Needless to say that most activities revolve around the computer nowadays, including bank transactions and details. There’s a special type of format in which bank details are saved, which is merely an organized table but with different tweaks depending on region. As such, iCreateOFX Basic comes with the means to help you convert CSV to OFX, and QIF.
Once installed on your computer you can go ahead and check out the set of features. Note that it’s highly recommended to use a computer with an active Internet connection, because you need to grab and update one or more scripts, depending on the target region bank and the type of container it uses for its data.
The visual design is wrapped around an intuitive window, with colored elements to make it visually appealing. The layout is pretty organized, with a side panel enlisting active scripts, and the rest of the space used to display content and make management easy.
As mentioned, the application does all the job based on one or more scripts. These get constant updates and you’re prompted by the script dialog to see if there are any necessary updates to your downloaded scripts. There are various banks from all over the world, but the application can also use scripts for regular OFX and CSV files in case data of interest is not kept in a special database.
The file of interest can be under formats like CSV, XLS, or XLSX. Only one file can be processed at a time. Data is displayed as soon as the file loads, with the table showing date, FITID, memo, payee, reference, TRN type, and amount.
The application allows you to change details inside the file of interest. File settings can be changed as well, with options for start and end date, primary currency, as well as account balance. You can view a list of payees. Export is possible under formats like OFX, QIF, and CSV.
All things considered, we can state that iCreateOFX Basic si a reliable tool which allows you to convert between a variety of data containers for bank file types. It runs on scripts dedicated to various banks or regular OFX and CSV files, with the possibility to process data and export as OFX, QIF, or CSV.