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.
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.
Wednesdays
Thursdays
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.
MoneyMinder & Cheddar Up: The Power Couple
Collecting money and keeping the books shouldn't be two separate headaches. Join us for a live session with our partners at Cheddar Up, where we'll show you how MoneyMinder and Cheddar Up work together to make life easier for volunteer treasurers — from the moment a parent hits "pay" to the moment it lands, reconciled, in your books.
Whether you're running a PTA fundraiser, a booster club membership drive, or a team fee collection, you'll walk away knowing exactly how to set up your first online store and connect it to your MoneyMinder account.
What we'll cover:
- Key features of Cheddar Up — online payments, forms, and sign-ups built for groups
- Key features of MoneyMinder — bookkeeping designed for volunteer treasurers
- Why these two tools are better together
- A live walk-through: creating your first Cheddar Up Store
- Connecting your Store to MoneyMinder so transactions flow in automatically
Bring your questions — we'll leave time for Q&A at the end.
Times Available:
August 6, 2026 at 2:00 PM ET / 11:00 AM PT
August 26, 2026 at 6:00 PM ET / 3:00 PM PT
September 10, 2026 at 2:00 PM ET / 11:00 AM PT
On-Demand Library
Skip the calendar invite. Browse recorded walkthroughs and short feature videos whenever you've got a minute.
Ready to
Improve Your Bookkeeping?
Group, volunteer and nonprofit accounting made simple, even for first-time treasurers.