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Email management
It would be nice if I could highlight all of the emails within the bivio site so that I can click on more than one message at a time to indicate deletion.
3 messages
Transaction limit
When was the 400 transaction limit per year added? I don't remember having it in previous years and we have used Bivio for several years. Jeff
2 messages
Income after disbanding
We recently dissolved our club and distributed the assets to the membership. Shortly after, we received a small amount of dividend income that we hadn't expected. I was considering re-enrolling myself in the club to capture this income so it would be handled properly for ...
1 message
Disbanding Club--Tax Filing
Our club is disbanding and we are required to file taxes within 90 days of disbanding. Will the Bivio software calculate for 1/1/05-disbanding date versus 2004?
2 messages
club_cafe: password, reply to Rob Nagler
Passwords are NOT listed on the administration roster sheet (at least not for my club). User IDs are listed, but those are not the passwords. Ira Smilovitz In a message dated 8/7/2005 5:09:28 P.M. Eastern Daylight Time, jenis6@bivio.com writes: Passwords are listed on the administation ...
2 messages
password, reply to Rob Nagler
Passwords are listed on the administation roster sheet for our club. That is the only place I could see that she got it. I never give my password out. When I questioned her about the password she had not idea how it got there so ...
1 message
password
A member of the club sent me an email over the internet and my password was displayed. Because of this I changed my password. Is there any way to prevent this from happening again? When other members of the club send me an email my ...
2 messages
How to invest your IRA in your partnership
Since we had several people wanting to put their IRA investments in our limited partnership, we found the following three IRA custodians that offer the service (to invest in your behalf). Pensco Trust (www.pensco.com), Equit Trust (www.trustetc.com) and Sterling Trust (www.sterling-trust.com). These are fee based, ...
1 message
club_cafe: how does the club accounting package help user fill out IRS fr...
My answers would differ slightly from Rip's, but I understand his perspective in answering. [Rip]: bivio prepares a complete federal partnership tax return for each club. [me]: Agreed. 1> Does the Club Accounting package automatically fill out the necessary boxes in the IRS tax forms? ...
2 messages
how does the club accounting package help user fill out IRS froms?
Hi, I am trying out bivio's Club Accounting demo. One of the features for this package is: * IRS taxes (1065 and K-1, D schedules) My questions for this feature are: 1> Does the Club Accounting package automatically fill out the necessary boxes in the ...
2 messages
club_cafe: Re: Explaining Units Owned to members?
It seems like your problem is not with the intricacies of the unit systems, it's with the fundamentals of investing. Original Message From: club_cafe-owner@bivio.com [mailto:club_cafe-owner@bivio.com] On Behalf Of Eric Dobbs Sent: Friday, July 29, 2005 10:29 AM To: club_cafe@bivio.com Subject: club_cafe: Re: Explaining Units Owned ...
2 messages
question on my demo account
Hi members, I am testing the demo to simulate buy/sell and to manage my sim club. I created my club account for my sim Broker, and I included sim members (6) with different % ownerships. I noticed that when I created my sim bank account ...
3 messages
PIPE vs. Tax Basis
We just imported from NCA 1.04 to Bivio. Looking backwards, everything matches except the PIPE column vs. Tax Basis columns - after 01/01/05 they differ. Members tax basis are less in Bivio than they were in the PIPE column in NCA. Why?
2 messages
Explaining Units Owned to members?
I am having a hard time explaining how units vary with the value of the club's holdings to members. Several members have noted that there are some members who own a few more units than some founding members. I've read them the appropriate passages in ...
4 messages
Why is NAV Date on BIVIO is two days old?
Why is the date used for determining NAV two days old- that is Today is Thurs, 7/28/05 NAV date being used by BIVIO to determine NAV is from Tues, 7/26/05. I did some searching in HELP and found a statement to the effect that the ...
3 messages