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Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

Use this file to discover all available pages before exploring further.

Accounts are the core financial units in Midaz. This section covers how to create, organize, and classify accounts to match your business structure — from individual balances to customer-level groupings.

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Content

Here, you’ll find:
  • Accounts: The fundamental financial unit in a Ledger. Each Account is linked to a specific Asset and records debits, credits, and balances. Midaz also supports External Accounts for tracking value that flows in or out of your organization.
  • Portfolios: Logical groupings of Accounts belonging to a single entity, such as a customer or business unit. Think of a Portfolio as a wallet containing multiple asset-specific Accounts for the same holder.
  • Segments: Clusters of accounts grouped based on specific characteristics and associated benefits. Segments enable financial institutions to tailor advantages, services, and conditions to each group — like premium card tiers or student accounts.