Entering deposits & withdrawals; attaching receipts; viewing the bank register

Table of Contents

1. Enter a Deposit
   • Watch Video
2. Enter a Withdrawal
   • Watch Video
3. View Your Bank Register

To enter a DEPOSIT

From the Home page click on the Banking tab.

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Select the bank account you’d like to apply the deposit. Click New Deposit from the Other actions drop-down menu.

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Fill in the required fields:

• Reference: Type in the identifying reference number you’d like to assign. Defaults to “Deposit” unless you overwrite it.
• Date: Date deposit is created.
• Memo (optional): Use up to 512 characters to create a reminder about this deposit. The memo will show in the register.
• Amount: Total amount of deposit.
• Category: Select a category from the drop down list or add a new one. These are the budget items you entered in the Budget screen.
• Apply to Contact (optional): Select a name from the drop-down list to apply the deposit to an individual’s account.
• Details (optional): Use up to 255 characters to create details about this deposit.
• Amount: Enter the amount for this portion of the deposit.

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Click Add Split to add more lines to allocate various parts of a deposit to different categories. These split amounts must equal the total in the Amount field.

Click Clear Splits deletes information entered in all split lines for this transaction.

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To attach a receipt to a deposit click on Attachments.

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Next, either drag & drop a file inside the dotted line OR click on Choose Files to search for one.

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Confirm that it’s been successfully uploaded.

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When finished click one of the following:

• Cancel to cancel the deposit in progress and return to the Banking tab.
• Save to save an in-progress transaction.
• Save & Close saves the transaction and closes the window taking you back to the Banking tab.
• Save & New saves the transaction and opens a new window to enter another deposit.

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To enter a WITHDRAWAL

From the Home page click on the Banking tab in the toolbar:

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Select the bank account you’d like to apply the withdrawal. Click New Withdrawal from the Other actions drop-down menu.

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Fill in the required fields:

• Check #/Reference: Check number from your check or identifying reference number you’d like to assign.
• Date: Date check is written or withdrawal is made.
• Paid to: Either select a name from the drop down menu or enter the name of the person/organization/description the withdrawal is payable to.
• Amount: Total amount of withdrawal.
• Memo (optional): Use up to 512 characters to create a reminder about this withdrawal. The memo will show in the register.
• Category: Select a category from the drop down list or add a new one. These are the budget items you entered in the Budget screen.
• Details (optional): Use up to 255 characters to create details about this withdrawal.
• Amount: Enter the amount for this portion of the check.

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Click Add Split to add more lines to allocate various parts of an expense to different categories. These split amounts must equal the total in the Amount field.

Click Clear Splits deletes information entered in all split lines for this transaction.

Click Void to save a check that is not disbursed, maintaining your check sequencing. This also keeps record of the check since it will not clear your bank.

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To attach a receipt to a withdrawal click on Attachments.

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Next, either drag & drop a file inside the dotted line OR click on Choose Files to search for one.

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Confirm that it’s been successfully uploaded.

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When finished click one of the following:

• Cancel to cancel the withdrawal in progress.
• Save & Download Check PDF saves the entry in MoneyMinder and simultaneously downloads a PDF to your hard drive for printing purposes.
• Save & Close saves the transaction and closes the window taking you back to the bank register.
• Save & New saves the transaction and opens a new window to enter another withdrawal.

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Viewing your bank register

There are two ways to view your bank register in MoneyMinder.

From the Home Page, click the name of the bank account you’d like to view. This will take you directly to that bank account register.

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OR Click on the Banking icon.

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Then click Register underneath the bank account register you’d like to access.

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