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Working with OFX Data in LINQPad

Execute LINQ queries to OFX data in LINQPad.

The CData ADO.NET Provider for OFX enables you to use standard ADO.NET interfaces like LINQ and the Entity Framework to work with OFX data. This article shows how to connect from LINQPad and execute LINQ queries.

Create the Data Model

After downloading and installing the provider and LINQPad, create a new class library project in Visual Studio.

See the help documentation for a guide to setting up an EF 6 project to use the provider.

  1. Right-click your project and click Add -> New Item -> ADO.NET Entity Data Model. In the resulting dialog, select Code First from database. Click New Connection and specify the connection string options in the resulting wizard.

    The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

    To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

    Below is a typical connection string:

    OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;
  2. Select the desired tables and views and click Finish to create the data model.

  3. Build the project. The generated files can be used to create the OFX connection in LINQPad.

Connect to OFX Data in LINQPad

After you have obtained the required connection properties and created the data model assembly, follow the steps below to start using the data model in LINQPad.

  1. Open LINQPad and click Add Connection.

  2. Select the "Use a typed data context from your own assembly" option.

  3. Select Entity Framework DbContext.

  4. Click Browse next to the Path to Custom Assembly box and browse to your project folder. Browse to the .dll or .exe under the bin folder.

  5. Select the name of the DbContext.
  6. If you saved your connection string in App.Config, specify the path to the App.config.

You can now query OFX data through LINQPad. For examples of the supported LINQ queries, see the "LINQ and Entity Framework" chapter in the help documentation.