Recensioni su MoneyMinder

MoneyMinder Saved the day!

Commenti: Overall this has been extremity helpful in organizing our finances and keeping up with the homes that have been sold in our community.

Aspetti positivi:

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.

Aspetti negativi:

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.

Way better than Quickbooks.

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

Aspetti positivi:

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

Aspetti negativi:

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

Great customer service

Aspetti positivi:

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!!

Aspetti negativi:

Nothing specific about the software was negative.

Charity Use

Commenti: It has been easy to use and input past data so I can view and compare past year budgets and financials.

Aspetti positivi:

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.

Aspetti negativi:

I would like to be able to see a biennial budget option.

First Time User

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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

Start by making a budget

Commenti: With MoneyMinder we will reduce the time and money required to produce our financial reports while also producing less complicated, more understandable reports.

Aspetti positivi:

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.

Aspetti negativi:

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.

MoneyMinder great for Booster Clubs!

Commenti: 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!

Aspetti positivi:

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!

Aspetti negativi:

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.

Has everything without being intimating

Commenti: 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.

Aspetti positivi:

Clear menu driven software. Format, font, fields are easy to read/use without spending hours reading tutorials.

Aspetti negativi:

I would like to be able to create the billing statement and reports with our Logo, add my own color scheme and format.

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

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Outstanding Customer Service

Commenti: 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.

Aspetti positivi:

It is easy to use and guides first time users in a way that is easily understood.

Aspetti negativi:

None. I am 100% happy.

Jan

Commenti: I love it!

Aspetti positivi:

Ease of use, price, reconciling and reporting

Aspetti negativi:

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

MoneyMinder changed my life as Treasurer

Commenti: MoneyMinder has made my job as treasurer much easier. Also I am much more confident that records are accurate. I love customer service. Live Chat is extremely useful. Each person that has helped me has been wonderfully kind and knowledgeable.

Aspetti positivi:

MoneyMinder made all the difference for us. We were keeping records in excel and creating statements one by one. We were not using any software to track expenditures. Now I can easily create 250 statements at one time. The treasurer's report is professional and provides information about the budget. We are tracking how much it costs to take care of the pool, etc. This makes it possible to actually budget. Offering electronic payments has been something our members have been asking for and is working well.

Aspetti negativi:

There is nothing to not like about MoneyMinder.

Bookkeeping/Accounting Dream Come True

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Review of MoneyMinder Software for HOA

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

MoneyMinder HOA Software

Commenti: 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.

Aspetti positivi:

Very easy to set and use. The customer service is outstanding. They respond so fast.

Aspetti negativi:

I would like to be able to save documents in the individual accounts vs a paper file.

Outstanding Customer Service

Commenti: 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!

Aspetti positivi:

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!!

Aspetti negativi:

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.

Great Product, Easy to Use

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

Aspetti positivi:

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.

Aspetti negativi:

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.

Great Program. This has vaulted our PTA into different universe of bookkeeping.

Aspetti positivi:

I appreciate the ease of use and the ability to have multiple people able to log in with different permissions. Keeping our records straight, being able to upload supporting documents and an easy way to reconcile each month has helped our PTA become more efficient. What used to take one person a full day to do in excel, now only takes a few minutes, multiple times a month and reconciliation takes a fraction of the time.

Aspetti negativi:

When pulling the Treasurer Report it would be nice if it defaulted to the current month instead of the end of the year each time. One other thing that would have helped our PTA is having one more level on the budget. If we would be able to add a itemized level to the sub category, that would roll up on reports we would be able to show the main points to our general membership, but use the itemization for future budgeting purposes.

Best Non-Profit Software I could find

Commenti: Tracking members and billing is as easy as it gets.

Aspetti positivi:

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

Aspetti negativi:

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

PTA user

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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

MoneyMinder - The Perfect Choice for PTA Treasurers

Aspetti positivi:

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.

Aspetti negativi:

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.

HOA Piece of mind

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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

MoneyMinder - A Treasurer's Best Friend

Commenti: 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.

Aspetti positivi:

Easy to edit entries in check register.

Aspetti negativi:

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

Great support

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

Aspetti positivi:

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

Aspetti negativi:

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

Outstanding Accounting Product

Commenti: Outstanding product to manage our small club finances.

Aspetti positivi:

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!!

Aspetti negativi:

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