MoneyMinder

Pros

When I stepped into the treasurer role for our PTA, I had zero experience and no one directly to turn to for assistance with what this role entailed. MoneyMinder's support is absolutely amazing. They check your budget for you and call if they would like to make any suggestions. They will copy over your previous years transactions for tax purposes. When I had contacted quickbooks about accessing our old account for tax purposes it took far longer than any exchanges I had with money minder and they were unable to locate our old account. They have also been available for tips on how to build a COVID-19 based budget for the upcoming school year. The platform is user friendly and the reports have everything I need to manage our finances. I could have not asked for a better experience. Their service is priceless.

Cons

I cannot think of anything. I've only had a great experience.

Pros

I spent part of the day learning the software and figured everything out that I needed to add & do. For only having one day on the software, with zero accounting background, I set up a budget, ran an expense report, added bank transactions, and since it is the last day of the month, ran a reconciliation report. I am happy that the software is intuitive and accurate.

Cons

I would love to see an off budget/escrow feature added.

Pros

Customer Support (specifically [SENSITIVE CONTENT]) has been amazing. She has been readily available, patient and very knowledgeable. She actually reached out to me ahead of our scheduled call (she knew from another employee that I was having trouble using the system). And she helped me the same day I put in the request. It was wonderful. I’ve called her several times since and she has been beyond helpful.

Cons

The integration and cash box features were troublesome for me but Julie was beery helpful.

Pros

We are a small HOA association needed a simple replacement for our spreadsheets to track our accounting. After a good deal of research, I stumbled on MoneyMinder. The free trials, plus the AMAZING assistance from [sensitive content hidden] in Money Minder support to create our setup and input an entire year's worth of data for us was a game changer. And for the first time, we can easily create a budget and track our income and expenses to budget.

Cons

I would like to see a report by month of income by unit with the unit #, all in one place with totals for each unit for each month. Maybe it's there, and I just haven't found it. I think they option for accrual rather than cash accounting would be helpful, but not critical.

Alternatives Considered

Reasons for Choosing MoneyMinder

Reasons for Switching to MoneyMinder

Pros

I like the ease of use of high-level accounting software that makes this work accessible to someone who is not in accounting at all!

Cons

I don't use the program enough to have steps memorized so I have to reach out to customer support more than I'd like to.

Alternatives Considered

Reasons for Choosing MoneyMinder

Switched From

Reasons for Switching to MoneyMinder

Pros

We are a homeowners association with 175 homes. Not big or expensive enough to have a management company so we are run by volunteers. MoneyMinder has given us professional accounting and fully integrated member (household) assessment management. Integrated with a third party electronic collections service MoneyMinder offers an end to end solution that provides traceable transparency and professional accounting. All that plus MoneyMinder support team is OUTSTANDING. They are informative, patient, reassuring and helpful. We couldn't have done it without them.

Cons

So... This isn't bad because MoneyMinder is VERY affordable. You don't get affordability with high degrees of customization. For me tuning MoneyMinder to work for our application was like designing an IKEA kitchen. You had the bits and they are what you need; but you have to work with what there is even if they aren't a perfect fit. So we needed to use your standard fields for slightly different purposes, figure out how to have a unique standard IDs for houses that change owners and document key card numbers. None of this was impossible; especially given your strong support team. That said, I'm happy I've done my fair share of software implementations so I was able to cope. We're very happy with our result and your service. That said, should you ever have the bandwidth, it might be nice to offer a "template" solution for various standard use cases.

Alternatives Considered

Reasons for Switching to MoneyMinder

Pros

It was easy to install, and your tech support helped us figure out what features we needed for our fishing club.

Cons

There is a learning curve if you are not accounting oriented. But I do not see how that is MoneyMinder's problem. It is mine.

Alternatives Considered

Pros

MoneyMinder is very easy to use and customer support is great

Cons

no paper manual to use for set up once set up very easy

Pros

As a not-for-profit Lake Association, we kept all our records (membership, financial, etc.) in spreadsheets. With MMP, we now have one place as the 'system of record' for all that work, but in addition, the documents storage and management has been a big plus so that we don't have to hunt down who on the board has the current 'master' of a document.

Cons

We do about 5 mailings a year to our members. It would be nice to have label making capabilities within the product.

Pros

Help in getting it up and running. Ease of presentation to club.

Cons

There was nothing that we didn't like. It was becoming familiar with how it worked.

