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.
Following is a transcript of this episode of the Two Minute Treasurer's Tip Podcast. Welcome to the…
Following is a transcript from this episode of the Two Minute Treasurer's Podcast. Welcome to the Two-Minute…
Following is a transcript of this episode of the Two Minute Treasurer's Tip Podcast. Welcome to the…
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.
Watch Video You can print or email donor acknowledgement letters for an individual donor by following these steps: Start by clicking on the Contacts …
Watch Video Start by clicking on the Contacts icon in the toolbar: Then select Bulk Download Donation Acknowledgements from the Tools dropdown menu if you …
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.
Watch Video Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This can be done individually, …
Following is a transcript of this episode of the Two Minute Treasurer's Podcast. Welcome to the Two-Minute…
MoneyMinder offers several dozen click-of-the-mouse reports, all of which are downloadable or exportable as PDF or XLS.
Step-by-step instructions for manually entering deposits and withdrawals, as well as instructions for attaching receipts to a transaction.
Following is a transcript of this episode of the Two-Minute Treasurer's Tip Podcast from MoneyMinder. Welcome to…
Special podcast series featuring R.V. Nuccio & Associates. Property Insurance – What is it? What kind of…
Special podcast series featuring R.V. Nuccio & Associates. Accident Medical Insurance (AD&D) offers coverage to someone who…
Special podcast series featuring R.V. Nuccio & Associates. Directors & Officers insurance picks up where a General…
Special podcast series featuring R.V. Nuccio & Associates. Bonding insurance – What is it? What does it…
Special podcast series featuring R.V. Nuccio & Associates. Liability insurance – What is it? What does it…
Special podcast series featuring R.V. Nuccio & Associates. Parent groups are increasingly taking on financial obligations that…
Special podcast series featuring R.V. Nuccio & Associates. Confused about the types of insurance your parent group…
Special podcast series featuring R.V. Nuccio & Associates. Kerri McDonald from R.V. Nuccio & Associates talks about…
Special podcast series featuring R.V. Nuccio & Associates. Kerri McDonald from R.V. Nuccio & Associates helps us…
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip…
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip…
Following is a transcript of this special podcast episode, which features two bonus minutes on top of…
There's no right time to show gratitude for an act of kindness, community service, or civic engagement.…
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip…
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip…
MoneyMinder is the gold standard in simple accounting tools, built for volunteer-run organizations to minimize the learning…
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip…
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip…
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip…