9 Articles QuickStart for New Trials
- Watch MoneyMinder Tutorials on our YouTube Page!
- QuickStart Guide
- Getting Started with MoneyMinder
- Setting up Bank Account(s) (with video)
- Setting up a Budget (with video)
- Entering Transactions & Attaching Receipts
- Organizing Documents (with video)
- View Some Reports
- MoneyMinder PRO versus FREE edition
2 Articles Wrapping up your Financial Year
11 Articles Basic Banking
- Setting up Bank Account(s) (with video)
- Adding Uncleared Checks & Deposits from Prior Years
- Entering Deposits
- Entering Withdrawals (with Video)
- Check Printing (and selecting the right pre-printed check stock)
- Voiding Checks
- Bank Transfers (with video)
- Reconciling your Bank Account (with video)
- Viewing the Bank Register
- Recommended Printable Computer Checks & Windowed Envelopes
4 Articles Setting up your New Financial Year
9 Articles Advanced Banking
- Cash on Hand / Event Cash
- Connecting your merchant account(s) (Square or PayPal) to MoneyMinder
- Deleting a Bank Account
- Editing a Bank Account
- Handling Gift Cards your Group Receives
- Importing Square or PayPal transactions into MoneyMinder
- In-Kind or Non Cash Donations
- NSF/Returned Checks
- Transferring Money Between Categories
5 Articles Budget
3 Articles Bank Reconciliation
5 Articles Bank Integration
8 Articles Basic Contacts
9 Articles Advanced Contacts
- Using Contacts Tools
- How to Carry Forward Account Activity for a Contact
- How to apply a reimbursement toward an obligation (amount owing)
- How to move money between activity accounts to pay for an obligation
- How to track money allocated to an individual
- How to See the Running Balance for a Contact (with video)
- How to track money allocated to individuals to spend (eg Teacher Grants)
- How to Use Membership in Contacts
- Integrating MoneyMinder and JoinIt