--- title: "MoneyMinder Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about MoneyMinder Software - reviews, pricing plans, popular comparisons to other Nonprofit Accounting products and more." source_url: "https://www.capterra.com/p/147716/MoneyMinder/" page_type: "product" language: "en" --- # MoneyMinder Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) MoneyMinder ## What is MoneyMinder? Group and nonprofit treasurers trust MoneyMinder for financial peace of mind. Set up a custom budget, add your bank and payment accounts and start tracking money in and out. You'll love having everything—treasurer reports, document storage, contact information, online payments, statements, receipts, reimbursements and tax forms—all in one place, with guidance and support along the way. ## What is MoneyMinder used for? [Nonprofit Accounting](https://www.capterra.com/nonprofit-accounting-software/)[Budgeting](https://www.capterra.com/budgeting-software/)[Bookkeeper](https://www.capterra.com/bookkeeper-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 122 user reviews Reviews sentiment Positive 99% Neutral 1% Negative 0% Starting price $299 Flat Rate, Per Year Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... - Nonprofit / 2026 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for MoneyMinder?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.moneyminder.com&name=MoneyMinder) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### MoneyMinder 4.9 (122) VS. [4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $299 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (122) Ease Of Use 4.2 (7,755) Value For Money 4.8 (122) Value For Money 4.0 (6,663) Customer Service 4.9 (118) Customer Service 4.0 (6,368) ## MoneyMinder alternatives [4.2 (165)](https://www.capterra.com/p/27468/Financial-Edge-NXT/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars Highest Rated [4.5 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (2,068)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.3 (135)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/147716/MoneyMinder/alternatives/) ## FAQs about MoneyMinder Overview ### What problems does MoneyMinder solve? MoneyMinder solves spreadsheet-driven bookkeeping errors, difficult treasurer handoffs, and time-consuming nonprofit reporting by simplifying transaction entry, bank reconciliation, receipt storage, budgeting, and board-ready treasurer reports. Volunteer treasurers, PTAs, PTOs, booster clubs, HOAs, and small nonprofit boards benefit most, especially teams without formal accounting experience that need responsive human support. Answer based on 106 reviews Overview ### Which roles and teams benefit most from MoneyMinder? MoneyMinder is most used by treasurers, PTA and PTO leaders, and nonprofit board members who oversee dues, budgets, reimbursements, and reporting. Presidents, secretaries, and executive directors benefit from shared financial visibility, while auditors and office administrators use it to review records, maintain compliance, and support transparent handoffs between volunteers. Answer based on 122 reviews Overview ### What company size and industries is MoneyMinder built for? MoneyMinder is built for small organizations and nonprofits, with 96% of reviewers from small businesses and 59% from Non-Profit Organization Management. It serves volunteer treasurers, charities, PTAs, PTOs, booster clubs, churches, clubs, associations, and HOAs, with additional use in Education Management at 9% and Primary/Secondary Education at 7%. Answer based on 122 reviews Features and Usability ### What are the key features of MoneyMinder? MoneyMinder includes core budgeting and accounting tools like budget reports, treasurer’s reports, transaction management, bank reconciliation, and financial reporting. Differentiating features include nonprofit budgeting, board member access, receipt and document storage, and bank integrations for transaction imports, with payment collection and reminders supporting billing and dues workflows. Answer based on 44 reviews Overview ### Is MoneyMinder good for first-time treasurers? MoneyMinder helps first-time treasurers get organized quickly with an easy interface, bank reconciliation, and board-ready reports. PTA, PTO, booster club, HOA, and other volunteer nonprofit users often mention smooth handoffs and helpful support, while some still need basic accounting knowledge when setting up budgets or handling more detailed bookkeeping tasks. Answer based on 35 reviews Integrations ### Which third-party tools and platforms does MoneyMinder integrate with? MoneyMinder integrates with Cheddar Up, Square Point of Sale, PayPal, Square Payments, Stripe, Venmo, Join It, and IRS-related workflows. Cheddar Up and Square Point of Sale are the most commonly mentioned connections, while the catalog also covers payment and membership tools for collection and bookkeeping tasks. Answer based on 9 reviews Getting Started and Support ### What training and onboarding options does MoneyMinder offer? MoneyMinder provides live online sessions, webinars, documentation, and videos for team training. Live online sessions and webinars support guided instruction, while documentation and videos give users written and visual reference materials for self-paced learning and review. Answer based on 8 reviews Getting Started and Support ### What customer support options does MoneyMinder offer, and how do users rate the experience? MoneyMinder offers email/help desk, a knowledge base, phone support, and chat. Users consistently describe support as fast, patient, and knowledgeable, with productive chats, helpful phone guidance, and useful setup articles. Some mention a learning curve at first, but say the team resolves questions quickly and clearly. Answer based on 54 reviews Features and Usability ### How well does MoneyMinder handle budget reports? MoneyMinder makes budget reporting easy for volunteer treasurers and small nonprofits through clear, shareable financial reports and simple exports. Many users like the treasurer reports, board-ready summaries, and access to prior-year records, though some want more custom report options, cleaner exports, and easier switching between fiscal years. Answer based on 44 reviews ## Features AI summary Based on 390 Nonprofit Accounting reviews Not all nonprofit accounting products cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Accounting** (**74%** of reviewers rated this feature as critical) - **General Ledger** (**66%**) - **Income & Balance Sheet** (**71%**) MoneyMinder supports **Accounting** and **General Ledger**, covering two of the top features nonprofit buyers look for. However, it does not include **Income & Balance Sheet**. Instead, it offers **Financial Reporting** (**64%**), **Financial Management** (**63%**), and **Bank Reconciliation** (**63%**), which still give organizations