Account Grouping and Owner View in Mezzi

Last updated: August 19, 2026

Overview

Mezzi allows you to view accounts associated with multiple owners (for example, yourself, a partner, and dependents), but the ability to create fully custom account groupings and filter views by specific owner combinations is a feature currently being improved. If you're looking to view only a subset of owners — such as yourself and a partner while excluding child accounts — or to see a list of accounts broken down by owner in the standard view, these capabilities are actively being developed and enhanced.

🧭 Steps to View and Group Accounts in Mezzi

At this time, here is what you can do within the app to work with account groupings:

  • Navigate to your Accounts section to see all connected accounts across all owners.

  • Use the AI Chat to ask questions about specific account groupings or breakdowns (e.g., "Show me only my and my partner's accounts"). Note that AI navigation guidance may not always be fully accurate for every feature.

  • Contact the Mezzi support team directly if you need a specific account view or grouping configured on your behalf.

💡 Why This Matters

Being able to group and filter accounts by owner helps you get a clearer picture of your household finances — whether you want to analyze your individual holdings, view a combined view with a partner, or isolate specific accounts. Custom groupings make it easier to track performance, allocations, and net worth across the people and accounts that matter most to you, without having to rely on AI Chat every time.

Important Notes

  • The ability to create and save custom account groupings (e.g., viewing only yourself and a partner while excluding child accounts) is a current limitation that the Mezzi team is actively working to improve.

  • A standard owner-based account list view is also part of the improvements being rolled out — this view is not yet fully available in the current interface.

  • The AI Chat may not always provide accurate navigation guidance for every feature in the app. For reliable instructions, refer to knowledge base articles or contact support directly.

🗨 Still Need Help?

If you need assistance with account groupings or want to understand what's currently available for your specific setup, reach out to the Mezzi support team at help@mezzi.com and include:

  • A description of the grouping or view you're trying to create

  • The owners or accounts involved (e.g., self, partner, child)

  • A screenshot of what you currently see, if possible