Built by treasurers, for treasurers, MoneyMinder is one-stop financial management that's easy to learn, transferable across users, and designed to keep your group's finances on track.
Getting Started is Easy
How it Works
Start a Trial
Try MoneyMinder free for 30 days without the risk. No credit card is required
Connect Accounts
Link your bank and payment accounts and transfer existing data effortlessly.
Enter the Basics
Create a budget and start to enter or import your transactions.
Run Reports
Board meeting approaching? Be ready with confident numbers in no time.
Banking & Bookkeeping
Maintain a ledger of money coming in (deposits) and money going out (withdrawals). Make maintaining bank registers simple and error-free with our account integration feature.
Seamlessly connect MoneyMinder to your financial world. Our secure integration with the banks and payment processors you already use eliminates manual data entry and reduces errors. The integration works with 12,000+ banks, Venmo Personal, PayPal, Square and Stripe.
Tailor your budget (aka Chart of Accounts) to your group's mission. Track spending and generate clear reports to support smart, goal-oriented decisions.
Accountants and bookkeepers love MoneyMinder, and you will, too. Track funds and transfers, print checks and attach receipts, simplify tax time, and generate audit-ready reports that satisfy regulatory requirements-without the expensive professional help.
Never stress about balancing your books again. Ensure the accuracy and integrity of your data with bank reconciliation that helps you quickly identify and resolve discrepancies to achieve perfect balance each month-with features to help safeguard against unwanted altering of your books.
Group Management
Easily import contacts and keep a database of all types of people - volunteers, members, homeowners and contractors - as you track things like accounts payable, accounts receivable and membership status.
Securely store your group's essential documents-receipts, deposit slips, photos, meeting agendas, minutes, forms, bylaws, IRS correspondence, bank statements, etc.-without having to shuffle papers between members.
Create and save templates for all your emails and statements, and use dynamic fields for personalization. Draft and send thank you letters, giving statements, pledge reminders and more, with communication log records to keep track of what was sent, and when.
Monitor your nonprofit's physical assets with ease. Record purchase dates, values, locations, and condition updates for everything from office equipment to event supplies. The asset tracking module ensures nothing gets lost or overlooked, protecting your organization's investments in shared equipment.
Payments & Reimbursements
Create custom reimbursement forms tailored to your group's needs, and share a link for easy access when someone in your group needs to be reimbursed.
Set up rules for multi-step reimbursement approvals, required receipts, and automatic notifications to keep everything on track.
Import approved reimbursements directly into your bank register-receipts and all-with just a few clicks.
Enter withdrawals and split expenses, link them to the correct vendors and contractors, and ensure timely, accurate payments. Generate 1099-NEC reports for contractors paid more than $600.
Online Store
Whether you are collecting money for HOA dues, spirit wear sales, tuition, membership dues, group gifts or fundraisers, you can create professional-looking payment collection pages that match your group's style and mission.
Let buyers, members and donors choose how they want to pay-including debit cards, credit cards, eCheck (ACH debit), Apple Pay, Google Pay, cash or check. No app downloads or account setup is required. PCI-compliant, encrypted processing ensures secure payment collection from any mobile phone or browser.
Reduce the need for double data entry by collecting user information, adding pertinent questions and including forms and waivers in the transaction.
Import transactions from your store into MoneyMinder to save time and reduce errors. Automatically and manually categorize transactions to keep your accurate and ready for audits, meetings and tax forms.
Boost sales and stay organized with features like QR codes, recurring gifts, waitlists, discount codes, and reminders. Manage inventory by setting quantities and adding size or color options.
Reporting & Compliance
Define your custom budget (aka Chart of Accounts) and track your financial health by comparing your budget to your actual accounting. Set goals and analyze performance-with forecasting that helps you predict how different change scenarios will impact your group.
Generate the treasurer's report and dozens of other "click of the mouse" reports each month to easily present financial information about fundraisers, banking, transactions, committees and group management.
No matter your tax year, MoneyMinder helps make staying compliant easier. Run totals for your 990-EZ or 990-N. Learn more about e-filing your nonprofit tax forms with MoneyMinder.
Keep a clear record of your group's key information like EIN, registered name, formation date and fiscal year. Track important due dates like IRS, state and licensing renewals-all in one place. See a log of your historical filing records, attach documents and stay organized for worry-free compliance.
Conduct DIY audits and easily run annual reports to make year-end a cinch. MoneyMinder helps you keep everything organized, making it simple to hand off responsibilities when it's time to transition treasurers.
Pricing
$299 Per Year
($25 per month, billed annually)
Experience complete financial visibility with our no-obligation trial. We don't even ask for a credit card.
No Bookkeeping Experience? No Problem.
Group, association, and nonprofit accounting made simple, even for first-time treasurers.
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.
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.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
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.
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.
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.
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.