useful tools for tracking finances, reviewing account activity, and keeping records accurate. These features help nonprofits stay organized and informed, allowing teams to manage day-to-day accounting tasks and maintain clearer financial oversight. Accounting 4.8 (24) 87.50% of 24 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. General Ledger 4.8 (19) 89.47% of 19 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions Financial Reporting 4.8 (23) 91.30% of 23 reviewers that rated this feature as important or highly important Generate reports to assess the financial performance of an organization Financial Management 4.6 (18) 83.33% of 18 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization Bank Reconciliation 4.6 (19) 89.47% of 19 reviewers that rated this feature as important or highly important Compare and match accounting/financial records with corresponding bank statements Customizable Templates 4.5 (17) 82.35% of 17 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements MoneyMinder 61 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Attendance Tracking: Track the attendance of specific individuals or groups - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Contact Management: Manage, organize, and store contact information - Credit Card Processing: Accept and process credit card transactions - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Dues Management: Track and collect membership dues - Electronic Payments: Electronically collect payments for goods or services - Email Templates: Pre-made examples and templates for emails - Event Calendar: A list of events with their respective dates - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - For Nonprofits: Software specialized for non-profit organizations - For Religious Organizations: Primarily serving churches and religious organizations - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) - Fund Management: Manage allocation and performance of financial assets - Fundraising Management: Activities related to raising money for a specific cause - General Ledger: Centralized accounting record which tracks all financial transactions - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Member Database: Add, store and access information pertaining to members - Member Types: Handle various types of membership based on groupings - Membership Management: Database of members to track personal information of individuals and families - Membership Renewals: Conveniently automatically renew memberships at the end of subscriptions - Mobile Access: Access software remotely via mobile devices - Online Giving: Outlet for members and visitors to submit donations electronically - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Processing: Accept, record, and reconcile financial transactions - Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes - Pledge Management: Track commitments to donate in the future - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Receipt Management: Upload, track, and submit receipts in a central database - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Volunteer Management: Manage volunteer information and direct volunteer resources --- Get Advice We can help you find the software with the features you need. Features 4.7 (122) 4.7 Based on 122 reviews ## Pricing Value for money 4.8 (122) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/147716/MoneyMinder/pricing/) Full Edition $299.00 Flat Rate,Per Year Optional Tax Form E-File $50.00 Flat Rate,Per Year Value for money 4.8 (122) 4.8 Based on 122 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Venmo](https://www.capterra.com/p/222572/Venmo-/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)[ Cheddar Up](https://www.capterra.com/p/276323/Cheddar-Up/)[ Join It](https://www.capterra.com/p/148692/Join-It/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (118) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (118) 4.9 Based on 118 reviews ## User reviews Overall rating 4.9 Based on 122 reviews Filter by rating 5(109) 4(12) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent HB Hollie B. Treasurer Non-Profit Organization Management ### "Excellent choice for Booster club" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 6, 2026 Excellent choice, happy I found Money Minder and love that it links with Cheddar Up! Very cost effective for our nonprofit. Pros Money Minder is a great value for our booster club. It is very easy to learn and use for our treasurer. The customer service is outstanding if you need them, very quick to respond. Love that it links with Cheddar Up! Cons I could be doing it wrong, but sometimes it doesn't find entries that I pull from the bank that I have already entered so it makes duplicates. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reasons for choosing MoneyMinder Cost and Money Minder works with Cheddar Up, it has all the features I was looking for in one place Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SN Shelly N. Treasurer Non-Profit Organization Management ### "PTA friendly program" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 1, 2025 I am very satisfied with MoneyMinder. I usually use it once a month to import our financials and it works great keeping me organized. Pros I like how the program can insert your bank account information and then all I have to do is categorize them. This takes a lot of time to enter manually so for this program to do it for us is incredibly time saving. I do wish the cost was a little more PTA friendly all around since we are PTA's and depend on grants, and donations. Cons The cost could be more PTA friendly since we depend on donations and grants to help fund us. If there was a set price a little lower then maybe other PTA's will join, Alternatives considered [Cheddar Up](https://www.capterra.com/p/276323/Cheddar-Up/) Reasons for choosing MoneyMinder We just decided as a PTA to go with this program. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RC Rebecca C. President Non-Profit Organization Management ### "The est system for PTO/PTAs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2025 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SG Stephanie G. Treasurer Non-Profit Organization Management ### "Great experience as a PTO Treasurer!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 September 12, 2025 It’s been great! Highly recommend for all PTO or Booster Club Treasurers. Worth the cost and more - especially when importing bank transactions. Pros It’s very easy to use and provides the exact reports I need as treasurer. Monthly reconciliations help keep our books balanced and give our auditor everything they need each year. Cons It would be nice if I could easily match reimbursements to checks written, without having to manually enter. Alternatives considered [Membership Toolkit](https://www.capterra.com/p/125752/Membership-Toolkit/) Reasons for choosing MoneyMinder Easier to use. More user friendly. Bank integration. