How to Track and Update Alternative Assets in Mezzi

Last updated: July 11, 2026

Update a Manually Added Account

If you have an account added as an Other Asset (such as a money market account), you can update its current value at any time without needing to delete and recreate it. Follow these steps:

  1. Go to your Profile page.

  2. Select Accounts (Assets & Liabilities).

  3. Find the account you want to update.

  4. Click the three dots (⋮) next to the account and select Edit.

  5. Update the current value and save your changes.

Usage

This process applies to any account that has been manually added as an Other Asset in Mezzi. You can use the Edit option whenever you need to reflect a new balance or value for the account, keeping your financial data up to date without having to delete and re-enter the account information.