Feature Releases
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.
Apply Payments to Specific Obligations (Release 09.12.25)
Apply payments to specific obligations Want to know who’s paid for the camping trip—and who still owes? You can now apply payments to specific obligations and run a detailed report to see who’s paid—at a glance. When recording a payment, apply it to the Activity Account AND the Obligation. Obligation report Run the Obligation Report…
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
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.