We received two dividends in December in Folio that haven't
synced as of today with bivio as of today. Should I enter
them manually so we can balance December? Thanks for your
help.
Deedy And Larry on
The same thing happened to our club through BIVIO. Our treasurer hadn't noticed but when I brought it to his attention, he had to go to out Scotrade and re-sync our account to our BIVIO account.
Sent from my iPhone
> On Feb 7, 2016, at 11:58 AM, Susan J Mueller <suemue@comcast.net> wrote:
>
> We received two dividends in December in Folio that haven't
> synced as of today with bivio as of today. Should I enter
> them manually so we can balance December? Thanks for your
> help.
Laurie Frederiksen on
This is why we tell you to do a quick check each month to make sure that the cash balance and number of shares of each of your stocks shown in bivio agrees with what your broker shows.
AccountSync can only enter what is in the data file that comes from your broker. If information is missing or incorrect or the link to your account has failed, you need to make any necessary corrections to make sure your bivio records stay correct.
If you catch things each month, it is usually simple to find any issues and get them fixed. If you wait too long before checking, you can have a bigger project to deal with.
Laurie Frederiksen Invest with your friends! www.bivio.com
The same thing happened to our club through BIVIO. Our treasurer hadn't noticed but when I brought it to his attention, he had to go to out Scotrade and re-sync our account to our BIVIO account.
Sent from my iPhone
> On Feb 7, 2016, at 11:58 AM, Susan J Mueller <suemue@comcast.net> wrote:
>
> We received two dividends in December in Folio that haven't
> synced as of today with bivio as of today. Should I enter
> them manually so we can balance December? Thanks for your
> help.
Sheryl on
So should she make a manual adjustment or not?
Sent from my iPhone
On Feb 7, 2016, at 12:05 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
This is why we tell you to do a quick check each month to make sure that the cash balance and number of shares of each of your stocks shown in bivio agrees with what your broker shows.
AccountSync can only enter what is in the data file that comes from your broker. If information is missing or incorrect or the link to your account has failed, you need to make any necessary corrections to make sure your bivio records stay correct.
If you catch things each month, it is usually simple to find any issues and get them fixed. If you wait too long before checking, you can have a bigger project to deal with.
Laurie Frederiksen Invest with your friends! www.bivio.com
The same thing happened to our club through BIVIO. Our treasurer hadn't noticed but when I brought it to his attention, he had to go to out Scotrade and re-sync our account to our BIVIO account.
Sent from my iPhone
> On Feb 7, 2016, at 11:58 AM, Susan J Mueller <suemue@comcast.net> wrote:
>
> We received two dividends in December in Folio that haven't
> synced as of today with bivio as of today. Should I enter
> them manually so we can balance December? Thanks for your
> help.
Laurie Frederiksen on
Yes. If entries are missing in bivio, you need to enter them manually. AccountSync pulls in new transactions only. It will not go back in time and fill in holes.
Laurie Frederiksen Invest with your friends! www.bivio.com
On Feb 7, 2016, at 12:05 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
This is why we tell you to do a quick check each month to make sure that the cash balance and number of shares of each of your stocks shown in bivio agrees with what your broker shows.
AccountSync can only enter what is in the data file that comes from your broker. If information is missing or incorrect or the link to your account has failed, you need to make any necessary corrections to make sure your bivio records stay correct.
If you catch things each month, it is usually simple to find any issues and get them fixed. If you wait too long before checking, you can have a bigger project to deal with.
Laurie Frederiksen Invest with your friends! www.bivio.com
The same thing happened to our club through BIVIO. Our treasurer hadn't noticed but when I brought it to his attention, he had to go to out Scotrade and re-sync our account to our BIVIO account.
Sent from my iPhone
> On Feb 7, 2016, at 11:58 AM, Susan J Mueller <suemue@comcast.net> wrote:
>
> We received two dividends in December in Folio that haven't
> synced as of today with bivio as of today. Should I enter
> them manually so we can balance December? Thanks for your
> help.
Sheryl on
Thanks. Is there a way to edit the cash amounts in Bivio to make them match broker? The error whenever it occurred cannot be located.
Sent from my iPhone
On Feb 7, 2016, at 1:56 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Yes. If entries are missing in bivio, you need to enter them manually. AccountSync pulls in new transactions only. It will not go back in time and fill in holes.
Laurie Frederiksen Invest with your friends! www.bivio.com
On Feb 7, 2016, at 12:05 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
This is why we tell you to do a quick check each month to make sure that the cash balance and number of shares of each of your stocks shown in bivio agrees with what your broker shows.
AccountSync can only enter what is in the data file that comes from your broker. If information is missing or incorrect or the link to your account has failed, you need to make any necessary corrections to make sure your bivio records stay correct.
If you catch things each month, it is usually simple to find any issues and get them fixed. If you wait too long before checking, you can have a bigger project to deal with.
Laurie Frederiksen Invest with your friends! www.bivio.com
The same thing happened to our club through BIVIO. Our treasurer hadn't noticed but when I brought it to his attention, he had to go to out Scotrade and re-sync our account to our BIVIO account.
Sent from my iPhone
> On Feb 7, 2016, at 11:58 AM, Susan J Mueller <suemue@comcast.net> wrote:
>
> We received two dividends in December in Folio that haven't
> synced as of today with bivio as of today. Should I enter
> them manually so we can balance December? Thanks for your
> help.
suemue on
Thanks for your support Sheryl.
From: "Sheryl via bivio.com" <user*7608900001@bivio.com> To: "club cafe" <club_cafe@bivio.com> Sent: Sunday, February 7, 2016 2:42:46 PM Subject: Re: [club_cafe] account sync
So should she make a manual adjustment or not?
