MoneyMinder

4.9
Overall rating
Reviews

4.9
Overall rating
Reviews

About MoneyMinder

MoneyMinder is a comprehensive nonprofit financial management software designed to simplify and streamline financial operations for a wide range of group types. Whether you belong to a parent group, service club, youth club, sports team, homeowners association, professional networking group, faith-based organization, or any other nonprofit group, MoneyMinder provides the tools you need to efficiently manage your finances. Key Features: TRACK BUDGETS AND EXPENSES: Create and manage budgets effortlessly with MoneyMinder. Track income, expenses, and allocate funds to different projects and initiatives within your organization. CREATE FINANCIAL REPORTS: Simplify financial reporting with customizable templates and pre-built reports. Generate comprehensive statements, balance sheets, treasurer reports, and gain valuable insights into your organization's financial health. MANAGE MEMBERS: Keep track of your organization's members, volunteers, contacts, and donors using MoneyMinder's robust membership management features. Store member details, track dues, and easily send reminders when needed. RECONCILE BANK ACCOUNTS: Streamline the bank reconciliation process with MoneyMinder's intuitive tools. Match transactions, reconcile accounts, and resolve discrepancies efficiently, saving you valuable time and effort. STORE DOCUMENTS: Say goodbye to the paper trail. MoneyMinder allows you to store all your important documents, such as meeting agendas, minutes, forms, bylaws, IRS correspondence, bank statements, and customizable templates, securely in the cloud for easy access. CREATE AN ONLINE STORE: Raise funds conveniently with your custom online store. Sell event tickets, collect member dues, offer spirit wear, accept donations, secure sponsorships, and collect trip fees, all through an intuitive platform. MoneyMinder supports various payment methods, including Stripe, Paypal, Square, Venmo, credit cards, eCheck, and bank accounts. Additional Features: File your tax forms electronically, connect with over 12,000 banks and popular payment platforms like Venmo, Stripe, Square, and Paypal to automate transaction input, and seamlessly import data from QuickBooks to make the transition smooth. MoneyMinder is an ad-free platform with transparent pricing and no setup fees. Plus, you'll have access to U.S.-based support whenever you need assistance. Experience the efficiency and convenience of MoneyMinder for your nonprofit financial management needs. Visit our website today to learn more and get started with a reliable solution that empowers your organization to thrive.
MoneyMinder Software - BANKING & BOOKKEEPING | Small group and nonprofit bookkeeping is made easy with bank registers and reconciliation that are easy to understand.
MoneyMinder Software - BUDGET-FOCUSED COA | Create a custom Chart of Accounts (COA) that works for your group. Stay on budget and track your financial health with easy-to-run reports.
MoneyMinder Software - STATEMENTS & DOCUMENTS | Securely store your documents — like agendas, minutes, forms, bylaws and bank statements — in the cloud without having to shuffle paper between members.  Draft and send email statements and letters with customizable templates.
MoneyMinder Software - ONLINE STORE | Make group and nonprofit payment collection easier with your own secure, PCI Compliant online store. Sell tickets, spiritwear, collect donations and more. Works with Paypal, Stripe, Square, Venmo, Credit Cards, eChecks and Bank Accounts.
MoneyMinder Software - PEOPLE MANAGEMENT | Manage donors, vendors, contacts, volunteers, members, homeowners, contractors and more. Track Accounts Payable, Accounts Receivable, membership status, dues, donations and pledges.
MoneyMinder Software - REPORTING, TAXES & YEAR-END | Generate the treasurer's report and dozens of easy-to-run reports to help visualize your group's financial health. Run totals for your 990-EZ or 990-N and e-file with ease.
MoneyMinder video
MoneyMinder Software - BANKING & BOOKKEEPING | Small group and nonprofit bookkeeping is made easy with bank registers and reconciliation that are easy to understand. - thumbnail
MoneyMinder Software - BUDGET-FOCUSED COA | Create a custom Chart of Accounts (COA) that works for your group. Stay on budget and track your financial health with easy-to-run reports. - thumbnail
MoneyMinder Software - STATEMENTS & DOCUMENTS | Securely store your documents — like agendas, minutes, forms, bylaws and bank statements — in the cloud without having to shuffle paper between members.  Draft and send email statements and letters with customizable templates. - thumbnail
MoneyMinder Software - ONLINE STORE | Make group and nonprofit payment collection easier with your own secure, PCI Compliant online store. Sell tickets, spiritwear, collect donations and more. Works with Paypal, Stripe, Square, Venmo, Credit Cards, eChecks and Bank Accounts. - thumbnail
MoneyMinder Software - PEOPLE MANAGEMENT | Manage donors, vendors, contacts, volunteers, members, homeowners, contractors and more. Track Accounts Payable, Accounts Receivable, membership status, dues, donations and pledges. - thumbnail

