Skip to content

Primary Menu

  • Solutions
    • MoneyMinder PRO
    • MoneyMinder FREE
    • MyStore
    • Buy Now
  • Organizations
    • Parent Groups
    • Booster Clubs
    • HOAs
    • Social / Service
    • Sports Teams
    • Scouts
    • Faith-Based
    • Events
    • All Nonprofits
  • Pricing
  • Resources
    • Blog
    • Knowledgebase
    • Guides
    • Most Valuable Volunteer
  • Login
  • Free Trial
  • Home
  • /
  • Knowledgebase
  • /
  • Banking

Banking

  • Add/Edit Basic Contacts
  • Handling Leftover Fundraising Gift Cards that you’re Selling
  • Adding a New Financial Year
  • Adding Uncleared Checks & Deposits
  • 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 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
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.

  • About
  • Contact
  • Referral Program
  • Privacy
  • Terms
Capterra Top 20 for Budgeting May-20

© 2021 MoneyMinder. All Rights Reserved.

Software Advice FrontRunners for Budgeting May-20
mm-logo
We use cookies to ensure that we give you the best experience on our website. By using MoneyMinder.com you accept our use of cookies. Privacy PolicyClose and Accept