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Here are Your Sample Forms & Letters

Click below to download each document

Here is the content you downloaded. MoneyMinder is dedicated to the growth and sustainability of your organization. We hope you find this content to be a useful and timesaving resource.

10 Minute Financial Review Form

10 Minute Financial Review Form
Audit Report

Audit Report
Budget Report

Budget Report
Category Detail Report

Category Detail Report
Cash Count Worksheet
Check Request Form

Check Request Form
Choosing Insurance Coverage

Choosing Insurance Coverage
Critical Documents Binder Checklist

Critical Documents Binder Checklist
Daily Operations Binder Checklist

Daily Operations Binder Checklist
Document Retention Checklist

Document Retention Checklist
Financial Review Checklist

Financial Review Checklist
Financial Review Findings Letter

Financial Review Findings Letter
How to Choose a Bank

How to Choose a Bank
Income and Expense Report

Income and Expense Report
Meeting Attendance Register

Meeting Attendance Register
NSF Check Letter

NSF Check Letter
Organizational Tips for Treasurers

Organizational Tips for Treasurers
Reconciliation Report

Reconciliation Report
Request for Advance Form

Request for Advance Form
Request for Funds Form

Request for Funds Form
Sample Budget

Sample Budget
Sample Thank You Letter

Sample Thank You Letter
Sample Treasurer

Sample Treasurer
Treasurers Bin Checklist

Treasurers Bin Checklist
Treasurer Year End Checklist

Treasurer Year End Checklist
Treasurers Report

Treasurers Report
Connect to Your Venmo Account

venmoConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Venmo Integration:
[email protected]

Connect to Your Stripe Account

StripeConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

MoneyMinder Store featuring Cheddar Up Integration

MoneyMinder StoreSet up a MoneyMinder Store free. Just pay 0.4% /transaction*

Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!

*Transaction fees apply for credit card and e-check purchases.

Learn More About MoneyMinder Store

Connect to 12,000+ Banks

Bank Integration MoneyMinderConnect 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.

— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal

Included in the MoneyMinder Bank Integration add-on for $59/year.

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank Integration: [email protected]

Connect to Your Square Account

SquareConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

Connect Your PayPal Account

PaypalConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your PayPal Integration:
[email protected]

Get More for Your Membership with Join It

JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

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