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MoneyMinder

MoneyMinder

Overview

What is MoneyMinder?

MoneyMinder Treasurer is a web-based accounting software that offers treasurers of nonprofit groups an efficient and effective way to manage their organization's finances. The platform provides treasurers with information, resources, and solutions needed to handle every aspect of financial management...

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Recent Reviews
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Pricing

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What is MoneyMinder?

MoneyMinder Treasurer software, from the company of the same name in Bellingham, is a web-based software for volunteer run nonprofits. They state they provide treasurers information, resources & solutions to help nonprofits be more effective & efficient in managing their group's money.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is MoneyMinder?

MoneyMinder Treasurer is a web-based accounting software that offers treasurers of nonprofit groups an efficient and effective way to manage their organization's finances. The platform provides treasurers with information, resources, and solutions needed to handle every aspect of financial management from banking transactions to developing budgets. MoneyMinder helps simplify the treasurer’s job by providing comprehensive accounting features like bookkeeping and tax form submissions without requiring prior experience.

The software was designed for volunteer-run nonprofits, including PTA/PTO, sports clubs, church groups, service groups, homeowner associations, networking groups among others. With low annual pricing plans available for each group size level; MoneyMinder aims to be a cost-effective solution for each treasurer. Some key benefits are reconciliation of bank accounts as well as tracking members or donors allowing quick access to reports needed for projects which can save time spent manually processing data.. Additionally set up payment account connections such as merchant services or online stores in one place - allowing easy collection from members who owe dues and more!

MoneyMinder Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(2)

Reviews

(1-1 of 1)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
One low annual fee lets group treasurers manage all their finances. Manage banking transactions, reconcile bank accounts, create budgets, track members, volunteers, and donors, run reports, store documents, calculate 990EZ & 1099 totals, and connect to your bank and merchant service accounts. Transparent books and seamless board transitions without any prior knowledge.
  • With no previous experience, make board transitions seamless and books transparent.
  • Integrate banking transactions, reconcile bank accounts, create budgets, track members/volunteers/donors, generate reports, store documents, and calculate 990EZ & 1099 totals.
  • Group treasurers can manage all their finances for one low fee per year.
  • The set-up was a bit confusing until I figured out I could match the budget to the categories.
  • I was intimidated by the idea of having to learn how to use a software program to fulfill my duties.
  • "All I dislike about the budget tool is the graphic interface. I find the indentations of the categories, subcategories, etc. to be hard to read."
Our role as treasurer changes every year, so having a tool that is so easy to use and has such great technical support will make the process of transitioning so much easier. Additionally, I am much more confident that the records are accurate. Live Chat is very helpful. Technical concerns and business options for how to best use MoneyMinder can be addressed by the support staff.
  • Ease of use, adaptable
  • reliability
  • fantastic support
  • It's designed for HOAs or POAs like ours without requiring a large upfront expenditure.
  • Ability to enter and pull data from the system with ease.
  • I received complete assistance in setting up the system using a spreadsheet I provided, as well as some minor customization.
When we switched Treasurers, there was a lack of consistency in how records were managed, and historical funds were misplaced. I could go on, but in a nutshell, it was a nightmare for records. Quickbooks is more difficult to understand and use. I also based in on reviews from other users compared to how they liked this software versus the other.
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