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
Master the MoneyMinder Essentials
- Add your bank account(s)
- Create your budget
- Enter a few transactions & attach receipts
- View some reports
(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
Need a hand?
Click the Help icon on the toolbar inside MoneyMinder to access these resources. We'll get you up and running in no time.