Goals Overview - MX Documentation

Goals allow users to set and track financial objectives, such as saving for a vacation or paying down debt.

Goal Fields

Field Name	Data Type	Description
`account_guid`	String	Unique identifier for the goal. Defined by MX.
`amount`	Decimal	The amount of the goal.
`completed_at`	String	Date and time the goal was completed, represented in ISO 8601 format with timestamp (e.g. 2015-04-13T12:01:23-00:00).
`current_amount`	Decimal	The current amount of the goal.
`goal_type_name`	String	The type of goal. Can be SAVE_AMOUNT or PAYOFF.
`guid`	String	Unique identifier for the goal. Defined by MX.
`has_been_spent`	Boolean	If the goal has been spent, this field will be true. Otherwise, this field will be false.
`is_complete`	Boolean	If the goal is complete, this field will be true. Otherwise, this field will be false.
`meta_type_name`	String	The category of the goal; see Goal Meta Type for more information.
`metadata`	String	Additional information a partner can store on the goal.
`name`	String	The name of the goal that is visible to the user (i.e., “Europe Trip”, “Savings”, “Toyota Tacoma”, etc).
`position`	Integer	The priority of the goal in relation to multiple goals.
`projected_to_complete_at`	String	Date and time the goal is projected to be completed, represented in ISO 8601 format with timestamp (e.g. 2015-04-13T12:01:23-00:00).
`track_type_name`	String	The track of the goal. Can be `DEBT_TRACK`, `SAVINGS_TRACK`, `RETIREMENT_TRACK`, or `EMERGENCY_FUND_TRACK`.
`user_guid`	String	Unique identifier for the user the goal is attached to. Defined by MX.