bivio is so out of date

Jeanne Tieken on

South Shore Seniors

Why are there no transactions shown since July 8th? We have deposited $1,025 to 5th/3rd and transferred $978.47 to Scottrade and sold 15 shares of GILD since then.

Our bivio figures are incorrect. Our next meeting is thurs. Aug. 4th.

rice.j1969 on

Did you change the password to your brokerage but not in Bivio Accountsync?

John

On Monday, August 1, 2016 3:15 PM, Jeanne Tieken <jeannetieken@gmail.com> wrote:

South Shore Seniors

Why are there no transactions shown since July 8th? We have deposited $1,025 to 5th/3rd and transferred $978.47 to Scottrade and sold 15 shares of GILD since then.

Our bivio figures are incorrect. Our next meeting is thurs. Aug. 4th.

Laurie Frederiksen on

A deposit to a bank account is something that would need to be added by your treasurer. AccountSync does not link to bank accounts.

If you have changed your login credentials at your broker, you need to update them in bivio also or AccountSync can't run. This is how to do that:

Updating Your AccountSync Login in bivio

Laurie Frederiksen
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On Mon, Aug 1, 2016 at 6:15 PM, Jeanne Tieken <jeannetieken@gmail.com> wrote:

South Shore Seniors

Why are there no transactions shown since July 8th? We have deposited $1,025 to 5th/3rd and transferred $978.47 to Scottrade and sold 15 shares of GILD since then.

Our bivio figures are incorrect. Our next meeting is thurs. Aug. 4th.

Jeanne Tieken on

Would you please run AccountSync and see if it is working now, and if not, please tell ushow to fix it. Do we have to put something in Account/Info for the 5/3rd (checking only, no brokerage) account?

On Tue, Aug 2, 2016 at 8:28 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:

A deposit to a bank account is something that would need to be added by your treasurer. AccountSync does not link to bank accounts.
If you have changed your login credentials at your broker, you need to update them in bivio also or AccountSync can't run. This is how to do that:
Updating Your AccountSync Login in bivio
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Aug 1, 2016 at 6:15 PM, Jeanne Tieken <jeannetieken@gmail.com> wrote:
South Shore Seniors

Why are there no transactions shown since July 8th? We have deposited $1,025 to 5th/3rd and transferred $978.47 to Scottrade and sold 15 shares of GILD since then.

Our bivio figures are incorrect. Our next meeting is thurs. Aug. 4th.

Laurie Frederiksen on

Dear Jeanne,

If you have issues that only pertain to your specific club, please send your requests to support@bivio.com That way we can look at your club records and help you get them fixed without taking up the time of everyone on this discussion list.

On Tue, Aug 2, 2016 at 11:10 AM, Jeanne Tieken <jeannetieken@gmail.com> wrote:

Would you please run AccountSync and see if it is working now, and if not, please tell ushow to fix it. Do we have to put something in Account/Info for the 5/3rd (checking only, no brokerage) account?

On Tue, Aug 2, 2016 at 8:28 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:
A deposit to a bank account is something that would need to be added by your treasurer. AccountSync does not link to bank accounts.
If you have changed your login credentials at your broker, you need to update them in bivio also or AccountSync can't run. This is how to do that:
Updating Your AccountSync Login in bivio
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, Aug 1, 2016 at 6:15 PM, Jeanne Tieken <jeannetieken@gmail.com> wrote:
South Shore Seniors

Why are there no transactions shown since July 8th? We have deposited $1,025 to 5th/3rd and transferred $978.47 to Scottrade and sold 15 shares of GILD since then.

Our bivio figures are incorrect. Our next meeting is thurs. Aug. 4th.

Joe Farrell on

It appears that Ms Tieken is a new treasurer and inexperienced

In the use of bivio. I would suggest that she indicate the location

of her club so that a local treasurer experienced in with bivio

can visit and assist her in understanding the process.

There may be a BI chapter nearby that could be of assistance.

I am the treasurer of two clubs and we use bivio for both, but

I am located far from the South Shore of anything

Sent from my iPhone

On Aug 2, 2016, at 10:10 AM, Jeanne Tieken <jeannetieken@gmail.com> wrote:

Would you please run AccountSync and see if it is working now, and if not, please tell ushow to fix it. Do we have to put something in Account/Info for the 5/3rd (checking only, no brokerage) account?

Jeanne Tieken on

I"m not the treasurer. I'm the club founder and tech person. I'm a 15 year NAIC/BI person.

On Tue, Aug 2, 2016 at 10:37 AM, Joe Farrell <cjfarrell46@icloud.com> wrote:

It appears that Ms Tieken is a new treasurer and inexperienced
In the use of bivio. I would suggest that she indicate the location
of her club so that a local treasurer experienced in with bivio
can visit and assist her in understanding the process.

There may be a BI chapter nearby that could be of assistance.

I am the treasurer of two clubs and we use bivio for both, but
I am located far from the South Shore of anything

Sent from my iPhone

On Aug 2, 2016, at 10:10 AM, Jeanne Tieken <jeannetieken@gmail.com> wrote:

Would you please run AccountSync and see if it is working now, and if not, please tell ushow to fix it. Do we have to put something in Account/Info for the 5/3rd (checking only, no brokerage) account?

Mail