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Nexus API

Goals Overview

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

Goal Fields

Field NameData TypeDescription
account_guidStringUnique identifier for the goal. Defined by MX.
amountDecimalThe amount of the goal.
completed_atStringDate and time the goal was completed, represented in ISO 8601 format with timestamp (e.g. 2015-04-13T12:01:23-00:00).
current_amountDecimalThe current amount of the goal.
goal_type_nameStringThe type of goal. Can be SAVE_AMOUNT or PAYOFF.
guidStringUnique identifier for the goal. Defined by MX.
has_been_spentBooleanIf the goal has been spent, this field will be true. Otherwise, this field will be false.
is_completeBooleanIf the goal is complete, this field will be true. Otherwise, this field will be false.
meta_type_nameStringThe category of the goal; see Goal Meta Type for more information.
metadataStringAdditional information a partner can store on the goal.
nameStringThe name of the goal that is visible to the user (i.e., "Europe Trip", "Savings", "Toyota Tacoma", etc).
positionIntegerThe priority of the goal in relation to multiple goals.
projected_to_complete_atStringDate 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_nameStringThe track of the goal. Can be DEBT_TRACK, SAVINGS_TRACK, RETIREMENT_TRACK, or EMERGENCY_FUND_TRACK.
user_guidStringUnique identifier for the user the goal is attached to. Defined by MX.

Goal Meta Type

  • AUTOMOBILE
  • COLLEGE
  • ELECTRONIC
  • EMERGENCY_FUND
  • HOUSE
  • OTHER
  • RECREATIONAL_VEHICLE
  • RETIREMENT
  • SETUP_BUDGETS
  • START_MONEY_MANAGEMENT
  • VACATION