Zeffy has taken off with volunteer-run groups for one reason: there are no platform fees. It runs on optional donor tips instead, so a $50 donation shows up as $50 for your organization.
For a PTO working with a $20,000 annual budget, that difference is real money.
The catch has always been on the bookkeeping side. Fee-free doesn’t mean record-free. Those donations still had to land in your register, tied to the right budget line, in time for your next treasurer’s report — which meant logging into Zeffy, exporting a report, and typing it all in by hand.
Not anymore. Link your Zeffy account to MoneyMinder once, and the transactions come to you.
Get started
If you’re already a MoneyMinder subscriber, the Zeffy integration is live in your account right now. Head to Banking and link your platforms.
Not using MoneyMinder yet? Bookkeeping software built for volunteer treasurers is $299 a year — no per-user fees, no accounting degree required.
How it works
Step one — link the account. Go to Banking in the sidebar, click the logo for the account you want to connect, verify the account details, and enter your statement balance as of the start of your financial year. Then authorize the connection through the platform’s own login. MoneyMinder never sees or stores your credentials.
How to link your merchant accounts →
Step two — import transactions. Click Actions next to the clearing account, choose Import Transactions, pick your date range, and fetch. You’ll get a list of everything waiting.
From there you have two paths:
- Import individually when you want the detail — who paid, what for, receipt attached.
- Bulk import when a whole batch belongs to one budget line. Toggle Bulk View, select the transactions, assign a category, and import them all at once. Fifty spirit wear orders, one click.
Anything you don’t want in your books gets hidden with the eye icon.
How to import merchant transactions →
Step three — record the payout as a transfer. When the platform moves money to your checking account, that’s a transfer, not new income. If you have bank integration, you can import it as a transfer directly from your bank account. Otherwise, use Actions > New Transfer from the clearing account to the checking account.
Why the clearing account matters
Each linked platform gets its own clearing account in MoneyMinder, which mirrors how the money actually moves. In this case, funds sit with Zeffy until they’re transferred, and your books reflect that. Your clearing account balance should match the platform balance — a built-in check that nothing slipped through.
Every transaction ends up in one place
The Bank Register is home base. Whether you manually enter or import transactions, everything lands in the same running list — ordered by date, tied to a budget category, with a source or payee attached.
Between bank integration, merchant account links, Cheddar Up’s bulk import, file imports for Venmo, and plain manual entry, there’s a path in for every dollar your group collects.
FAQ
A Zeffy payout is two entries, not one. First, import the individual donations into your Zeffy clearing account — that’s your income, categorized to the right budget lines. Then record the payout itself as a transfer from the clearing account to your checking account. The donation is income; the payout is the same money moving. Recording the payout as a second deposit double-counts it.
Reconcile the clearing account against Zeffy, and your checking account against your bank statement. After you’ve imported donations and recorded the payout as a transfer, your MoneyMinder clearing account balance should match what Zeffy shows as pending. If the two don’t agree, you’re either missing an import or missing a transfer — and you’ll catch it that month instead of at year-end.
The problem is that Zeffy sends you one lump payout — say $925 — while your board needs to see which programs that money actually funded. Getting there means breaking the payout back into its individual donations and assigning each one to a budget line. You can do that by hand: export the payout report from Zeffy’s Finances tab and enter the donations into whatever you use for books. Or you can use bookkeeping software that connects to Zeffy directly.
MoneyMinder is built for volunteer treasurers and links to Zeffy accounts, so donations import already itemized and you categorize them as they come in. Either way, the result is the same and it’s what your board wants: that $925 shows up distributed across the categories it funded in your Budget vs. Actual, not as a single mystery line.
No. Linking Zeffy, Stripe, Square, and PayPal is included in your subscription.
Yes. Each one gets its own clearing account, so a group running Zeffy for donations and Square for events can track both separately.
No. Authorization happens on the platform’s own site through a secure connection. MoneyMinder never receives your login credentials.