MoneyMinder
moneyminder.com
Spec sheet
- What it does
- MoneyMinder is cloud bookkeeping and financial-management software designed for volunteer nonprofit, club, association, church, HOA and community-group treasurers.Read 21 Oct 2026 · moneyminder.com
- Purpose
- MoneyMinder provides bookkeeping and financial management for nonprofits, volunteer treasurers, and small groups.Read 4 Oct 2026 · moneyminder.com
- Free plan
- YesRead 19 Sep 2026 · moneyminder.com
- Integrations
- MoneyMinder connects with more than 12,000 banks and supports PayPal, Square, Stripe, and Venmo; other bank transactions can be imported from OFX, QFX, or QBO files.Read 4 Oct 2026 · moneyminder.com
- Security
- MoneyMinder says financial account integration uses a secure, read-only connection and that data is backed up nightly.Read 4 Oct 2026 · moneyminder.com
- Support
- Subscription support is offered by chat, email and scheduled calls five days weekly from 8 AM to 5 PM Pacific, excluding holidays.Read 21 Oct 2026 · moneyminder.com
- Headquarters
- Winter Park, Florida, United StatesRead 28 Sep 2026 · moneyminder.com
- Founded
- 2003Read 28 Sep 2026 · moneyminder.com
- Accounting
- Features include bank registers, transaction entry, account reconciliation, check printing, and financial reports.Read 4 Oct 2026 · moneyminder.com
- Audit trail
- YesRead 19 Sep 2026 · moneyminder.com
- Bank integrations
- MoneyMinder connects read-only to more than 12,000 banks and supports PayPal, Square and Stripe, with Venmo file import.Read 21 Oct 2026 · moneyminder.com
- Bank registers
- Users can maintain ledgers for deposits and withdrawals and keep multiple bank registers.Read 21 Oct 2026 · moneyminder.com
- Browser versions
- The browser guidance lists Chrome 95+, Firefox 91+, Safari 16.6+ and Edge 18+.Read 21 Oct 2026 · moneyminder.com
- Budgeting
- Budgets use a customizable chart of accounts with templates, goals, forecasts and actual-versus-budget analysis.Read 21 Oct 2026 · moneyminder.com
- Cash-based accounting
- The product uses a cash-based accounting model intended for users without formal accounting backgrounds.Read 21 Oct 2026 · moneyminder.com
- Company history
- MoneyMinder was founded in 2003 by Cyndi Meuchel and Donna Gawron and joined BryteBridge Group in 2024.Read 4 Oct 2026 · moneyminder.com
- Company origin
- MoneyMinder was founded in 2003 by Cyndi Meuchel and Donna Gawron under the name Nonprofit Central.Read 21 Oct 2026 · moneyminder.com
- Contact management
- Contact records cover members, donors, volunteers, homeowners and contractors, including dues and membership status.Read 21 Oct 2026 · moneyminder.com
- Contacts and group records
- The product manages member, donor, volunteer, homeowner, and contractor records, including dues and membership status.Read 4 Oct 2026 · moneyminder.com
- Document storage
- Organizations can store receipts, deposit slips, photos, meeting records, bylaws, IRS correspondence and bank statements online.Read 21 Oct 2026 · moneyminder.com
- Documentation
- The Help Center exposes topic areas such as getting started, financial years, budgeting and banking, with dozens of step-by-step articles and tutorial videos.Read 21 Oct 2026 · moneyminder.com
- File imports
- Unsupported institutions can be handled through QFX, QBO or OFX transaction-file imports.Read 21 Oct 2026 · moneyminder.com
- Historical imports
- MoneyMinder offers assisted imports of historical QuickBooks data and contact data through supplied templates.Read 21 Oct 2026 · moneyminder.com
- iOS requirements
- The iPhone app requires iOS 15 or later; the listing also specifies macOS 12 with Apple silicon for Mac compatibility.Read 21 Oct 2026 · apps.apple.com
- Licence and ownership
- The terms identify the service as SaaS, state that BryteBridge owns the software and intellectual property, and grant only a limited, revocable subscription licence.Read 21 Oct 2026 · moneyminder.com
- Limit: bank coverage
- A Capterra reviewer reports that the bank-linking feature is unavailable because their institution is not supported.Read 21 Oct 2026 · capterra.com
- Limit: pricing
- Some G2 reviewers consider the paid version expensive, and one reviewer says pricing is high compared with alternatives.Read 21 Oct 2026 · g2.com
- Limit: reliability incident
- A Software Advice reviewer reports a glitch that caused a PTA balance to appear materially higher than the eventual year-end funds.Read 21 Oct 2026 · softwareadvice.com
- Limit: reporting flexibility
- A G2 reviewer says the product has limited users and lacks some financial reports needed for more complicated tax returns.Read 21 Oct 2026 · g2.com
- Limit: setup effort
- A Software Advice reviewer says initial setup can take substantial time and may challenge users with limited computer experience.Read 21 Oct 2026 · softwareadvice.com
- Mobile app data practices
- Google Play lists no third-party data sharing, possible collection of personal and financial information, encryption in transit and user-requested deletion.Read 21 Oct 2026 · play.google.com
- Multi-user access
- Organizations can add users without per-user charges and assign role-based permissions, including read-only access.Read 21 Oct 2026 · moneyminder.com
