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
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.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
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.