the first time.

Where to enter your Chart of accounts?

Learn how to enter & organize your chart of accounts, referred to as the Budget in MoneyMinder.

How to Use the Budget Analysis Report

A budget, as we all know, is a great planning tool, but reality can be quite different from what we plan. This is where the Budget Analysis Report is really valuable. Learn how to use this interactive tool to run budget scenarios so you can make informed decisions.

Understanding the Basics of MoneyMinder

It’s helpful to understand the basics of how MoneyMinder works, in order to set up and work within the application. Knowing how budget, banking, and reports fit together is key.

Need Support?

Can't find the answer you're looking for?
Contact Support
Happy Memorial Day! Our offices are closed for the holiday. We will resume business as usual on Tuesday, May 28th at 8:00 a.m. PT.
until Teacher Appreciation Week. How will you celebrate teachers?