I'm wondering how long it should take to get the Better Investing magazine once you join a club. I joined in October and still have not gotten a magazine. I've written to BI and not gotten a reply. I just wrote them again but am ...
Hi, I think I understand this from having read the discussion at: http://www.bivio.com/trez_talk/mail-msg?t=6072600003 But since I'm a club accounting newbie, let me see if I got it right. There are no transactions of any kind that appear anywhere in bivio, just because it's the end ...
When did it begin that all Club Cafe messages come to home E mails? Is there a reason for that happening. Sometimes there are a lot of messages.!!! I guess I can set up a way to get them into a folder, but it made ...
Maybe I'm just lost but we have the account sync subscription this year. As much as I have read about it - I can't find anything that gives me the clear instructions for how to get our broker account linked up with bivio. Where do ...
As treasurer of the Dollars and Sense I/C I introduced our club to the NAIC on-line accounting program. Up until we adopted the NAIC on-line program, the previous treasuere had been using a neandrathral version of Club Accounting and preparing the IRS tax return and ...
My club dissolved late during 2006. I'm trying to complete the final part-year tax return. When I click through to prepare the 2006 return, I am not prompted to begin preparing the return (maybe forms are being uploaded?). Unfortunately, my subscription ends 1/20/07 and I ...
We have some members that are clogging up our mail center with unrelated messages. Is there a way I can restrict them from posting yet they can recieve mail through Bivio re Club issues. Is there a gag button in Bivio that I have not ...
I have shares of MOT that were purchased prior to starting the Bivio account. The cost basis that was entered is different than what is shown in the Capital Gains and Losses Report. Can someone give me guidance on how to fix this?
Help! I successfully imported info to our new bivio account. However, on the Investments page some of our closed positions still appear as being active in the portfolio. What do I need to do to close these securities? Thank you.
Ok, Gang! I must have had too much egg nog over the holidays! I am having a terrible time trying to export my CAO files to our new bivio account! Could someone please point me in the right direction? I'm tired of running around in ...
Hello, I am new to Bivio, and now have the accounting pretty much figured out. Presently I am pasting the monthly reports into Word and then sending them back out to members, or posting them directly into an email. This seems inefficient. For my New ...
Sorry Rob our Club agrees with L.Ostrem. In this day and age their is free checking everywhere. We did once upon a time send the member checks to TD Waterhouse (now TD Ameritrade). Three times we came up with a problem. When you sent your ...
We currently have a local bank account in which I deposit our monthy payments. I electronically transfer money to iour broker every so often. It does not sound like Accountsynch can account for anyhting but the brokerage input. So would I continue to manually enter ...
We have released California state tax forms. We've had this in beta test the last few years. This is the first general availabilty release. Of course, there is no extra charge for US state tax forms at bivio, and they are available to test in ...
We will be funding our Ameritrade account right after the 1st of the year. We are in the trial version now but need to subscribe to Bivio ActiveParnership, AccountSync, and Accountkeeper. My question is about Accountkeeper- Do I pay for that now for 2008 taxes? ...