Hello, I am not an accountant and this question is about the BI software for Portfolio Manager. Maybe someone here can help me out. When entering data for a new stock purchase there is a field for "cash flow". The PM 'help' says the S+P ...
Anybody read a good book lately? I'd like to share with you my most recent summer read. The book is brand new and it's called Investing - Starting From Scratch by Janet Holt. I was asked by a mutual friend to review the book for ...
I've read and I think understand the material on how to process a member withdrawal. A nit that seems not to be addressed is the following: - having selected a valuation date and transaction date I get the proper withdraw amount. However we're accumulating some ...
Two types: 1. Bivio membership, and Better Investing club membership. Currently I deposit members' membership dues for expenses into the suspense account rather than the bank account in Bivio, so as to know whether there's any unbudgeted excess at the end of the year. But ...
OK, next year I'll have everyone make their checks payable to BI, and I'll only have to worry about the Bivio and BI club membership cost. But this year, they wrote checks to the club, and I deposited them accordingly. So, what do I do ...
If I process a member withdrawal (100%) and at a future date back out a transaction (entered prior to the withdrawal) which results in an increased NAV, my assumption is that Bivio will allocate the NAV only amongst the remaining partners. Correct? (Backing out could ...
merci On Wed, 7/1/09, Jim Thomas <jimt075@comcast.net> wrote: From: Jim Thomas <jimt075@comcast.net> Subject: Re: club_cafe: Member Withdrawal To: "The Club Cafe" <club_cafe@bivio.com> Date: Wednesday, July 1, 2009, 10:05 PM No. If a transaction dated prior to a withdrawal is modified (or added or deleted), bivio ...
Hello, We are the Middlefolk Investment Club in MA. Our membership has dropped from 15 to 9 in recent years. We would like to find new members. Any tips would be greatly appreciated. Kind regards, David
Club members are discussing asking any future members to pay a one time additional $15 to cover misc. expenses. They feel this one-time fee should not but them any additional fractional shares How would I handle this in Bivio? Just deposit it as a separate ...
I recently signed up for the online SSG. I'm very familiar with SSGs. My question deals with how to determine a selected low. On the original "form" we were provided with 4 options: 1) Avg low p/e X Est low eps 2) AVg low of ...
Within our club we have several married couples. One of the wives wishes to withdraw from the group and transfer her units to her husband. What is the best way to do this? Matt
When will AccountSync be available for MyStockFund? It seems odd that the broker and accounting software recommended by BetterInvesting do not work with one another.
Does anyone know how often or at what times the AccountSync is supposed to update? All I can find is that it updates "overnight" Is there a way to speed up the updating process at all?