The MoneyMinder Blog
Insights and strategies for volunteer and nonprofit treasurers
Cash vs. Accrual Accounting for Nonprofits
If you’ve recently stepped into a treasurer role for your PTA, community garden, or local sports league, you might be wondering about the best way to handle your organization’s books. There are different approaches to accounting, and choosing the right one can make your job much easier. Cash accounting (also called the cash method or…
Venmo CSV Import (Release 10.2.2025)
Now you can import a CSV file from Venmo directly into your MoneyMinder Venmo account to keep up to date and accurate. Read more on it here: How to Import from QFX, QBO, or OFX bank transaction files or Venmo CSV Statements – MoneyMinder Why did we make this update? Our bank integration partner stopped…
8 Quick Fundraising Ideas for Volunteer Groups
Running a nonprofit can be hard at the best of times, but recent trends have made some things extra challenging. Membership numbers are dropping in many organizations, and grants have become much harder to secure. For volunteer teams who are already stretched thin, the thought of organizing an elaborate fundraiser might be hard to stomach.…
What a PTO or PTA Financial Report Should Include
Financial reports tell your parent organization’s money story to board members, fellow parents, and school administrators. They demonstrate accountability and support smart decision-making by showing how fundraising dollars are being managed and what your financial outlook looks like. Most PTO and PTA boards expect to see financial reports monthly or quarterly, often presented at general…
Export Reimbursement Request to PDF (Release 09.17.2025)
Now you can export one or all of your reimbursement requests to a PDF for saving externally or importing on the transaction. In an individual workflow, you can click Bulk Export to produce a file with all the reimbursement requests in that flow or click on the individual request and Export to PDF.
MoneyMinder Users Get Lower Fees & More Features with a FREE Cheddar Up Team Plan
Managing payments for your volunteer-run organization shouldn’t feel like herding cats—every payment coming from a different direction. Between membership dues, fundraiser sales, event tickets, and donations, keeping track of who paid for what can quickly become overwhelming. Without the right system, details slip through the cracks fast. Relief is here! Meet the MoneyMinder Store, a…
Apply Payments to Specific Obligations (Release 09.12.25)
Apply payments to specific obligations Want to know who’s paid for the camping trip—and who still owes? You can now apply payments to specific obligations and run a detailed report to see who’s paid—at a glance. When recording a payment, apply it to the Activity Account AND the Obligation. Obligation report Run the Obligation Report…
The Risks of Using Payment Tools Without Financial Management Tools
When your volunteer organization needs to start collecting payments, you might start looking at PayPal, Venmo, Square, Stripe or even one of those newer platforms like Zeffy or Givebutter. They’re easy to set up, they look professional, and people can pay with just a few clicks. Treasurer role handled, right? Not quite. While these payment…
Booster Club Budget 101
Whether you’re supporting the football team, marching band, or robotics club, a well-planned booster club budget is your roadmap for making smart fundraising and spending decisions all year long. This guide will walk you through creating and managing an effective budget that keeps your organization financially strong for the students and programs you care about.…
Credit Card Bank Integration is available (Release 08.26.25)
Does your group use a credit card? You can now link your supported credit card and import transactions directly from the institution, just like you do with your bank accounts. Learn more about tracking credit cards here: How to track credit cards – MoneyMinder
Connect your Stripe 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 Venmo 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, 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.
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.