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Patriot Coal spinoff
What was opening price of Patriot Coal on 11/1/07 -
5 messages
GSF/RIG merger correct for AccountSync customers
With respect to the screwed up GSF/RIG merger, all of the affected AccountSync clubs should now show the correct info. The GSF shares had a cash payment which was a combination of gain and return of capital, followed by a merger with RIG. RIG shareholders ...
1 message
How to handle Transocean (RIG) merger
Hi, I need some assistance accounting for the merger of Transocean (RIG) with GlobalSantaFe. Under the terms, for each share of RIG we received $33.03 in cash and .6996 shares of the "bigger" RIG. In our case, we originally held 25 shares. AccountSync imported a ...
8 messages
1065's and K1's
My accountant told me that after attending a very recent tax seminar, he was told that investment clubs with 25 or less members no longer have to submit a club tax return (1065) to the IRS, even though the club might be a partnership. Of ...
3 messages
club_cafe: 1065's and K1's
In a message dated 12/4/2007 11:31:08 A.M. Eastern Standard Time, knutskogen@bivio.com writes: My accountant told me that after attending a very recent tax seminar, he was told that investment clubs with 25 or less members no longer have to submit a club tax return (1065) ...
1 message
club_cafe: 1065's and K1's
In a message dated 12/4/2007 11:31:08 A.M. Eastern Standard Time, knutskogen@bivio.com writes: My accountant told me that after attending a very recent tax seminar, he was told that investment clubs with 25 or less members no longer have to submit a club tax return (1065) ...
1 message
double withdrawal
On 11/09/2007 I asked for an ACH from the bank to the online account. It did not go thru but showed up then on 11/15/2007 I resubmitted it and it went thru, now it shows ttwo ach and should only be one on the 15th ...
2 messages
Cash Journal Reporting
I was wondering if the software will be upgraded to add a new cash journal report, which can be generated for a specific date range and specific cash account? It would make it easier to print off such a report and attach to a monthly ...
2 messages
Change Boulder and beyond
In March 2005, I was plagued with complaints from my kids about having to ride their bikes to school. In December 2007, that problem has been solved. And many, many more kids are riding their bikes to school in Boulder, too. These children are healthier, ...
1 message
Broker Change
Hi, how do I switch Account Sync brokers. Going from TDAmeritrade to Scottrade. Thanks.
2 messages
Bivio invites
We are new to Bivio and having trouble inviting our club members via email into Bivio. When I click "invite guests" in the far left hand corner, I get an incomplete listing of our club members emails although each are entered into the program. Am ...
2 messages
YUM split
I'm sorry it's taken so long to answer, but after I mailed the e-mail I found out my sister is dying of cancer. cigarettes To answer your questions. 1. Yes, our shares are combined in Bivio. Our original YUM shares were a spinoff from Pepsi ...
5 messages
REITs and accounting
Our club has invested in a REIT for several months and I have just learned from an article given to me (that was in Better Investing) the accounting can be a nightmare. Does anyone know if this is true? Can Bivio take care of this. ...
4 messages
Announcing Covestor and other improvements
The Account Detail page (Accounting > Accounts > [account name]) has been improved to include the ticker symbol on stock transactions. There's now a running balance column which should help you reconcile your books. We're proud to announce a new bivio partner: Covestor. The goal ...
2 messages
delete a message
How do I delete a message after I have sent it?
2 messages