Skip to main content
Version: 0.1.21 (Current)

get_savings_goals

Type: query

Gets all savings goals (Monarch Goals) configured in the account. Returns goal data including: - id, name, type, status - currentBalance, targetAmount, progress - targetDate, estimatedMonthsUntilCompletion - plannedMonthlyContribution, currentMonthPlannedContributionAmount - Account allocations showing which accounts fund the goal

Signature

async def get_savings_goals(
# No parameters
) -> Dict[str, Any]

Example

from monarchmoney import MonarchMoney

mm = MonarchMoney()
await mm.login(email, password)

result = await mm.get_savings_goals()
print(result)

GraphQL Operation

Operation Name: Common_SavingsGoals

GraphQL Query

query Common_SavingsGoals {
savingsGoals {
...GoalSummaryFields
__typename
}
}

fragment NewAccountLogoFields on Account {
id
dataProvider
logoUrl
type {
name
__typename
}
subtype {
name
__typename
}
institution {
id
logo
primaryColor
__typename
}
__typename
}

fragment GoalSummaryFields on SavingsGoal {
id
type
name
createdAt
archivedAt
completedAt
imageStorageProvider
imageStorageProviderId
status
progress
currentBalance
targetDate
targetAmount
hasFutureBudgetDifferentFromCurrentMonth
currentMonthActualBudgetAmount
currentMonthPlannedContributionAmount
plannedMonthlyContribution
spendingTotal
netContribution
netContributionWithSpending
netContributionWithoutSpending
balanceThisMonth
estimatedMonthsUntilCompletion
forecastedCompletionDate
isSinkingFund
priority
allocationAmountsByAccount {
goalId
totalAmount
spendingAmount
contributionsAmount
withdrawalsAmount
account {
icon
displayName
linkedGoal {
id
__typename
}
subtype {
name
display
__typename
}
...NewAccountLogoFields
__typename
}
__typename
}
__typename
}

Try It Out

To test this API method locally:

  1. Install the package: pip install monarchmoney
  2. Create a Python script with the example code above
  3. Replace email and password with your Monarch Money credentials
  4. Run the script

See the Authentication Guide for details on logging in.