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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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