Setting up Activity Accounts for Contacts

You can track how much you’ve paid people and/or how much they’ve paid you using Activity Accounts.
These smart accounts help you gain a clear picture of the financial status of each individual based on the different ways they interact with your organization.

Step-by-step instructions for setting up Activity Accounts:

After adding a Contact, scroll down and look for this section. Click on the “hamburger” and select Help me set up activity accounts…:
Then click on Let’s Get Started:
In the Wizard window, determine whether this person (or company) typically GIVES you money, RECEIVES money from you, or BOTH. Then click Next.
In this example, I’m adding a Donor Activity account and a Reimbursement Activity Account to this Contact. Click Create Activity Accounts.
That completes the addition of the Activity Accounts. Don’t worry – you can still add/delete them if you need more activity accounts or different ones later. Now click Done.
Now click Save.
This is how your Contact will look:
When you pay someone or receive money from them, you’ll apply it to the person/activity account that’s applicable.
For example, if Carol Johnson donates $100 to my organization, I’ll start by clicking on New Deposit
I’ll fill out the fields of the deposit and click on Search for contacts…
I’ll type Carol’s name into the Search for contacts field to bring up my options. Then I’ll choose which activity account to apply the deposit to. In this case it’s the Donor Activity account.
If I click on Contacts and then Carol’s name I can see the balances in her Activity Accounts:
In this case I’ve also reimbursed Carol for some items. If I click on her Reimbursement Activity account I can see the detail behind the amount.


  1. Mary

    All of our contacts have the same Activity Account settings. Is there a way to create a default Activity Account with these settings? It would save a lot of time.

    1. Shirley Ashburner

      Hi Mary, thanks for the question! On the Contacts page of your MoneyMinder account, you should see a tab called Tools. Clicking on that tab will bring up a list of options for Bulk Application of many of the Contact features, including the ability to Set Up one or more Activity Accounts for all, or a selection of, your contacts. Just click Tools, select Bulk Activity Account Setup, select the contacts for which you want to activate the activity accounts, then select the activity account(s) you wish to add and hit the blue Create Activity Accounts button. This is much quicker than adding them one at a time. I hope that helps, but if you need more assistance you can chat live from your account, or contact us via email at [email protected] and we can assist further.

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