Accessing the QuickStartGuide.

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

August 2009 update – Of BankScript(s) and OFX Investment Transactions

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