We’ve had a minor version update to fix the persistent request for a Validation Key for users who have purchased a license. You will need to install the latest version (2.0.0.3) for the fixes to have an effect.

1. Validation Key fix. (see image to the left)

• Confirm Version number via help dialog.
• Return to main screen and while connected to the internet, Press F9 (function button)
• A message should appear in the bottom left corner (after approx 5 seconds) saying Done updating.
• Return to the help dialog. Your license key SHOULD now be displayed rather than the Trial Key.

2. Clear Screen / Grid.

You can now refresh / clear the grid before between loading files by pressing F5 (function button).

3. Help Files.

You can access the help files / pages by pressing the F1 (function button). The pages are only available online, so you need to be connected to the internet to access them.

iCreateOFX Team

Due to the increase in support queries, the team has published a couple of video guides on the the most frequently asked tasks. These, in addition to the Quick Start Guide, can be accessed via the links below.

For the Convert CSV to OFX video guide.

For the Submit Header video guide.

For the Quick Start guide.

For the new iCreateOFX Basic product page.

iCreateOFX Team.

The minor version release of the Basic version went live on 17th November and has the following enhancements.

Nationwide support for all accounts.

Individual scripts to support Nationwide (UK) accounts for:

Current accounts, Savings accounts and credit cards

Select the appropriate account to load the CSV file downloaded.

Runtime Account information.

The program now displays the account details (as entered on loading) for the current file. NOTE: As per illustration, a Bank Code of XXXXXXXXX is designated for credit card files. You will notice this when you select the account type on loading the CSV.

Supported Banks.

The list of supported banks (thanks to users who send the headers) has steadily increased.

As of 17th November 2009, we have scripts specific to 17 banking institutions. Coupled with the Generic scripts that ship as standard, coverage of most banks that offer CSV downloads is wide. We encourage users to submit their CSV file headers if they would like scripts written for their banks / financial institutions.

Banks on the list are: Alliance & Leicester (UK), Lloyds TSB (UK), Hoares Bank (UK), Co-op Bank (UK), Abbey (UK), Nationwide (UK), Westpac (AUS), Erste Bank (DE), VolksBank (DE), SocGen (FR), Carrefour (FR), Discover (US), Barclaycard (UK).

Thanks to all contributors.

Help page links in the latter releases of Version 1.0.0.59 via the taskbar image and the installed folder links have been moved in preparation for the licenced version release by our affiliates. You can still access these pages via the links below:

For the Product Home Page

For the QuickStartGuide.

For the BankScript help / guide.

Support via e-mail (and responses to blog queries) will remain available for the free version for the immediate future.

Links to the licensed version will be posted here, on the free version product site.

Thank you for all your in-put and donations.

Due to sustained interest in the Bespoke Versions of iCreateOFX, we have decided to have a permanent link on the downloads page of the site (and below).

For systems with an existing installation of the program, select the about button on the top right of your screen to get a dialog as below.

Select and copy the “Registration Key” (highlighted in green above) and paste it into the the box below “Version 1.0.0.59 Reg. key”  as illustrated below. If you have not installed the free version on the system you intend to install the bespoke version, then enter your contact e-mail address in this field.

You will then have to select the licence period option that you require before selecting “Buy Now”  and being redirected to our PayPal payment pages.

The licence fees also apply to commercial usage of iCreateOFX and the same payment interface should be utilised by individuals utilising the program for non-personal use. Remember that licences are for each machine on which you have installed the program. If you still need help, get in touch with customer support.

iCreateOFX Team

There have been several queries from users regarding having a blank screen after you have selected a file to load.

This is MAINLY caused by the format of the “Date” column in the file to be imported. Below are some guides:

1. Ensure the date format used in the file is made up of: Two digit month and day, and a four digit year.  (ex. US mm/dd/yyyy and GB dd/mm/yyyy). 
   Separators must be forward slashes (ex. "/").  Alpha-numeric date formats are not acceptable (ex. March 11, 2009).
2. The date format used in the file to be imported MUST be the same as your system date format.

After ensuring the above are complied with, you should not experience the “blank screen” again.

iCreateOFX Team

Did you know that you can quickly access the QuickStartGuide via the iCreateOFX tool bar icon? Simply right click on the icon, select Help and then choose your desired help topic. You can also access the BankScript tutorial page from here.

Would you like to take part in the soon to commence beta testing for support of Investment transactions? Send an e-mail with the subject matter: BETA-INV01 to mail@kkltd.co.uk

We will be sending out download links from mid September 2009. Participation in beta testing MAY earn you a one year usage licence of the release version.

iCreateOFX Team

It has severally come to our attention that some installations throw an error when you try to add a new script for your bank. We have, thus far, been un-able to pinpoint the cause of this, however, we have a work-around for those who would like to try it out.

1. Locate the program initialisation file iCreateOFX.ini (search for it on your computer).

2. Each entry in the file is a BankScript relating to a bank in the format as below:

RBS(UK),9,10,11,16^17,CR
PayPal(Personal),0,4,3,7,CR
Lloyds(UK),2,4,0,5^6,CR

For those interested in a script for RBS, Lloyds or Paypal personal, you can simply copy the above into your ini file.

3. The scripts represent the Script Name (in this case the Bank Name), followed by the fields to load into the program ending with "CR" for current / savings / checking accounts or "CC" for credit card accounts. The fields are separated by commas except in the case of files with two fields for amount (i.e for Debit and Credit transactions).

4. You can either manually enter these details into the file and then restart iCreateOFX to have them loaded or to ensure that before you save the file, the cursor is on a new (empty) line.

Finally, due to overwhelming enquiries about supporting investment transactions, we shall be making available a beta module for investment transactions' support in September 2009. If you would like to take part in the beta test, please send an e-mail to mail@kkltd.co.uk with the subject line Beta INVTRN. Future releases supporting investment transactions will only be available with a commercial licence.

iCreateOFX Team

Convert your csv and xls / xlsx files to OFX.

This release has several enhancements to the previous beta release.

1. Load Selected File to program Button.

On selecting a file from the treeview and pressing this button, the associated windows program will be loaded. For OFX files (if you have the files associated with MOA) the bank file upload wizard will be fired up,in the case of csv and xls files, the files will be loaded into Excel.

USES: You can use this feature to edit files to a format that iCreateOFX can use to generate your OFX file. On the other hand, it is a shortcut for uploading a bank file to MOA after creation. You can additionally launch any file with a program installed on windows and associated to it by editing the textbox. For example, entering C:\ in the textbox fires up Explorer.