Cyndi Meuchel
Setting up your Contacts QuickStart Guide
Need to track obligations and payments that your members, scouts, homeowners, etc. owe or are owed? This guide will help you set up your Contacts, activity accounts, obligations, and more.
QuickStart Guide
Are you a new treasurer getting MoneyMinder set up for your group for the first time? This guide will help you get up and running fast.
How to move money Between activity accounts to pay for an obligation
Sometimes groups ask individuals to fundraise and want to apply that fundraising money toward a member activity account obligation. This guide walks you thru the process of moving money between activity accounts to pay for an obligation.
How to Create & email statements individually or in bulk
Watch Video Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This can be done individually, Contact-by-Contact, or in bulk. If email addresses have been added to Contacts, statements can be sent out via email. Statements can also be downloaded and printed. Create & email individual statements…
Is it Safe to Give Out My Nonprofit’s EIN Number?
Following is a transcript of this episode of the Two Minute Treasurer’s Podcast. Welcome to the Two-Minute Treasurer’s Tip Podcast. I am your host Cyndi Meuchel with MoneyMinder where we’re hoping to make your life as a volunteer way easier. Justin writes: Some folks are asking for our EIN number. Is it safe to give…
View some reports
MoneyMinder offers several dozen click-of-the-mouse reports, all of which are downloadable or exportable as PDF or XLS.
Entering deposits & withdrawals; attaching receipts; viewing the bank register
Step-by-step instructions for manually entering deposits and withdrawals, as well as instructions for attaching receipts to a transaction.
Can Your Booster Club Require Participation?
Following is a transcript of this episode of the Two-Minute Treasurer’s Tip Podcast from MoneyMinder. Welcome to the Two-Minute Treasurer’s Tip Podcast. I am your host Cyndi Meuchel with MoneyMinder where we’re hoping to make your life as a volunteer easier. Erin asks: Can my booster club require students or parents to participate in a…
Property Insurance for Your Nonprofit Group
type of coverage? Kerri McDonald from R.V. Nuccio provides answers along with some “fishy” examples. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself.
Accidental Medical Insurance for Your Nonprofit Group
Special podcast series featuring R.V. Nuccio & Associates. Accident Medical Insurance (AD&D) offers coverage to someone who gets injured at your event. Kerri McDonald from R.V. Nuccio & Associates explains the ins & outs of this coverage as well as why your parent group might or might not consider it. MoneyMinder has been supporting volunteer-run…
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.
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