En savoir plus sur 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.
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Vidéo de MoneyMinder
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MoneyMinder - Prix

MoneyMinder est disponible en version gratuite et propose un essai gratuit. La version payante de MoneyMinder est disponible à partir de 179,00 $US/année.

À partir de :
179,00 $US/année
Version gratuite :
Oui
Version d'essai gratuite :
Oui

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MoneyMinder - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,9
Fonctionnalités
4,8
Simplicité
4,8
Support client
5
Tiffany
  • Secteur d'activité : Gestion d'organisme à but non lucratif
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 20/07/2020

Becoming a Treasurer Can be Daunting?

Priceless.

Avantages

When I stepped into the treasurer role for our PTA, I had zero experience and no one directly to turn to for assistance with what this role entailed. MoneyMinder's support is absolutely amazing. They check your budget for you and call if they would like to make any suggestions. They will copy over your previous years transactions for tax purposes. When I had contacted quickbooks about accessing our old account for tax purposes it took far longer than any exchanges I had with money minder and they were unable to locate our old account. They have also been available for tips on how to build a COVID-19 based budget for the upcoming school year. The platform is user friendly and the reports have everything I need to manage our finances. I could have not asked for a better experience. Their service is priceless.

Inconvénients

I cannot think of anything. I've only had a great experience.

Juanita
  • Secteur d'activité : Services et installations de loisirs
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant Essai gratuit
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

5
Publié le 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.

Avantages

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.

Inconvénients

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.

Liz
  • Secteur d'activité : Gestion de l'enseignement
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 31/08/2022

MoneyMinder is an excellent choice for PTOs

It’s a great software option for PTOs.

Avantages

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.

Inconvénients

We do not want to carry over all of the Stores from Cheddar Up every year.

Stanley
  • Secteur d'activité : Gestion de l'enseignement
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
3
Simplicité
4
Support client
5

5
Publié le 17/08/2021

Great customer service

Avantages

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!!

Inconvénients

Nothing specific about the software was negative.

Christi
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les mois pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
5
Support client
0

4
Publié le 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!

Avantages

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!

Inconvénients

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 envisagées 

Quickbooks Online et Wave Accounting

Pourquoi passer à 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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