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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)
  2. Create your budget
  3. Enter a few transactions & attach receipts
  4. View some reports

Account Integration

(Free during trial - $59/year add-on with paid MoneyMinder subscription)
  • Connecting your BANK ACCOUNT or VENMO
  • Importing bank transactions from a QFX, QBO, or OFX bank export
  • Connecting your SQUARE account
  • Connecting your STRIPE account
  • Connecting your PAYPAL account

Go Beyond the Basics (Optional)

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

Read the full Quick Start Guide from beginning to end.

Need a hand?

    1. Check out our Knowledge Base with a full library of step-by-step articles and videos.
    2. Our award-winning customer support team is available to help via Chat M-F 8am - 5pm PST.  
    3. Email [email protected]

Click the Help icon on the toolbar inside MoneyMinder to access these resources. We'll get you up and running in no time.

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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