# Page 2 | MoneyMinder Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is MoneyMinder the right Nonprofit Accounting solution for you? Explore 121 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/147716/MoneyMinder/reviews --- MoneyMinder 4.9 (121) [View alternatives](https://www.capterra.com/p/147716/MoneyMinder/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of MoneyMinder ## Showing most helpful reviews Showing 26-50 of 121 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JH Jennifer H. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "Great for PTO" September 5, 2025 5.0 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 Response from NonProfitCentral 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 ST SUSANN T. Treasurer Libraries Used the software for: 2+ years ### "Try It, You'll like it!" September 4, 2025 4.0 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. 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. Review Source KK Karen K. President Religious Institutions Used the software for: 2+ years ### "Very satisfied" September 5, 2025 4.0 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. 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. Review Source EK Elizabeth K. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "Helpful Tool for PTA Treasurer!" September 3, 2025 5.0 Easy to use, helpful support documents and customer service people. Lots of new upgrades lately which I love. 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. Review Source Response from NonProfitCentral September 19, 2025 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 SM Sarah M. PTA President Non-Profit Organization Management Used the software for: 6-12 months ### "MoneyMinder for PTA" September 3, 2025 5.0 I use MoneyMinder for my PTA's software. It is straightforward and I have found all of the report options especially helpful. 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. Review Source LT Laura T. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "User friendly and logical! " September 3, 2025 4.0 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. 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. Review Source BC Brenda C. Treasurer Accounting Used the software for: 1-2 years ### "MoneyMinder Accounting Program Review" September 3, 2025 5.0 I started using this program as Secretary of our HOA last year and am able to use this program without difficulty. 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. Review Source DR David R. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "Money Minder is the go to bookkeeping software for non-profits!" September 5, 2025 5.0 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. 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. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Money Minder is a less expensive option, and easier to use Review Source TR Trudy R. President Non-Profit Organization Management Used the software for: 2+ years ### "The best option we've found for our PTSA!" September 3, 2025 5.0 Pros MoneyMinder has a quick learning curve, is easy to use, allows for secure accounting with detailed backup materials, and can connect to our banking institutions. It also allows us to easily create and distribute a variety of financial and budget reports to our constituents. Cons The cost is a bit high for our small organization, but we find that the value is worth it for our needs. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing MoneyMinder Ease of use and user friendliness, plus nonprofit reporting features and integration with CheddarUp. Review Source VW Van W. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "Homeowners association review" September 4, 2025 5.0 Overall for the value it is a good program for a homeowners association. It provides us with the reporting and tracking we need. Pros This product is easy to use. The reporting is great and gives the level of detail required for our needs. Cons Would like the ability to create our own reports from the data. Also would like the ability to print checks. Review Source Response from NonProfitCentral September 19, 2025 Hi Van, Thanks for your review! Checks can be printed by clicking "Save & Download Check PDF" when recording a withdrawal. You can find information on the check stock we recommend here: https://moneyminder.com/knowledgebase/printing-checks-selecting-right-pre-printed-check-stock/ Also, reports can be exported to Excel for customization. Please let us know if we can help walk you through any of these features. Just click the chat icon Monday through Friday! Thanks, The MoneyMinder Team KS Kayla S. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "Beginner friendly - perfect for PTA" September 4, 2025 4.0 Very good! Beginner friendly, perfect for PTA use. There are a lot of reports and other things available to help maximize better budgeting. Pros I like how easy it is to put everything into its proper categories and also upload attachments into each reporting. Cons Some of the reports can be confusing. When trying to pull some data unfortunately it wouldn’t give the full amount of year from July to June, it would cut us off in March for some reason. Review Source Response from NonProfitCentral September 19, 2025 Hi Kayla, Thanks for your review! We wanted to let you know about a nuance of MoneyMinder reports. Some of them require your bank accounts to be reconciled to the last day of the financial year in order to pull the full year. If you have any specific questions around this, we're always available to help. Just click the chat icon M-F! Thanks, The MoneyMinder Team HS Heaven S. PTSA Treasurer Non-Profit Organization Management Used the software for: 2+ years ### "First time Treasurer loving MoneyMinder! " September 3, 2025 5.0 As a new treasurer for my daughter’s school, I love everything about MoneyMinder. It’s so easy to use and I love that reports are easy to access and that you can reference back to other years. Every PTA/PTO can benefit from using MoneyMinder! Pros I love how user friendly it is! It’s very easy to learn and to navigate. I also like how it calculates everything and converts it into an easy format for the treasurer’s report. Cons Honestly I haven’t found much I don’t like about it. It would be nice to have video tutorials within the software maybe. Review Source LJ Lindsay J. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "MoneyMinder was a great choice!" September 3, 2025 5.0 We are very glad that we made the switch and love the ease of use. It’s very easy to train new people on too Pros Changing our finance tracking system over to MoneyMinder was so easy! Then the simplicity of using it is so nice. The chat help option is great and you are connected to a live person very quickly Cons I don’t love how it looks when you add a sub category under a main budget line. It doesn’t look as cohesive and exports weird Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) It was much cheaper and easier to use for our PTSA group Review Source KS Kaitlyn S. Treasurer Non-Profit Organization Management Used the software for: 6-12 months ### "Treasurer-Friendly Software That Makes Budgeting Simple" September 3, 2025 5.0 Pros I really appreciated the reconcile and budgeting features, which made it easy to track and manage our finances accurately. The Treasurer’s Report was also very helpful, as it clearly summarized key financial information in a way that was easy to share with our board and members. Cons It took me a little while to realize there was a bank reconciliation feature. This may have been due to me not reading through the support documents thoroughly at first, but it wasn’t immediately obvious in the navigation. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Was not user friendly for a nonprofit and the cost was high Review Source BM Beth M. President Civic & Social Organization Used the software for: 2+ years ### "I've Used MoneyMinder for Years " September 3, 2025 5.0 I've used MoneyMinder for years for different PTAs and have been happy with it. Nothing else has topped its functionality yet. 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. Review Source SS Stefany S. Treasurer Non-Profit Organization Management Used the software for: Less than 6 months ### "Great experience and transition." September 4, 2025 5.0 Great so far. I love that you don't need an 2nd authenticator, it helps our board members so that we don't have to assign logins. Pros Printing the reports easily, and they are user friendly. The fact that we can connect to the bank account really makes it fast and easy. Cons I wish there was a more user friendly way to toggle between fiscal years. Especially in the beginning, we are going back and forth between years a lot. Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Only one person had access, and the computer that everything was saved on was ancient. As a new board member, I wanted to have something that everyone could access, and something that would make an easy transition for the next treasurer. Review Source KS Kathy S. Treasurer Non-Profit Organization Management Used the software for: 2+ years ### "Good site with great support" May 21, 2025 5.0 Overall, my experience has been good. Our HOA has been using MoneyMinder for several years now and will continue to keep using it. Pros The support is great. You can get help with online tutorials, email or phone. When I call, they are patient and get my issues resolved quickly and easily. You talk to a real person, not a call center. Cons The site does have a bit of a learning curve. It can be a little tricky at first. Setting up for the new fiscal year can be a somewhat challenging but if you need help, their support is great. Review Source TH Tabitha H. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "Easy to toggle" September 4, 2025 4.0 I've had a great experience with it. It was easy to pick up when I took over the books with our non-profit. Pros The program is fairly easy to navigate when toggling from one to another. The simplicity of inputting each transaction is nice. Cons The Budget Analysis would be nice to be able to click on each line item to see the itemized transactions. Review Source SG Stephanie G. Treasurer Non-Profit Organization Management Used the software for: 1-2 years ### "Great experience as a PTO Treasurer!" September 12, 2025 5.0 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/) Reason for choosing MoneyMinder Easier to use. More user friendly. Bank integration. Review Source RAF Rae Anne F. Board Secretary Sports Used the software for: 1-2 years ### "Well worth the investment!" September 3, 2025 5.0 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. 