User Reviews Overview

About MoneyMinder

MoneyMinder is a cloud-based accounting solution designed to assist small to large non-profit organizations, sports clubs, scout groups and event planners with bookkeeping, budgeting and reporting. Features include bank reconcilia...

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Feature ratings

Value for Money
4.9
Features
4.8
Ease of Use
4.8
Customer Support
5

Browse MoneyMinder Reviews

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Tammy
  • Industry: Nonprofit Organization 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.
Thomas
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/08/2019

Bookkeeping/Accounting Dream Come True

This is a great program they have put together. Easy for you to add other Administrators for oversight. I think MM is awesome. The Staff is awesome. Thank You very much for everything Money Minder. Keep up the good work. I know MM will continue to only get better.

Pros

Easy to use. Easy to understand and navigate, web based, no software to buy or programs to download. Magnificent Support Service, no complicated phone directory to navigate, pleasant, knowledgeable staff that answer the calls. They are wonderful with email or Phone support for any problems, concerns or questions you have.
I had never done Bookkeeping or Accounting work but they were super patient getting me set up and going.
Once you get set up its amazing too, as one Support person said, "Watch the Magic happen" when it all clicks and you can see what you can do. It all works harmoniously. I was very impressed and continue to be impressed every day. Lots of different reports can be generated as well.
They recently added Bank Integration availability that will make things easier then ever if that's an add on you want.

Cons

I asked them to investigate a way to make the Treasurer Report shorter, not so many lines.
Being used for less than a year so there still is a bit of a learning curve yet.

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.

Top MoneyMinder Alternatives

Wave Accounting

QuickBooks Desktop Enterprise

QuickBooks Online Advanced

Susan
  • Industry: Primary/Secondary Education
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/03/2019

MoneyMinder is the best!

I am a volunteer treasurer without any experience in bookkeeping or in using money management software like quick books or even excel. I was intimidated by the idea of having to learn how to use a software program in order to fulfull my responsibilities. But MoneyMinder is incredibly intuitive, and entirely glitch-free. It makes my job ridiculously easy. I really cannot say enough good things about it. And when I do have questions, I love that I can call the office and talk to a real human being who can see my screen in real time and walk me through whatever the solution to my problem is, with kindness and a great sense of humor. I'm a very happy customer and recommend MoneyMinder to people constantly!

Pros

MoneyMinder is the most intuitive and helpful computer application I have ever used. I really cannot overstate how critical MoneyMinder has been to my effectiveness in my role as treasurer in my nonprofit. I am not someone who tends to gravitate towards new technology and I found MoneyMinder extremely easy to learn. The customer support is unparalleled - every time I call or email I receive help immediately from staff who are kind, nonjudgmental, and really knowledgeable. I appreciate that it is all web based so that I do not have to download programs or store information on my own computer.

Cons

Honestly I don't love the upgrade to MoneyMinder 2.0. There are a few features I'd grown to really appreciate that no longer exist in the new version. It's not a big deal, but If I had it to do over again I wouldn't have converted to the upgraded version.

Response from NonProfitCentral

Thanks for your review Susan. Would you care to share the features that you're "not loving" in v2? We'd love to address that, as we want you to be deliriously happy with v2. :)

Replied 14/03/2019
Cynthia
  • Industry: Nonprofit Organization Management
  • Company size: 51–200 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 31/01/2019

Awesome Financial Software for PTOs!!!

MoneyMinder is a game changer. Great tools, awesome support. Using this software would give any treasurer the confidence to operate a successful PTO.

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.

Response from NonProfitCentral

Thanks for the great suggestion! We'll see if we can't get MoneyMinder to make coffee and pie. Our developers like a good challenge.

Seriously, we'll work on the pie chart suggestion. :)

Replied 05/02/2019
Jennifer
  • Industry: Primary/Secondary Education
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/01/2019

MoneyMinder provides structure to our PTO

The staff at MoneyMinder is excellent. Any questions that I've had were answered immediately! I am so grateful for their willingness to walk me through the budgeting software when it was new to me. I have a tendency not to dig in past the first functions when I am learning something. With their help, I use MoneyMinder way more effectively, especially in preparation for our budget meeting.

