We can import your historical data from Quickbooks into MoneyMinder. Just follow these step-by-step instructions.
Are you a new treasurer for a group that has been using MoneyMinder to manage their books? This guide will help you pick up where the outgoing treasurer left off.
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.
Tips for getting the information you need from our reports.
How to rename Activity Accounts to better reflect your activity.
Locate your group’s subscription invoice and receipts for current & past years’ subscriptions so you can view, print, or pay.
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.
Determine whether the optional Account Integration add-on feature will be useful to you as a Treasurer.
Learn how to enter & organize your chart of accounts, referred to as the Budget in MoneyMinder.
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.
In this article, we’ll walk MoneyMinder Users who are just starting their 30-day free trial through the process of setting up Bank Registers. It is NOT required that you connect to your bank.
You can print or email donor acknowledgement letters for an individual donor by following these steps: Start by clicking on the Contacts icon in …
Start by clicking on the Contacts icon in the toolbar: Then select Bulk Download Donation Acknowledgements from the Tools dropdown menu if you wish to …
Need to track obligations and payments that your members, scouts, homeowners, etc. owe or are owed? This guide will help you set up your Contacts, activity accounts, obligations, and more.
Are you a new treasurer getting MoneyMinder set up for your group for the first time? This guide will help you get up and running fast.
Sometimes groups ask individuals to fundraise and want to apply that fundraising money toward a member activity account obligation. This guide walks you thru the process of moving money between activity accounts to pay for an obligation.
Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This can be done individually, Contact-by-Contact, or …
MoneyMinder can calculate and autofill lines 1-16 of the 990-EZ form for you based on the transactional data you’ve entered.