How to Edit Holdings for Manually Added Accounts in Mezzi

Overview

If you’ve manually added an account or asset in Mezzi, you can edit the holdings at any time to keep your financial data accurate. This includes updating values, units, or other details as your investments change.

🧭 Steps to Edit a Manually Added Holding

Check out this Youtube video or follow the steps below to edit your holdings:

Go to your Profile page.
Select Accounts (assets & liabilities).
Find and select the manually added account or asset you want to edit.

Locate the holding you want to update.
Update the relevant details, such as:

• Number of units

• Purchase price

• Current value

Tap Save to apply your changes.

Return to your dashboard and refresh to see the updated values reflected.

💡 Why This Matters

Manually added accounts do not automatically sync or update. Keeping your holdings updated ensures:

• Accurate portfolio tracking

• Better AI insights and recommendations

• A complete and reliable financial picture

🗨 Still Need Help?

If you’re unable to edit a holding or your updates are not saving, email help@mezzi.com and include:

• The account or asset name

• What you’re trying to update

• A screenshot (if possible)