What’s new in v2?

Here are the highlights:

1  New look and feel
The new look and feel means a smoother and more modern experience for you. We hope you find it easy on the eye.

2  Budget
Subheadings! Finally! I’m not sure who was more eager to see these incorporated. You or us?!

You can also rearrange headers in any order without getting creative about numbering your items if you don’t want them in alphabetical order.

Collapse/Expand headers so you can see the detail on only the items you’re interested in looking at t that moment.

Revert to your last saved version when you need a do-over.

3  Documents
Reports and forms have been combined to one icon called Documents. You can organize these however you’d like!

4  Date/Currency Format
Set your preference for date and currency format.

5  Historical Comparison Report
Compare 4 years at a glance.

6  Custom Report Headers & Footers
Enter customized information into the header & footer areas of reports.

7  Built in search feature & filtering options
Search for content by using the built-in Search feature rather than your browser’s search function.

8  No “Settings” icon
No more set up screen. Add your budget under the Budget icon. Add your users under the Account icon. Set up bank accounts under the Banking icon.

9  Merchant accounts
Quickly connect your PayPal and/or Square account to MoneyMinder so you don’t have to hand enter all of those transactions.

10  Banking integration (add on feature: $39/year)
Quickly connect your bank account(s) to MoneyMinder to pull your transactions directly from your bank account(s) into MoneyMinder.



  1. Christina Hensey

    We are new to Money Minder but LOVE IT!!! I have a suggestion for something that would be useful for us to be added to the functionality. Could you add an option when entering a deposit to break out sales tax? For instance if we sell a t-shirt (taxable) where the tax is included in the price of $10 and our sales tax rate is 8.25%. The total deposit would be $10 but there would be 2 budget lines to code it to – 1 for Spirit Wear Income of $9.17 and one for Sales Tax Collected of $.83?

    1. Cyndi Meuchel

      Hi Christina,

      Thanks for your post. What a lot of good information!

      Sales Tax – The screenshot was very helpful as was the background information. This is on our list of things to do later this year. Probably not before your kids are back at school but before 2019 is done.

      Exporting a filtered contact list – Adding the filters used and a date/timestamp. Great idea. Added to our wish list. Note that it is already part of the filename.

      Additional information on Membership Report export – I think we need to do some more work here to make things clearer. The Membership Report lists and exports only member dues related information. But if you go the Membership tab you can still filter and export contacts (as above) and it will give you more information.

      Also note that you will find it helpful to add a Tag called Member that you can filter on. All Contacts are considered potential Members so they will all show up on the Member list (including vendors etc.).

      Financial reports date/timestamp – Good idea. You are able to edit the Heading and Footer on the reports and often people enter the effective date there, but it doesn’t mean it’s accurate and also you may have changed things and run the report again and then how do you know which one is the most recent?

      Financial reports option to show zero lines – Is there somewhere we don’t do that? We do have options to not show Categories that have no activity, but the default is all. Please let me know if there is somewhere we missed this.

      Thanks again for your thoughtful response. You’ll see these improvements over the coming months. We are very happy that our best ideas come from our users. Please continue to share yours!

  2. Brian McMinn

    It looks like each contact can now have multiple personalities (member, donor, etc) but I haven’t found documentation on how to use these things.

    1. Cyndi Meuchel

      Yes, you’re absolutely right Brian. It’s a newer feature in MoneyMinder. We’d be happy to walk you thru that via phone if you’d like. Sometimes it’s easiest to learn how you use contacts to tailor our answer to your particular needs. Would you like to talk it thru? Or we can email you with more details. Let us know what works best for you.


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