We formed our club almost a year ago and have been keeping
track of our financial info (dues received and expenses paid
out) in a spreadsheet. We also set up an account with TD
Ameritrade. But we've now subscribed to Bivio and have to
enter all this info into this software. Am wondering if
anyone has any tips to share on the best way to do this and
how to avoid making any irreparable mistakes?

Thanks - Q