# Page 3 | MoneyMinder Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is MoneyMinder the right Nonprofit Accounting solution for you? Explore 122 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/147716/MoneyMinder/reviews

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MoneyMinder

4.9 (122)

[View alternatives](https://www.capterra.com/p/147716/MoneyMinder/alternatives/)

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Last updated March 13th, 2026

# Page 3 - Reviews of MoneyMinder

## Showing most helpful reviews

Showing 51-75 of 122 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

SH

Susan H.  
treasurer  
Primary/Secondary Education  
Used the software for: 2+ years

### "MoneyMinder is the best! "

March 7, 2019

5.0

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!

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.

Review Source

Response from NonProfitCentral

March 14, 2019

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. :)

BK

Barbara K.  
Treasurer  
Civic & Social Organization  
Used the software for: 2+ years

### "Extremely Satisfied with This Software"

October 31, 2022

5.0

Excellent product, easy to use, flexible and offers a wide range of reports. The budgeting feature is useful and there really isn't anything our organization needs that this software doesn't provide.

Pros

This software is extremely intuitive and the documentation and tutorials are clear and easy to follow. Plus, the customer service is stellar. The price is exceptional, considering the amount of features this software offers. Truly, purchasing this product has made a huge difference in the amount of time I spend on treasurer duties. My Board is impressed with the different reports I can provide them with. I've been using MoneyMinder for the past 4 years and I highly recommend it.

Cons

I haven't found anything difficult to use with this product, and it would be a stretch for me to come up with something I like least about the software.

Reason for choosing MoneyMinder

It offered the most features and is perfectly suited to our non-profit service club. The price fits easily into our budget and it is very straightforward.

Review Source

CR

Christi R.  
Office Manager  
Construction  
Used the software for: 6-12 months

### "MoneyMinder great for Booster Clubs!"

June 27, 2022

4.0

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.

Alternatives considered

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[Wave](https://www.capterra.com/p/178021/Wave-Apps/)

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.

Review Source

JW

Jenn W.  
Treasure  
Non-Profit Organization Management  
Used the software for: 2+ years

### "MoneyMinder Second to None"

August 17, 2021

5.0

Anyone can use this software, you don’t have to be an accountant. We have been using MoneyMinder for 7 years now. MoneyMinder is setup to give the administrator the ability to give other members, namely our board in our situation, access to view the budget which creates transparent; accounting, membership, fundraising and auditing. Records are kept safe, easy to turnover to a new Treasurer with history being kept.

Pros

Ease of use and fabulous customer service. One doesn’t need to have a degree in accounting to use MoneyMinder. User friendly and save loads of time.

Cons

Wish I could use it for my own personal budgeting.

Reason for choosing MoneyMinder

It was NOT user friendly. One needs to be an accountant to use the software.

Review Source

RC

Ronda C.  
President  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Review of MoneyMinder Software for HOA"

January 29, 2019

5.0

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.

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.

Review Source

Response from NonProfitCentral

January 24, 2020

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.

JV

John V.  
Volunteer Treasurer  
Facilities Services  
Used the software for: 1-2 years

### "Way better than Quickbooks. "

April 7, 2023

5.0

We love this product. It’s just what we need for a 100 home HOA. Easy learning curve for volunteers.

Pros

Easy to useWeb-basedComplete for an HOASuperior customer supportResponsive to feature enhancement suggestions Imports transactions from banksOffer online payment options

Cons

There are no flaws for our use. None. None.

Alternatives considered

[MemberClicks](https://www.capterra.com/p/133851/MemberClicks/)[Club OS](https://www.capterra.com/p/149543/Club-OS/)[Ease](https://www.capterra.com/p/156433/EaseCentral/)[MySQL](https://www.capterra.com/p/11482/MySQL/)

Reason for choosing MoneyMinder

Ease of use. Cost. Training requirements. Volunteer knowledge level requirements.

Switched from

[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)

Nothing seemed to work for our HOA. Too complicated. No easy member data base.

Review Source

JB

Jan B.  
Treasurer  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Jan"

May 11, 2023

5.0

I love it!

Pros

Ease of use, price, reconciling and reporting

Cons

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

Reason for choosing MoneyMinder

Price, experience with and ease of use

Review Source

FS

Frank S.  
Director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "A fantastic product for managing a non profit organization."

October 4, 2021

5.0

Great product and fantastic support. It meets all of our requirements perfectly! The support staff can address technical issues and business alternatives as to how to best use Moneyminder.

Pros

Ease of use, adaptable, reliability, fantastic support.

Cons

I have yet to find any shortcomings! Moneyminder works exactly as advertised.

Alternatives considered

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[Wave](https://www.capterra.com/p/178021/Wave-Apps/)

Reason for choosing MoneyMinder

Ease of use and support.

Review Source

HB

Harold B.  
Treasurer  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Harold Burtzloff review"

January 23, 2024

5.0

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

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

Review Source

CK

Christina K.  
PTA Treasurer  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Fantastic for volunteers"

October 6, 2019

5.0

Superb! Makes keeping our nonprofit books really easy to manage.

Pros

The Customer Service Reps on the phone are real world, super helpful people. Most I've talked to have similar experience as our organization and truly understand every single challenge or question I've ever had. They are patient, non-judgemental, and very reasonable with the solutions they provide.

