Looking for standard financial reports?
MoneyMinder is a cash-based system. We provide profit and loss financials on a cash basis. The only balance sheet accounts that we track are bank accounts.
The report that you will likely find most useful is the Treasurer’s Report. Or you can run the Annual Report – same information presented slightly differently. There you will see the total income and total expenses, each in their own column. At the end of the report, you will also see the bank balances at the beginning and end of the year:
If your organization is required to submit a 990EZ report, MoneyMinder can help with that. You can assign line numbers to each Category in your Budget. MoneyMinder will then produce a report that shows the totals that apply to each line on the first page of the 990EZ.
Many groups add their accountant as a Reporting user so that they can generate the reports they require at their convenience.
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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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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.
I currently run a 4-column financial report: Prior Year, Current Year Travel Baseball, Current Year Rec Baseball, Budget Current Year Rec Baseball. Can I replicate this in MoneyMinder?
Hi Gary,
We don’t really have a report that can replicate exactly what you described. We do have the Historical Comparison Report, which compares different years.
The Treasurer’s Report includes budget numbers and can be exported to Excel for different years and then combined to give you the data you described.
We offer a 30-day free trial if you’d like to give it a try to see if it will work for you.