Cyndi Meuchel

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.