Cyndi Meuchel
5 Timeless and 5 New Rotary Club Fundraising Events
How to record Cash on hand (aka petty cash & cash box)
Does your group hold events & activities where you need to make change? Follow these directions when tracking it in MoneyMinder.
How to track Gift cards donated to your group for use
Sometimes people generously donate gift cards that they have to nonprofits, so the nonprofit can purchase items at that store. Here’s how to track those.
Reconciling bank account(s) in MoneyMinder
Reconciling your bank account each month is an important responsibility of the Treasurer. Here’s how to do that.
How to associate 990EZ Line Numbers & run the 990EZ Report
Would you like to get totals for lines 1-16 on the IRS Form 990EZ? Here’s how.
How to track In-kind (or non-cash) donations
Sometimes groups receive donated items to use at events that need to be accounted for. Are you one of those groups? Follow these easy instructions.
How to handle Stale checks from prior financial years
If you have a check from a prior year that hasn’t cleared the bank (and you’re sure it never will), you’ll want to void it from your records, yet keep a paper trail. Here’s how to do that.
How to use Check printing & where to buy blank check stock
To use the Check Printing feature you’ll need to have some blank check stock available to print onto. Here’s how to use the feature & a recommendation for finding inexpensive stock & envelopes.
Closing your financial year & transitioning to the next treasurer
Follow these guidelines to close your financial year and set your incoming treasurer up for success.
How to handle Budget carry forwards from prior years
There are times when an activity that was budgeted this year did not use all of its allocated budget. And you might want to consider that unused money as something that is to be carried over and used next year for that same activity. Here’s how to show that in MoneyMinder.
Changing a Reconciled Transaction
Once an item has been reconciled, it cannot readily be changed because it would compromise the integrity of your data. But sometimes errors are made and they need to be corrected. Here are two different ways to do this.
Transferring money between budget categories
Sometimes you’ll want to move BUDGETED money between categories. Here’s a suggestion method for doing so.
7 Printable Volunteer Appreciation Quotes for Volunteer Appreciation Week
The Ultimate List of Girl Empowerment Programs
How to Add users to your account
You have full control over who has access to your MoneyMinder account and what they can see or not see. Here’s how to manage your users who have access.
Editing your Account information
You can store group information (such as address, EIN #, etc.) and set your preferences (date format, currency format, etc.). Learn how here.
How to add & edit a Contact
Learn how to add, edit, and search for a Contact within MoneyMinder.
Setting up your Budget for users starting a new financial year
In this article, we’ll walk MoneyMinder’s existing Users through three different options for setting up their Budget in their new financial year.
Viewing, editing & deleting a bank register
Learn how to view, edit, and delete a bank register in MoneyMinder.
Setting up Bank Register(s) for users starting a new financial year
In this article, we’ll walk existing MoneyMinder Users through the process of setting up Bank Registers in your new financial year.
How to Transfer money from one bank account to another
Learn how to make a transfer (move funds) from one bank account to another in your MoneyMinder account.
How to record Returned checks due to non-sufficient funds (NSF)
Has your bank returned a check to you due to insufficient funds or because the bank account has been closed? Follow these instructions for handling those in MoneyMinder.