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Switching: Online Club Accounting to bivio
Our club is considering switching to bivio from online club accounting. We are currently in a 3 month trial period and so far everything for me (as treasurer) has been seamless and the pros outweigh the cons. I'm also more than happy with support. After ...
4 messages
Difficulties with E-trade & changing financial officers
We have been in existence for 10 years and have written E-Trade our brokerage house several times regarding new financial officers. We recently found out that these letters were not registered and a member who no longer is part of our club still has financal ...
4 messages
Merck Schering-Plough merger
As of the close of business on November 3, 2009, Merck & Co., Inc. (NYSE: MRK) and Schering-Plough Corporation (NYSE: SGP) completed their merger. Each share of SGP received $10.50 in cash and 0.5767 shares of a new company [MRK]. This is not a typical ...
1 message
Manifest Investing Challenge Club Meeting This Wednesday
Hi Everyone, Just a reminder that the Manifest Investing Challenge club will be meeting again this Wednesday(Nov. 11) evening at 8PM ET. This is an virtual, online club run by Mark Robertson. Everyone is invited to join online to observe or even participate. The stock ...
1 message
investment income
Our cents balance on our on line account shows .16 and it should be .11. Which shows money market interest at .19 which is correct. It does not show in the transactions where the .05 went other than it's in our balance, and therefore I ...
2 messages
dividend income/ investment income
In investment income when asked where deposited, I said online account and it should have been bank. Our bank shows the correct amount but our online shows .05 too much and I do not find anyway to delete it from the online account. Can you ...
2 messages
club_cafe: Re: FW: club_cafe: Switching: Online Club Accounting to bivio
Hi Pam. What I meant was that Bivio does not finish processing the 2009 tax data for about two weeks. In other words, you cannot produce the 2009 tax returns until around January 15th 2010. That's presents no problem at all. Arthur Klages Original Message ...
2 messages
club_cafe: Switching: Online Club Accounting to bivio
Hi Pam.. I am long-time treasurer (for 15 years ) and have used Bivio since it came out. For $99/yr it simply cannot be beat and I recommend it highly. We previously used an accountant and using Bivio was a big saving. Now, after Bivio ...
2 messages
1256 transactions
When we do transactions that qualify as 1256 transactions, does the bivio software compute the split between long term and short term?
2 messages
return check
I had a member check return for nsf how do i post that and charge them the retun fee also
3 messages
Dividend Don't Appear in Reports
I seem to have run into a problem on Bivio I normally get the financial data for the our club minutes from Bivio going through accounting-reports-transaction ledger. But none of the dividends are showing up in this report and I can't seem to find them ...
3 messages
How do you transfer shares for departing member expediently?
The subject says it all mostly. We have a member departing from our club. We have our account at E*Trade. The member set up an account at E*Trade also. We intend to transfer appreciated stock that is very close to the value of the members ...
4 messages
Member withdrawing
Greetings, I've been down this road once before and messed it up. Just so I get it right this time, I have a member withdrawing. I have the required paperwork to send to Scottrade and request a check for the withdrawing member. As far as ...
1 message
Member withdraw
Greetings, I've been down this road once before and messed it up. Just so I get it right this time, I have a member withdrawing. I have the required paperwork to send to Scottrade and request a check for the withdrawing member. As far as ...
2 messages
Member withdraw
Greetings, I've been down this road once before and messed it up. Just so I get it right this time, I have a member withdrawing. I have the required paperwork to send to Scottrade and request a check for the withdrawing member. As far as ...
1 message