Editing Account Information

You can store group information and preferences by clicking on Account from the toolbar.


Enter things like phone number, email address, local unit number, EIN, corporation number, and business number.

You can also set the preferences for the date & currency format you prefer.

For example:


Once you’ve edited or changed these settings, click:

  • Save to store your settings/information you’ve entered at this point.
  • Cancel to return to the Home Page without saving any changes you’ve made.

 

10 Comments

  1. Jean Lee-Brown

    Is it possible to have more than one account on this program

    1. Cyndi Meuchel

      Hi Jean,

      A MoneyMinder account works for a single organization. But the organization can have multiple bank accounts.

      Does that answer your question?

      Cyndi

  2. James

    Hello Can an organisation have multiple accounts with different currencies

    1. Julie Rice

      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

  3. Kwasi

    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 ?

    1. Cyndi Meuchel

      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.

  4. Wayne R Webb

    Can the tax forms be accommodated for other countries than the USA?

    1. Cyndi Meuchel

      Unfortunately, at this point, we only help with the 990EZ.

  5. Shan

    I am trying the trial from Sri Lanka. How do I select country outside USA & Canada in the drop down menu.

    1. Cyndi Meuchel

      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.

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