Overview

Easily add new accounts in Mezzi by connecting to an institution or entering them manually. Manual account entry ensures your complete financial portfolio is accurate, comprehensive, and up-to-date for better financial management.

🧭 Steps to Add a Manual Account

Watch this YouTube tutorial or follow the detailed steps below to manually add your accounts in Mezzi:

1. Navigate to your Profile tab.

2. Select Accounts (assets & liabilities).

3. At the bottom, tap Connect a new account.

4. Choose one of the two manual entry options:

   • Enter it yourself – Manually input your positions and balances to quickly create placeholder accounts.

   • Document scan – Upload a PDF or CSV file, and Mezzi’s AI will automatically extract and populate your account details.

   CSV Upload Requirements

   When uploading CSV files with broker data, follow these formatting requirements:

   • One account per file – Each account must be in a separate CSV file. If you have multiple accounts in one spreadsheet, separate them into individual files before uploading.

   • Transaction type terminology – Use specific terms like “Buy” and “Sell” for transaction types. You may need to modify your spreadsheet columns to match these expected terms.

   • Include ticker symbols – Confirm and include ticker symbols for each fund to ensure proper tracking with live prices.

   • Exclude capital gains distributions – The platform does not currently support importing capital gains distributions. Only include buy and sell transactions in your import file.

   Tip: If you have difficulty formatting or uploading broker data yourself, you can send your statement or spreadsheet to support at help@mezzi.com and they will upload it for you. Note that having support upload files is slower as it requires an engineer, while uploading properly formatted files yourself is faster.

Adding Cash Holdings

1. After tapping "Connect a new account", select Brokerage or bank

2. Choose Add manually

3. When prompted to Add holdings, search for the currency code (e.g., USD for US dollars)

4. Enter the cash amount, and save

💡 Why Manual Entry Matters

Manual entry allows you to include all assets and accounts, including those not linked digitally. This ensures Mezzi delivers personalized financial insights based on your complete data. Manual entry is especially useful for:

• Private investments

• Real estate holdings

• Insurance policies

• Unsupported brokerage accounts

• Accounts that connect but show incomplete data (e.g., investments appearing as cash, missing underlying holdings)

• Cash assets

Important Notes:

• Manual accounts do not sync balances automatically.

• You must update balances manually if no ticker symbol is available.

• Market prices update automatically when tickers are included.

🗨 Need Help?

If you encounter any issues while adding or editing an account, contact help@mezzi.com and our support team will assist you through the setup process.