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PM Pamela M. Treasurer Non-Profit Organization Management ### "Band Boosters" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 11, 2025 Easy so far. The help section seems to be easy to understand and follow. The balance forward is weird however we have worked thru it. Pros Price is reasonable, reports are sufficient. The learning curve is not bad especially if you have experience with another similar product. Cons The cost is going up which is difficult for 501C3 groups so maybe a tiered pricing is an option in the future. Alternatives considered [Quicken](https://www.capterra.com/p/151854/Quicken/) Reasons for choosing MoneyMinder Price, easy to use for both experience and not experience Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BV Becky V. Treasurer Non-Profit Organization Management ### "Easy to navigate accounting software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 9, 2025 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. 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. Switched from [Membership Toolkit](https://www.capterra.com/p/125752/Membership-Toolkit/) It was not very user friendly. It was also super expensive and we weren't able to use it to its full capability. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BA Beth A. Treasurer Fund-Raising ### "Best Non Profit Bookkeeping System available" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 7, 2025 So was to learn how to use it and even more satisfied with the features, especially budgeting and reporting that it cuts down my time needed to process treasurer duties by a mile. I have been a treasurer in many capacities for 3 decades and find this is THE app to use for any NonProfit Corp, hands down! Pros Very user friendly; a big time saver especially with making and updating budgets and day to day transactions/banking. In financial reporting the type of Reports available makes meeting preparation a breeze and the Reports are easy to read and comprehend. Cons Although the subscription went up this past year, it's still a great option for a Treasurer of a Non-Profit. I wouldn't have taken on being a Board Treasurer without MoneyMinder. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Did not want to do double entry and wanted an easier way to plan and adjust the Budget Reasons for choosing MoneyMinder MoneyMinder is so much more user friendly. I am a Grandparent and a Treasurer in our PTA, a realistic concern is what happens if I cannot continue in my role, how difficult will it be for someone to take over. With Moneyminder there is no further concern, in that the application is so user friendly and makes even an inexperienced bookkeeper a fine choice to take over my responsibilities easily. It takes the scare out of being a PTA Treasurer!! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CB cameron B. Treasurer Non-Profit Organization Management ### "money minder is fine" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 September 7, 2025 i've been a volunteer treasurer for over two years now and money minder is a better value than certain books that are "fast" Pros helpful structure of budgets and reporting, appreciate the ease of posting transactions and reconciling accounts. Cons I can't copy recurring transactions easily, nor was i able to roll forward prior year contacts easily (missed a window, was SOL) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SW Steven W. Treasurer Non-Profit Organization Management ### "MoneyMinder is the best financial tool out there for Boosters, PTSO's and PTA's" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 6, 2025 My experience has been nothing but awesome. The amount of control I have over my organization by using this app and the access to information makes it a powerful tool. It is a complete program, and I can't imagine using anything else. Pros The ease of use and the short learning curve. I used it with a previous organization as President and now with a new organization where I am the Treasurer. The new organization is a High School Booster program with ledgers for each student and tracking money in the store and we are now using the new reimbursement process . . . ALL of it is amazing! 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. All of it makes my like easier and helps me keep track of everything my organization needs! Cons I wish the new reimbursement process was able to be combined into a single transaction is needed. Sometimes we have the same person put in multiple reimbursements at the same time, but not on the same transaction and I cannot combine them into a single transaction. But that is a wish, not a need. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) CutTime had no financial tools and therefore we could not run an organization with it. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JH Jennifer H. Treasurer Non-Profit Organization Management ### "Great for PTO" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 September 5, 2025 Overall I really do love it. Love all the different reports you can get from it. If those few things could get fixed it would be wonderful Pros I like that I can access our budget anytime anywhere with my phone. I also like I can give access to your whole board so they can also see what is going on. I like I can upload receipts and save them there incase something would happen to the paper one. Cons I don’t like a few things- we paid extra for the bank transactions to connect and upload. It’s not worked for at least a month now. And when it did work it wasn’t consistent. I also wish when uploading receipts I could add more pics than one at a time. I have to save before adding another and it takes a lot of time. One other wish is I want to be able filter like items that don’t have a receipt yet. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) This has more functionality for what we need. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 19, 2025 Hi Jennifer, Thanks for your review! Banks sometimes do updates (such as security patches, etc.), which can disrupt the connection. This requires the service provider to update the connection. MoneyMinder offers an alternative method for importing when these outages occur, using transaction files from your bank. When uploading receipts to transactions, the software allows the upload of multiple receipts before saving. If you would like a walkthrough of this, we're always available to help. Just click the chat icon M-F! Thanks, The MoneyMinder Team [View all Reviews](https://www.capterra.com/p/147716/MoneyMinder/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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