Cyndi Meuchel

You can track how much you’ve paid people and/or how much they’ve paid you using Activity Accounts. Find out how to set up Activity Accounts.

Did you have transactions (usually checks) that were written prior to the close of the financial year, but didn’t clear the bank until after the new financial year began? We’ll walk you thru how to handle those here.

If you’re having trouble seeing transactions that you want to import from your bank follow these steps.

Sometimes checks get lost or are never cashed by the recipient. Other times you may simply make a mistake when writing it and it will never leave your hands. Follow these steps to void such checks in MoneyMinder.

If you collect dues on behalf of a parent organization you’ll need to properly account for that starting with your budget. Learn how here.

Ready to set up your new financial year? Follow these instructions to transfer your bank balances and any uncleared transactions to the new financial year.

There are a number of user roles you can assign to an individual who has access to your MoneyMinder account. Learn about permission levels here.

Once you’ve linked your Square or PayPal account to Minder you’re ready to start importing transactions. Here’s how.

If you’ve chosen to link your banking institution to MoneyMinder (purely optional), you’re ready to start importing transactions. Here’s how.

Would you like to connect your Square or PayPal account to MoneyMinder so you can import transactions rather than manually enter them? Get step-by-step instructions here.

Would you like to connect your bank account to MoneyMinder so you can import transactions rather than manually enter them? Get step-by-step instructions here.

Are you ready to set up a new financial year for your group? Learn how here.