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- Deciding between Manual transactions and Account integration
Deciding between Manual transactions and Account integration
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In MoneyMinder, all banking can be accomplished through manual entry. To import transactions instead, MoneyMinder offers an account integration package for compatible bank accounts as well as PayPal, Square, Stripe.
The Account Integration package is ideal for groups that handle a large volume of bank transactions each month. Connecting with the bank and importing transactions into MoneyMinder could be a great time-saving tool.
If capturing data from individual transactions in PayPal, Square, or Stripe is important, the Account Integration package might be beneficial. This allows individual transactions to be imported into MoneyMinder, budget categories assigned, and if applicable, connected to a contact.
If individual transaction details (from PayPal, Square, or Stripe) are not needed and there are not a large number of transactions each month, manual entry may be sufficient.
Contact us to learn more.
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Connect your Stripe Account 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 Venmo account 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.
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.