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  5. Deciding between Manual transactions and Account integration
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  2. Knowledge Base
  3. Banking
  4. Account integration / Importing transactions
  5. 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.

Free during trial – $59/year add-on with paid MoneyMinder subscription. Contact us to learn more.

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