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 reconciliations, document storage, membership management, goal setting and role-based permissions. The application helps users track funds and manage account deposits, withdrawals and transfers. Supervisors can use the solution to record volunteer working hours, track the amount of donations received and send acknowledgments to contributors. MoneyMinder comes with a document library, which allows users to organize and store files or receipts, archive specific documents for quick reference and share them among members. Accountants can also monitor payment dues or obligations, record membership fees and send statements via email. MoneyMinder offers integration with various bank accounts and third-party applications, Square and PayPal. It is available on annual subscriptions and support is provided via email, chat and phone.
MoneyMinder Software - MoneyMinder volunteer work hours
MoneyMinder Software - MoneyMinder budgeting
MoneyMinder Software - MoneyMinder nonprofit bookkeeping software
MoneyMinder Software - Bank account reconciliation
MoneyMinder Software - Link to 12,000+ banking institutions to automatically download transactions
MoneyMinder Software - Year-end made easy
MoneyMinder video
MoneyMinder Software - MoneyMinder volunteer work hours - thumbnail
MoneyMinder Software - MoneyMinder budgeting - thumbnail
MoneyMinder Software - MoneyMinder nonprofit bookkeeping software - thumbnail
MoneyMinder Software - Bank account reconciliation - thumbnail
MoneyMinder Software - Link to 12,000+ banking institutions to automatically download transactions - thumbnail

MoneyMinder pricing

MoneyMinder has a free version and offers a free trial. MoneyMinder paid version starts at US$179.00/year.

Starting Price:
US$179.00/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 78 View all reviews
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.

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
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.

Ronda
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/01/2019

Review of MoneyMinder Software for HOA

Our overall experience has been awesome ~ MoneyMinder customer service is the best! From entering new budget figures to pulling reports, the ease is outstanding. We have never been left with unanswered questions or unresolved issues. It is so great to have our HOA in good hands when it comes to our bookkeeping software giving us confidence going forward.

Pros

Our HOA used a different accounting software for several years. There was always a question of budget status, dues receipts and monthly financial reports giving us a true picture of how we were doing. With MoneyMinder, the reports are easily pulled and show us exactly what is needed to ensure we make decisions in the best interest of our HOA. If any of our residents ask for an accounting, we now give the information with confidence it is correct.

Cons

There isn't anything we like "least" about the software. The one improvement we are hoping for is the ability to print our invoices so they can be mailed. We do not use the "email" system that MoneyMinder is set up for. A workaround has been to have a MoneyMinder rep prepare a PDF file and email to us so we can print and mail. It if wasn't for such great customer service, we would have to prepare and print each invoice separately.

Response from NonProfitCentral

UPDATE (1/24/20): You can now bulk download and print statements! Let us know if you need help with this new ability.

Thank you for your compliment about our customer support. We take pride in offering personal, friendly, helpful assistance and solutions. Since we have all held a volunteer position here at MoneyMinder we know all too well how useful that can be. We feel that free customer service enables every group to be successful and confident in their MoneyMinder reports which translates into transparency and peace of mind for their members.

Replied 24/01/2020

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