The Scenario
It's the third week of December. You are a bookkeeper who manages the finances of a freelance designer through MX. Tax prep starts in two weeks, and the first thing your CPA always asks for is a full accounting of how transactions were categorized — specifically, whether the client's custom tags in MX are being applied consistently, and which transactions are tagged for business expenses versus personal ones.
You have never exported this data before. You know the client has been tagging transactions throughout the year. You have no idea how many tags exist or what they're called.
The bad version:
- Call the MX list-tags endpoint to get all custom tags — discover the client has 14 of them with names like "Client Work", "Home Office", "Travel - Business", and several others you weren't expecting.
- Write down each tag GUID, then call list-taggings for each tag to find out which transactions each tag is applied to — 14 separate API calls.
- Paste two separate tables into your sheet: one for the tags (name and GUID), one for the taggings (tag name, transaction GUID, and description) — and then manually try to reconcile them so your CPA can see the full picture.
The CPA wants this by end of week. You have three other clients to prep before then.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Google Sheet. It reads the MX user GUID from your sheet, pulls all tags and their associated taggings, and writes the full structure into separate tabs for you.
List all custom tags for MX user USR-abc123 and write tag name and tag GUID to Sheet1, then list all taggings showing which transaction GUID each tag is applied to in Sheet2.
What You Get
- Sheet1: one row per custom tag, with tag name in column A and tag GUID in column B.
- Sheet2: one row per tagging, with tag name in column A, transaction GUID in column B, and transaction description in column C.
- Both sheets populated in a single operation — no switching between API calls.
What If the Data Is Not Quite Ready
You need the taggings joined with transaction amounts so the CPA can see dollar totals per tag
List all taggings for MX user USR-abc123 and write tag name, transaction GUID, transaction description, and transaction amount to columns A through D — then in a Summary tab group by tag name and write the total dollar amount tagged under each one.
Some transactions have multiple tags and you need them on separate rows
Fetch all taggings for MX user USR-abc123 and write one row per tagging — if a transaction has multiple tags, write each tag as its own row with the same transaction GUID and description repeated, and flag multi-tagged transactions in column E.
You need to filter taggings to only those in a specific business-expense category
List all taggings for MX user USR-abc123 and write tag name, transaction GUID, and description to columns A, B, C — filter to only include taggings where the tag name contains "Business" or "Client" and flag any transaction amount over 500 dollars in column D.
You want the full year-end picture: tags, taggings, amounts, and a category summary ready for the CPA
For MX user USR-abc123, list all custom tags and write them to Sheet1 (name, GUID) — then fetch all taggings with transaction GUID, description, and amount and write to Sheet2 — then in a Tax Summary tab group all taggings by tag name, sum the amounts, and sort by total descending so the CPA sees the biggest categories first.
Pulling the tag list, the taggings, the amounts, and the summary in one prompt means you hand the CPA a finished document instead of a half-assembled spreadsheet.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with your client's MX user GUID, then ask it to export all transaction tags and taggings for year-end review. For comparing those spending categories against budget targets, see the budget vs. actual spend article.