MoneyMinder pricing

MoneyMinder has a free version and offers a free trial. MoneyMinder paid version starts at US$199.00/year.

Starting Price:
US$199.00/year
Free Version:
Yes
Free trial:
Yes

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MoneyMinder Reviews

Feature rating

Value for Money
4.9
Functionality
4.8
Ease of Use
4.8
Customer Support
5
5 reviews of 91 View all reviews
Tammy
  • Industry: Nonprofit Organisation Management
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 20/02/2020

MoneyMinder Saved the day!

Overall this has been extremity helpful in organizing our finances and keeping up with the homes that have been sold in our community.

Pros

I really like the fact that this is very easy to use. If you do not have an accounting background you can still operate within the software with limited knowledge.

Cons

The totally separate fiscal years is very limiting in some aspects. I would like to be able to print all details for the prior year for those contacts that have not paid their bill.

Alternatives Considered

QuickBooks Desktop Enterprise

Reasons for Switching to MoneyMinder

Ease of use and cost.
Juanita
  • Industry: Recreational Facilities & Services
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 16/03/2022

Start by making a budget

With MoneyMinder we will reduce the time and money required to produce our financial reports while also producing less complicated, more understandable reports.

Pros

The information about making a budget for a non profit was most helpful. However, I had difficulty understanding headings, subheadings, and categories. Shirley emailed and asked how I was getting along, then set up a time a phone call. She even entered part of my budget information so I could see how it should look. She was very patient and explained details in a way I could understand.

Cons

On the Budget Analysis report the totals print at the bottom of every page, the same totals that print at the end. I would rather the totals just print at the end.

Stanley
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
5

5
Reviewed on 17/08/2021

Great customer service

Pros

The software itself was straight forward and easy to use.
I ran into a lot of trouble with reconciling Money Minder. [SENSITIVE CONTENT] went above and beyond to help me get it figured out.
She dis an absolutely phenomenal job!!

Cons

Nothing specific about the software was negative.

Lori
  • Industry: Civic & Social Organisation
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/10/2022

Has everything without being intimating

I've been using it for 6 months. Most things I've taught myself by just looking around the software. I have called customer service when I get to stumped. Only needed to used this resource twice and both times were a quick pleasant event.

Pros

Clear menu driven software. Format, font, fields are easy to read/use without spending hours reading tutorials.

Cons

I would like to be able to create the billing statement and reports with our Logo, add my own color scheme and format.

Christi
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
0

4
Reviewed on 27/06/2022

MoneyMinder great for Booster Clubs!

Overall, my experience with MoneyMinder has been great. I was concerned coming into my Treasurer role that I would be stuck with a program I didn't like. That was not the case. MoneyMinder is so easy to use that I've suggested it to other small nonprofits I work with. It's great!

Pros

For a school booster club, accurate accounting is crucial but so is ease of use and in handing the program down to a new treasurer every year. MoneyMinder makes all of that simple! When I took over the role last fall, it was a breeze to jump in and figure it out. It made, and continues to make, my volunteer role much easier. Also, the ability to look back and compare the same events in previous years is great!

Cons

My only complaint is the added cost of integrating bank statement downloads. For a small club, we're already spending a lot for the program and don't want to add more. Just makes my job a little more time consuming to have to enter those entries by hand.

Alternatives Considered

Quickbooks Online and Wave Accounting

Reasons for Switching to MoneyMinder

Our club had been using MoneyMinder for a number of years so the history was already there. A different product would have had to offer something much more amazing to get me to switch.

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