MoneyMinder QuickStart Guide

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. 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.