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club_cafe: NCA v1.04 and Bivio
Jim, I believe there are at least three additional issues with regard to continued use of NCA1.04 which may or may not be relevant to you. 1) no provision for equal allocation of expenses 2) no charitable contributions 3) IIRC, there is a problem with ...
1 message
NCA v1.04 and Bivio
Will I run into any problems if I continue to use NAIC Club Accounting v1.04 to do data entry into 2003 and then upload this data to bivio to do reports? If that's OK, is there some reason I can't continue doing this basically forever? ...
1 message
Joining existing club
Looking to join an existing club. Any clubs that need new members? >From: IraS1@aol.com >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: club_cafe@bivio.com >Subject: Re: club_cafe: Final Income Tax Return - Termination of Club >Date: Fri, 24 Jan 2003 15:56:01 EST > >If your club terminated on ...
2 messages
club_cafe: Re: Joining existing club
Thank you but too cold for a Floridian. Good luck! >From: "Garbagecop" <garbagecop@foxinternet.net> >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: "The Club Cafe" <club_cafe@bivio.com> >Subject: Re: club_cafe: Re: Joining existing club >Date: Mon, 27 Jan 2003 16:57:06 -0800 > >Sharon, it might help if we knew ...
1 message
Withdrawl Date Error for Member
I am needing some assistance in correcting the date of a member's withdrawl from the club. We didn't go online with Bivio until earlier this year so when we put in some of the information from the beginning of the club one of the members ...
2 messages
short sales
Does anyone know if Bivio and handle a short sale and how to record it.
3 messages
Account sync. problems
Our club recently experienced a reverse split in one of our investments(Palm Inc.) Although we are subscribed to account sync, this holding has remained as before the split, why?
2 messages
Final Income Tax Return - Termination of Club
Hello, Unfortunately my club is terminating. I will file our final return and forms and check the final box on both the return and K-1's. Is there anything else that I need to do beside the above? Is there anything that I need to do ...
1 message
NJ Investment Club Partner Fees
S1770 passed the NJ Senate this afternoon 36-0 exempting investment clubs with less than $35,000 in assets/member from the $150/member partner fee adopted last year. Ira Smilovitz
2 messages
club_cafe: NJ Investment Club Partner Fees
Lynn, Once you take back this miserably cold weather we've been having in NJ, you'll have nothing to worry about. <g> Seriously, this is only relevant to NJ based investment clubs. If a NJ club has more than (# Members)*$35,000 in total assets as of ...
1 message
club_cafe: Withdrawing Members and Withdrawal Reports
Under Accounting>>Reports, there should be an underlined link at the bottom of the screen which says "withdrawal reports." Try clicking on the link. Ira Smilovitz In a message dated 01/23/03 11:47:58 AM Eastern Standard Time, sherryc@bivio.com writes: This is our club's first member withdrawal since ...
2 messages
Withdrawing Members and Withdrawal Reports
This is our club's first member withdrawal since signing up with Bivio. (We have used NAIC Club Accounting since our club's inception in 1996.) In the past when we had a member withdraw, there was a "withdrawal report" that I could generate, print and send ...
1 message
Terminating Club
Our club voted to disband in 2003. Is there a form that we need to send to the IRS to let them know that our Partnership is not going on? Thanks Glenn gcorbin@fuse.net
3 messages
Personal Portfolio tracker
I have my Club on Bivio, but I would like to have a personal tracker for my own investments. I use the Motley Fools site for my own tracker but I have to pay every year to keep my portfolio tracker their. I was looking ...
2 messages
Differences in Historic Price Per Share Values
Using 12/31/2001 as the conversion date for setting up a club under bivio, the price per share of NAIC Growth Fund shows up as $10.75. Since this value was different than what had been recorded on the year-end statement for the club, I accessed Yahoo ...
3 messages