# Page 4 | MoneyMinder Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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 4 - Reviews of MoneyMinder

## Showing most helpful reviews

Showing 76-100 of 121 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

SA

Sabrina A.  
Auditor  
Education Management  
Used the software for: 6-12 months

### "PTA "

November 17, 2023

5.0

We have integrated both Square payments and our monthly Bank statements making managing the accounting for our PTA nonprofit easy.

Pros

When the PTA asked me to audit their books I have to say I was nervous but, after calling customer service at MondayMinder I was happy to help.

Cons

Taking over with only one log-in is difficult for a nonprofit. They should really offer additional users at no additional cost since they cater to nonprofits.

Review Source

Response from NonProfitCentral

November 17, 2023

We're so glad that MoneyMinder helped make auditing your PTA's books easy. And we're happy to let you know that MoneyMinder does allow for multiple users at no additional cost. Perhaps the Treasurer for your PTA did not know that.

sR

shawn R.  
treasurer  
Real Estate  
Used the software for: Less than 6 months

### "Great tool for HOA/POAs"

May 4, 2022

4.0

Totally blown away by the support after purchase. At this price, I expected self-guided setup and implementation. They have hosted Zoom meetings with me, Chat takes a few seconds to have a helpful knowledgeable person on the other end, and they imported nearly 600 members from a spreadsheet.

Pros

for a volunteer position, easy to set up and easy to use, were extremely important. MoneyMinder checks both those boxes.

Cons

Wish it calculated late charges and interest on unpaid balances automatically

Alternatives considered

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

Reason for choosing MoneyMinder

less expensive and easy to use.

Review Source

MC

Molly C.  
Treasurer  
Civic & Social Organization  
Used the software for: 6-12 months

### "Solid software for your non profit"

January 22, 2022

5.0

Good - once you learn to use the software, it is easy to keep track of money. I also like that you can have several users at the same time so if someone needs to take over, they have access.

Pros

Money Minder has the best customer support I’ve ever experienced! While the software is t 100% intuitive, they have great staff who can walk you through your issues.

Cons

I wish payments integrated with contacts seamlessly instead of having to match them up.

Alternatives considered

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

Reason for choosing MoneyMinder

Friendliness to non profits

Review Source

DP

David P.  
Treasur34  
Accounting  
Used the software for: 1-2 years

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

April 30, 2021

5.0

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

Pros

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

Cons

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

Reason for choosing MoneyMinder

See "why did you make the switch"

Review Source

CA

Carol A.  
Non-Profit Treasurer  
Civic & Social Organization  
Used the software for: Less than 6 months

### "Customer Service"

February 19, 2022

5.0

We needed this to determine whether activities were or were not profitable in fundraising.

Pros

I am very satisfied with the quick response when I have had questions. Within minutes!

Cons

I am new to this position and was confused at first about the software, but as I work with it I have become more comfortable.

Alternatives considered

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

Reason for choosing MoneyMinder

Price, and that it's intended for non-profits specifically

Review Source

RG

Reggie G.  
Retired  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Best Non-Profit Software I could find"

August 19, 2021

5.0

Tracking members and billing is as easy as it gets.

Pros

Ease of use and support. It really does everything I had hoped it would do.

Cons

Nothing so far. I did have a little trouble with formating the Quick Books download but once that was accomplished the transition was easy.

Reason for choosing MoneyMinder

Cost and ease of use. Especially the transfer of information from Quick Books. Once we got the procedure down, it took less than 3 days to convert 5 years of information.

Switched from

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

Cost and ease of use.

Review Source

JB

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

### "Easy to use for Non-profit PTO"

August 28, 2019

5.0

Pros

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

Cons

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

Reason for choosing MoneyMinder

I was already selected when I became the treasurer.

Review Source

VR

Verified Reviewer  
Senior Account Manager  
Education Management  
Used the software for: 2+ years

### "I Love Money Minder"

February 1, 2019

5.0

It's a great company with great people who care about their customers .

