Our club is still keeping their original bookkeeping system and I try to keep the Bivio up with our system. But I have trouble when a member withdraws. I enter the total withdrawal and the fee, but it never matches our bookkeeping. I do these ...
We have a member who is withdrawing and we want to pay her off in two or three payments. She will be getting cash and we don't want to sell any of our stocks. How do I handle this in the withdrawl page, where it ...
Club officers can save their complete club information to disk as an XML document (XML is an Internet standard for exchanging data that has been adopted by most companies in the financial industry). Until now, you had to email customer support the XML document and ...
>>We have a member who is withdrawing and we want to pay her off in two or three payments. She will be getting cash and we don't want to sell any of our stocks. How do I handle this in the withdrawl page, where it ...
>>Ira said << Of course, your partnership agreement must allow you to transfer shares. >> Are you saying that if your agreement is mute on the issue, you are precluded from using shares for the payoffs? I am not convinced that this is the case. ...
I see several "quick links" when I sign on to Bivio, including under "Investments" Bought stock, sold stock, and stock dividends. Any chance of getting a "reinvested dividend" quick link added?? Thanks!
We are an existing investment club and have been trying to convert to Bivio for several weeks with little success. We are, therefore, seeking a club in Memphis, TN with someone who would be willing to help us with the conversion. Is there anyone out ...
We are an existing investment club and have been trying to convert to Bivio for several weeks with little success. We are, therefore, seeking a club in Memphis, TN with someone who would be willing to help us with the conversion. Is there anyone out ...
Our investment club currently requires every member to pay the same amount of dues each month and we assesses a late fee when the payment is not received on time. We are considering droping the late fee. If a member does not pay dues for ...
In a message dated 08/18/03 12:49:17 AM Eastern Daylight Time, spepper@bivio.com writes: Our investment club currently requires every member to pay the same amount of dues each month and we assesses a late fee when the payment is not received on time. We are considering ...
Thanks for the responses. Comments from those who responded are helpful. Setting a limit of having no partner contribute more than 20% of the value of the club makes sense (depending ,of course, on the composition of the club this might be a problem in ...
At one point when a member decided to pay their full dues for the year in one payment it also occurred to us that one member could attempt to "time" their contributions, buying shares at a lower value and end up with a greater share ...
We switched brokers and when one of our stocks was transferred we received cash for some fractional (0.25956)shares. How do you handle this transaction? Thanks.
In a message dated 08/21/03 12:43:46 AM Eastern Daylight Time, donald@bivio.com writes: We switched brokers and when one of our stocks was transferred we received cash for some fractional (0.25956)shares. How do you handle this transaction? Thanks Enter it as a sale of .25956 shares. ...
My club has an unusual situation. At the end of 2002 we made a donation to one of my club member's church. The donation was for $30 and in the form of a check. We also claimed this charitable deduction on our taxes. As of ...