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club_cafe: How to handle lawsuit income
In a message dated 1/15/2005 11:59:45 A.M. Eastern Standard Time, jhajeski@bivio.com writes: How do I log a check from a shareholder class-action suit paid to the club? If you still own the stock, it is a return of capital distribution. If you no longer own ...
2 messages
How to handle lawsuit income
How do I log a check from a shareholder class-action suit paid to the club?
1 message
club_cafe: Deductable Expense?
>>Our club is considering purchasing a laptop computer for our trading partners to utilize for club transactions. The use of the laptop will be at least 50% club business and more likely in the 90% range. I understand there is a category for Software Expense ...
1 message
Deductable Expense?
Our club is considering purchasing a laptop computer for our trading partners to utilize for club transactions. The use of the laptop will be at least 50% club business and more likely in the 90% range. I understand there is a category for Software Expense ...
1 message
Data Transfer
This may be of interest to those that are treasurers for other clubs. Mail Message Google Club Cafe Club Cafe Relax, sit down, and have a cappuccino. Use this discussion board to chat with members of the bivio club community. You'll find quite a few ...
1 message
Improved Spam Filter
We've upgraded our spam filter. By default the spam filter is turned on so you don't have to do anything to take advantage of this improvement. Cheers, Rob Nagler bivio Inc.
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Record Keeping
Hi- We recently signed up for the Account Sync feature with our ETrade account. Our account records are now really off and I have spent significant time trying to reconcile, but it has not helped much. Is there any way to make a "clean break" ...
2 messages
Unit Valuation Date
Rob, If I input a members payment on a date (a future valuation date), I still get units purchased. How is this possible? Will the units continue to update until the true valuation date arrives? Thanks in Advance
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how to handle partly paid securities??
Hi, our club purchased 300 shares @ 3.70 per share of a partly paid security February 04. A call was made December 04 for the remainder, $0.97 per share, so each share really cost $4.67. How can I handle this is bivio? Is there some ...
3 messages
Performance Improvement
We just released a major performance enhancement. You should see a signficant speed improvement on our more complex reports. We are still working on other upgrades which will be rolled out incremently throughout the month. Thank you for using bivio, Rob Nagler bivio Inc.
1 message
club_cafe: entering Options Manually
I guess I should have specified - in our case, they were all long put/call positions. I would agree with the covered-call issues that everyone's mentioned. From: club_cafe-owner@bivio.com [mailto:club_cafe-owner@bivio.com] On Behalf Of Rip West Sent: Thursday, January 06, 2005 10:11 PM To: The Club Cafe ...
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club_cafe: entering Options Manually
In my club, we just set them up as an "unlisted investment". Unfortunately we had to update the price by hand though. Original Message From: club_cafe-owner@bivio.com [mailto:club_cafe-owner@bivio.com] On Behalf Of Carl F. Page, II Sent: Thursday, January 06, 2005 2:24 PM To: club_cafe@bivio.com Subject: club_cafe: ...
3 messages
member dues
I understand the concept that each member has a number attached to their dues - member1 pays $dd.01, member 6 pays $dd.06. Two questions about how this works in practice. 1. does each member have to link their personal checking account to buyandhold or other ...
3 messages
entering Options Manually
We purchased some "Calls" and they did not come over into Bivio? How would I go about entering them manually?
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club_cafe: Stock Dividend (not cash) - How to input on Bivio
In a message dated 1/3/2005 7:13:50 P.M. Eastern Standard Time, loutaormina@bivio.com writes: Just noticed that Ameritrade did not properly account for a stock dividend paid in July for the stock AUO (AU Optronics). There was a stock dividend (not cash) paid as follows: A stock ...
1 message