Cyndi Meuchel

Follow these guidelines to close your financial year and set your incoming treasurer up for success.

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.

Once an item has been reconciled, it cannot readily be changed because it would compromise the integrity of your data. But sometimes errors are made and they need to be corrected. Here are two different ways to do this.

Sometimes you’ll want to move BUDGETED money between categories. Here’s a suggestion method for doing so.

You have full control over who has access to your MoneyMinder account and what they can see or not see. Here’s how to manage your users who have access.

You can store group information (such as address, EIN #, etc.) and set your preferences (date format, currency format, etc.). Learn how here.

Learn how to add, edit, and search for a Contact within MoneyMinder.

In this article, we’ll walk MoneyMinder’s existing Users through three different options for setting up their Budget in their new financial year.

Learn how to view, edit, and delete a bank register in MoneyMinder.

In this article, we’ll walk existing MoneyMinder Users through the process of setting up Bank Registers in your new financial year.

Learn how to make a transfer (move funds) from one bank account to another in your MoneyMinder account.

Has your bank returned a check to you due to insufficient funds or because the bank account has been closed? Follow these instructions for handling those in MoneyMinder.