If you haven’t already done so, add a new financial year by clicking on Financial Year and selecting Add new financial year.
Identify the year you’d like to add and click Create.
You should be able to see the financial year here along with the range that financial year covers:
Now you’re ready to set up your bank account(s) and budget.
Connect your Venmo 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.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Venmo Integration:
[email protected]
Connect your Stripe 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.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Square Integration:
[email protected]
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!
*Transaction fees apply for credit card and e-check purchases.
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.
— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal
Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.
Email us to turn on Bank Integration: [email protected]
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.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Square Integration:
[email protected]
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.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your PayPal Integration:
[email protected]
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.
There is no additional charge for this integration.
20 Comments
How do I transfer obligation templates to the next year
We don’t currently do this because we don’t know what date the obligation should fall on in future years. Since days of the week change every year, we don’t want to make assumptions. We are looking at copying date-less templates over in a future release.
Hi. How do I change my financial year if I accidentally started it incorrectly?
Hi Yessi
I’d be happy to change that for you. Can you email me at [email protected] with the month you’d like your financial year to start? I’ll take it from there.
Cyndi
How can I change beginning balances? We found a mistake and I needed to make changes to my previous fiscal year and I need to change my beginning balances.
Julie
Hi Julie,
To change your starting bank balance you’ll go to Banking > Edit (the account you need to change). Keep in mind that if you’ve reconciled your account already then you’ll not be able to change this without un-reconciling.
I’d be happy to walk you thru this if you need help. Just email or phone:
[email protected]
(866) 346-4300
– Cyndi
How do I add payments under my contacts? I am not able to add what they have paid towards their obligations
Hi Shasmond,
Happy to help! I sent you an email with step-by-step instructions and screen shots. Look for that!
Cyndi
When I start a new financial year, do the balances carry forward to the new year for each contact?
Hi Abbe,
You have a choice. When you copy your contacts over to the next financial year you’ll see an option to carry the balances forward. If you check the box, you’ll carry them forward. If you don’t check the box you won’t. If you need a hand or we can help, please call or email and we’ll be right there with you when you’re ready to do this.
Cyndi
In stating a new year I can not seem to copy the existing accounts as it gives me an error that I do not have access with the following:
You do not have permission to perform this action or access this MoneyMinder feature
Any assistance would be appreciated.
Hi Steve,
Give it another try. Our IT team says they’ve made a modification so that you won’t receive that error message.
Thanks!
Cyndi
When I started my new fiscal year, I am no longer linked to my PayPal account and I receive this message:
Your PayPal account is currently unauthorized.
Clicking on the button below will display the instructions for locating your PayPal credentials. You will be asked to log in to your PayPal account and copy the credentials required to grant MoneyMinder permission to access the details of your account. Once authorization is complete, these permissions allow MoneyMinder to retrieve your PayPal transaction history for import.
If I go back to the previous year, I am authorized to pull in my PayPal transactions. What has happened? What do I need to do?
Hi Katrina,
Great question! At this time you will need to re-authorize your PayPal credentials each financial year because the financial years are stored independent of one another. Very soon, however, that will be changing and you won’t need to do that anymore. Thanks for your patience while we improve this functionality.
Warm regards,
Cyndi
Hi,
I set up a financial year 2022 during my free trial (10 more days of the trial remain) and I want now to retroactively set up financial year 2021. Is that even possible? It looks like I can (and have) copied the budget from 2022, but I can’t see a way to correct/edit the starting bank balances for Jan 1, 2021.
Thanks,
Emily
Good job figuring out how to add that 2021 financial year Emily. When in that 2021 financial year you’ll go to Banking > Edit (to the right of the bank account name – blue button). You can change your bank balance there.
You might notice that in the 2022 year you don’t have the option to change that bank starting balance for the Checking Account. That’s because you’ve already reconciled it for January. You would have to clear that reconciliation first in order to make a change. Let me know if you need some guidance on how to do that.
And thanks for checking out MoneyMinder! We appreciate it.
Warm regards,
Cyndi
How can I change the default financial year to the current year? Everytime I log into MoneyMinder it opens up in the previous year.
Hi Kevin,
It looks like when you log in, it’s opening up to the 2021 Financial year, spanning these dates: Sep 1 2021 – Aug 31 2022
That’s your current financial year. It’s a little early to start a new financial year yet for your group.
Let me know if you’re seeing something different.
Warm regards,
Cyndi
Hi – I just created our new fiscal year (2022-2023) so I can enter a budget to be approved by the Board and voted on by membership at our May meeting. Is there a way to populate the “Funds available at the beginning of financial year” field so we can easily see our over- or under-allocation/bottom line? I’m wondering about typing a “guesstimate” amount in the “Statement balance at the beginning of the financial year (7/1/2022)” field on the Banking screen. I assume that would then show up on the budget, but will it correct itself when I do the June 2022 reconciliation? Thanks!
Good question Jonelle. Yes, we’d recommend putting an estimated number in the “beginning balance” field when you Edit the bank account. That way you’ll be able to do some scenario planning. It sounds like you have a June 1 financial year start. When June 1 rolls around you’ll be able to go in and delete that number and enter a real one. OR if your account is reconciled thru to the end of the financial year (May 31 in your case) you will have the ability to roll forward your ending balance as your starting balance, along with any uncleared transactions.