I just purchased a half-year subscription to do our taxes
and to see how BIVIO works. I read the getting started
materials and then attempted to create a new account. When
I went to the section on editing the new account, I was able
to enter the cash balances, then entered about 20 stock
holdings using a switch-over date of 1/1/2004. When I
finished entering the info on the stocks, I clicked on
"next" and was taken to a page with more entries for stocks
(the same page I got earlier when I asked for more rows). I
tried several times to get to the third entry area (member
contributions), but could not. I entered stocks again, then
clicked enter again, and was back to more rows!! Now I have
lost all my entries twice and an SO FRUSTRATED!!!

What am I doing wrong????

Mary Daley writes:
> I just purchased a half-year subscription to do our taxes
> and to see how BIVIO works. I read the getting started
> materials and then attempted to create a new account. When
> I went to the section on editing the new account, I was able
> to enter the cash balances, then entered about 20 stock
> holdings using a switch-over date of 1/1/2004. When I
> finished entering the info on the stocks, I clicked on
> "next" and was taken to a page with more entries for stocks
> (the same page I got earlier when I asked for more rows). I
> tried several times to get to the third entry area (member
> contributions), but could not. I entered stocks again, then
> clicked enter again, and was back to more rows!! Now I have
> lost all my entries twice and an SO FRUSTRATED!!!
>
> What am I doing wrong????

You are doing nothing wrong. This is a bug, and we are in the process
of fixing it.

We apologize for this error. We have upgraded your subscription to a
full year of AccountSync to help offset for the serious inconvenience
this defect has caused.

If you are still dissatisfied, we will refund your money. We
apologize for this error, and we hope you will give bivio another
chance.

We will email this list and you personally when this defect is
corrected in the next few days. Thank you for your patience and
understanding.

Sincerely,
Rob Nagler
CTO
bivio Inc.

Rob Nagler wrote:
> We will email this list and you personally when this defect is
> corrected in the next few days.
 
The bug in you encountered with investment opening balances has been
corrected. You can update the club's opening balances by selecting
the 'Edit Opening Balances' link on the Administration / Tools page.
 
https://www.bivio.com/my-club-site/admin/tools
 
Paul Moeller
bivio, Inc.