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

> Page 3 - 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

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MoneyMinder

4.9 (121)

[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 121 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DF

Deanna F.  
HOA Treasurer  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "MoneyMinder was the right choice for our association"

May 15, 2023

4.0

I've only been using it for a couple of months, though though this time was spent verifying and reconciling past and current year, which gave me a much more thorough understanding of navigating MoneyMinder, correcting my mistakes, and learning how to use categories and budgeting. I think it is a sufficiently robust product for our 14-unit association, and I'm looking forward to exploring the features in more depth. So far, so good!

Pros

We are a small HOA association needed a simple replacement for our spreadsheets to track our accounting. After a good deal of research, I stumbled on MoneyMinder. The free trials, plus the AMAZING assistance from \[sensitive content hidden\] in Money Minder support to create our setup and input an entire year's worth of data for us was a game changer. And for the first time, we can easily create a budget and track our income and expenses to budget.

Cons

I would like to see a report by month of income by unit with the unit #, all in one place with totals for each unit for each month. Maybe it's there, and I just haven't found it. I think they option for accrual rather than cash accounting would be helpful, but not critical.

Alternatives considered

[Quicken](https://www.capterra.com/p/151854/Quicken/)

Reason for choosing MoneyMinder

MoneyMinder was targeted to non-profits including HOAs, and also had the support we needed.

Review Source

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

TL

Thomas L.  
Board Member  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Bookkeeping/Accounting Dream Come True"

August 11, 2019

5.0

This is a great program they have put together. Easy for you to add other Administrators for oversight. I think MM is awesome. The Staff is awesome. Thank You very much for everything Money Minder. Keep up the good work. I know MM will continue to only get better.

Pros

Easy to use. Easy to understand and navigate, web based, no software to buy or programs to download. Magnificent Support Service, no complicated phone directory to navigate, pleasant, knowledgeable staff that answer the calls. They are wonderful with email or Phone support for any problems, concerns or questions you have. I had never done Bookkeeping or Accounting work but they were super patient getting me set up and going. Once you get set up its amazing too, as one Support person said, "Watch the Magic happen" when it all clicks and you can see what you can do. It all works harmoniously. I was very impressed and continue to be impressed every day. Lots of different reports can be generated as well. They recently added Bank Integration availability that will make things easier then ever if that's an add on you want.

Cons

I asked them to investigate a way to make the Treasurer Report shorter, not so many lines. Being used for less than a year so there still is a bit of a learning curve yet.

Reason for choosing MoneyMinder

Seemed perfect for a small operation. Easy to use. Great Support. No software to buy. Continuously improving software. Ease of adding other Admin for over site. Many Reports. Great Layout. Willingness to accept your ideas to upgrade software. Great great pricing.

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

CL

Cynthia L.  
PTO Treasurer  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Awesome Financial Software for PTOs!!!"

January 31, 2019

5.0

MoneyMinder is a game changer. Great tools, awesome support. Using this software would give any treasurer the confidence to operate a successful PTO.

Pros

This is an amazingly easy-to-use software that has allowed me as treasurer to keep up with the growing rate of business under which our PTO now operates. Previously, our PTO used an excel spreadsheet to record transactions and track budget. As the PTO grew last year, I stated they would need to pay for budgeting software or pay for my counseling. The decision to use MoneyMinder as that software was the single best decision we made to keep our organization financially functional, professional, and transparent. MoneyMinder allows your check register, budget, contacts, donation statements, and reporting tools to work harmoniously. Transactions are easily entered, linked to the budget (and, if applicable, donor), and reconciled. Reports can be generated to present at meetings, aid with tax filings, and track financial information across the years. Viewer access, if granted, allows other members of the organization to see current financial information and create reports. MoneyMinder's customer service is some of the best I have ever experienced. During our trial period, the staff at MoneyMinder took our awkward spreadsheet and translated it into an ingenious budget. Since then, whenever I need assistance, I know I can call and someone from MoneyMinder will answer on the first ring. I'm not saying they have to answer on the first ring every time, but if it takes two rings, they are only human, right? Right?!