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. Review Source PM Pamela M. Treasurer Non-Profit Organization Management Used the software for: Less than 6 months ### "Band Boosters" September 11, 2025 4.0 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/) Reason for choosing MoneyMinder Price, easy to use for both experience and not experience Review Source JD Juanita D. Treasurer Recreational Facilities and Services Used the software for: I used a free trial ### "Start by making a budget" March 16, 2022 5.0 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. Alternatives considered [ACCOUNTS](https://www.capterra.com/p/127938/ACCOUNTS/) Reason for choosing MoneyMinder Accounts could not handle the detail of our budget and keep track of donors. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) 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 Review Source JC Jennifer C. Treasurer Civic & Social Organization Used the software for: 1-2 years ### "Affordable, powerhouse accounting for non-profit homeowners associations " March 20, 2023 5.0 MoneyMinder brings accountability, transparency, consistency and transferability to the accounting for our homeowners association. Pros We are a homeowners association with 175 homes. Not big or expensive enough to have a management company so we are run by volunteers. MoneyMinder has given us professional accounting and fully integrated member (household) assessment management. Integrated with a third party electronic collections service MoneyMinder offers an end to end solution that provides traceable transparency and professional accounting. All that plus MoneyMinder support team is OUTSTANDING. They are informative, patient, reassuring and helpful. We couldn't have done it without them. Cons So... This isn't bad because MoneyMinder is VERY affordable. You don't get affordability with high degrees of customization. For me tuning MoneyMinder to work for our application was like designing an IKEA kitchen. You had the bits and they are what you need; but you have to work with what there is even if they aren't a perfect fit. So we needed to use your standard fields for slightly different purposes, figure out how to have a unique standard IDs for houses that change owners and document key card numbers. None of this was impossible; especially given your strong support team. That said, I'm happy I've done my fair share of software implementations so I was able to cope. We're very happy with our result and your service. That said, should you ever have the bandwidth, it might be nice to offer a "template" solution for various standard use cases. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing MoneyMinder Service targeted at non-profits and volunteer organizations. Review Source MK Matt K. Treasurer Education Management Used the software for: 6-12 months ### "Absolute grand slam!" April 8, 2023 5.0 Everyone has been beyond helpful. The platform is exceptional and easy to use. But it is the customer support that is there to help and work with your specific data to get things fixed. They work hard and have access to other team members for additional help as needed. 1000% make it worth all of the money. The software is just icing on top! Pros I like the ease of use of high-level accounting software that makes this work accessible to someone who is not in accounting at all! Cons I don't use the program enough to have steps memorized so I have to reach out to customer support more than I'd like to. Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing MoneyMinder Customer support, fully online, QB could be imported. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) The support of customer service from MoneyMinder Review Source MM Mary M. Treasurer Non-Profit Organization Management Used the software for: Less than 6 months ### "First Time User of MoneyMinder Hits the Jackpot with the Software!" August 8, 2023 5.0 I am solving multiple issues with MoneyMinder. My non profit group is run by non accounting/non finance background parents and we need software that will make life easy, time efficient, and accurate. Pros I spent part of the day learning the software and figured everything out that I needed to add & do. For only having one day on the software, with zero accounting background, I set up a budget, ran an expense report, added bank transactions, and since it is the last day of the month, ran a reconciliation report. I am happy that the software is intuitive and accurate. Cons I would love to see an off budget/escrow feature added. Reason for choosing MoneyMinder Word of mouth about how functional the software was and how it is easy to become fluent in using the product. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel was more challenging to use when the volunteer doesn't have an accounting background and reports are almost non existent. Review Source Similar Products Featured