Accounts

Accounts represent your bank accounts and wallets held with third parties, such as banks or payment service providers. The Accounts tab provides a clear overview of all connected accounts and their balances in the Atlar platform.

You can tailor the account view to match your specific needs:

• Use filters to refine the data by date, entity, account, market, and more.
• Group data using the Group By feature to structure it around your needs.
• Customize which columns are shown by clicking the cogwheel in the top-right corner of the table.

Account details

• View full account details by double-clicking the row. This opens a detailed view showing the account’s balance history, transactions, and related metadata.
• Rename an account by assigning a custom alias. To do this, either double-click the account name or select Edit from the Actions menu.
• Identify the source of each account via the bank or third-party provider it’s connected to, along with entity and currency information.