The other major benefit is the transparency that MoneyMinder offers. I feel more confident with the ability to allow everyone on the PTO Board, and within our PTO community, to see our account status. It makes conversations more informed and protects us as an organization.

Pros

I like the organized, user-friendly nature of MoneyMinder. We used spreadsheets to record our financial information before MoneyMinder and we did not understand what we were missing. The MoneyMinder system keeps track of our account information, but it is also multifaceted and flexible. We are able to generate the reports that we need to answer any question that is asked. I also love that the software is so easy to learn! We've had a new Treasurer both this year and last year. It was very easy to train them, especially with MoneyMinders help. MoneyMinder has really helped us with continuity of information through these PTO Board changes.

Cons

A search by word function would be helpful.

Response from NonProfitCentral

Thanks for your kind words and suggestion! We're super happy MoneyMinder is working well for you.

Did you know that you can search for anything using your browser? For example, you can use the browser's "find" feature to easily look for a date, name, word, dollar amount, etc. Including that in our software would be a little redundant. Since browsers handle that well, we like to leave it to them! Let us know if you need help doing that.

Replied 08/02/2019
Barbara
  • Industry: Civic & Social Organization
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 31/10/2022

Extremely Satisfied with This Software

Excellent product, easy to use, flexible and offers a wide range of reports. The budgeting feature is useful and there really isn't anything our organization needs that this software doesn't provide.

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.

Joy
  • Industry: Primary/Secondary Education
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 07/08/2019

Value to Valur

I definitely appreciate the fact the system stores the information off site. The fact that that those that we allow to have access to the money tracker can look into the accounts but are unable to make changes. Forms are easily available for the treasurer report and daily needs.

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.

Response from NonProfitCentral

Hi Joy! Did you know you could search by dollar amounts by using your browser's built-in search function? Just a tip.

Replied 04/09/2019
Kori
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 04/02/2019

Great software for the PTA accounts that I have been working on the last few years

I really like the reports. They take all the information I put in and organize it easily for anyone who needs to know what is going on with all the finances. I would recommend this software to others.

Pros

The software is easy to use and is very intuitive. I like how the pages are organized. The pages are so easy to use that I rarely have needed to ask questions. I did need some help when I first started using the software and the customer service was great and responded to me very quickly.

Cons

I really have no problems with the software. I have been using it for 3 years now and am completely happy with it.

Liz
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/08/2022

MoneyMinder is an excellent choice for PTOs

It’s a great software option for PTOs.

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.

Calvin
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/03/2021

Perfect for all Volunteer non profits

Money minder is a time saver for our non profit. There is no guess work with it's set up and use. The reports available are designed in several ways. It reducing the manual report process by 80%

Pros

The ease of using this software is great for those with or without accounting experience. The initial and on-going customer support is terrific.

Cons

No Cons that I have noted at this time.

Alternatives Considered

QuickBooks Desktop Enterprise and Xero

Reasons for Switching to MoneyMinder

I received a recommendation from another nonprofit that I volunteer with. After seeing it's functionality, I knew it was for me.
John
  • Industry: Real Estate
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/03/2021

HOA Piece of mind

The move of our financial package to MoneyMinder was Epic for our organization. The ease, accuracy and always helpful upbeat support team made the move to MoneyMinder the best organizational decision we have made.

Pros

Extremely easy to set up and the professional customer support team who explained and answered all our concerns.

Cons

Didn’t find any downside of moving to MoneyMinder, my only regret is not moving to MoneyMinder sooner.

Alternatives Considered

Quickbooks Online

Reasons for Choosing MoneyMinder

Ease of use!

Switched From

Google Docs

Reasons for Switching to MoneyMinder

Ease of use and professional support staff!
Steven
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 21/03/2018

Great Program. This has vaulted our PTA into different universe of bookkeeping.

