Cyndi Meuchel

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.

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.

Instructions for exporting a report from your bank containing transactional activity from your account that can then be imported into MoneyMinder.

There may be the occasion where a bank transaction is to be included in a prior financial year, but due to timing, imports into the new financial year instead. Let’s walk thru how to handle that.