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MoneyMinder Free Trial

Take it for a test drive today – no obligation, no credit card required

Try MoneyMinder FREE for 30 Days.

It makes a world of difference when you use a tool that was built just for you. See how easy it is to use MoneyMinder to manage your group. Our free trial gives you full access to all of MoneyMinder's great features, from banking and budgeting to bookkeeping and membership management.

No tricks here. We don't even ask for a credit card. After your trial period is complete, simply input your card if you'd like to continue.

Try it Now

Free Trial FAQs

What do I need in order to sign up for a trial?

No credit card is needed to start your trial. To get started with your free trial, you'll need to have this information handy:

  • Email Address (this will become your login name)
  • Name and Position
  • Organization Name and Type
  • Phone Number
  • Address
  • Financial Year Start Date
Do I need to enter a credit card for the free trial?

No. We do not require any form of payment to start your free trial.

If you want to continue using MoneyMinder after 30 days, we accept credit cards, debit cards, eChecks or checks.

What is included with a free 30-day trial?

With a 30-day free trial, you get access to all the features of MoneyMinder. If you'd like to try the Bank Integration during this time, email us and we'll turn it on: [email protected].

The Tax Forms and Multi-Chapter Reporting add-ons are only available with paid accounts.

I'm stuck. What if I need help?

First of all, there is no reason to stress. When you're with MoneyMinder, you're in good hands. We are a stress-free zone! 

If you get stuck, we have a number of ways to help. First off, thousands of groups use MoneyMinder, so we have heard a lot of the same questions over the years. Our knowledgebase has a wealth of information, and chances are, your question has already been asked and answered! 

Visit the Knowledgebase

(we recommend the "Getting Started" section for both free trials and new paid accounts).

If you still need support, we are here via email, phone and live chat to get you where you need to be. 

Visit Our Contact Page 

Connect to Your Venmo Account

venmoConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Venmo Integration:
[email protected]

Connect to Your Stripe Account

StripeConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

MoneyMinder Store featuring Cheddar Up Integration

MoneyMinder StoreSet up a MoneyMinder Store free. Just pay 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 MoneyMinder Store

Connect to 12,000+ Banks

Bank Integration MoneyMinderConnect 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.

— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal

Included in the MoneyMinder Bank Integration add-on for $59/year.

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank Integration: [email protected]

Connect to Your Square Account

SquareConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

Connect Your PayPal Account

PaypalConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your PayPal Integration:
[email protected]

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 when they are created or updated.

There is no additional charge for this integration.

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© 2023 MoneyMinder. All Rights Reserved.

  • About
  • Contact
  • Referral Program
  • Privacy
  • Careers
  • Terms
MoneyMinder Icon
20th Anniversary Logo

© 2023 MoneyMinder. All Rights Reserved.

Menu:

  • About
  • Contact
  • Referral Program
  • Privacy
  • Careers
  • Terms
MoneyMinder Icon
20th Anniversary Logo
MoneyMinder Capterra GetApp SoftwareAdvice Awards

© 2023 MoneyMinder. All Rights Reserved.