Leslie Baird
MoneyMinder Just Got Even Better (Release 11.19.2025)
We’ve rolled out an update to your dashboard that makes it even easier to understand your group’s financial picture at a glance. Start at the top with four clear information cards that show: You’ll also love the new visual charts that compare your actual income and expenses to what you’ve budgeted for the year—a simple,…
Venmo CSV Import (Release 10.2.2025)
Now you can import a CSV file from Venmo directly into your MoneyMinder Venmo account to keep up to date and accurate. Read more on it here: How to Import from QFX, QBO, or OFX bank transaction files or Venmo CSV Statements – MoneyMinder Why did we make this update? Our bank integration partner stopped…
Export Reimbursement Request to PDF (Release 09.17.2025)
Now you can export one or all of your reimbursement requests to a PDF for saving externally or importing on the transaction. In an individual workflow, you can click Bulk Export to produce a file with all the reimbursement requests in that flow or click on the individual request and Export to PDF.
Credit Card Bank Integration is available (Release 08.26.25)
Does your group use a credit card? You can now link your supported credit card and import transactions directly from the institution, just like you do with your bank accounts. Learn more about tracking credit cards here: How to track credit cards – MoneyMinder
Nonprofit Reimbursement Approvals: Ditch the Old School Paper Chase
Simplifying Reimbursements for Nonprofits Processing reimbursements can be a time-consuming and sometimes frustrating part of your role as a nonprofit treasurer. Depending on your organization’s bylaws, your nonprofit reimbursement policy may require you to obtain approvals and signatures before reimbursing an expense. This can lead to delays in group members being reimbursed, potentially causing financial…
Do I Need Nonprofit-Specific Accounting Software?
For many volunteer treasurers, the choice of accounting software is often inherited rather than chosen. In other words, they use whatever is passed down to them. Unfortunately, this often comes with little to no training, and sometimes, the treasurer has no accounting experience at all. One of the unique challenges of nonprofit organizations-especially those run…
Connect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.