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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 Budget carry forwards from prior years
There are times when an activity that was budgeted this year did not use all of its allocated budget. And you might want to consider that unused money as something that is to be carried over and used next year for that same activity. Here's how to show that in MoneyMinder.
Budgeting funds that don’t belong to your group
If you collect dues on behalf of a parent organization you'll need to properly account for that starting with your budget. Learn how here.
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 a 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.
Tracking budget changes
There are times during the year when you may need to make changes to your budget. This article includes step-by-step instructions along with our recommendations for maintaining a paper trail.
Getting started with your MoneyMinder Trial
Our free 30-day trial gives you full access to all of MoneyMinder’s great features, from banking and budgeting to bookkeeping and contact management. You can see for yourself how easy it is to manage your group using 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.
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...