Ready to get started?

Learn more about the CData ODBC Driver for OFX or download a free trial:

Download Now

Using the CData ODBC Driver for OFX in PyCharm

Connect to OFX as an ODBC data source in PyCharm using the CData ODBC Driver for OFX.

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for OFX from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for OFX as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Connect to OFX

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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 the syntax for a DSN:

[CData OFX Source] Driver = CData ODBC Driver for OFX Description = My Description OFXUser = myUser OFXPassword = myPassword FIID = myFIID

Execute SQL to OFX

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for OFX};OFXUser = myUser;OFXPassword = myPassword;FIID = myFIID;') cursor = cnxn.cursor() cursor.execute("SELECT Id, Amount FROM InvBalances WHERE ServiceType = 'CREDITCARD'") rows = cursor.fetchall() for row in rows: print(row.Id, row.Amount)

After connecting to OFX in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to OFX data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.