Our club owned 100 shares of Barr Labs (BRL). On 12/23/08 Teva Pharmaceuticals (TEVA) aquired Barr Labs. We received 62 shares of TEVA and $3990.00. There was also a $20.00 fee associated with the transaction at ETrade. How do I enter this transaction in bivio? ...
I receive a notice from bivio everytime we make a deposit that requests that I classify the source and type of deposit or withdraw. When I go to do that, I am given the option via a drop-down window to select account transfer, multiple payment, ...
I'm working on the BI DC Chapter Spring 2009 newsletter, and would like a better photo of Avi who will be teaching here in the spring (lucky us!) I'd like his email address, so Avi if you are reading this, or anyone who wouldn't mind ...
Our club disbanded and withdrawals were completed 10/24/08. We retained come cash in the account for expenses and all dividends should be paid by end December. We don't want to renew our BIVIO subscription just to prepare taxes. Do we use the 2007 software and ...
I just received a withdrawal request from a club member, and before I process it in accordance with our agreement, I want to be sure it won't mess up the year end tax computation. I would be writing the withdrawal check the first week in ...
It's nearing tax time and i'm trying to remember how this works. i pay club dues and that includes tax download? is that right? i'v e received no notices other than my Better Investimg renewal notices for member ship there . does my beterr investing ...
bivio is happy to announce we are now compatible with all ICLUBcentral Club Accounting products. All you have to do is use CAO or CA3's export feature and import into bivio's one step import form. Now it is EVEN EASIER to get $50 off your ...
Hey, do you guys have any suggestions/ recommendations on a discount brokerage? We are currently using etrade and have had a good experience, but it'd be nice to have lower commissions. Thanks for any advice!
Is Georgia on the list for addition of state tax form? We are about to subscribe to Bivio, but sure would like to have that in addition to federal tax form.
I am the treasurer for an investment club which started this pass May. I have just read that the valuation date for member payments need to be on the same day each month. We have been using the transaction date as the valuation date for ...
Our broker deposited $18000 into our account by mistake. It showed 'transfer-check deposit'. The next day, they transferred it back out with 'deposit correction' shown. Do I show this on Bivio somehow or just delete? This was in our savings account and I used the ...