Year End Tips

Here is our suggested list of year end procedures:

  • Complete your bank reconciliations for the financial year(s) you are responsible for
    • Banking > Reconcile
  • Print final reports for the old year and store them in a binder
    • Reports
  • Update/assign 990EZ codes (if required to file this form by the IRS) 
    • Budget > More>
  • Print the 990EZ report (if required to do so by the IRS) 
    • Reports > 990EZ Report
  • Set up your bank balances in the new year
    • Banking > Edit (do this for each bank account)
  • Set up your budget in the new year
    • Budget
  • Update your user list (those folks who have access to MoneyMinder)
    • People > Manage Users


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