We’ve rolled out an update to your dashboard that makes it even easier to understand your group’s financial picture at a glance.
Start at the top with four clear information cards that show:
- Income this month
- Expenses this month
- Year to Date Income
- Year to Date Expenses
You’ll also love the new visual charts that compare your actual income and expenses to what you’ve budgeted for the year—a simple, powerful way to see how your group is tracking.
Access your bank accounts, cash flow over time, and financial overview when you need a closer look. Don’t forget to change your financial year to view prior year’s data.
This update is designed to help treasurers stay organized, confident and in control—from the moment they log in.
Posted in Feature Releases
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Connect your Bank, Paypal and Square accounts 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.
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Connect your Bank, Square and PayPal accounts 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.