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Accountsync
We are just trying bivio for the 3 mo trial. I'lm not sure what Accountsync is and why people are so upset. I have been treasure for 10 yr and this seems like a good place for us . If you firgure program price,backup security, ...
3 messages
club_cafe: Wiithdrawal Breakdown
In a message dated 1/18/2007 10:43:36 A.M. Eastern Standard Time, williamsbj@bivio.com writes: I'm in the process of evaluating bivio and myiclub for our clubs online accounting. One neat feature that I like on myiclub that I can't seem to find on bivio is a detail ...
2 messages
Wiithdrawal Breakdown
I'm in the process of evaluating bivio and myiclub for our clubs online accounting. One neat feature that I like on myiclub that I can't seem to find on bivio is a detail report on a particular members withdrawal including gain/loss etc. Any idea if ...
4 messages
club_cafe: K-1 ?
In a message dated 1/17/2007 6:15:53 P.M. Eastern Standard Time, willywhy@bivio.com writes: What is the K-1 report going to show me over all of the other reports that I can get from Bivio? Is it like a w2 form or 1099? In very short terms, ...
1 message
K-1 ?
What is the K-1 report going to show me over all of the other reports that I can get from Bivio? Is it like a w2 form or 1099? In very short terms, how would I discribe it to the rest of my club? 2/3 ...
1 message
Help!!
I believe I read how to handle this situation in the past, but I can't find it. I was hoping someone would explain it to me again. We have a partner that has withdrawn from the partnership and would now like to rejoin. Both of ...
3 messages
dsmall@execpc.com has a new email address
Note: This is a service message sent to you by TrueSwitch on behalf of Doris Small . If you believe this message has been sent in error or if you wish to remove your email address, click here FROM: Doris Small Hello, I have just ...
1 message
Report Request: Monthly Investment Performance
As club Treasurer, every month I'm asked for a report that shows our club's investment performance for the month. And every month I explain that the best that Bivio can do is print the Investment Performance Report that shows the Annualized Internal Rate of Return. ...
7 messages
Tax Prep Advice
This is my first year end with Bivio. Will Bivio be giving us a checklist of things to review before we run our tax software? When should we expect the tax report option to be available? Where do we find it? Thanks, Randy Roody, Bedford ...
2 messages
Two Missing Pennies
Re: Re: No end-of-year transactions required in bivo(?) by Jim Thomas on 01/07/2007 14:12 >> (1) $9.45 cash dividend paid. >> (2) 0.211 shares purchased @ $44.679. >> >> So, bivio adds whatever "fee" is necessary to >> the second transaction ($0.02 in this case) ...
3 messages
Accountsync
Yesterday was the first day our initial club deposits arrived at Ameritrade. Our accountsync is set up so I assumed this morning there would be some deposit activity for me to account for but here was nothing. What am I doing wrong? Do I manually ...
3 messages
Using an Apple
I switched to Bivio last year and have been very satisfied with e-mailing support for questions. I just found the Club Cafe and wondered if there are any other members who are accounting on-line using an Apple? I have had so much trouble with the ...
4 messages
The One Minute Treasurer(tm) Updated
The One Minute Treasurer(tm) has been updated. It's now a complete "how to" for bivio. It'll probably replace the Getting Started Guide, once we get the kinks ironed out. It contains examples of how AccountSync(tm) works including emails that you might get. Here's the link: ...
7 messages
No long-term gains for short-term members?
Hi, We had a member last year who withdrew after 3 months. In looking at our club's Tax Allocation Report for the year, I see she's the only one who has no long-term capital gains. That column is $0.00 for her. I'm familiar with the ...
3 messages
Can I force Account Sync retroactively?
Due to problems with our brokerage account password, our Bivio account has not been synchronized since December 9. Can I now "force" an update? Thank you for your help!
2 messages