MoneyMinder provides structure to our PTO

The staff at MoneyMinder is excellent. Any questions that I've had were answered immediately! I am so grateful for their willingness to walk me through the budgeting software when it was new to me. I have a tendency not to dig in past the first functions when I am learning something. With their help, I use MoneyMinder way more effectively, especially in preparation for our budget meeting. The other major benefit is the transparency that MoneyMinder offers. I feel more confident with the ability to allow everyone on the PTO Board, and within our PTO community, to see our account status. It makes conversations more informed and protects us as an organization.

Pros

I like the organized, user-friendly nature of MoneyMinder. We used spreadsheets to record our financial information before MoneyMinder and we did not understand what we were missing. The MoneyMinder system keeps track of our account information, but it is also multifaceted and flexible. We are able to generate the reports that we need to answer any question that is asked. I also love that the software is so easy to learn! We've had a new Treasurer both this year and last year. It was very easy to train them, especially with MoneyMinders help. MoneyMinder has really helped us with continuity of information through these PTO Board changes.

Cons

A search by word function would be helpful.

Outstanding Product and Customer Service

We transition the role of treasurer every year, so having a tool that is so easy to use and has such great technical support behind it will make our annual transitions so much smoother and easier.

Pros

It is a very straight forward product that has been easy to set up and use from day one.

Cons

Some of the reports have more columns than I would like and being able to hide those would be great. It’s probably possible but I just haven’t asked how to do it yet.

Value to Valur

I definitely appreciate the fact the system stores the information off site. The fact that that those that we allow to have access to the money tracker can look into the accounts but are unable to make changes. Forms are easily available for the treasurer report and daily needs.

Pros

The to which set up Vendors. Transaction reports are easily available. Reconciliation of multiple accounts.

Cons

Didn’t have the ability to search by dollar amounts.

Excellent product and Excellent Customer Service

The customer service team is PHENOMENAL. Anytime I have a question, they respond very quickly and are super helpful.

Pros

This system is great in that it combine expenses and revenue on the same line item, which is way easy than Quickbooks. Also the ability to download transactions directly from PayPal is life changing for me.

Cons

It can be a little confusing trying to figure out what reports to run.

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.