iCreateOFX Basic User Guide Additional Options

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1. The License

2. Loading CSV File

3. The Statement dialog

4. The Grid

5. Writing OFX File

6. Adding Banks

7. Submit header

8. Header Layout

9. Generic Scripts

Validation


Video Guides

Convert OFX to CSV

Submit Header

Getting started - Loading your CSV file.

BankScriptBefore you can write the OFX file, you will need to load the CSV file into the grid by selecting your bank from the Bank Script Stack.

If your bank is listed on the Bank Script Stack to the left of the screen, select it and you will be presented with a file browser dialog. Browse to your file, select it and choose Open. The file will then be loaded into the grid.

If your bank is not listed on the stack, you could try to load your CSV file using one of the 'Generic Scripts'. The layout of these scripts is set out in later sections, which you are encouraged to aquaint yourself with.

Alternately, you can download other scripts from our servers which will then be listed under the 'Other Banks' button on the Bank Script Stack. The procedure for loading your CSV file via this button is similar to the one described above.

On loading the file, you will further be presented with the 'Statement Information' dialog.

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