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Click Settings in the sidebar to enter group information and preferences.
Group information such as name and address of the organization, phone number, email address, local unit number, EIN, corporation number, and business number can be entered or updated in the Group Information section.
Date format, currency format, bank register sorting order (ascending or descending), and address format can be set in the Preferences section
Once information has been entered, click:
- Save to store group information and preferences.
- Cancel to return to the Home Page without saving changes.
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.
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.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
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.
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.
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10 Comments
Is it possible to have more than one account on this program
Hi Jean,
A MoneyMinder account works for a single organization. But the organization can have multiple bank accounts.
Does that answer your question?
Cyndi
Hello Can an organisation have multiple accounts with different currencies
Hi James, Good question! You can have multiple bank accounts (MoneyMinder does not look at individual bank accounts, it takes into account the sum) however they must all have the same currency.
Please let us know if we can help any further;
Warm regards,
Julie
Hi, I am based in the UK, can this software-based be used in the UK as it seemly to be mainly catered for users in the US ?
Absolutely Kwasi. While it was originally developed for US based groups, many groups around the world use it. You can change the currency & date format within the account.
Can the tax forms be accommodated for other countries than the USA?
Unfortunately, at this point, we only help with the 990EZ.
I am trying the trial from Sri Lanka. How do I select country outside USA & Canada in the drop down menu.
Thanks for your question Shan. We have users around the globe that enjoy MoneyMinder. I will look into that issue with the drop down menu and get that corrected. I appreciate you letting us know.
In the meantime, if you’d like you can leave that field blank when you sign up. It won’t harm anything.