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. ...
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 ...
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) ...
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 ...
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 ...
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 ...
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 ...
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!
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 ...
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 ...
When did it begin that all Club Cafe messages come to home E mails? Is there a reason for that happening. Sometimes there are a lot of messages.!!! I guess I can set up a way to get them into a folder, but it made ...
Maybe I'm just lost but we have the account sync subscription this year. As much as I have read about it - I can't find anything that gives me the clear instructions for how to get our broker account linked up with bivio. Where do ...
We have some members that are clogging up our mail center with unrelated messages. Is there a way I can restrict them from posting yet they can recieve mail through Bivio re Club issues. Is there a gag button in Bivio that I have not ...
As treasurer of the Dollars and Sense I/C I introduced our club to the NAIC on-line accounting program. Up until we adopted the NAIC on-line program, the previous treasuere had been using a neandrathral version of Club Accounting and preparing the IRS tax return and ...
My club dissolved late during 2006. I'm trying to complete the final part-year tax return. When I click through to prepare the 2006 return, I am not prompted to begin preparing the return (maybe forms are being uploaded?). Unfortunately, my subscription ends 1/20/07 and I ...