Accounts

Learn how to create, group, and classify Midaz Accounts using Portfolios and Segments to match your customers, product lines, and business unit structure.

Accounts are the core financial units in Midaz. This section covers how to create, organize, and classify Accounts. You group them to match your business structure, from individual balances to customer-level groupings.

Content

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Here, you’ll find:

• Accounts: The core financial unit in a Ledger. Each Account uses one Asset and records its debits, credits, and balances. Midaz also supports External Accounts to track value that moves in or out of your organization.

• Portfolios: Groups of Accounts that belong to one entity, such as a customer or business unit. A Portfolio works like a wallet that holds that entity’s Accounts across different Assets.

• Segments: A classification for Accounts that share characteristics. You group Accounts into Segments to organize them by tier or type, such as premium card tiers or student accounts.