Learn MoneyMinder

Join Us for a Live Session

Get hands-on help from a MoneyMinder expert in real-time — or watch a recorded session whenever it fits your schedule.

MoneyMinder Live Sessions

register for a live session

Pull Up a Chair.

Each Live Session is a guided walkthrough plus open Q&A — think working group, not webinar. Bring your spreadsheets, your sticky-note questions, whatever you've got. Our coaches have sat in your treasurer chair and know the snags before you hit them.

Live Sessions are for active MoneyMinder users. New here? Start your free trial first →

New User Quick Start

New to MoneyMinder? Start here.

Join us for a live session built especially for new trial users — we’ll walk you through the essentials of getting set up, then open the floor for your questions.

Whether you’re just exploring or ready to dive in, this is the fastest way to get comfortable with MoneyMinder. We’ll cover how to import from other tools, setting up your bank and payment accounts, entering starting balances, categorizing transactions, creating a budget and running your first reports.

On-Demand Library

Skip the calendar invite. Browse recorded walkthroughs and short feature videos whenever you've got a minute.

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Improve Your Bookkeeping?

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even for first-time treasurers.