Where to enter your Chart of accounts?
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In MoneyMinder you will set up your chart of accounts in the Budget.
Click the Budget icon in the sidebar.
Follow these instructions to set up your budget (aka Chart of Accounts).
In MoneyMinder you will set up your chart of accounts in the Budget.
Click the Budget icon in the sidebar.
Follow these instructions to set up your budget (aka Chart of Accounts).
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.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Venmo Integration:
[email protected]
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.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Square Integration:
[email protected]
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!
*Transaction fees apply for credit card and e-check purchases.
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.
— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal
Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.
Email us to turn on Bank Integration: [email protected]
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.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your Square Integration:
[email protected]
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.
— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance
Email us to turn on your PayPal Integration:
[email protected]
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.
There is no additional charge for this integration.
Hello! I have a budget category spelling mistake I’ve carried through three years. Can I change the account name?
Thank you
Hi Mary,
Yes, click Budget in the sidebar, click into the budget category with the spelling error, and change it. Remember to click Save Changes at the top of the budget so the correction is saved.
Hello, I need to delete an account in MoneyMinder. How can I do that? The delete button under Bank Account Details is disabled.
Hi Pipa,
To delete a bank account, undo all reconciliations and delete all transactions in the register. The Delete button will be available when that has been done.