15 Articles Getting Started
- Watch MoneyMinder Tutorials on Our YouTube Page!
- A Guide to Getting Back on Track After Pandemic Shut Down
- 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)
- Setting up your new financial year
- Stale Checks from Prior Financial Year(s)
- Transferring bank balances to the next financial year
9 Articles Tax & Year End
- A Guide to Getting Back on Track After Pandemic Shut Down
- Adding a New Financial Year
- Associating 990EZ Line Numbers & Running the 990EZ Report (with video)
- Closing your Financial Year & Transitioning to the Next Treasurer (with video)
- Get help preparing your 990EZ
- In-Kind or Non Cash Donations
- Looking for Standard Financial Reports?
- Transferring bank balances to the next financial year
- Year End Tips (with video)
34 Articles Banking
- Importing from Quickbooks Online
- Importing from Quickbooks Desktop Pro
- Add/Edit Basic Contacts
- Adding a New Financial Year
- Adding Uncleared Checks & Deposits
- Autofilling category during import
- 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 Leftover Fundraising Gift Cards that you’re Selling
- 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
17 Articles Contacts
- 4 Great Contact Tools
- 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
- Guidelines for importing your Contact list
- How to apply a reimbursement toward an obligation (amount owing)
- How to See the Running Balance for a Contact (with video)
- How to track money allocated to an individual
- How to track money allocated to individuals to spend (eg Teacher Grants)
- How to Use Membership in Contacts
- Integrating MoneyMinder and JoinIt
- Making Obligation Templates
- Manage Users (with video)
- Printing Statements
- Setting up Activity Accounts for Contacts
- User Roles
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Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
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.