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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
Add MoneyMinder Store as low as 0.4% /transaction*
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
Connect 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.
Connect 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.
Connect 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.