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Banking
- Importing from Quickbooks Online
- Add/Edit Basic Contacts
- Adding a New Financial Year
- Adding Uncleared Checks & Deposits
- Autofilling category during import
- Bank Transfers (with video)
- Cash on Hand / Event Cash
- Changing a Reconciled Transaction
- Check Printing (and selecting the right pre-printed check stock)
- Clearing Bank Reconciliations
- Connecting your bank account(s) to MoneyMinder
- Connecting your merchant account(s) (Square or PayPal) to MoneyMinder
- Closing your Financial Year & Transitioning to the Next Treasurer (with video)
- Deleting a Bank Account
- Editing a Bank Account
- Entering Deposits
- Entering Withdrawals
- Handling Gift Cards your Group Receives
- Handling Leftover Fundraising Gift Cards that you’re Selling
- Handling Restricted Funds
- How to See the Running Balance for a Contact (with video)
- Importing Square or PayPal transactions into MoneyMinder
- Importing Bank Transactions from your Bank
- In-Kind or Non Cash Donations
- NSF/Returned Checks
- Recommended Printable Computer Checks & Windowed Envelopes
- Reconciling your Bank Account (with video)
- Setting up Bank Account(s)
- Stale Checks from Prior Financial Year(s)
- Transferring bank balances to the next financial year
- Transferring $ Between Categories
- Viewing the Bank Register
- Voiding Checks
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.