MoneyMinder QuickStart Guide

You've gotten the MoneyMinder Free Trial. Now what?

Make the Most Out of Your MoneyMinder Trial

Thanks for starting your free 30-day trial of MoneyMinder. Here are a few steps to ensure you get the most out of your trial.

Confirm Your Financial Year Start

Let’s confirm your Financial Year start so you report to the IRS accurately (check IRS site | chat with us)

Master the MoneyMinder Essentials

  1. Add your bank account(s) (watch | read | get support)
  2. Create your budget (watch | read | send us your budget)
  3. Enter a few transactions & attach receipts (read)
  4. View some reports (read)

Go Beyond the Basics (Optional)

  • Add users so they can run their own reports (watch | read)
  • Set up your own custom Store (watch | read)
  • Upload documents for safe storage, all in one place (watch | read)
  • Learn how to add and manage contacts (read)

Read the full Quick Start Guide from beginning to end.

Need a hand? Our award-winning customer support team is here to help via chat, email or phone. We'll get you up and running in no time.