MoneyMinder Reviews

Extremely helpful and personal customer service. It is always frightening starting out with new software. "Looks great, until you buy it. Then you are doomed to figure it all out on your own." NOT SO WITH MONEYMINDER!! Have a question? CALL THEM! They reply, walk you through, and make sure you understand. They will even work through errors caused by YOUR OWN MISTAKES! EASY TO USE, too!!

The ONLY feature I don't like is the graphic interface of the budget tool. I find the way the indentations of categories, subcategories, etc. to be really hard to read. I keep going back to try to figure out the hierarchy of the accounts.

It's clear and straightforward. Easy to print different reports, depending on what information we are trying to compare. WAY easier to use than PTAvenue's financial tracking system.

Entries don't automatically save when moving from one entry to the previous or next one. You have to save it, go back to the register, and then scroll down to the next entry you might need to access or edit. Newer version doesn't have a way to import Square transactions. PDF reports printed under the new version don't have page numbers, even though the old one had page numbers in the top right corner.

Thanks for the valuable feedback! We've asked IT to bring back page numbers on the PDF exports in the new version. You're the first to report it. Thank you. Also great idea to add a Save and Next so you can make changes and then keep on moving through your existing entries. It's on our to-do list. Square import in the new version? So close. Look for this very soon.

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.

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.

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.

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

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.

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.

This software program is very easy to use. It makes every aspect of accounting for a non-profit organization manageable.

I can not think of a single thing that I do not like about this product.

It is super simple and easy to work with. There aren't a lot of screens to toggle thorough. Once you've built your first year the 2nd year is as simple as a copy. Its such a time saver.

I wish that if you decided to change coding that you didn't have to change all of the entries you have made to that code. I would be nice to enter the new GL code and then copy to everything entry made to the old GL code

Hi Carey, It sounds like you're wanting to move a category from one heading to another. Is that right? If so, we can help you do that. Would you like to reach out to us for instructions? support@moneyminder.com Thanks! Cyndi

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.

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

The software allows you to capture a large amount of information in a very convenient way. You can customize how much or how little detail you want to include about your transactions. Overall the program is fairly intuitive to use and my favorite feature is the amazing support you receive when you call with questions.

There is no way to revert to previous budgets- so if you decide to do a budget revamp, and it doesn't pass at your meeting, you need to retype the entire thing back in. I wish there was a way to save favorited links so that I don't have to look through all the reports menus each time.

This program is extremely easy to use. I recommend it to all PTA volunteers. It is easy to train our ladies to use it. The reports that are generated are excellent in showing our members where the money has come and gone.

So far, in the 10 years that I have been using this program, I have never had a complaint.

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

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

Our PTO has been using Money Minder for several years now, and we find it very easy to use.

Sometimes we have to really pay attention to the totals depending on what report we are using to make sure that we are reading the accurate amount.

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

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.

for a volunteer position, easy to set up and easy to use, were extremely important. MoneyMinder checks both those boxes.

Wish it calculated late charges and interest on unpaid balances automatically

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

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

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.

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.

I enjoyed every thing about this software right down to the login screen and the time it took to install it.

The only thing I didn't like was the cost. I wish they offered the program for free, then more people would use it.

Money Minder has the best customer support I’ve ever experienced! While the software is t 100% intuitive, they have great staff who can walk you through your issues.

I wish payments integrated with contacts seamlessly instead of having to match them up.

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

Might not be a huge name recognition yet.

When I became Treasurer of the PTA at my son's school I know I wanted to get a software program instead of relying on spreadsheets as previous treasurers had done. MoneyMinder was the perfect choice. First of all it is cloud based, which meant I could easily give access to other members of the PTA board. It is very easy to use but has many advanced features such as the ability to download banking transactions and transactions from Square. Those features alone have saved me an immense amount of time. The preloaded account structure for PTAs is also a great feature. The standard reporting features are easy to use but you can also do custom reports and exports. My one interaction with customer service was fantastic.

The only minor negative I have is that I don't think you can customize what fields to bring across when you download your banking transactions.

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

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

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.

Better way to print only for current month.

Thanks for the kind words. To get a print out for the current month, go to the Treasurer's Report. You can select a date range there! That might solve the problem.

MoneyMinder is really easy to use. It's also really easy to customize reports to fit your organization's needs

I can't really think of any negatives! Great program!

Easy to edit entries in check register.

Interface with Firefox not always good. Certainly the problem is with Firefox.

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

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.