All Accounts

All Accounts is the list of every account your organization holds: bank accounts, Safes, wallets, exchange accounts and accounts you track by hand. It shows what each one holds in US dollars, and it’s where you add new accounts.

It’s near the top of the sidebar: All Accounts.

Why use it

Treasury money is usually spread across several banks, multisigs, chains and exchanges. Checking each one separately takes time, and it’s easy to miss one. All Accounts puts them in one table with one total, so you can answer how much do we have, and where is it? without logging in anywhere else.

How it works

You add each account once. Connect a bank through Plaid, add a Safe, paste a wallet address, or connect an exchange with read-only API keys.
Mezzanine reads the balances and shows each account’s value in US dollars.
The accounts add up to the Org total at the top of the page. The same balances feed the Balance Sheet.
You click an account to see what it is, what it holds, and how to pay into it.

For the click-by-click version, see Connect a bank account, Add a Safe multisig and Check an account’s balance and activity.

When to use it

When you set up your organization, to bring in every account you hold.
Before a board update or a budget review, to get a single current total.
When you open a new account at a bank, exchange or on a new chain.
When someone asks for your deposit details, to find the address or bank details for a specific account.

Using the page

The totals

Two cards sit at the top:

Org total: the combined US dollar value of every account.
Accounts: how many accounts you have, broken down by kind, e.g. 2 bank · 3 wallet · 1 cex.

The table

Each row is one account. Rows are sorted by balance, largest first, so empty accounts sit at the bottom.

Column	What it shows
Account	The account’s name, with its address or the last four digits of its account number underneath
Type	Bank, Wallet · Safe, Wallet, Exchange, Custom or 1Money
Where	The network a Safe is on, or the bank, exchange or chain for other accounts
Balance	The account’s value in US dollars, with its three largest holdings underneath, e.g. USDC · ETH · WBTC
Notes	Which of your entities owns the account

To narrow the list, type in Search every account by name, address, or entity, or use the Type and Entity filters above the table. You can also filter from the Type, Where and Notes column headers. If nothing matches, you see No accounts match your filters.

The account panel

Click a row to open that account in the panel on the right. On a wide screen, the first account opens there automatically. Click the same row again, or close the panel, to put it away.

The panel has three tabs:

Overview: what the account is. You see its Total assets, its Account owner, and details such as the address and Networks for a Safe or wallet, or the Institution, Routing and Account number for a bank. From here, See detailed asset view lists every holding, and See transaction history shows activity where it’s available.
Receive funds: the details someone needs to pay into this account.
Send funds: moving money out. For a Safe, this hands you over to the payments pages, where the payment is proposed and signed by the Safe’s owners.

Click Edit at the bottom of the panel to change the account’s settings, such as its name.

With no account open, the panel lists the ways to add one: Universal Account, Bank account, Safe and Exchange account.

Adding an account

Click Actions → Add Account at the top right. Choose what to add:

Section	Options	How it works
Banks	Mercury, Brex, Ramp, Chase, Meow, or 12,000+ more banks	Connected through Plaid. See Connect a bank account
Crypto	Safe	Add an existing Safe or deploy a new one. See Add a Safe multisig
	Crypto wallet	Paste any address to track it
	Onchain exchange	Track an address held at an onchain venue
Exchanges	Coinbase Prime, Bybit	Connected with read-only API keys
Other	Universal Account	One account for dollars and stablecoins, via 1Money
	Custom (manually tracked)	Enter and update balances by hand. Use it only when nothing else fits

Each option is tagged with what it supports: Track, Receive and Send.

Using an exchange that isn’t listed? Close any open account, click Exchange account in the panel, then Request an exchange. This opens an email to Mezzanine support.

Good to know

Every account needs an owner. Each account belongs to one of your organization’s legal entities. If you haven’t set one up, you’ll see Please create a legal entity on the Entities page before adding an account. See Entities.
Balances are in US dollars. The total on each row is the dollar value of everything the account holds.
A bank’s balance and what you can spend can differ. The Available line on a bank’s Overview shows the balance minus any holds your bank has placed, when the bank reports it.
Custom accounts are only as current as you make them. Their balances are typed in by hand and don’t update on their own.
A Safe on several networks shows as several rows, one per network.

Who can use it

To…	You need the permission
See this page	View entities
Add an account	Manage entities
Edit an account’s settings	Manage entities

Without View entities, the page reads You can’t view accounts and lets you request access. Without Manage entities, hovering Add Account shows You do not have permission to manage entities, and clicking it lets you request the permission.