iCreateOFX Basic
Basic
iCreateOFX Basic

iCreateOFX Basic - Convert CSV to OFX.

Convert Bank and Credit Card CSV files to OFX.
iCreateOFX Basic converts regular bank and creditcard CSV files to OFX.

The CSV to OFX file conversion is completed by:

  1. Loading the CSV file into the grid.
      You can load your CSV file using any of two ways / scripts.
    1. Using your specific Bank / Credit Card script1, see currently supported banks.
    2. Using the Generic Script1 which supports the generic CSV format as well as a multitude of bank and credit card CSV files.
  2. Converting the data loaded in the grid into OFX using the Save OFX script.
1 The program ships with over 50 bank and credit card scripts in addition to the Generic CSV, IIF, OFX and QIF reader scripts.


Other features of the program

  1. Convert CSV to OFX and Convert QIF to OFX - OFX Writer: Converting Current (Checking), Savings and Credit Card transactions' files from CSV & QIF formats to OFX for uploading to your favorite Personal Finance Manager (PFM) software. (OFX Writer)
      Supported banks' CSV, IIF and QIF files.
    1. CSV Files: The program comes with a set of pre-configured banking scripts plus three generic scripts. If your bank's CSV file layout is neither included in the pre-configured scripts nor the down-loadable bank scripts, AND the file layout does not fit the generic scripts, you can Submit your bank file header as an attachment to have it supported (or use the form available on the Supported Banks' page).
    2. QIF Files: The QIF files' script supports bank and creditcard transactions (including extended tags).
    3. IIF Files: As with the QIF files, the IIF files' script supports bank and credit card IIF files.
  2. PayPal OFX: Convert PayPal QIF, CSV and IIF transactions' files to OFX.
  3. NEW!! PayPal API OFX Writer: Download your transactions from PayPal direct from the program to convert to OFX or QIF without needing to log onto either. The API access scripts are available to try out during the 30 day trial period, after which ONLY Business License holders will be able to utilize them. For settings required for these scripts, see API Script Help.
  4. Nationwide OFX: Convert the new Nationwide BS (UK) CSV files to OFX. You can also repair the OFX files or convert them to QIF.
  5. OFX Reader (Convert OFX to QIF and CSV): The OFX Reader functionality allows you to view your banking and credit-card OFX files in a grid (table) and Convert OFX statements to CSV (Excel). The data will appear in the grid from where you can save it to CSV. Alternately, if the OFX file supplied by your banker is not compatible with your PFM, you can rewrite the file to OFX using iCreateOFX Basic.
  6. QIF Reader (Convert QIF to OFX and CSV / OFX Writer): The QIF reader functionality allows you to view your QIF banking and credit-card files in a grid (table) and Convert QIF files to CSV (Excel), or convert QIF to OFX.
  7. OFX Writer: Convert CSV to OFX, Convert IIF to OFX and Convert QIF to OFX (CSV, IIF and QIF reader)
    1. Convert CSV to OFX using the multiple bank and credit card scripts or the Generic Script.
    2. Convert IIF to OFX using the included bank and credit card transactions' IIF reader script.
    3. Convert QIF to OFX using the included bank and credit card QIF reader script.

The trial version available for download below is fully functional and includes all the features listed above (see License Comparison), i.e Convert CSV to OFX, Convert QIF to OFX, Convert QIF to CSV, Convert OFX to CSV, Convert OFX to QIF, Convert CSV to QIF, OFX Reader / Writer and QIF Reader / Writer (the latter two display the file contents in a table enabling to save to CSV, QIF or OFX).


User Guides
iCreateOFX Basic User Guide
iCreateOFX Investment User Guide
iCreateOFX YouTube Channel

Useful Links
iCreateOFX Google Checkout OFX Writer
iCreateOFX API Script Help
MS Office Accounting Help
Pocket Smith
Kashoo (Clarity Accounting)
Microsoft Dynamics
Quickbooks
Mint.com

Resources
Microsoft Money Plus Sunset Deluxe (US)
Office Accounting Express 2009 (GB)
Office Accounting Express 2009 (US)
Office Accounting 2009 SP1
Office Accounting 2009 SP2
Office Accounting 2009 SP3