- Online store
- MoneyMinder Store, powered by Cheddar Up, supports card, ACH, Apple Pay, Google Pay, cash and check collection with transaction fees.Read 21 Oct 2026 · moneyminder.com
- Ownership change
- The company says MoneyMinder joined BryteBridge in late 2024 and now operates as a BryteBridge Group company.Read 21 Oct 2026 · moneyminder.com
- Payment security
- MoneyMinder says its online store uses PCI-compliant, encrypted payment processing.Read 4 Oct 2026 · moneyminder.com
- Praise: ease of use
- Independent reviewers repeatedly describe MoneyMinder as easy to navigate, suitable for non-accountants and simpler than spreadsheets or complex accounting products.Read 21 Oct 2026 · getapp.com
- Praise: reports and support
- Reviewers commonly praise clear board and audit reports plus responsive human support through chat or phone.Read 21 Oct 2026 · softwareadvice.com
- Privacy and compliance
- The privacy statement says MoneyMinder uses physical, technical and organizational safeguards, complies with GDPR and may process linked financial-account data.Read 21 Oct 2026 · moneyminder.com
- Public API and self-hosting
- The official pages reviewed describe integrations and file imports but provide no public API, SDK or self-hosting offering.Read 21 Oct 2026 · moneyminder.com
- Rating on Apple App Store
- 5.0 out of 5 from 6 ratingsRead 21 Oct 2026 · apps.apple.com
- Rating on Capterra
- 4.9 out of 5 from 122 reviewsRead 21 Oct 2026 · capterra.com
- Rating on G2
- 4.6 out of 5 from 13 reviewsRead 21 Oct 2026 · g2.com
- Rating on GetApp
- 4.9 out of 5 from 122 reviewsRead 21 Oct 2026 · getapp.com
- Rating on Software Advice
- 4.9 out of 5 from 122 reviewsRead 21 Oct 2026 · softwareadvice.com
- Rating on Trustpilot
- 3.8 out of 5 from 13 reviewsRead 21 Oct 2026 · trustpilot.com
- Reconciliation
- A reconciliation workflow helps identify discrepancies and protect reconciled books from unwanted changes.Read 21 Oct 2026 · moneyminder.com
- Reimbursements
- Reimbursement tools include custom forms, multistep approvals, receipt requirements, notifications, and recording approved expenses in the bank register.Read 4 Oct 2026 · moneyminder.com
- Reporting
- The system produces treasurer, audit, annual, fundraiser, banking and transaction reports and allows report export for customization.Read 21 Oct 2026 · moneyminder.com
- Security controls
- MoneyMinder states that it performs daily backups, uses secure cloud access and provides read-only bank connections; its store processing is described as PCI-compliant and encrypted.Read 21 Oct 2026 · moneyminder.com
- Store automation
- Store tools include QR codes, recurring gifts, waitlists, discount codes, reminders and inventory options, with transactions synced into MoneyMinder.Read 21 Oct 2026 · moneyminder.com
- Subscription terms
- The paid subscription is billed annually, can be canceled at any time, and its annual fee is nonrefundable.Read 4 Oct 2026 · moneyminder.com
- System requirements
- The web service requires an internet connection, works on Mac and PC and is recommended with current Chrome, Firefox, Safari or Edge.Read 21 Oct 2026 · moneyminder.com
- Tax compliance
- Paid accounts can prepare and electronically file IRS Forms 990-N, 990-EZ and 8868 through an add-on.Read 21 Oct 2026 · moneyminder.com
- Tax filing
- The product supports IRS 990-N e-filing, while 990-EZ and 8868 e-filing are listed as paid add-ons.Read 4 Oct 2026 · moneyminder.com
- Trial limits
- The 30-day trial includes product features except that tax e-filing is limited to paid accounts and statements cannot be sent to users during the trial.Read 4 Oct 2026 · moneyminder.com
Plans and prices
MoneyMinder Free Edition Free Budgeting tools · Custom chart of accounts · Budget forecasting · Excel export Read 19 Sep 2026 · moneyminder.com
Free Edition Free Budgeting · custom chart of accounts · goals and forecasts · contact tracking; transactions and advanced features require a subscription Read 4 Oct 2026 · moneyminder.com
MoneyMinder FREE Edition Free budgeting · custom chart of accounts · goals and forecasting · member tracking · no transaction entry · no MoneyMinder Store Read 21 Oct 2026 · moneyminder.com
Tax Form E-File: 8868 Extension $25 a year annual add-on IRS Form 8868 extension electronic filing Read 21 Oct 2026 · moneyminder.com
Tax Form E-File: 990-N or 990-EZ $99 a year annual add-on IRS Form 990-N and 990-EZ electronic filing Read 21 Oct 2026 · moneyminder.com
MoneyMinder $299 a year $299 per year ($25 per month, billed annually) One plan · no per-user charges · tax e-filing add-ons: 990-EZ $99/year and 8868 extension $25/year · store transaction fees apply Read 4 Oct 2026 · moneyminder.com
MoneyMinder Full Edition $299 a year billed annually unlimited bank registers · transactions · integrations · budgets · reconciliation · reports · contacts · reimbursements · role-based users · mobile apps Read 21 Oct 2026 · moneyminder.com
Where Specifiction places it
- Accounting software#1 of 699.3
- Fund Accounting Software#7 of 709.0
- Nonprofit Accounting Software#3 of 259.0
- HOA Accounting Software#5 of 258.8