Sent from my iPhone
On Feb 7, 2016, at 12:05 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
This is why we tell you to do a quick check each month to make sure that the cash balance and number of shares of each of your stocks shown in bivio agrees with what your broker shows.
AccountSync can only enter what is in the data file that comes from your broker. If information is missing or incorrect or the link to your account has failed, you need to make any necessary corrections to make sure your bivio records stay correct.
If you catch things each month, it is usually simple to find any issues and get them fixed. If you wait too long before checking, you can have a bigger project to deal with.
Laurie Frederiksen Invest with your friends! www.bivio.com
The same thing happened to our club through BIVIO. Our treasurer hadn't noticed but when I brought it to his attention, he had to go to out Scotrade and re-sync our account to our BIVIO account.
Sent from my iPhone
> On Feb 7, 2016, at 11:58 AM, Susan J Mueller <suemue@comcast.net> wrote:
>
> We received two dividends in December in Folio that haven't
> synced as of today with bivio as of today. Should I enter
> them manually so we can balance December? Thanks for your
> help.
Laurie Frederiksen on
If you'd like help with your accounting being off, you should send your requests with details to support@bivio.com. That way we can take a look at what your issue is and let you know what might need to be done.
Laurie Frederiksen Invest with your friends! www.bivio.com
On Feb 7, 2016, at 12:05 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
This is why we tell you to do a quick check each month to make sure that the cash balance and number of shares of each of your stocks shown in bivio agrees with what your broker shows.
AccountSync can only enter what is in the data file that comes from your broker. If information is missing or incorrect or the link to your account has failed, you need to make any necessary corrections to make sure your bivio records stay correct.
If you catch things each month, it is usually simple to find any issues and get them fixed. If you wait too long before checking, you can have a bigger project to deal with.
Laurie Frederiksen Invest with your friends! www.bivio.com
The same thing happened to our club through BIVIO. Our treasurer hadn't noticed but when I brought it to his attention, he had to go to out Scotrade and re-sync our account to our BIVIO account.
Sent from my iPhone
> On Feb 7, 2016, at 11:58 AM, Susan J Mueller <suemue@comcast.net> wrote:
>
> We received two dividends in December in Folio that haven't
> synced as of today with bivio as of today. Should I enter
> them manually so we can balance December? Thanks for your
> help.
Sheryl on
Thanks I will!
Sent from my iPhone
On Feb 7, 2016, at 5:35 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
If you'd like help with your accounting being off, you should send your requests with details to support@bivio.com. That way we can take a look at what your issue is and let you know what might need to be done.
Laurie Frederiksen Invest with your friends! www.bivio.com
On Feb 7, 2016, at 12:05 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
This is why we tell you to do a quick check each month to make sure that the cash balance and number of shares of each of your stocks shown in bivio agrees with what your broker shows.
AccountSync can only enter what is in the data file that comes from your broker. If information is missing or incorrect or the link to your account has failed, you need to make any necessary corrections to make sure your bivio records stay correct.
If you catch things each month, it is usually simple to find any issues and get them fixed. If you wait too long before checking, you can have a bigger project to deal with.
Laurie Frederiksen Invest with your friends! www.bivio.com
The same thing happened to our club through BIVIO. Our treasurer hadn't noticed but when I brought it to his attention, he had to go to out Scotrade and re-sync our account to our BIVIO account.
Sent from my iPhone
> On Feb 7, 2016, at 11:58 AM, Susan J Mueller <suemue@comcast.net> wrote:
>
> We received two dividends in December in Folio that haven't
> synced as of today with bivio as of today. Should I enter
> them manually so we can balance December? Thanks for your
> help.
Susan J Mueller on
Just wondering why it didn't sync in December?
Susan J Mueller on
Just wondering why it didn't sync in December?
Susan J Mueller on
Just wondering why it didn't sync in December?
Laurie Frederiksen on
The most common reason AccountSync stops working is that clubs change their login information on their brokers site and forget to update it in bivio.
I do not know the specific reason your club had an issue. If you had contacted us in support at the time it happened, we could have investigated your specifics and given you a more detailed answer.
Laurie Frederiksen Invest with your friends! www.bivio.com
On Mon, Feb 8, 2016 at 9:49 PM, Susan J Mueller <suemue@comcast.net> wrote:
Just wondering why it didn't sync in December?
rice.j1969 on
Laurie,
What time of the evening do you typically do the downloads for Account sync? In other words, if we change the login information for our broker what is the cutoff time to get it changed in Bivio so that it can still download that evening?
John Rice
ABODI Investment Club
On Tuesday, February 9, 2016 7:07 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
The most common reason AccountSync stops working is that clubs change their login information on their brokers site and forget to update it in bivio.
I do not know the specific reason your club had an issue. If you had contacted us in support at the time it happened, we could have investigated your specifics and given you a more detailed answer.
Laurie Frederiksen Invest with your friends! www.bivio.com
What time of the evening do you typically do the downloads for Account sync? In other words, if we change the login information for our broker what is the cutoff time to get it changed in Bivio so that it can still download that evening?
John Rice
ABODI Investment Club
On Tuesday, February 9, 2016 7:07 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
The most common reason AccountSync stops working is that clubs change their login information on their brokers site and forget to update it in bivio.
I do not know the specific reason your club had an issue. If you had contacted us in support at the time it happened, we could have investigated your specifics and given you a more detailed answer.
Laurie Frederiksen Invest with your friends! www.bivio.com