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  • Getting Started

Getting Started

  • Adding a New Financial Year
  • Adding Uncleared Checks & Deposits
  • Carry Forward from Prior Years
  • Deleting a Bank Account
  • Editing a Bank Account
  • Getting Started with MoneyMinder
  • Getting started with your Homeowner Association
  • MoneyMinder PRO versus FREE edition
  • Setting up Bank Account(s)
  • Setting up a Budget (with video)
  • Setting up your new financial year
  • Stale Checks from Prior Financial Year(s)
  • Transferring bank balances to the next financial year
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

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 whey they are created or updated.

There is no additional charge for this integration.

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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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