---
title: "MoneyMinder Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of MoneyMinder. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if MoneyMinder is a good fit for you!"
source_url: "https://www.softwareadvice.com/accounting/moneyminder-profile/reviews/"
page_type: "reviews"
language: "en"
---

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MoneyMinder Reviews

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Reviews

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# MoneyMinder User Reviews

## Reviews summary

- Overall rating: 4.9/5
- Total reviews: 122

### Secondary ratings

- Ease of use: 4.8/5
- Customer support: 4.9/5
- Value for money: 4.8/5
- Functionality: 4.7/5

### Rating distribution

- 5 stars: 109 reviews (89%)
- 4 stars: 12 reviews (10%)
- 3 stars: 1 reviews (1%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Most mentioned pros

- Ease of tracking finances and budget, ease of accessing full financial records from past years, ease of exporting reports in many different formats.
- The price increased this year, but the value for the money is WELL worth it. As the Treasurer I use the reporting function to send out statements to each of our parents for balanced owed and also for the financial reporting tools like a monthly Treasurers Report.
- It also allows us to easily create and distribute a variety of financial and budget reports to our constituents.

### Most mentioned cons

- I can't copy recurring transactions easily, nor was i able to roll forward prior year contacts easily (missed a window, was SOL)
- Occasionally, navigation between pages feels clunky, requiring extra clicks to access simple functions.
- Only drawback is that it is not tied to a larger software package with more options.

## MoneyMinder customer reviews

Showing reviews 1-25 of 122 (page 1).

### MoneyMinder Saved the day!

- Overall rating: 5/5
- Reviewer: Tammy R.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used daily for less than 6 months
- Reviewed: February 2020
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall this has been extremity helpful in organizing our finances and keeping up with the homes that have been sold in our community.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

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.

#### Cons

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.

#### Reasons for choosing MoneyMinder

Ease of use and cost.

---

### Easy to navigate accounting software

- Overall rating: 5/5
- Reviewer: Becky V.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

MoneyMinder has been easy to use. Much more user friendly than our previously used software. I had no guidance from our previous treasurer when I took over, and I was able to navigate with ease. I recently used the chat feature and had a great experience and my issue was resolved.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

MoneyMinder is very easy to navigate. Once you set up your budget, it's simple to add in expenditures and account for them under certain budget items. Monthly reconciling helps make sure everything is accounted for.

#### Cons

MoneyMinder says that you can link it with your bank account and increased the price due to this feature, but our bank is currently not supported.

#### Reasons for switching to MoneyMinder

It was not very user friendly. It was also super expensive and we weren't able to use it to its full capability.

---

### Value to Valur

- Overall rating: 4/5
- Reviewer: Joy R.
- Verified reviewer: Yes
- Industry: Primary/ Secondary Education
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: August 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### 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.

#### Reasons for switching to MoneyMinder

Quickbooks wasn’t handling our needs.

---

### Money Minder is the go to bookkeeping software for non-profits!

- Overall rating: 5/5
- Reviewer: David R.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall an amazing experience with Money Minder. The software’s value and ease of use make it the best option I have found for bookkeeping.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

I love how easy it is to accurately track the finances for our organization. Being new to the role of treasurer, the ease of bank reconciliation and the reporting of the accounts were a great aide to help me excel in my position. The value for money minder is so much more than other options. The security provisions in place as well make me less stress about possible unauthorized access to our financial reporting, which is paramount.

#### Cons

When I find something that I do NOT like about MoneyMinder I will be sure to share that information.

#### Reasons for switching to MoneyMinder

Money Minder is a less expensive option, and easier to use

---

### MoneyMinder for PTA

- Overall rating: 5/5
- Reviewer: Sarah M.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I use MoneyMinder for my PTA's software. It is straightforward and I have found all of the report options especially helpful.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Functionality: 3/5

#### Pros

MoneyMinder is a highly user-friendly accounting software that makes managing finances simple and efficient. I especially love the wide variety of report options—it’s easy to generate clear, professional reports for meetings or audits. Its intuitive interface is ideal for treasurers and volunteers alike, even without a background in accounting. Security is a top priority, and MoneyMinder gives a peace of mind. MoneyMinder also includes essential accounting features like budgeting, tracking income and expenses, and reconciling bank statements. It’s a perfect solution for nonprofits. Overall, MoneyMinder saves time, ensures accuracy, and keeps financial data safe and accessible.

#### Cons

While MoneyMinder is a helpful tool overall, there are a few aspects I dislike. The interface, though user-friendly, can feel outdated. Some features feel limited—for example, customization options for reports or categories could be more flexible. I also wish there were a mobile app to make managing finances on the go easier. Occasionally, navigation between pages feels clunky, requiring extra clicks to access simple functions.

