I have shares of MOT that were purchased prior to starting the Bivio account. The cost basis that was entered is different than what is shown in the Capital Gains and Losses Report. Can someone give me guidance on how to fix this?
Help! I successfully imported info to our new bivio account. However, on the Investments page some of our closed positions still appear as being active in the portfolio. What do I need to do to close these securities? Thank you.
Ok, Gang! I must have had too much egg nog over the holidays! I am having a terrible time trying to export my CAO files to our new bivio account! Could someone please point me in the right direction? I'm tired of running around in ...
Hello, I am new to Bivio, and now have the accounting pretty much figured out. Presently I am pasting the monthly reports into Word and then sending them back out to members, or posting them directly into an email. This seems inefficient. For my New ...
We have released California state tax forms. We've had this in beta test the last few years. This is the first general availabilty release. Of course, there is no extra charge for US state tax forms at bivio, and they are available to test in ...
Our Club pays Bivio $100.00 a month for their service. It is really nice to turn on the computer in the morning and everything is up to date. Just had a problem with their service, but it was resolved after to many E-Mails and a ...
Sorry Rob our Club agrees with L.Ostrem. In this day and age their is free checking everywhere. We did once upon a time send the member checks to TD Waterhouse (now TD Ameritrade). Three times we came up with a problem. When you sent your ...
We will be funding our Ameritrade account right after the 1st of the year. We are in the trial version now but need to subscribe to Bivio ActiveParnership, AccountSync, and Accountkeeper. My question is about Accountkeeper- Do I pay for that now for 2008 taxes? ...
In a message dated 12/22/2006 9:21:50 A.M. Eastern Standard Time, starrwp@earthlink.net writes: That has been my question!! I paid it in December. Bivio acknowledged it was paid and that I was good until Jan 2008. If I was not active in Club Cafe, I would ...
Hello! I am the treasurer of our club, and in my opinion, Bivio with AccountSync is FAR superior to manually entering the data; however, if you trade with a broker that isn't supported with AccountSync, the $69 price should have been left in place until ...
I am also concerned about this change in subscription services. We just formed a club over the last few months. It seemed to me that BIVIO was the obvious answer and you may still be, but this move does not seem fair or timely. To ...
Dear bivio friends, I would like to be the first to apologize to Rob and his crew for fueling the fire of uncertainty over the new service changes. I have to admit I reacted before taking the time to investigate. I spent the better part ...
Bivio should be sending out an email to all clubs notifying them of the price increase and the reasons behind it rather than replying to individuals via the Club Cafe. I too found out about the increase by receiving a notice that my subscription was ...
In a message dated 12/18/2006 10:43:14 P.M. Eastern Standard Time, nagler@bivio.biz writes: After much thought and consideration, we decided that supporting Club Accounting without AccountSync(tm) was simply too much work. Every time we answer a question about how to enter a spin-off, split, merger, DRP, ...