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
