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Individual member expenses on bivio
Hello! I see the option for an expense if the money is allocated amoung all members (either by percentage or equally), but I don't see an option to do an expense for an individual member. For example, some of the members of my club live ...
8 messages
club_cafe: Bivio
-- Frank Novotny Rob Nagler <nagler@bivio.biz> wrote: > Frank D. Novotny writes: > > The members of the A.V. Investment Club want to thank Eric, > > Rob, and Karen for making the job of Treasurer a lark. > > Please also thank Paul. He's ...
1 message
club_cafe: Bivio Expense discussion
I think the answer is simple. There should be a button on the member page(s) for an expense. I see payment, fee, and withdraw, but no expense button. >> >>There was a discussion on this point on the treasurers' list about a year ago. The ...
1 message
Bivio
The members of the A.V. Investment Club want to thank Eric, Rob, and Karen for making the job of Treasurer a lark. We changed from NAIC accounting last April. It is a great feeling not to do our tax. Don't have to do the 1065. ...
2 messages
club_cafe: Bivio
In a message dated 2/11/2005 1:38:16 P.M. Eastern Standard Time, jed_nov_fra@bivio.com writes: Ira Smilovitz must be on his computer 24 hours a day trying to answer NAIC tax questions. Nah, it only seems like that. And I'm here as well. Ira Smilovitz
2 messages
club_cafe: Individual member expenses on bivio
In a message dated 2/11/2005 12:15:47 P.M. Eastern Standard Time, garbagecop@foxinternet.net writes: > How do I allocate an expense (not a fee) to an individual member? You estimate the average annual cost of postage and envelopes and have each out-state member pay into "the kitty." ...
2 messages
Toolkit 5 PERT questions/problems
Hello! I have just purchased Toolkit 5 from NAIC and have noticed a couple of disparities in the PERT report. Column P - titled CURR P/E - isn't the number shown the projected P/E? On one of my stocks, the number shown is 19.7, the ...
2 messages
club_cafe: Common # of Positions?
In a message dated 2/9/2005 6:55:36 P.M. Eastern Standard Time, pellwood@bivio.com writes: How many stocks does your club own? Are there any guidelines on the maximum number a club should not exceed? Yes, the maximum should not exceed the number you are capable of following ...
2 messages
Scott Trade
Does anybody use Scott Trade as their online broker and what do you think about them?
5 messages
club_cafe: Form 1065 Page 1
>>Our Form 1065 page one did not have any entries on steps 1 - 22. According to H&R Block, there should have been entries on this page. Page 3 did list our Partnership Taxes. Are there supposed to be any entries on page one or ...
1 message
Form 1065 Page 1
Our Form 1065 page one did not have any entries on steps 1 - 22. According to H&R Block, there should have been entries on this page. Page 3 did list our Partnership Taxes. Are there supposed to be any entries on page one or ...
1 message
Common # of Positions?
How many stocks does your club own? Are there any guidelines on the maximum number a club should not exceed? Thanks! Paul
1 message
software
This software is great. Any one has any problems with it or with support?
2 messages
club_cafe: Printing Tax forms
>>I noticed that the Schedule D Form 1065 Capitol Gains and losses is the same at the Scheudle D attachment. Do I need to send in both with my clubs taxes . We have disbanded and there are 20 pages. They're not the same. Schedule ...
1 message
Printing Tax forms
I noticed that the Schedule D Form 1065 Capitol Gains and losses is the same at the Scheudle D attachment. Do I need to send in both with my clubs taxes . We have disbanded and there are 20 pages. Thank you for any help ...
1 message