Editing account information

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


Enter identifying information such as your group’s phone number, email address, local unit number, EIN, corporation number, and business number.

You can also set the preferences for the date format, currency format, bank register sorting order (ascending or descending), and address format you prefer.


Once you’ve changed these settings, click:

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

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    10 responses to “Editing account information”

      • Hi Jean,

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

        Does that answer your question?

        Cyndi

      • 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

    1. 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.

    2. 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.

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