How can we help?
Help Topics
- Watch MoneyMinder Tutorials on our YouTube Page! (redirects to YouTube)
- Podcasts (Redirects to YouTube)
- Videos (Redirects to YouTube)
- Tutorials (Redirects to YouTube)
- Setting up your Budget for users starting a new financial year
- How to handle Budget carry forwards from prior years
- Budgeting funds that don’t belong to your group
- How to handle Restricted funds
- Where to enter your Chart of accounts?
- View some reports
- Looking for standard financial reports?
- How to Run Contact Balance Reports
- Running your Budget Report
- Running your Treasurer’s Report
- Setting up a Custom Store
- How to Import Store transactions
- Mobile card readers for your Store
- Use QR codes to link to your Store payment page
- How to Upload & organize documents
- Creative ways to utilize the Documents feature
- Using the Asset Log
- Using the Compliance Log
- Closing your financial year & transitioning to the next treasurer
- How to track donated Gift cards
- How to track In-kind (or non-cash) donations
- Charitable solicitation registration
- Handling leftover fundraising gift cards that your group is selling
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.
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
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.