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.

 

4 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

Comments are closed.