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Contacts

  • 4 Great Contact Tools
  • Add/Edit Basic Contacts
  • Applying an Obligation Template to an Individual Contact
  • Closing your Financial Year & Transitioning to the Next Treasurer (with video)
  • Getting started with your Homeowner Association
  • Guidelines for importing your Contact list
  • How to apply a reimbursement toward an obligation (amount owing)
  • How to See the Running Balance for a Contact (with video)
  • How to track money allocated to an individual
  • How to track money allocated to individuals to spend (eg Teacher Grants)
  • How to Use Membership in Contacts
  • Integrating MoneyMinder and JoinIt
  • Making Obligation Templates
  • Manage Users (with video)
  • Printing Statements
  • Setting up Activity Accounts for Contacts
  • User Roles
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.

Connect to Your Square Account

SquareConnect your Square 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.

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

Free with your MoneyMinder PRO Subscription

Call or email us to turn on your Square Integration:
(866) 346-4300
[email protected]

Connect Your PayPal Account

PaypalConnect your Paypal 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.

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

Free with your MoneyMinder PRO Subscription

Call or email us to turn on your PayPal Integration:
(866) 346-4300
[email protected]

Connect to 12,000+ Banks

Your BankConnect your Bank 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.

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

$39/year

Call or email us to turn on Bank Integration:
(866) 346-4300
[email protected]

MoneyMinder MyStore featuring Cheddar Up Integration

CheddarUpAdd MyStore as low as 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 MyStore

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Capterra Best Value for Nonprofit Nov-20
Capterra Shortlist for Budgeting Jan-21

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Software Advice Frontrunners for Budgeting Jan-21
Capterra Ease of Use for Nonprofit Nov-20
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