In a message dated 5/22/2007 11:34:10 A.M. Eastern Daylight Time, shircot@bivio.com writes: Ira, thank you, but the problem is it automatically saves it to an ICF file which my PC does not read. How do I get it to accept an ICF file? If "it" ...
Cannot get this to compute. My PC can't read "ICF." There are two of us trying to get this started from On Line Accounting and are having major issues. From BIVIO I went to Help and clicked on "exporting club data" then followed what it ...
We have been using Bivio for several years and it has worked well. I have the following questions after reading The One Minute Treasurer and Bivio Guide. Will Bivio continue to be available without Account Sync? With Account Sync can a club elect to continue ...
What are folks putting into their account info to get Accountsync to work with TD Ameritrade's change? I login into our club account using the old Waterhouse account number to the new website, but the information I put into account info isn't validating. I put ...
Is anybody using Scottrade with Account Sync? I called the local office of Scottrade and the office did not aware of Account Sync. R Gallaher E-mail add rgallahe@insight.rr.com
In a message dated 5/16/2007 11:44:03 A.M. Eastern Daylight Time, royals@bivio.com writes: I know you can go back and compare end of month's valuation reports with the end of month statements of the broker. We have our club's meeting on the third Saturday of the ...
How are member payments handled by Bivio. Who records such payments and who handles the checks.? We joined Bivio several years ago and it has worked out well. I'm R gallaher E-mail rgallahe@insight.rr.com
In a message dated 5/16/2007 12:31:37 P.M. Eastern Daylight Time, schnell5@frontiernet.net writes: Thank you Ira for your prompt reply. Our club's president was reviewing our club's audit reports for previous years and comparing various valuation reports to our stock brokers reports on line for the ...
I know you can go back and compare end of month's valuation reports with the end of month statements of the broker. We have our club's meeting on the third Saturday of the month. Is there any way to see the bivio valuation report on ...
HELP.. have done well the past few months and already dreading the tax man in 08. What can I do to off set some of the gains in 07. For example, our club meets monthly at a local resturant to discuss stocks.. Would the dinner ...
I am a new treasurer and our club has sub. We are with Scottrad. Will broker transaction be sent to our Bivio account automatically or do I need to activate tranfer action? What broker fees are not automatically posted that require my action? Thank You ...
Hello, Does anyone know how I should enter several qty adj up entries on my TD Ameritrade statement? For example: MO/Altria group inc qty adj up from 60.57850 qty = .0005 to give a new total of 60.5790 at $0.00 cost. Should this get entered ...
Question about Bivio email. I am club Treasurer and also the Administrator of the website. I set up my account as Administrator, and I just found out that I don't get Officer emails. Is there something obvious here that I am not thinking about? How ...