Entering one year of data isn't much of a problem. You should be able to do it all in a few hours (at most) and possibly much less time. Just do it month by month and compare bivio's reports to your spreadsheets. If you have ...
We formed our club almost a year ago and have been keeping track of our financial info (dues received and expenses paid out) in a spreadsheet. We also set up an account with TD Ameritrade. But we've now subscribed to Bivio and have to enter ...
Enter the transaction as another interest income transaction. If it's a reduction enter it as a negative value. That's what my club had to do. Ira Smilovitz In a message dated 02/02/08 7:36:06 P.M. Eastern Standard Time, selvamclub@bivio.com writes: Hi all, Any body had problem ...
Hi all, Any body had problem like this such as interest adjustment in the accounting software. We have deficit of $0.63 in the 2007 final tally and it is coming from the interest adjustment that happened in the conversion form TD Waterhouse to TD Ameritrade ...
We had a spam storm which blocked our servers for a while. Some of you were receiving server errors, which was the result of this situation. The situation is back to normal. We are working on a long term fix to our spam problems. As ...
I went into the investments and it shows 22.40 dividends twice, once on 1/25/07 and 4/25/07. Yet Bivio shows we received $50.68 and it should be $44.80. I cannot figure out how to correct it.
Ah, but I've encountered many clubs where the contributions are made in cash, not by check. Go figure. Ira Smilovitz In a message dated 01/31/08 10:10:03 A.M. Eastern Standard Time, nagler@bivio.biz writes: The funds cannot be "lost". A check is a promise to pay, not ...
Rob, I don't see where anything you posted disagrees with me. My only rationale for opening the bank account was to get the physical custody of the funds out of the hands of the treasurer and into an institution that could better protect the funds ...
If you have a bank nearby that will open a free checking account for the club, I would do that. This way you can deposit the money and not have to worry about it being misplaced, stolen, etc. Once you have enough to fund your ...
Ok, We are a brand new club and do not even have our brokerage account open. We are thinking of opening our account at E*Trade because a couple of the members have had good experiences with them and we believe they will survive. E*Trade has ...
They're not. MA doesn't allow deductions. Ira Smilovitz In a message dated 01/27/08 11:30:19 P.M. Central Standard Time, pbleic@bivio.com writes: Unfortunately, the tax software doesn't cover Massachusetts. I am trying to reconcile the 1065 from Bivio with Form 3 in MA. I have a first ...
Unfortunately, the tax software doesn't cover Massachusetts. I am trying to reconcile the 1065 from Bivio with Form 3 in MA. I have a first year club that buys stock and has never sold a stock. My question regards deductible expenses. These are recorded on ...