---

### Try It, You'll like it!

- Overall rating: 4/5
- Reviewer: SUSANN T.
- Verified reviewer: Yes
- Industry: Libraries
- Company size: 2-10 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

It has been excellent! Support chats are productive and usually resolve the issue. The Support staff is responsive and helpful with both direct calls and emails. FAQs are very helpful during setup.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I have been using Money Minder for 3 years and I think it is great! The learning curve is small with a basic understanding of accounting principles. I have eliminated the need for a paper check register and bank reconciliation is a breeze. Budget and financial reporting are easy and understandable. My BOD is now spoiled because they get a monthly treasurer's report! I'm working to turn over the treasurer's duties to a new board member and the online access makes it super easy.

#### Cons

I want more control of the export option in contacts. Sometimes I just want donors/membership. Instead, I get all the contacts. It takes some time to edit the export down to what I'm looking for.

---

### Very satisfied

- Overall rating: 4/5
- Reviewer: Karen K.
- Verified reviewer: Yes
- Industry: Religious Institutions
- Company size: 2-10 employees
- Product usage: Used monthly for more than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Once we got everything set up, it was easy to maintain our monthly entries. The organization answered questions in a timely manner and worked with us to resolve any issues we encountered.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

MoneyMinder best fit our needs as a small, non-profit organization with a simple budget. It was easy to use and included volunteer hours. We do not have a professional accountant in our organization, and we needed software that could help us keep track of our finances and create reports for our board. We loved the bank reconciliation feature, and that we had online access from various venues.

#### Cons

Nothing, really. As much as I loathe two-factor authentication to log in to websites, I think MoneyMinder may need to beef up their security. So far we have had NO trouble, however.

---

### Helpful Tool for PTA Treasurer!

- Overall rating: 5/5
- Reviewer: Elizabeth K.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Easy to use, helpful support documents and customer service people. Lots of new upgrades lately which I love.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I’ve really found value in the blog and guides available to answer questions along the way. It’s an easy tool, financial reporting is great, and it helps us ensure bank reconciliation is accurate and detailed.

#### Cons

It is time consuming and I was hoping to save time by integrating our bank and CheddarUp accounts. It’s helpful for some transactions but not those that require a receipt from a reimbursement workflow. I’m hoping to find efficiencies so handing off the Treasurer role won’t seem so daunting in the future.

#### Vendor response

Hi Elizabeth, Thanks for your review! We would be happy to help walk you through efficiencies in the software if you ever need help. Just click the chat icon Monday through Friday! Just so you know, after the reimbursement workflow request is approved, it can be imported into the bank register, including the receipt. Again, let us know if we can help show you any features. Thanks, The MoneyMinder Team

Replied September 2025

---

### User friendly and logical!

- Overall rating: 4/5
- Reviewer: Laura T.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall, I find it to be very user friendly. It makes sense to me and I was able to have a successful first year as treasurer.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

The learning curve isn’t bad! I’m not an accountant, but the bank reconciliation is easy and very user friendly! Making financial reports for board meetings is simple and straightforward!

#### Cons

One time, the moneyminder software had a glitch of some kind and our pta ended the year with way less money than the software said we should have. Another school in our district also experienced a glitch like this. I’m not sure what happened.

---

### MoneyMinder Accounting Program Review

- Overall rating: 5/5
- Reviewer: Brenda C.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I started using this program as Secretary of our HOA last year and am able to use this program without difficulty.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

MoneyMinder is a great accounting program for our HOA. Very easy to access information. Those who are new to MoneyMinder will find it user-friendly.

#### Cons

This program takes quite a bit of time to set up and some with limited computer experience, find it difficult to navigate.

---

### Start by making a budget

- Overall rating: 5/5
- Reviewer: Juanita D.
- Verified reviewer: Yes
- Industry: Recreational Facilities and Services
- Company size: 2-10 employees
- Product usage: Used daily for free trial
- Reviewed: March 2022
- Review source details: This review was submitted organically. No incentive was offered

With MoneyMinder we will reduce the time and money required to produce our financial reports while also producing less complicated, more understandable reports.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

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.

#### Cons

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.

#### Reasons for choosing MoneyMinder

Accounts could not handle the detail of our budget and keep track of donors.

