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.
Thursdays
Fridays
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 for Homeowners Associations
Whether you’re new to MoneyMinder or ready for a fresh start with your HOA’s books, our live sessions give you hands-on guidance built specifically for homeowners associations. Each one focuses on the work HOA treasurers and boards handle every month: tracking dues, keeping homeowner accounts current, and keeping your finances organized and easy to report on.
Choose the session that fits where you are, or join both. We’ll leave time for Q&A in every session, so bring your questions. Can’t make it live? Register anyway and we’ll send you the recording and a HOA Financial Basics guide.
MoneyMinder Basics for HOAs
November 4, 2026
2:00 p.m. ET / 11:00 a.m. PT
Get your HOA set up and ready to go. We’ll walk through creating your annual budget, adding bank registers, recording and categorizing transactions, setting up homeowner contacts to track dues, applying payments, and sending homeowner statements.
MoneyMinder + Cheddar Up for HOAs
November 18, 2026
5:00 p.m. ET / 2:00 p.m. PT
Collecting dues and keeping your books organized shouldn’t be two separate headaches. See how MoneyMinder and Cheddar Up work together to simplify the process, from the moment a homeowner makes a payment to the moment it’s recorded and reconciled in your books.
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.