my August edition of BI magazine has already arrived. Could it be that you member subscription needs to be renewed, or it means the post office is taking it's own sweet time which it can do with magazines. If you wish you can contact BI ...
We are using TD Ameritrade and AccountSynch has picked up all our transactions until yesterday. On 8/3 we have a TD transaction of: 08/03/2009 MISCELLANEOUS JOURNAL ENTRY 50.00 This is not reflected in Bivio. I know I can manually enter it, but does Bivio only ...
We started a club 2/09; most people are contributing about the same every month. Most have the same returns (all around 15%). But one member who has contributed regularly is showing a -13%. As the treasurer I have gone over her transactions, and see nothing ...
I vote for Muriel Siebert- she was the first woman to buy and hold a seat on the NYSE. We do all our buy/sells online($14.95), and they do offer full brokerage options if you wish to pay for them. Our club holds the account- for ...
I'm getting my knickers into a twist making a full cash withdrawal of a member. I thought I was correctly following the instructions in the One Minute Treasurer, but 1. I setup an account named "Member Withdrawal" 2. I clicked "Member Withdraw", selected the member ...
Our club monthly fee per member is $50. Prior to our converting to Bivio the fee equaled one share. Now that we are convering to Bivio and will be using the unit accounting system, how can we manage this process within the system to provide ...
Hello all, Has anybody else had a difficult time working with Firstrade? My club is trying to transfer some stock positions from our Scottrade account to them to take advantage of dividend reinvestment. I am summarily unimpressed with their customer service to this point. I ...
Hello Everyone, Just a note that we are offering a webinar this coming Sunday Evening at 7:30PM EDT. It's entitled Club Accounting-An Orientation for All Club Members. It gives an overview of club accounting basics and covers topics all club members should understand about their ...
Hi, our club just started using bivio as of 1/1/09. I am new at this and when I set up the opening balances for the members I put in what they had paid in to date and earning allocated to date. The club has been ...
We changed our password on Scottrade this month. When I went to get my reports from Bivio for the meeting, nothing had been updated since they did not have the new password. The form asked me to update the information on brrokerage account. I did ...
I erroneously processed a withdrawal for one of our members. I read Gene's solution for this problem. However, he didn't elaborate on how to delete the w/d. Where do I go to delete it and get that member back on the membership roster? Thanks for ...