Track MX Savings Goals Progress in an Excel workbook

The Scenario

You are a financial planner at an RIA. Every quarter, your compliance officer asks for a goals progress briefing: all active savings goals across your client roster, with current saved amounts and percentage complete, before the quarterly investment committee meeting. The meeting is Thursday. You have 12 client user GUIDs in column A of an Excel workbook. Everything else is blank.

Last quarter, one of your associates built this manually by calling the MX API for each client separately and pasting the results together. That took the better part of a day. The associate is no longer doing this task. You are.

The bad version:

• Call the MX list-goals endpoint for each of the 12 user GUIDs — 12 separate API calls, each returning a different number of goals depending on what the client has set up.
• Paste each set of goals into the workbook with a client identifier column so you can tell whose goals are whose in the combined table.
• Add a percentage-complete column using a formula, discover that three clients have goals with a target of zero (they set up a goal name without a target amount), and debug the divide-by-zero error before the committee can see the file.

Thursday morning is not far away.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that runs inside your Excel workbook. It reads the 12 user GUIDs from your workbook, pulls all goals for each client, and writes a consolidated progress table with percentage complete calculated inline.

List all financial goals for each MX user GUID in column A and write user GUID, goal name, target amount, current saved amount, and estimated completion date to this worksheet — in column F calculate the percentage of each goal completed.

What You Get

• One row per goal across all 12 clients.
• Column A: user GUID (repeated per goal).
• Column B: goal name.
• Column C: target amount.
• Column D: current saved amount.
• Column E: estimated completion date.
• Column F: percentage complete (returns "No target" for goals with zero target).

What If the Data Is Not Quite Ready

You want to exclude completed goals from the briefing

For each user GUID in column A, list all MX goals and write user GUID, goal name, target, current, completion date, and percentage complete to columns A through F — exclude any goal where current saved amount equals or exceeds the target amount.

You need goals grouped by client with a progress subtotal per client

For each user GUID in column A, list all MX goals and write user GUID, goal name, target, current, and percentage to columns A through E — after each client's rows insert a subtotal row showing total target, total saved, and average percentage complete for that client.

Some clients have goals with no completion date set and you need to flag them

For each user GUID in column A, list all MX goals and write user GUID, goal name, target, current, completion date, and percentage to columns A through F — in column G write "No completion date" for any goal where the estimated completion date is blank.

You want the full committee briefing: all goals, completion percentages, client subtotals, and a leadership summary showing average progress and goals past their target date

For each user GUID in column A, list all MX goals and write user GUID, goal name, target, current, completion date, and percentage complete to columns A through F — insert subtotal rows per client — in a Committee Summary worksheet show total clients, total goals, average percentage complete, and number of goals past their estimated completion date.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook with your clients' MX user GUIDs, then ask it to pull all savings goals and calculate completion percentages for your quarterly briefing. For comparing those goals against budget performance, see the budget vs. actual spend article.