13 Articles Getting Started
- Setting up your new financial year
- Adding a New Financial Year
- Adding Uncleared Checks & Deposits
- Carry Forward from Prior Years
- Deleting a Bank Account
- Editing a Bank Account
- Getting Started with MoneyMinder
- Getting started with your Homeowner Association
- MoneyMinder PRO versus FREE edition
- Setting up Bank Account(s)
- Setting up a Budget (with video)
- Stale Checks from Prior Financial Year(s)
- Transferring bank balances to the next financial year
4 Articles Account Maintenance
2 Articles Bank Reconciliation
3 Articles Budget
31 Articles Banking
- Add/Edit Basic Contacts
- Handling Leftover Fundraising Gift Cards that you’re Selling
- Adding a New Financial Year
- Adding Uncleared Checks & Deposits
- Bank Transfers (with video)
- Cash on Hand / Event Cash
- Changing a Reconciled Transaction
- Check Printing (and selecting the right pre-printed check stock)
- Clearing Bank Reconciliations
- Connecting your bank account(s) to MoneyMinder
- Connecting your merchant account(s) (Square or PayPal) to MoneyMinder
- Closing your Financial Year & Transitioning to the Next Treasurer (with video)
- Deleting a Bank Account
- Editing a Bank Account
- Entering Deposits
- Entering Withdrawals
- Handling Gift Cards your Group Receives
- Handling Restricted Funds
- How to See the Running Balance for a Contact (with video)
- Importing Square or PayPal transactions into MoneyMinder
- Importing Bank Transactions from your Bank
- In-Kind or Non Cash Donations
- NSF/Returned Checks
- Recommended Printable Computer Checks & Windowed Envelopes
- Reconciling your Bank Account (with video)
3 Articles Bank Integration
3 Articles MyStore
1 Article Legal
10 Articles Contacts
- Add/Edit Basic Contacts
- Applying an Obligation Template to an Individual Contact
- Closing your Financial Year & Transitioning to the Next Treasurer (with video)
- Getting started with your Homeowner Association
- How to See the Running Balance for a Contact (with video)
- Making Obligation Templates
- Manage Users (with video)
- Printing Statements
- Setting up Activity Accounts for Contacts
- User Roles
4 Articles Reports
7 Articles Tax & Year End
- Adding a New Financial Year
- Closing your Financial Year & Transitioning to the Next Treasurer (with video)
- In-Kind or Non Cash Donations
- Looking for Standard Financial Reports?
- Transferring bank balances to the next financial year
- Year End Tips (with video)
- Associating 990EZ Line Numbers & Running the 990EZ Report (with video)
Connect your Square 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 Paypal 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 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.
Add MyStore as low as 0.4% /transaction*
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.