QuickStart Guide

Table of Contents

  1. Setting up Bank Register(s)
  2. Setting up a Budget
  3. Enter Transactions & Attach Receipts
  4. View Some Reports
  5. How to Add Users
  6. Set Up a Custom Store
  7. Upload Documents

1. Setting up Bank Register(s)

Click the Banking icon in the toolbar:


Click the Add Account dropdown:


Choose which type of account to add from the dropdown list:


Enter the bank account name and starting balance at the beginning of the financial year. This should be taken directly from the bank statement. 


Click Add Uncleared Deposit or Add Uncleared Withdrawal to enter outstanding checks or deposits that were written in the prior financial year but did not clear the bank until after the start of the new financial year.

Note that entries made in this section do not affect the current year numbers at all. They are just placeholders for the bank reconciliations. This is a security measure. It is most transparent to enter the bank statement opening balance, which is easily verifiable, and then enter any known outstanding items to arrive at a true starting balance for the year. 


For uncleared deposits: Enter the date, reference information, details, and the amount. Continue to do this for every deposit had not cleared the bank by the last day of the financial year.


For uncleared withdrawals: Enter the date, check or reference number if any, who the money was paid to, and the amount.


When you’re finished adding uncleared transactions, click Save.



Account Integration

(Free during trial – $59/year add-on with paid MoneyMinder subscription)


Connect your bank account to MoneyMinder and import transactions rather than manually enter them.

Connecting your BANK ACCOUNT or VENMO

Importing bank transactions from a QFX, QBO, or OFX bank export

Connecting your SQUARE account

Connecting your STRIPE account

Connecting your PAYPAL account


2. Setting up a Budget

From the home page, click the Budget icon:


Choose one of the following to create a budget:

  1. Select one of MoneyMinder’s templates.
  2. Add a budget from scratch.

To select a budget template:

Select a budget template from the Choose a MoneyMinder budget template to start with drop-down menu.


A sample budget will auto populate. Modify this template by deleting items that are not relevant and adding items that are.


When finished, click Save Changes.


To add a budget from scratch:

Click Start New Budget to begin creating a new budget.


Type the name of the first heading (eg Fundraising).

Continue creating the budget by adding additional headers, subheaders, and categories.


When finished, click Save Changes.


To delete a category:

  1. Click the More> button to the right of the Budget Net column.
  2. Click the Delete button.
  3. Click Save Changes.


To delete a heading:

  1. Click the Delete button to the right of the heading name. Note, that a heading can only be deleted if there are no categories or subcategories listed beneath it.
  2. Then click Save Changes.


To add a heading, subheading, or category:

  1. Click on the corresponding button.
  2. Click Save Changes.


To move a heading:

  1. Click Arrange Headings in the static toolbar at the top of the screen use the arrows or click and drag the item to the position you prefer.
  2. Click Save Changes.


To move a category:

  1. Click Arrange these items to the right of the Header that it’s located within and use the Alphabetize button or the up/down arrows to re-order these or click and drag the item to the position you prefer.
  2. Click Save Changes.



3. Enter a Few Transactions & Attach Receipts

To enter a DEPOSIT

Click the Banking icon in the toolbar.


Select the bank account to apply the deposit to, then click the Actions dropdown menu to the right of the bank account.


Choose New Deposit from the dropdown.


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.

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 to delete information entered in all split lines for this transaction.


To attach a receipt to a deposit click on Attachments.


Either drag & drop a file inside the dotted line OR click Choose Files to search for one.


Confirm that it’s been successfully uploaded.


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.


To enter a WITHDRAWAL

Click the Banking icon in the toolbar.


Select the bank account to apply the withdrawal to, then click the Actions dropdown menu to the right of the bank account.


Choose New Withdrawal from the dropdown.


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.


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 to delete 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.


To attach a receipt to a withdrawal click on Attachments.


Either drag & drop a file inside the dotted line OR click Choose Files to search for one.


Confirm that it’s been successfully uploaded.


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.


4. View Some Reports

MoneyMinder includes several dozen click-of-the-mouse reports.

Click the Reports icon in the toolbar.


Click the report you’d like to view.


Most reports have the option to Print, Export to PDF, or Export to Excel:


Here are some of the most popular reports:

The Treasurer’s Report
Many Treasurers take this report to their monthly meeting as it provides total income & expenses against budget for a designated time period. It also shows starting and ending bank balances.

The Budget Report
Displays the Budget for the year. Shows the actual balance carried forward from last year and the projected budgeted carry forward to next year.

Reconciliations Report
Displays detailed information for each bank reconciliation.

All Transactions by Category Report
Lists transactions in date order for all Categories in alphabetical order. You can also choose to show only selected categories.

The Audit Report
Summary report comparing Bank Statement balances to MoneyMinder balances to ensure that they match.


Check out these reports and others to see what’s available.



5. How to Add Users

MoneyMinder allows for an unlimited number of users on an account. The level of access is determined by the User Role selected.

Click the Settings link in the upper right-hand corner.


Scroll down to the Users section to add, edit or delete a user as well as to assign their role in MoneyMinder.


To add a new user:

Click Add New User:


Enter name and email address in the appropriate fields and select a role:


Select a Role:


Click the Send Invite button:

This will send an invitation to the email address you provided, assign them a password to use for logging in, and provide them a link to access the MoneyMinder account.


To edit or delete a user:

Click the Edit button associated with their name:


Make the appropriate changes. When finished, click one of the following:

  • Cancel to leave this page without making changes and return to the main list of users with MoneyMinder account access.
  • Remove User from Group to remove this user from having MoneyMinder account access.
  • Save to save the changes you made and return to the main list of users with MoneyMinder account access.

NOTE: MoneyMinder does not allow editing an email address. To change a log in email, click the Add New User button, fill in the name and new email address, click the Send Invite button. Log out of the account. Follow the link sent in the invite email to log in using the new email address to ensure it works. The old user and email can be deleted by clicking Edit to the right of the user.



6. Set Up a Custom Store

Click the Store icon in the toolbar:


Click Get Started!


Enter First and Last Name, along with email address to register the store.

TIP: We recommend using the group’s email address when setting up a store so future treasurers can use the same login.


Click the Register button.


Already have a CheddarUp store? Email us to get it connected to your MoneyMinder Account: [email protected]


Click View and Manage Your Store to access CheddarUp.


Click Create to begin setting up the store.



7. Upload Documents

The Documents feature allows forms and records to be uploaded & stored.

Some common items that groups upload are Meeting Minutes, Bylaws, 990(EZ) forms, Meeting Agendas, Check Request Forms, Audit Findings, NSF Check Letters, Flyers, other IRS documentation, etc.

The maximum file size allowed for upload is 20MB per file.


Click the Documents icon in the toolbar.


To upload files, click the Upload Files button:


Next either “drag & drop” a file or choose a file from your file browser window.


Once the file has been selected, the Status will show Successfully Uploaded.


Click Close.


That file will then be listed in the directory.


Organizing your documents

Click TOP to go to the main folder list.

Double click on any Folder name to open the folder.

Click on an item name to automatically download the file to your desktop.

Click on the blue arrow icon under Actions to re-organize or move items or folders into other folders.


Removing documents

To delete a document, identify the document and click the trash can icon to the right of the document name.


Permanently deleting documents

When a document is deleted, it is moved to the Trash can.

To permanently delete an item, click Trash to see a list of items in the Trash can.


Click Empty trash… to permanently delete it.


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