Pros

It's a simple yet powerful program. MoneyMinder gets the job done effectively and efficiently. Very user friendly.

Cons

I've been using Money Minder for three years and I honestly can't think of a single thing that I don't like about the software.

Review Source

DM

Danielle M.  
Treasurer  
Primary/Secondary Education  
Used the software for: 2+ years

### "PTA user"

February 12, 2020

5.0

Money minder’s customer service is top notch! Whenever you call you get a live person. That is very rare these days. I enjoy the software and the programs and it has been very easy to keep track of our PTA expenses with this program.

Pros

Very user friendly. Since the new update it’s more efficient.

Cons

Nothing really. It’s a great tool for our PTA.

Review Source

CR

Carey R.  
Treasurer  
  
Used the software for: 1-2 years

### "Money Minder staff are amazing to work with. Customer rep have helped me a lot. "

March 21, 2018

5.0

Pros

It is super simple and easy to work with. There aren't a lot of screens to toggle thorough. Once you've built your first year the 2nd year is as simple as a copy. Its such a time saver.

Cons

I wish that if you decided to change coding that you didn't have to change all of the entries you have made to that code. I would be nice to enter the new GL code and then copy to everything entry made to the old GL code

Review Source

Response from NonProfitCentral

March 27, 2018

Hi Carey, It sounds like you're wanting to move a category from one heading to another. Is that right? If so, we can help you do that. Would you like to reach out to us for instructions? support@moneyminder.com Thanks! Cyndi

SL

Stanley L.  
PTA Treasurer  
Education Management  
Used the software for: 1-2 years

### "Great customer service"

August 17, 2021

5.0

Pros

The software itself was straight forward and easy to use. I ran into a lot of trouble with reconciling Money Minder. \[SENSITIVE CONTENT\] went above and beyond to help me get it figured out. She dis an absolutely phenomenal job!!

Cons

Nothing specific about the software was negative.

Review Source

AT

Alyona T.  
Treasury  
Education Management  
Used the software for: 2+ years

### "School PTO"

May 4, 2021

5.0

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

Pros

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

Cons

Might not be a huge name recognition yet.

Review Source

SB

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

### "MoneyMinder - The Perfect Choice for PTA Treasurers"

September 11, 2019

5.0

Pros

When I became Treasurer of the PTA at my son's school I know I wanted to get a software program instead of relying on spreadsheets as previous treasurers had done. MoneyMinder was the perfect choice. First of all it is cloud based, which meant I could easily give access to other members of the PTA board. It is very easy to use but has many advanced features such as the ability to download banking transactions and transactions from Square. Those features alone have saved me an immense amount of time. The preloaded account structure for PTAs is also a great feature. The standard reporting features are easy to use but you can also do custom reports and exports. My one interaction with customer service was fantastic.

Cons

The only minor negative I have is that I don't think you can customize what fields to bring across when you download your banking transactions.

Review Source

EC

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

### "Worth its weight in gold"

November 19, 2020

5.0

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

Pros

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

Cons

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

Review Source

JR

Joy R.  
Treasurer  
Primary/Secondary Education  
Used the software for: 1-2 years

### "Value to Valur"

August 7, 2019

4.0

I definitely appreciate the fact the system stores the information off site. The fact that that those that we allow to have access to the money tracker can look into the accounts but are unable to make changes. Forms are easily available for the treasurer report and daily needs.

Pros

The to which set up Vendors. Transaction reports are easily available. Reconciliation of multiple accounts.

Cons

Didn’t have the ability to search by dollar amounts.

Review Source

JF

John F.  
HOA President  
Real Estate  
Used the software for: Less than 6 months

### "HOA Piece of mind"

March 10, 2021

5.0

The move of our financial package to MoneyMinder was Epic for our organization. The ease, accuracy and always helpful upbeat support team made the move to MoneyMinder the best organizational decision we have made.

Pros

Extremely easy to set up and the professional customer support team who explained and answered all our concerns.

Cons

Didn’t find any downside of moving to MoneyMinder, my only regret is not moving to MoneyMinder sooner.

