We wanted to delete our petty cash account (El Dorado Savings) and when all the transactions were deleted and also the account name, it increased our other account (Scottrade) by a couple of thousand dollars. No where on this account is there any of the ...
I'd like to design my club's bivio site this year. I'd like to use one of the free open source website designs, but have never done this before. Have any of you? and would you care to share any comments? I like something like this: ...
[So things have settled into a routine for our club Treasurer and her assistant (me), thanks to many of your great help and patience. Bivio is pretty easy, without the special situations of withdrawals, brokerage mergers, etc!] What should we read to prepare ourselves for ...
None of the changes appear to affect partnerships. Ira Smilovitz In a message dated 1/2/2008 11:59:26 A.M. Eastern Standard Time, marciam2002@comcast.net writes: I received ALERT 12-07 from Maryland which lists changes in the corporate income tax law. I don't think it affects investment clubs, but ...
That is correct. Ira Smilovitz In a message dated 1/3/2008 12:49:38 P.M. Eastern Standard Time, jimt@bivio.com writes: It appears to me that Ira's original (complete) tax prep workshop is not available in PDF format. Is that correct? > However, the original version is still > ...
I want to try the account sync feature before I pay for the subscription. I'm still in the trial period. I've just done our club's first transaction with the brokerage, and all information is filled about our brokerage account, etc. How do I import the ...
Jack's reply is accurate for most clubs. The exception would be for those clubs that have either US Government interest or federally non-taxable interest from sources outside of AZ. In either of those two situations, there are additional calculations required for the AZ 165 and ...
I previously did accounting using Better Investing Club Accounting and usually ordered the federal and state tax software. Now that the federal comes with bivio, what forms/reports would I need to print to complete the Arizona state tax form? I am assuming you haven't added ...
I have seen several threads on duplicate payments, and I know I have them in my clubs record, but I can not figure out how to delete them. In the help section it says I can delete them by clicking on delete to the right, ...
In a message dated 12/24/2007 3:07:59 P.M. Eastern Standard Time, generooks@cfl.rr.com writes: Rob, you know more about how to accomplish this in bivio, of course. But, rather than a non-deductible expense, she needs to enter an income figure, as her broker has $400~ more than ...
on 11/15/2007 I did a $400. ACH which shows up on the "existing balance" but does not show up on the right hand column anywhere, why? WE have put it in and deleted it several times and it still remains the same.
Hello, I transferred some of my personal stock to an investment club that I am part of. I did not realize it then, but is there a tax treatment that I need to worry about at the end of the year? All the stocks that ...
In a message dated 12/17/2007 4:33:26 P.M. Eastern Standard Time, prgeorge@bivio.com writes: I transferred some of my personal stock to an investment club that I am part of. I did not realize it then, but is there a tax treatment that I need to worry ...