A Bookkeeper's Dream Come True
Use Cases and Deployment Scope
One low annual fee lets group treasurers manage all their finances. Manage banking transactions, reconcile bank accounts, create budgets, track members, volunteers, and donors, run reports, store documents, calculate 990EZ & 1099 totals, and connect to your bank and merchant service accounts. Transparent books and seamless board transitions without any prior knowledge.
Pros
- With no previous experience, make board transitions seamless and books transparent.
- Integrate banking transactions, reconcile bank accounts, create budgets, track members/volunteers/donors, generate reports, store documents, and calculate 990EZ & 1099 totals.
- Group treasurers can manage all their finances for one low fee per year.
Cons
- The set-up was a bit confusing until I figured out I could match the budget to the categories.
- I was intimidated by the idea of having to learn how to use a software program to fulfill my duties.
- "All I dislike about the budget tool is the graphic interface. I find the indentations of the categories, subcategories, etc. to be hard to read."
Likelihood to Recommend
Our role as treasurer changes every year, so having a tool that is so easy to use and has such great technical support will make the process of transitioning so much easier. Additionally, I am much more confident that the records are accurate. Live Chat is very helpful. Technical concerns and business options for how to best use MoneyMinder can be addressed by the support staff.
