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.

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.

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.

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.

Julie

Arts and Crafts, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2023

Charity Use

It has been easy to use and input past data so I can view and compare past year budgets and financials.

PROS

The price and options for organizing your financial information was the main draw. I am looking forward to learning how to integrate our membership database into the program. Having an online/web based program will make changes to our board in the future seamless.

CONS

I would like to be able to see a biennial budget option.

Reason for choosing MoneyMinder

Price and potentially being able to use the membership database

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

Aimee

Non-Profit Organization Management, 201-500 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 March 2020

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.

Reasons for switching to MoneyMinder

Quickbooks is so confusing and doesn’t do the things a non profit needs easily or cheaply. Namely it does t incorporate your budget, unless you pay more.

Calvin

Non-Profit Organization Management, 2-10 employees

Used monthly 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 March 2021

Perfect for all Volunteer non profits

Money minder is a time saver for our non profit. There is no guess work with it's set up and use. The reports available are designed in several ways. It reducing the manual report process by 80%

PROS

The ease of using this software is great for those with or without accounting experience. The initial and on-going customer support is terrific.

CONS

No Cons that I have noted at this time.

Reason for choosing MoneyMinder

I received a recommendation from another nonprofit that I volunteer with. After seeing it's functionality, I knew it was for me.

Roxanna

Non-Profit Organization Management, 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

FUNCTIONALITY

5

Reviewed February 2022

MoneyMinder changed my life as Treasurer

MoneyMinder has made my job as treasurer much easier. Also I am much more confident that records are accurate. I love customer service. Live Chat is extremely useful. Each person that has helped me has been wonderfully kind and knowledgeable.

PROS

MoneyMinder made all the difference for us. We were keeping records in excel and creating statements one by one. We were not using any software to track expenditures. Now I can easily create 250 statements at one time. The treasurer's report is professional and provides information about the budget. We are tracking how much it costs to take care of the pool, etc. This makes it possible to actually budget. Offering electronic payments has been something our members have been asking for and is working well.

CONS

There is nothing to not like about MoneyMinder.

Lori

Non-Profit Organization Management, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2021

Love this Company... Love the Staff!

First, bookkeeping is so not my thing; but I took over from a previous Treasurer who had been doing the 'job' for many, many years... no records to speak of about anything. Just a nightmare. The folks at MoneyMinder helped me figure out what information to capture; build a spreadsheet with contact info, etc. and got us on track going forward. I can't say enough about how patient, kind and with such good humor they helped me bring sanity out of chaos. Will be forever grateful for their help. Was able to address my Board and my Community with truly accurate information in very short order. Not only made me look good, but more than competent.

PROS

It is tailored to an HOA or POA like ours without a great upfront investment. Able to easily enter and extract information from the system. Had TOTAL support in setting up the system from a spreadsheet I provided, plus some limited customization.

CONS

For the price, it is the best. With our budget, this is the best of the best. More importantly, the customer service is phenomenal. These folks are available pretty much all the time, and immediately get back to me. I know them, and they know me. Love everyone of them!

Reason for choosing MoneyMinder

The wonderful people who support MoneyMinder. They go above and beyond every time, and never lose their sense of humor or patience. Simply the Best of the Best.

Melissa

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 April 2023

Wonderful support

PROS

The support staff is quick, friendly, and helpful!

CONS

N/A so far I like the program without issues.

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

David

Accounting, 11-50 employees

Used less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

Great solution for Lions clubs, in particular, and probably for many non-profits

****** out of a possible ***** rating!

PROS

Once I got the hang of its features and with a lot of excellent help from customer support, it is easy to manage and modify most mistakes.

CONS

It would be nice to be able to generate a budget and treasurer's report in spreadsheet form by month and with beginning and ending bank balances

Reason for choosing MoneyMinder

See "why did you make the switch"

Reasons for switching to MoneyMinder

Home Bank lacked good reporting and I wanted a single program to handle but budgeting and recording of income and expenses. Money Minder does a very good job at that.

Leslie

Fund-Raising, 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 January 2019

Outstanding Program for PTAs

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.

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.

Jennifer

Non-Profit Organization Management, 501-1,000 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

Easy to use for Non-profit PTO

PROS

Our PTO has been using Money Minder for several years now, and we find it very easy to use.

CONS

Sometimes we have to really pay attention to the totals depending on what report we are using to make sure that we are reading the accurate amount.

Reason for choosing MoneyMinder

I was already selected when I became the treasurer.

Stephen

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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

CVM Thoughts

PROS

Help in getting it up and running. Ease of presentation to club.

CONS

There was nothing that we didn't like. It was becoming familiar with how it worked.

Alyona

Education 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 May 2021

School PTO

Mostly budgeting and bank reconciliation is our main functions, plus some reporting

PROS

Love the reports - easy to modify, to access and to share. This year we have discovered Cheddar Up and enjoyed it as well!

CONS

Might not be a huge name recognition yet.

Emily

Non-Profit Organization Management, 51-200 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

4

Reviewed November 2020

Worth its weight in gold

I have only been working with this program for a few months, but I have had a phenomenal experience. They are so helpful and easy to work with. Any time I have a question, they are ready to help. They make it easy for me to understand the answers to my questions and they make sure my problem is resolved every time. Amazing product, especially for small organizations like ours that are volunteer-based.

PROS

The customer service! MoneyMinder's representative are kind, responsive, and go above and beyond every time.

CONS

There are a few minor things that I would change, most of which are personal preference issues.

Kristie

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

The software is amazing! Allows me to be an efficient and effective volunteer.

PROS

The software is Intuitive, user friendly, accurate and simple. Great customer department! It is beneficial to have transparency with the financials.

Mike

Non-Profit Organization Management, 51-200 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 June 2020

MoneyMinder - A Treasurer's Best Friend

MoneyMinder customer service is so friendly, knowledgeable and caring that you almost wish for a glitch to provide a reason to call. But glitches rarely happen because the software is well-designed and easy-to-use.

PROS

Easy to edit entries in check register.

CONS

Interface with Firefox not always good. Certainly the problem is with Firefox.

Natalie

Non-Profit Organization Management, 2-10 employees

Used monthly 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 February 2019

MoneyMinder is an awesome non-profit software!

PROS

It is easy to use, is very intuitive, and the customer service is amazing! I have used MoneyMinder for over 12 + years and it has been a great experience. The software keeps improving, the platform is always reliable, and I have never had a glitch. It's really worth the money and the reports and organization of the software is so helpful.

CONS

I have no cons at all about this software or my experience.

Showing 1 - 25 of 92 Reviews