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club_cafe: K-1 ?
In a message dated 1/17/2007 6:15:53 P.M. Eastern Standard Time, willywhy@bivio.com writes: What is the K-1 report going to show me over all of the other reports that I can get from Bivio? Is it like a w2 form or 1099? In very short terms, ...
1 message
K-1 ?
What is the K-1 report going to show me over all of the other reports that I can get from Bivio? Is it like a w2 form or 1099? In very short terms, how would I discribe it to the rest of my club? 2/3 ...
1 message
Help!!
I believe I read how to handle this situation in the past, but I can't find it. I was hoping someone would explain it to me again. We have a partner that has withdrawn from the partnership and would now like to rejoin. Both of ...
3 messages
dsmall@execpc.com has a new email address
Note: This is a service message sent to you by TrueSwitch on behalf of Doris Small . If you believe this message has been sent in error or if you wish to remove your email address, click here FROM: Doris Small Hello, I have just ...
1 message
The One Minute Treasurer(tm) Updated
The One Minute Treasurer(tm) has been updated. It's now a complete "how to" for bivio. It'll probably replace the Getting Started Guide, once we get the kinks ironed out. It contains examples of how AccountSync(tm) works including emails that you might get. Here's the link: ...
7 messages
Report Request: Monthly Investment Performance
As club Treasurer, every month I'm asked for a report that shows our club's investment performance for the month. And every month I explain that the best that Bivio can do is print the Investment Performance Report that shows the Annualized Internal Rate of Return. ...
7 messages
Tax Prep Advice
This is my first year end with Bivio. Will Bivio be giving us a checklist of things to review before we run our tax software? When should we expect the tax report option to be available? Where do we find it? Thanks, Randy Roody, Bedford ...
2 messages
Two Missing Pennies
Re: Re: No end-of-year transactions required in bivo(?) by Jim Thomas on 01/07/2007 14:12 >> (1) $9.45 cash dividend paid. >> (2) 0.211 shares purchased @ $44.679. >> >> So, bivio adds whatever "fee" is necessary to >> the second transaction ($0.02 in this case) ...
3 messages
Using an Apple
I switched to Bivio last year and have been very satisfied with e-mailing support for questions. I just found the Club Cafe and wondered if there are any other members who are accounting on-line using an Apple? I have had so much trouble with the ...
4 messages
Accountsync
Yesterday was the first day our initial club deposits arrived at Ameritrade. Our accountsync is set up so I assumed this morning there would be some deposit activity for me to account for but here was nothing. What am I doing wrong? Do I manually ...
3 messages
No end-of-year transactions required in bivo(?)
Hi, I think I understand this from having read the discussion at: http://www.bivio.com/trez_talk/mail-msg?t=6072600003 But since I'm a club accounting newbie, let me see if I got it right. There are no transactions of any kind that appear anywhere in bivio, just because it's the end ...
21 messages
No long-term gains for short-term members?
Hi, We had a member last year who withdrew after 3 months. In looking at our club's Tax Allocation Report for the year, I see she's the only one who has no long-term capital gains. That column is $0.00 for her. I'm familiar with the ...
3 messages
Can I force Account Sync retroactively?
Due to problems with our brokerage account password, our Bivio account has not been synchronized since December 9. Can I now "force" an update? Thank you for your help!
2 messages
Accountsynch
We currently have a local bank account in which I deposit our monthy payments. I electronically transfer money to iour broker every so often. It does not sound like Accountsynch can account for anyhting but the brokerage input. So would I continue to manually enter ...
13 messages
Getting the magazine
I'm wondering how long it should take to get the Better Investing magazine once you join a club. I joined in October and still have not gotten a magazine. I've written to BI and not gotten a reply. I just wrote them again but am ...
2 messages