#### Reasons for switching to MoneyMinder

It is more complicated than we need. The previous treasurer hired a tutor to teach her how to use the program an still could not produce understandable reports

---

### MoneyMinder great for Booster Clubs!

- Overall rating: 4/5
- Reviewer: Christi R.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 2-10 employees
- Product usage: Used monthly for less than 12 months
- Reviewed: June 2022
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Functionality: 4/5

#### Pros

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!

#### Cons

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.

#### Reasons for choosing 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.

---

### Has everything without being intimating

- Overall rating: 5/5
- Reviewer: Lori J.
- Verified reviewer: Yes
- Industry: Civic & Social Organization
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: October 2022
- Review source details: This review was submitted organically. No incentive was offered

I've been using it for 6 months. Most things I've taught myself by just looking around the software. I have called customer service when I get to stumped. Only needed to used this resource twice and both times were a quick pleasant event.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Clear menu driven software. Format, font, fields are easy to read/use without spending hours reading tutorials.

#### Cons

I would like to be able to create the billing statement and reports with our Logo, add my own color scheme and format.

#### Reasons for switching to MoneyMinder

Quickbooks is a large platform with 75 percent of the software we didn't need or used.

---

### This software filled in a gap from the bookkeeping done by previous treasurer

- Overall rating: 5/5
- Reviewer: Katrina Z.
- Verified reviewer: Yes
- Industry: Sports
- Company size: Self-Employed
- Product usage: Used weekly for less than 12 months
- Reviewed: November 2021
- Review source details: This review was submitted organically. No incentive was offered

Every time I have a technical issue or a basic accounting/bookkeeping question, the staff is super fast to respond by chat. I would say they resolve all my questions efficiently and in a manner that feels personal.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

This has a treasurer's report which is very easy for our board to look over that we did not have before. I can answer questions and print trails of how numbers are determined. With our last treasurer, we had to do our own calculations and it wasn't always easy to follow.

#### Cons

If you aren't great at understanding accounting for "restricted" accounts when the money is really all in the bank account and the restricted accounts are for information only.

#### Reasons for choosing MoneyMinder

MoneyMinder fit the nonprofit and fund accounting easier than Quickbooks.

---

### The est system for PTO/PTAs

- Overall rating: 5/5
- Reviewer: Rebecca C.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: October 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I love MoneyMinder! It’s very user friendly. I was thrown into my role as treasurer and found the video tutorials extremely helpful. I had no trouble navigating the system. The podcast and Facebook group were an added bonus and helped me learn more about my role. The support team is phenomenal, though I’ve rarely needed them because the system is so easy to use. The reporting features are also excellent.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The system is pretty foolproof. It’s easy to navigate even without any training, and if you do make a mistake, everything can be fixed quickly and easily.

#### Cons

There really aren’t any cons to the system. The only minor challenge is that doing transfers with PayPal can be a bit confusing the first couple of times.

---

### I've Used MoneyMinder for Years

- Overall rating: 5/5
- Reviewer: Beth M.
- Verified reviewer: Yes
- Industry: Civic & Social Organization
- Company size: 2-10 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I've used MoneyMinder for years for different PTAs and have been happy with it. Nothing else has topped its functionality yet.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Ease of tracking finances and budget, ease of accessing full financial records from past years, ease of exporting reports in many different formats.

#### Cons

I think the cost is getting high, even if it's lower than other platforms. I still see the value and continue to use it.

---

### Well worth the investment!

- Overall rating: 5/5
- Reviewer: Rae Anne F.
- Verified reviewer: Yes
- Industry: Sports
- Company size: 2-10 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My favorite feature is the ability to file your tax form within the program using information you've entered all year! Very efficient and time saving.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Our nonprofit has found MoneyMinder easy to use and the price is ideal. All of the different reports available are very helpful and useful. Our group particularly relies on the balance sheet, but several other detailed reports are also available. Setting up your bank account, budget and keeping track of expenses are a breeze! This program is available from anywhere you access the internet, and very secure.

#### Cons

There isn't much left to not like. This program has a ton to offer! The link to the bank account really makes it easy to use.

---

### MoneyMinder is the best!

- Overall rating: 5/5
- Reviewer: Susan H.
- Verified reviewer: Yes
- Industry: Primary/ Secondary Education
- Company size: 201-500 employees
- Product usage: Used daily for more than 2 years
- Reviewed: March 2019
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I am a volunteer treasurer without any experience in bookkeeping or in using money management software like quick books or even excel. I was intimidated by the idea of having to learn how to use a software program in order to fulfull my responsibilities. But MoneyMinder is incredibly intuitive, and entirely glitch-free. It makes my job ridiculously easy. I really cannot say enough good things about it. And when I do have questions, I love that I can call the office and talk to a real human being who can see my screen in real time and walk me through whatever the solution to my problem is, with kindness and a great sense of humor. I'm a very happy customer and recommend MoneyMinder to people constantly!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

MoneyMinder is the most intuitive and helpful computer application I have ever used. I really cannot overstate how critical MoneyMinder has been to my effectiveness in my role as treasurer in my nonprofit. I am not someone who tends to gravitate towards new technology and I found MoneyMinder extremely easy to learn. The customer support is unparalleled - every time I call or email I receive help immediately from staff who are kind, nonjudgmental, and really knowledgeable. I appreciate that it is all web based so that I do not have to download programs or store information on my own computer.