Pros

When the PTA asked me to audit their books I have to say I was nervous but, after calling customer service at MondayMinder I was happy to help.

Cons

Taking over with only one log-in is difficult for a nonprofit. They should really offer additional users at no additional cost since they cater to nonprofits.

Pros

The support staff is quick, friendly, and helpful!

Cons

N/A so far I like the program without issues.

Pros

This software is extremely intuitive and the documentation and tutorials are clear and easy to follow. Plus, the customer service is stellar. The price is exceptional, considering the amount of features this software offers. Truly, purchasing this product has made a huge difference in the amount of time I spend on treasurer duties. My Board is impressed with the different reports I can provide them with. I've been using MoneyMinder for the past 4 years and I highly recommend it.

Cons

I haven't found anything difficult to use with this product, and it would be a stretch for me to come up with something I like least about the software.

Pros

This is an amazingly easy-to-use software that has allowed me as treasurer to keep up with the growing rate of business under which our PTO now operates. Previously, our PTO used an excel spreadsheet to record transactions and track budget. As the PTO grew last year, I stated they would need to pay for budgeting software or pay for my counseling. The decision to use MoneyMinder as that software was the single best decision we made to keep our organization financially functional, professional, and transparent.

MoneyMinder allows your check register, budget, contacts, donation statements, and reporting tools to work harmoniously. Transactions are easily entered, linked to the budget (and, if applicable, donor), and reconciled. Reports can be generated to present at meetings, aid with tax filings, and track financial information across the years.

Viewer access, if granted, allows other members of the organization to see current financial information and create reports.

MoneyMinder's customer service is some of the best I have ever experienced. During our trial period, the staff at MoneyMinder took our awkward spreadsheet and translated it into an ingenious budget. Since then, whenever I need assistance, I know I can call and someone from MoneyMinder will answer on the first ring. I'm not saying they have to answer on the first ring every time, but if it takes two rings, they are only human, right? Right?!

Cons

This software can't make your coffee.

And although MoneyMinder can create 19 different kinds of reports, I would like to see a report with a pie chart.

Pros

The Customer Service Reps on the phone are real world, super helpful people. Most I've talked to have similar experience as our organization and truly understand every single challenge or question I've ever had. They are patient, non-judgemental, and very reasonable with the solutions they provide.

Cons

Sometimes the PayPal download feature doesn't entirely translate data well.

Pros

The to which set up Vendors. Transaction reports are easily available. Reconciliation of multiple accounts.

Cons

Didn’t have the ability to search by dollar amounts.

Pros

The software is very user friendly, even for people without an accounting background. [SENSITIVE CONTENT] has been a wonderful resource for all my questions. She is quick to respond and has helpful suggestions.

Cons

We do not want to carry over all of the Stores from Cheddar Up every year.

Pros

the reports section is easy to customize.

Cons

the check book, always have to go to the bottom for the current one.

Pros

Once I got the hang of its features and with a lot of excellent help from customer support, it is easy to manage and modify most mistakes.

Cons

It would be nice to be able to generate a budget and treasurer's report in spreadsheet form by month and with beginning and ending bank balances

Pros

It's a simple yet powerful program. MoneyMinder gets the job done effectively and efficiently. Very user friendly.

Cons

I've been using Money Minder for three years and I honestly can't think of a single thing that I don't like about the software.

Pros

Love the reports - easy to modify, to access and to share. This year we have discovered Cheddar Up and enjoyed it as well!

Cons

Might not be a huge name recognition yet.

Pros

Besides the ease, I love the fact that all information is being save off site. I wish their would be a program for my home use.

Cons

Better way to print only for current month.

Pros

Love the ease of use of this software for our non-profit. It is set up perfectly for PTA financing and is easy to use by the least to the most experienced treasurer

Cons

Every time I have had issues, I simply look up help in the menu or sometimes call customer support, I get the help I need right away.

Pros

I like that it's online, so I have access to our information from anywhere. It is also very easy to use, especially if you have any sort of prior experience with Quicken/QuickBooks/other PTA-type software.

Cons

I'm still getting used to the reports - they're not quite the same as the other PTA-type software (with which I was very familiar) would generate. This isn't necessarily a bad thing, though - it is just something I have to get used to.

Pros

It is so easy to use. Simple and adaptable to our organization.

Cons

The only thing we would like to see improved is to have more customization for the reports.