The Scenario
You are an accountant who manages personal finances for three clients through MX. All three have multiple bank connections — one has four, another has three, and the third has two. You need Q1 transaction data (January through March) for each client, broken out by institution, before you can start the quarterly review. Each client should have their own set of institution tabs in a Google Sheet.
Someone on your team set this up last quarter using a combination of manual API calls and a CSV import template. That person is no longer on the team. There is no documentation.
The bad version:
- For each client, call the MX list-members endpoint to get the institution connections and their GUIDs — nine separate calls across three users.
- For each member GUID, call list-transactions with a January 1 to March 31 date range and page through results — potentially 20+ API calls depending on transaction volume.
- Manually create a new tab in the Google Sheet named after each institution and paste the transactions into the right tab, making sure the columns are consistent across all nine tabs.
Even with a system, that's a full morning. Without documentation, it starts with you figuring out what the old system even did.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Google Sheet. It reads the MX user GUIDs from your sheet, resolves the member connections, fetches transactions across the Q1 date range, and writes each institution's data to its own named tab.
For each member connected for MX user USR-abc123, fetch all transactions from January 1 to March 31 and write them to a separate sheet tab named after the institution — include transaction date, description, amount, and merchant name in columns A through D.
What You Get
- One new tab per institution, named using the institution name from the MX record.
- Column A: transaction date.
- Column B: transaction description.
- Column C: transaction amount.
- Column D: merchant name (when available from MX enhanced data).
- Existing tabs preserved — only new institution tabs are created.
What If the Data Is Not Quite Ready
Institution names from MX are too long for tab names
For each member connected for MX user USR-abc123, fetch Q1 transactions and write to a separate tab — truncate the institution name to 25 characters for the tab name and write the full institution name in row 1 cell A1 of each tab.
You need transactions from a specific member only, not all members
Fetch all transactions for MX member MBR-xyz789 from January 1 to March 31 and write transaction date, description, amount, and merchant name to columns A through D in Sheet1 — include all pages.
Transaction amounts include some reversals that need to be excluded from totals
For MX member MBR-xyz789, fetch all Q1 transactions and write them to Sheet1 — exclude any transaction where the description contains "REVERSAL" or "CREDIT ADJUSTMENT", then in row 1 of a Summary tab write total spend and total credits separately.
You want Q1 transactions for all three clients, each on their own institution tab, with a cross-client summary
For MX users USR-abc123, USR-def456, and USR-ghi789, fetch Q1 transactions for each connected member and write each institution's transactions to its own tab named "Client1 - Bank Name", "Client2 - Bank Name", etc. — include transaction date, description, and amount. Then in a Summary tab write total transaction count and total spend per client.
Combining all three clients into one prompt means SheetXAI handles the member resolution and tab creation for all of them in a single pass.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with MX user GUIDs, then ask it to pull Q1 transactions per institution and write each to its own tab. For reviewing transaction tags and categories across a user's accounts, see the transaction taggings export article.