The Scenario
You work as an accountant at a family office. One of your clients has banking connections at three institutions through MX. You need to prepare the Q1 transaction review — January through March — and the partner managing the account has asked for each institution's transactions in its own worksheet so she can review them side by side.
The template you inherited has three blank worksheets named "Bank A", "Bank B", and "Bank C." That template was built for a different client. You don't know which institutions this client actually uses. The worksheet names are wrong before you've even started.
The bad version:
- Call the MX list-members endpoint for the client's user GUID to find out what the three institution connections actually are and get their member GUIDs.
- Call list-transactions for each member GUID with a January 1 through March 31 date filter, paging through results for each one.
- Rename the three worksheets to match the actual institution names, paste the correct transactions into each one, and align the columns — discovering partway through that one institution returned merchant names in the description field and another returned them in a separate field, so the columns don't line up.
Three institutions, three separate data pulls, one structural inconsistency to resolve by hand.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It resolves the member connections from the user GUID, fetches Q1 transactions for each, and writes them to correctly named worksheets without you having to look up a single member GUID.
For each member connected for MX user USR-abc123, fetch all transactions from January 1 to March 31 and write them to a separate worksheet tab named after the institution — include transaction date, description, amount, and merchant name in columns A through D.
What You Get
- One worksheet per institution, named using the MX institution name.
- Column A: transaction date.
- Column B: transaction description.
- Column C: amount.
- Column D: merchant name when available.
- Existing blank worksheets left in place — new named worksheets added alongside them.
What If the Data Is Not Quite Ready
Institution names are too long for worksheet tab names
For each member connected for MX user USR-abc123, fetch Q1 transactions and write to a separate worksheet — truncate the institution name to 28 characters for the tab name and write the full institution name in cell A1 of each worksheet.
One institution returned no transactions for the period
For each member connected for MX user USR-abc123, fetch Q1 transactions — for any institution that returns zero transactions, still create its worksheet but write "No transactions found for Q1" in cell A2.
You need a cross-institution Q1 summary alongside the individual worksheets
For each member connected for MX user USR-abc123, fetch Q1 transactions and write to institution-named worksheets — then create a Q1 Summary worksheet showing institution name, transaction count, and total spend per institution sorted by total spend descending.
You want Q1 data for two clients side by side, each institution on its own tab, with a partner-ready summary
For MX users USR-abc123 and USR-def456, fetch Q1 transactions per institution — name each worksheet "ClientA - Institution" or "ClientB - Institution" as appropriate — include date, description, and amount — then in a Summary worksheet show client name, institution, transaction count, and total spend sorted by client then institution.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you're preparing for a quarterly review, then ask it to pull Q1 transactions from each institution and write them to their own worksheets. For pulling the custom tags and categorizations applied to those transactions, see the transaction taggings export article.