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Advanced Banking

  • Cash on Hand / Event Cash
  • Connecting your merchant account(s) (Square or PayPal) to MoneyMinder
  • Deleting a Bank Account
  • Editing a Bank Account
  • Handling Gift Cards your Group Receives
  • Importing Square or PayPal transactions into MoneyMinder
  • In-Kind or Non Cash Donations
  • NSF/Returned Checks
  • Transferring Money Between Categories
Connect to 12,000+ Banks

Your BankConnect 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.

— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal

Included in the MoneyMinder Bank Integration add-on for $59/year.

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank Integration: [email protected]

MoneyMinder Store featuring Cheddar Up Integration

Cheddar Up LogoSet up a MoneyMinder Store free. Just pay 0.4% /transaction*

Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!

*Transaction fees apply for credit card and e-check purchases.

Learn More About MoneyMinder Store

Connect to Your Square Account

SquareConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

Connect Your PayPal Account

PaypalConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your PayPal Integration:
[email protected]

Get More for Your Membership with Join It

JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

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