In investment income when asked where deposited, I said online account and it should have been bank. Our bank shows the correct amount but our online shows .05 too much and I do not find anyway to delete it from the online account. Can you ...
Hi Pam. What I meant was that Bivio does not finish processing the 2009 tax data for about two weeks. In other words, you cannot produce the 2009 tax returns until around January 15th 2010. That's presents no problem at all. Arthur Klages Original Message ...
Hi Pam.. I am long-time treasurer (for 15 years ) and have used Bivio since it came out. For $99/yr it simply cannot be beat and I recommend it highly. We previously used an accountant and using Bivio was a big saving. Now, after Bivio ...
I seem to have run into a problem on Bivio I normally get the financial data for the our club minutes from Bivio going through accounting-reports-transaction ledger. But none of the dividends are showing up in this report and I can't seem to find them ...
The subject says it all mostly. We have a member departing from our club. We have our account at E*Trade. The member set up an account at E*Trade also. We intend to transfer appreciated stock that is very close to the value of the members ...
Greetings, I've been down this road once before and messed it up. Just so I get it right this time, I have a member withdrawing. I have the required paperwork to send to Scottrade and request a check for the withdrawing member. As far as ...
Greetings, I've been down this road once before and messed it up. Just so I get it right this time, I have a member withdrawing. I have the required paperwork to send to Scottrade and request a check for the withdrawing member. As far as ...
Greetings, I've been down this road once before and messed it up. Just so I get it right this time, I have a member withdrawing. I have the required paperwork to send to Scottrade and request a check for the withdrawing member. As far as ...
Our club (Fun Y Money) has voted to disband and we have made all our assets liquid. I understand how to disenroll the memebres one by one drawing down the cash account. The dilemma I foresee is that we'll need to file K-1 and 1065 ...
Hi Everyone, Mark Robertson has just updated the bivio dozen. These are the top stocks of all the ones that are followed by ManifestInvesting. You can find a link to the list in Marks Expected Returns column on the bivio home page. If you'd like ...
Hello everyone! If you're new to bivio or new to being a club treasurer you might be interested in joining us Sunday evening, October 18 at 7:30PM EDT. We're doing a webinar on Starting up With bivio. Dave Swierenga, Laurie Frederiksen and Rip West will ...
We are in the process of evaluating Bivio for use by our club. We have noticed that Bivio generates our federal tax forms but not our state tax forms (Massachusetts). Is there any Massachusetts clubs out there that have experience in doing this? We are ...