Cyndi Meuchel
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.
Deciding between Manual transactions and Account integration
Determine whether the optional Account Integration add-on feature will be useful to you as a Treasurer.
Where to enter your Chart of accounts?
Learn how to enter & organize your chart of accounts, referred to as the Budget in MoneyMinder.
It’s Your First PTA Meeting of the Year. What do you do?
Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast. Welcome to the Two-Minute Treasurer’s Tip Podcast. I am your host Cyndi Meuchel with MoneyMinder where we’re hoping to make your life as a volunteer way easier. Alexis writes: I’m nervous about my first board meeting. Can you explain what I…
How to Increase Involvement in Your Volunteer Group
Following is a transcript from this episode of the Two Minute Treasurer’s Podcast. Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m your host Cyndi Meuchel with MoneyMinder where we’re hoping to make your life as a volunteer easier. Cathy asks if we have any tips for increasing involvement in her group? She notes it seems…
Suggestions for Dealing With Volunteer Burnout
Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast. Welcome to the Two-Minute Treasurer’s Tip Podcast. I am your host Cyndi Meuchel with MoneyMinder where we’re hoping to make your life as a volunteer way easier. Sierra writes: We’re only halfway into our year, have only a handful of volunteers,…
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.
Setting up your Bank Register(s) 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 the process of setting up Bank Registers. It is NOT required that you connect to your bank.
How to create & send Donation acknowledgment letters individually
Watch Video You can print or email donor acknowledgement letters for an individual donor by following these steps: Click the Contacts icon in the sidebar. Click on the Donations tab. You have the option of generating Donation Acknowledge letters for a specific donation or for a contact’s Year-to-Date donations. Sending Individual Donor Acknowledge for a…
How to create & send Donation acknowledgement letters in bulk
Watch Video Click the Contacts icon in the sidebar. Then select Bulk Download Donation Acknowledgements from the Tools dropdown menu if you wish to PRINT your letters. Or choose Bulk Email Donation Acknowledgements from the Tools dropdown menu if you wish to email your letters. It is important to note that donations are grouped in MoneyMinder…
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 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.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
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.
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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