Cons

Sometimes the PayPal download feature doesn't entirely translate data well.

Review Source

Response from NonProfitCentral

October 10, 2019

Thanks for your kind words Christina. We're glad you're enjoying MoneyMinder and that our customer support team has been helpful. It sounds like you've had some hiccups with PayPal. Did you know that when you update to the newest version of MoneyMinder that PayPal integration is SUPER easy? It's a direct import, as opposed to downloading reports & then uploading them into MoneyMinder. I think you'll be pleasantly surprised. Let me know if you want a hand (or moral support) updating your account.

LJ

Lori J.  
Treasurer  
Civic & Social Organization  
Used the software for: 6-12 months

### "Has everything without being intimating "

October 27, 2022

5.0

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.

Switched from

[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)

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

Review Source

RR

Roxanne R.  
Treasurer  
Accounting  
Used the software for: 2+ years

### "MoneyMinder HOA Software"

November 4, 2021

5.0

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.

Review Source

KZ

Katrina Z.  
TREASURER  
Sports  
Used the software for: 6-12 months

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

November 1, 2021

5.0

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.

Alternatives considered

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Reason for choosing MoneyMinder

MoneyMinder fit the nonprofit and fund accounting easier than Quickbooks.

Review Source

LK

Lori K.  
Treasurer  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Love this Company... Love the Staff!"

May 2, 2021

5.0

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.

Review Source

LW

Leslie W.  
PTSA Treasurer  
Fund-Raising  
Used the software for: 2+ years

### "Outstanding Program for PTAs"

January 29, 2019

5.0

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.

Review Source

MB

Michael B.  
Treasurer  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "New to the Product for our Associaton"

August 8, 2023

5.0

The support team was AWESOME during our trial and launch. They never said no, only 'I can do that'. As a retired IT professional, you don't see that very often.

Pros

As a not-for-profit Lake Association, we kept all our records (membership, financial, etc.) in spreadsheets. With MMP, we now have one place as the 'system of record' for all that work, but in addition, the documents storage and management has been a big plus so that we don't have to hunt down who on the board has the current 'master' of a document.

Cons

We do about 5 mailings a year to our members. It would be nice to have label making capabilities within the product.

Reason for choosing MoneyMinder

Value for money and ease of use.

Review Source

Tammy R.  
Treasurer  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "MoneyMinder Saved the day!"

February 20, 2020

5.0

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.

Alternatives considered

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reason for choosing MoneyMinder

Ease of use and cost.

Review Source

LC

Liz C.  
PTO Treasurer  
Education Management  
Used the software for: 2+ years

### "MoneyMinder is an excellent choice for PTOs"

August 31, 2022

5.0

It’s a great software option for PTOs.

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.

Review Source

SS

Stephen S.  
Executive Director  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "CVM Thoughts"

November 10, 2023

5.0

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.

Review Source

LS

Lois S.  
PTA Treasurer  
Primary/Secondary Education  
Used the software for: 6-12 months

### "Great Product, Easy to Use"

March 14, 2019

4.0

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

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.

Review Source

Response from NonProfitCentral

March 27, 2019

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.

HP

Hiral P.  
SLHS, CSRMS & LOLHS PTSA Treasurer  
Higher Education  
Used the software for: 2+ years

### "User Friendly Accounting/Budget Software Program"

October 15, 2021

5.0

I love MoneyMinder. I love how easy it is to creat different type of reports (ex. Treasurer reports, budget reports, etc). I love how easy it makes it to create a brand new budget and also to keep track of your transactions in a register. I love how friendly the customer service people are at MoneyMinder. They are always willing to help me with any questions I may have.

Pros

This software program is very easy to use. It makes every aspect of accounting for a non-profit organization manageable.

Cons

I can not think of a single thing that I do not like about this product.

Review Source

KB

Kori B.  
PTA Treasurer  
Education Management  
Used the software for: 2+ years

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

February 4, 2019

5.0

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.

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.

Review Source

FL

Francine L.  
President/Treasurer  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "First Time User"

May 12, 2023

5.0

For a first time user, my experience was great. I can't wait to update my current fiscal year and spread the word to other local booster clubs.

Pros

I liked the fact that the software was user friendly and the videos were helpful and easy to follow. I ran across every kind of error you can make as a rookie and the staff at MoneyMinder were great with helping me correct and identify the missed entries. I think I talked to every agent, lol.

Cons

I haven't found a feature I didn't like yet.

Alternatives considered

[Cheddar Up](https://www.capterra.com/p/276323/Cheddar-Up/)

Reason for choosing MoneyMinder

I chose MoneyMinder because it integrates with CheddarUp so I am excited to set our account up.

Review Source

RH

Robert H.  
treasurer  
Non-Profit Organization Management  
Used the software for: 2+ years

### "TAC review"

February 1, 2019

5.0

great. people are friendly and the software is great for a small non-profit.

Pros

the reports section is easy to customize.

Cons

the check book, always have to go to the bottom for the current one.

Review Source

Response from NonProfitCentral

February 5, 2019

Thanks for the kind review Robert. Did you know that if you click on the little triangle by the date (in the check register) it will reverse the date range so your recent transactions are at the top? That will eliminate that scrolling issue. Hope that makes things easier!

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