Entering one year of data isn't much of a problem. You should be able to do it all in a few hours (at most) and possibly much less time. Just do it month by month and compare bivio's reports to your spreadsheets. If you have any discrepancies, come back and ask here. You also might want to take a look at bivio's user guide if you haven't done so already.

 

Ira Smilovitz

 

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?