The Scenario
You run a small personal finance coaching practice, and a new client just sent over their MX-connected account GUID ahead of your first session tomorrow morning. They want to walk through the last 90 days of transactions together, categorized. You have an Excel workbook open on your laptop. You have no transactions in it yet.
The bad version:
- Authenticate to the MX API via your developer credentials and run three endpoint calls: list-members to find the user's connected accounts, then list-transactions for each member with a 90-day date filter, paging through results 250 records at a time.
- Download each paginated response as JSON, paste it into a JSON-to-CSV converter, import each CSV into separate Excel sheets, and then merge them manually into one flat table.
- Fix the date column — MX returns ISO 8601 timestamps and Excel imported them as text strings, so you reformat them one column at a time.
Tomorrow's session starts at 9 AM and you still have prep work to do after this.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It connects to MX Technologies, handles the pagination and member scoping automatically, and writes results directly into your workbook columns.
Fetch all transactions for MX user USR-abc123 from the last 90 days and write each transaction's date, description, amount, category, and account name to Sheet1 starting at row 2.
What You Get
- One row per transaction starting at row 2.
- Column A: transaction date formatted as a date value.
- Column B: transaction description.
- Column C: amount (negative for debits, positive for credits).
- Column D: MX category label.
- Column E: account name the transaction belongs to.
- All paginated records fetched — no 250-row ceiling.
What If the Data Is Not Quite Ready
Category labels from MX don't match your coaching framework
Fetch all transactions for MX user USR-abc123 from the last 90 days and write date, description, amount, and MX category to columns A through D — in column E remap using this mapping: "Food and Dining" to "Dining", "Bills and Utilities" to "Fixed Expenses", "Entertainment" to "Discretionary".
Transactions returned include pending items you want to exclude
Fetch all transactions for MX user USR-abc123 from the last 90 days and write date, description, amount, and category to columns A through D — exclude any transaction with status "pending" and note the total excluded count in cell F1.
You need a per-category total alongside the raw transactions
Fetch all transactions for MX user USR-abc123 from the last 90 days and write them to Sheet1 — then in a Category Summary worksheet write each unique category, total spend, and count of transactions sorted by total spend descending.
You want to clean up uncategorized rows, build the category summary, and flag anything over a spending threshold in one operation
Fetch all transactions for MX user USR-abc123 from the last 90 days, relabel any uncategorized transaction as "Uncategorized - Review", write all transactions to Sheet1, then in Sheet2 build a category summary with total and count per category — flag any category where total spend exceeds 300 dollars in column D.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with your client's MX user GUID, then ask it to pull the last quarter of transactions and write a category breakdown. For pulling account balances and calculating net worth from the same user's accounts, see the net worth snapshot article.