Pros

I appreciate the ease of use and the ability to have multiple people able to log in with different permissions. Keeping our records straight, being able to upload supporting documents and an easy way to reconcile each month has helped our PTA become more efficient. What used to take one person a full day to do in excel, now only takes a few minutes, multiple times a month and reconciliation takes a fraction of the time.

Cons

When pulling the Treasurer Report it would be nice if it defaulted to the current month instead of the end of the year each time. One other thing that would have helped our PTA is having one more level on the budget. If we would be able to add a itemized level to the sub category, that would roll up on reports we would be able to show the main points to our general membership, but use the itemization for future budgeting purposes.

David
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 30/04/2021

Great solution for Lions clubs, in particular, and probably for many non-profits

****** out of a possible ***** rating!

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

Reggie
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/08/2021

Best Non-Profit Software I could find

Tracking members and billing is as easy as it gets.

Pros

Ease of use and support. It really does everything I had hoped it would do.

Cons

Nothing so far. I did have a little trouble with formating the Quick Books download but once that was accomplished the transition was easy.

Danielle
  • Industry: Primary/Secondary Education
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/02/2020

PTA user

Money minder’s customer service is top notch! Whenever you call you get a live person. That is very rare these days. I enjoy the software and the programs and it has been very easy to keep track of our PTA expenses with this program.

Pros

Very user friendly. Since the new update it’s more efficient.

Cons

Nothing really. It’s a great tool for our PTA.

Lorraine
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/03/2018

Very easy transition to this software from other PTA-type software.

Other than Quicken/QuickBooks or Excel, we had no other software options to our organization. This software is very easy to use and has all the tools needed for establishing and maintaining a non-profit budget.

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.

Emily
  • Industry: Nonprofit Organization Management
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 19/11/2020

Worth its weight in gold

I have only been working with this program for a few months, but I have had a phenomenal experience. They are so helpful and easy to work with. Any time I have a question, they are ready to help. They make it easy for me to understand the answers to my questions and they make sure my problem is resolved every time. Amazing product, especially for small organizations like ours that are volunteer-based.

Pros

The customer service! MoneyMinder's representative are kind, responsive, and go above and beyond every time.

Cons

There are a few minor things that I would change, most of which are personal preference issues.

Laura
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/04/2020

Great resource for non-profits

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.

Holly
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/07/2020

NHPTA

We love MoneyMinder. It has been an amazing addition to our organization.

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.

Michele
  • Industry: Retail
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 10/05/2019

Great for budgeting

It is awesome

Pros

The ease of use for budgeting and book keeping!

Cons

Nothing! It’s been great so far! No complaints

Sagine
  • Industry: Restaurants
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 08/06/2021

Come and use this software

Pros

I love everything how I bring the summery of everything I love it

Cons

Nothing was difficult it was quite easy there's nothing that I like less of this website actually like it a lot

Amy
  • Industry: Education Management
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 25/01/2019

Customer support is absolutely the best!

I have been helped so much by the tech support people. They have patiently talked me through all of the questions I've had and helped me to learn what I need to know in order to keep the books in excellent order for my school PTSA.

Pros

I find it easy to navigate and I am not a tech savvy person.

Cons

It took me a long time to figure out how to go back to a check that I'd written before but needed to edit in someway. I was going back check by check to get to older check numbers. The last time I called she helped me to figure out a quicker way- wish I would've known that earlier.

Carla
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 08/03/2022

PTA Treasurer

Pros

Easy to use with the guidance of the representative

Cons

Trying to understand the software at the beginning of me taking over this position.

Jennifer
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/02/2019

Wow! MoneyMonder is a game changer

I used to spend hours developing the annual budget and reconciling the books monthly for our small non-profit. I'm the volunteer board treasurer. Within 30 minutes of logging into MoneyMinder, I knew I would save significant amounts of time, have more accurate books, and be able to easily train other board members to use the system.

Pros

I love the easy budget entry process, simple data entry, the variety of reports, and ability to share access with other board members.

Cons

Nothing so far. I haven't yet tried to sync PayPal and Square, but if those functions are like the rest of the system, I'm hopeful that it will be easy.

79 reviews