The MoneyMinder Blog
Insights and strategies for volunteer and nonprofit treasurers
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
Email Statements in Bulk (Release 08.21.25)
Quickly send statements to more than one member at once, saving time and keeping everyone up to date.
15 Treasurer To-Do’s to Start the 2025–2026 School Year Strong
As a new school year begins, it’s the ideal time for volunteer treasurers to get organized. Whether you’re supporting a PTO or PTA, booster club, sports team or another volunteer-run group, tackling a few essential financial tasks now will set your organization up for a smooth and successful year ahead. High Priority: Must-Do Items 1.…
Going Digital: How MoneyMinder Supports a Paperless Workflow for Volunteer Treasurers
As Treasurer for your group, you play a critical role in managing finances and keeping track of all of the important files and information that comes with the territory. Traditionally, that involved a considerable amount of paperwork, from keeping track of receipts to filing away important documents. However, in the digital age, the need for…
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.