Cons

This software can't make your coffee. And although MoneyMinder can create 19 different kinds of reports, I would like to see a report with a pie chart.

Review Source

Response from NonProfitCentral

February 5, 2019

Thanks for the great suggestion! We'll see if we can't get MoneyMinder to make coffee and pie. Our developers like a good challenge. Seriously, we'll work on the pie chart suggestion. :)

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

JG

Jennifer G.  
PTO Co-President  
Primary/Secondary Education  
Used the software for: 2+ years

### "MoneyMinder provides structure to our PTO"

January 31, 2019

5.0

The staff at MoneyMinder is excellent. Any questions that I've had were answered immediately! I am so grateful for their willingness to walk me through the budgeting software when it was new to me. I have a tendency not to dig in past the first functions when I am learning something. With their help, I use MoneyMinder way more effectively, especially in preparation for our budget meeting. The other major benefit is the transparency that MoneyMinder offers. I feel more confident with the ability to allow everyone on the PTO Board, and within our PTO community, to see our account status. It makes conversations more informed and protects us as an organization.

Pros

I like the organized, user-friendly nature of MoneyMinder. We used spreadsheets to record our financial information before MoneyMinder and we did not understand what we were missing. The MoneyMinder system keeps track of our account information, but it is also multifaceted and flexible. We are able to generate the reports that we need to answer any question that is asked. I also love that the software is so easy to learn! We've had a new Treasurer both this year and last year. It was very easy to train them, especially with MoneyMinders help. MoneyMinder has really helped us with continuity of information through these PTO Board changes.

Cons

A search by word function would be helpful.

Review Source

Response from NonProfitCentral

February 8, 2019

Thanks for your kind words and suggestion! We're super happy MoneyMinder is working well for you. Did you know that you can search for anything using your browser? For example, you can use the browser's "find" feature to easily look for a date, name, word, dollar amount, etc. Including that in our software would be a little redundant. Since browsers handle that well, we like to leave it to them! Let us know if you need help doing that.

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

AR

Alana R.  
Treasurer  
Primary/Secondary Education  
Used the software for: 2+ years

### "Customer Support"

October 3, 2022

4.0

Overall I am very satisfied.

Pros

Customer Support (specifically \[SENSITIVE CONTENT\]) has been amazing. She has been readily available, patient and very knowledgeable. She actually reached out to me ahead of our scheduled call (she knew from another employee that I was having trouble using the system). And she helped me the same day I put in the request. It was wonderful. I’ve called her several times since and she has been beyond helpful.

Cons

The integration and cash box features were troublesome for me but Julie was beery helpful.

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.

JC

Julie C.  
Treasurer  
Arts and Crafts  
Used the software for: 6-12 months

### "Charity Use"

April 12, 2023

5.0

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.

Alternatives considered

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

Reason for choosing MoneyMinder

Price and potentially being able to use the membership database

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

LL

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

### "The Reluctant Treasurer Review"

March 15, 2024

5.0

It is not so complex I could not understand it. It takes time, but it is intuitive and makes sense.

Pros

It was easy to install, and your tech support helped us figure out what features we needed for our fishing club.

Cons

There is a learning curve if you are not accounting oriented. But I do not see how that is MoneyMinder's problem. It is mine.

Alternatives considered

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

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

CB

Cherie B.  
President  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Outstanding Customer Service"

August 6, 2021

5.0

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

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

MK

Melissa K.  
Treasurer  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Wonderful support"

April 7, 2023

5.0

Pros

The support staff is quick, friendly, and helpful!

Cons

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

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

AS

Amy S.  
Treasurer  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Outstanding Customer Service"

March 5, 2021

5.0

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.

Alternatives considered

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

Reason for choosing MoneyMinder

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

Review Source

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

SA

Shirley A.  
PTO Treasurer  
Primary/Secondary Education  
Used the software for: Less than 6 months

### "Outstanding Product and Customer Service"

September 27, 2019

5.0

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.

Switched from

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

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.

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!

NR

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

### "Money Minder is Great for Non Profits"

May 12, 2023

5.0

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.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

I hate Excel.

Review Source

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