Alternatives considered

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

Reason for choosing MoneyMinder

Ease of use and professional support staff!

Switched from

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

Ease of use!

Review Source

ML

Melinda L.  
PTA Treasurer  
  
Used the software for: 6-12 months

### "Excellent program and support"

March 21, 2018

5.0

Ease of documentation and knowing that your reports are correct each month.

Pros

The software allows you to capture a large amount of information in a very convenient way. You can customize how much or how little detail you want to include about your transactions. Overall the program is fairly intuitive to use and my favorite feature is the amazing support you receive when you call with questions.

Cons

There is no way to revert to previous budgets- so if you decide to do a budget revamp, and it doesn't pass at your meeting, you need to retype the entire thing back in. I wish there was a way to save favorited links so that I don't have to look through all the reports menus each time.

Review Source

LM

Laura M.  
Treasurer  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Great resource for non-profits"

April 23, 2020

5.0

Pros

Love the ease of use of this software for our non-profit. It is set up perfectly for PTA financing and is easy to use by the least to the most experienced treasurer

Cons

Every time I have had issues, I simply look up help in the menu or sometimes call customer support, I get the help I need right away.

Review Source

MF

Mike F.  
Treasurer  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "MoneyMinder - A Treasurer's Best Friend"

June 26, 2020

5.0

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

Pros

Easy to edit entries in check register.

Cons

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

Review Source

LH

Lorraine H.  
Financial Chair  
  
Used the software for: 6-12 months

### "Very easy transition to this software from other PTA-type software."

March 28, 2018

5.0

Other than Quicken/QuickBooks or Excel, we had no other software options to our organization. This software is very easy to use and has all the tools needed for establishing and maintaining a non-profit budget.

Pros

I like that it's online, so I have access to our information from anywhere. It is also very easy to use, especially if you have any sort of prior experience with Quicken/QuickBooks/other PTA-type software.

Cons

I'm still getting used to the reports - they're not quite the same as the other PTA-type software (with which I was very familiar) would generate. This isn't necessarily a bad thing, though - it is just something I have to get used to.

Review Source

OY

Oksana Y.  
treasurer  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Great support"

February 7, 2022

5.0

I use if for a school PTSA - so far so good

Pros

Visual, step-by-step instructions. Ability to make changed retroactively. Great staff support

Cons

Nothing yet - need to used it for a longer period of time

Reason for choosing MoneyMinder

Not sure - before my time

Review Source

MW

Madeleine W.  
Hr assistant  
Medical Devices  
Used the software for: 6-12 months

### "I had an awesome experience. "

July 13, 2018

5.0

Learned some great new tools

Pros

I enjoyed every thing about this software right down to the login screen and the time it took to install it.

Cons

The only thing I didn't like was the cost. I wish they offered the program for free, then more people would use it.

Review Source

AC

Aimee C.  
PTA Treasurer  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Excellent product and Excellent Customer Service"

March 25, 2020

5.0

The customer service team is PHENOMENAL. Anytime I have a question, they respond very quickly and are super helpful.

Pros

This system is great in that it combine expenses and revenue on the same line item, which is way easy than Quickbooks. Also the ability to download transactions directly from PayPal is life changing for me.

Cons

It can be a little confusing trying to figure out what reports to run.

Switched from

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

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

Review Source

HR

Holly R.  
PTA President  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "NHPTA"

July 30, 2020

5.0

We love MoneyMinder. It has been an amazing addition to our organization.

Pros

It is so easy to use. Simple and adaptable to our organization.

Cons

The only thing we would like to see improved is to have more customization for the reports.

Review Source

BH

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

### "Outstanding Accounting Product"

February 19, 2022

5.0

Outstanding product to manage our small club finances.

Pros

Easy to use, amazing tech support, great teaching tutorials, ability to assign others access to the account Great report generator!!! Made filing taxes SO SIMPLE!!

Cons

Haven’t found anything that I didn’t like. Very user friendly

Review Source

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