Avis clients sur MoneyMinder

Becoming a Treasurer Can be Daunting?

Commentaires : Priceless.

Avantages :

When I stepped into the treasurer role for our PTA, I had zero experience and no one directly to turn to for assistance with what this role entailed. MoneyMinder's support is absolutely amazing. They check your budget for you and call if they would like to make any suggestions. They will copy over your previous years transactions for tax purposes. When I had contacted quickbooks about accessing our old account for tax purposes it took far longer than any exchanges I had with money minder and they were unable to locate our old account. They have also been available for tips on how to build a COVID-19 based budget for the upcoming school year. The platform is user friendly and the reports have everything I need to manage our finances. I could have not asked for a better experience. Their service is priceless.

Inconvénients :

I cannot think of anything. I've only had a great experience.

Affordable, powerhouse accounting for non-profit homeowners associations

Commentaires : MoneyMinder brings accountability, transparency, consistency and transferability to the accounting for our homeowners association.

Avantages :

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.

Inconvénients :

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.

Customer Support

Commentaires : Overall I am very satisfied.

Avantages :

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.

Inconvénients :

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

Absolute grand slam!

Commentaires : 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!

Avantages :

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!

Inconvénients :

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.

Way better than Quickbooks.

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

Avantages :

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

Inconvénients :

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

First Time User of MoneyMinder Hits the Jackpot with the Software!

Commentaires : 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.

Avantages :

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.

Inconvénients :

I would love to see an off budget/escrow feature added.

Charity Use

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

Avantages :

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.

Inconvénients :

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

First Time User

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

CVM Thoughts

Avantages :

Help in getting it up and running. Ease of presentation to club.

Inconvénients :

There was nothing that we didn't like. It was becoming familiar with how it worked.

PTA

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

Avantages :

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.

Inconvénients :

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.

Extremely Satisfied with This Software

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Value to Valur

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Love this Company... Love the Staff!

Commentaires : 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.

Avantages :

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.

Inconvénients :

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!

HOA Piece of mind

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Great Product, Easy to Use

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

Avantages :

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.

Inconvénients :

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.

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

Avantages :

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.

Inconvénients :

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

Excellent program and support

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

Avantages :

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.

Inconvénients :

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.

Best Non-Profit Software I could find

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

Avantages :

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

Inconvénients :

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

Solid software for your non profit

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Money Minder is Great for Non Profits

Commentaires : Outstanding software. Very responsive website. Customer support is excellent!

Avantages :

It was easy to use, well documented and easy to setup.

Inconvénients :

I would like to be able to add custom fields for members that carried over to all members.

New to the Product for our Associaton

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Great resource for non-profits

Avantages :

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

Inconvénients :

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.

The software is amazing! Allows me to be an efficient and effective volunteer.

Avantages :

The software is Intuitive, user friendly, accurate and simple. Great customer department! It is beneficial to have transparency with the financials.

Perfect for the volunteer treasurer

Commentaires : As mentioned in the Pros section, this software has allowed me to access the program wherever I am. As a volunteer, it is very helpful to be able to work on my treasurer responsibilities during my regular job's lunch hour. This has been a great upgrade from our old desktop software. Thanks MM

Avantages :

This software is very easy to learn and use. It is web based, so it can be accessed anywhere. For volunteers, it may be at work, at home or anywhere else. In addition, it allows multiple users, which offers transparency to the organization. With the other software that we were using, it was only on my laptop at home. Lastly, this software seems to have been developed with the part time volunteer in mind. It has all of the features, but not all the other items that a full business would need. All in all, I am glad we upgraded.

Inconvénients :

The main downside to the software was the migration of prior year's data into it. Although I have to say that the MoneyMinder team helped me through it.

Edmonds Elem PTA Treasurer

Commentaires : Fantastic experience. Way easier to use than the QuickBooks we used to have.

Avantages :

Very easy to use and simple spreadsheets. Love that fact that we can have multiple users with different access abilities.

Inconvénients :

Set up was a bit confusing until I realized I could make the categories match our budget.