#### Cons

Honestly I don't love the upgrade to MoneyMinder 2.0. There are a few features I'd grown to really appreciate that no longer exist in the new version. It's not a big deal, but If I had it to do over again I wouldn't have converted to the upgraded version.

#### Vendor response

Thanks for your review Susan. Would you care to share the features that you're "not loving" in v2? We'd love to address that, as we want you to be deliriously happy with v2. :)

Replied March 2019

---

### Review of MoneyMinder Software for HOA

- Overall rating: 5/5
- Reviewer: Ronda C.
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: January 2019
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Our overall experience has been awesome ~ MoneyMinder customer service is the best! From entering new budget figures to pulling reports, the ease is outstanding. We have never been left with unanswered questions or unresolved issues. It is so great to have our HOA in good hands when it comes to our bookkeeping software giving us confidence going forward.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Our HOA used a different accounting software for several years. There was always a question of budget status, dues receipts and monthly financial reports giving us a true picture of how we were doing. With MoneyMinder, the reports are easily pulled and show us exactly what is needed to ensure we make decisions in the best interest of our HOA. If any of our residents ask for an accounting, we now give the information with confidence it is correct.

#### Cons

There isn't anything we like "least" about the software. The one improvement we are hoping for is the ability to print our invoices so they can be mailed. We do not use the "email" system that MoneyMinder is set up for. A workaround has been to have a MoneyMinder rep prepare a PDF file and email to us so we can print and mail. It if wasn't for such great customer service, we would have to prepare and print each invoice separately.

#### Vendor response

UPDATE (1/24/20): You can now bulk download and print statements! Let us know if you need help with this new ability. Thank you for your compliment about our customer support. We take pride in offering personal, friendly, helpful assistance and solutions. Since we have all held a volunteer position here at MoneyMinder we know all too well how useful that can be. We feel that free customer service enables every group to be successful and confident in their MoneyMinder reports which translates into transparency and peace of mind for their members.

Replied January 2020

---

### Jan

- Overall rating: 5/5
- Reviewer: Jan B.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: May 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I love it!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Ease of use, price, reconciling and reporting

#### Cons

Accounts payable accounting. I may not know how to use it though.

#### Reasons for choosing MoneyMinder

Price, experience with and ease of use

#### Reasons for switching to MoneyMinder

Price, ease of use

---

### Harold Burtzloff review

- Overall rating: 5/5
- Reviewer: Harold B.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: January 2024
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

very happy with Money Minder ease of use and menu is very clear

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

MoneyMinder is very easy to use and customer support is great

#### Cons

no paper manual to use for set up once set up very easy

#### Reasons for switching to MoneyMinder

Quick Books cost to much and was way more accounting program that our Rotary needed

---

### Outstanding Program for PTAs

- Overall rating: 5/5
- Reviewer: Leslie W.
- Industry: Fund-Raising
- Company size: 11-50 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: January 2019
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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.

#### Cons

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

---

### MoneyMinder is an excellent choice for PTOs

- Overall rating: 5/5
- Reviewer: Liz C.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: 2-10 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: August 2022
- Review source details: This review was submitted organically. No incentive was offered

It’s a great software option for PTOs.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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.

#### Cons

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

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### Great Product, Easy to Use

- Overall rating: 4/5
- Reviewer: Lois S.
- Verified reviewer: Yes
- Industry: Primary/ Secondary Education
- Company size: 2-10 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: March 2019
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

It's easier to keep track of our PTA budget when our Income and Expenses are listed all in one line.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

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.

#### Cons

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.

#### Vendor response

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.

Replied March 2019

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### Great software for the PTA accounts that I have been working on the last few years

- Overall rating: 5/5
- Reviewer: Kori B.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: 11-50 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: February 2019
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I really like the reports. They take all the information I put in and organize it easily for anyone who needs to know what is going on with all the finances. I would recommend this software to others.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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.

#### Cons

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

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MoneyMinder Reviews, Pros and Cons - 2026 Software Advice