All MoneyMinder Reviews

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Tammy

Verified reviewer

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

MoneyMinder Saved the day!

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

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.

Reason for choosing MoneyMinder

Ease of use and cost.

Juanita

Recreational Facilities and Services, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 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.

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.

Reason 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

Stanley

Education Management, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed August 2021

Great customer service

PROS

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!!

CONS

Nothing specific about the software was negative.

Lori

Civic & Social Organization, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2022

Has everything without being intimating

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.

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.

Christi

Construction, 2-10 employees

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

FUNCTIONALITY

4

Reviewed June 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!

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.

Reason 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.

Amy

Non-Profit Organization Management, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Outstanding Customer Service

Our organization was able to quickly work out an annual budget and follow it accordingly. I am easily able to run monthly and quarterly reports and tax filing has been made easy! The customer support is by far the best I have ever experienced with any accounting program and has gone above and beyond in order to make our departmental transitions very seamless.

PROS

It is easy to use and guides first time users in a way that is easily understood.

CONS

None. I am 100% happy.

Reason for choosing MoneyMinder

The price, the ease of use, and the customer service!

Katrina

Sports, 1 employee

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

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

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.

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.

Reason for choosing MoneyMinder

MoneyMinder fit the nonprofit and fund accounting easier than Quickbooks.

Shirley

Primary/Secondary Education, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

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.

Reasons for switching to MoneyMinder

The quickbooks tool was way more than we needed for our organization, we used a fraction of the overall capability but still paid more every year for our access. This tool gives us exactly what we need and at a price that fits our budget.

Carol

Civic & Social Organization, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Customer Service

We needed this to determine whether activities were or were not profitable in fundraising.

PROS

I am very satisfied with the quick response when I have had questions. Within minutes!

CONS

I am new to this position and was confused at first about the software, but as I work with it I have become more comfortable.

Reason for choosing MoneyMinder

Price, and that it's intended for non-profits specifically

Neil

Non-Profit Organization Management, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Money Minder is Great for Non Profits

Outstanding software. Very responsive website. Customer support is excellent!

PROS

It was easy to use, well documented and easy to setup.

CONS

I would like to be able to add custom fields for members that carried over to all members.

Reasons for switching to MoneyMinder

I hate Excel.

Joy

Primary/Secondary Education, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2019

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.

Reasons for switching to MoneyMinder

Quickbooks wasn’t handling our needs.

Vendor Response

Hi Joy! Did you know you could search by dollar amounts by using your browser's built-in search function? Just a tip.

Replied September 2019

Leslie

Non-Profit Organization Management, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

I have never had a problem with MoneyMinder in the 4 years that I have used it.

Whenever I call the company or email, I get a response very quickly and they are always so helpful and kind.

PROS

I like that it is easy to use and provides different reports. It is not difficult to enter the information you need for your organization. It is easy to make a correction if needed. With this program, it is easy to reconcile your bank statement. Wonderful to upload your budget for the year and again, easy to change as the year proceeds. I have recommended this program to numerous PTAs. I feel one of the biggest pros to this program is that you may retrieve information from past fiscal years. If you need to remember something, it is right at your fingertips. That helps make for an easy transition, when new officers are taking over the treasurer's job. I like that you can access the information from any computer as long as you have your information to log in. This is the easiest program to use with a low cost for all that it can do and produce!!

CONS

I haven't found anything on the program that I do not like in the many years that I have been treasurer for PTAs.

Roxanne

Accounting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2021

MoneyMinder HOA Software

We went from a very difficult to use spreadsheet and we computerized our organization in a day. Lots of people commented how happy they were to get their invoices by email and they got an email response after their payment was posted (all out of MM). The reports are excellent and make my month end and year end so much easier.

PROS

Very easy to set and use. The customer service is outstanding. They respond so fast.

CONS

I would like to be able to save documents in the individual accounts vs a paper file.

Reason for choosing MoneyMinder

It seemed the easiest and was already being used my many HOAs.

Cherie

Non-Profit Organization Management, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

Outstanding Customer Service

Before, we were simply using a spreadsheet to track our budget and expenses. One wrong formula, and OOPS!! MoneyMinder makes it all easy, intuitive, and versatile. DON'T GO ANYWHERE ELSE!

PROS

Extremely helpful and personal customer service. It is always frightening starting out with new software. "Looks great, until you buy it. Then you are doomed to figure it all out on your own." NOT SO WITH MONEYMINDER!! Have a question? CALL THEM! They reply, walk you through, and make sure you understand. They will even work through errors caused by YOUR OWN MISTAKES! EASY TO USE, too!!

CONS

The ONLY feature I don't like is the graphic interface of the budget tool. I find the way the indentations of categories, subcategories, etc. to be really hard to read. I keep going back to try to figure out the hierarchy of the accounts.

Reason for choosing MoneyMinder

Reviews from other users in Arizona

Hiral

Higher Education, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY