13 Articles Getting Started
- Setting up your new financial year
- 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)
- Stale Checks from Prior Financial Year(s)
- Transferring bank balances to the next financial year
4 Articles Account Maintenance
2 Articles Bank Reconciliation
3 Articles Budget
31 Articles Banking
- Add/Edit Basic Contacts
- Handling Leftover Fundraising Gift Cards that you’re Selling
- Adding a New Financial Year
- Adding Uncleared Checks & Deposits
- 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 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
- NSF/Returned Checks
- Recommended Printable Computer Checks & Windowed Envelopes
- Reconciling your Bank Account (with video)
3 Articles Bank Integration
1 Article Legal
10 Articles Contacts
- 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
- How to See the Running Balance for a Contact (with video)
- Making Obligation Templates
- Manage Users (with video)
- Printing Statements
- Setting up Activity Accounts for Contacts
- User Roles
4 Articles Reports
7 Articles Tax & Year End
- Adding a New Financial Year
- Closing your Financial Year & Transitioning to the Next Treasurer (with video)
- In-Kind or Non Cash Donations
- Looking for Standard Financial Reports?
- Transferring bank balances to the next financial year
- Year End Tips (with video)
- Associating 990EZ Line Numbers & Running the 990EZ Report (with video)