Accounts

Accounts represent your bank accounts and wallets held with third parties

such as banks or payment service providers.

The Accounts tab gives you a clear overview of all connected accounts and their balances in the Atlar platform.

Tailor the Account View

You can customize the account list to match your needs:

• Filters – Refine data by date, entity, account, market, and more.
• Group By – Organize data around the dimension that matters most (e.g., currency or entity).
• Column Selection – Click the cogwheel in the table’s top-right corner to choose which columns are displayed.

Account Details

Dive deeper into any account:

• View full details – Double-click a row to see balance history, transactions, and related metadata.
• Rename an account – Assign a custom alias by double-clicking the account name or selecting Edit from the Actions menu.
• Identify the source – Instantly see the connected bank or third-party provider along with entity and currency information.

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Tip: Combine filters, grouping, and custom columns to create reusable account views tailored for different teams or reporting needs.

• Identify the source of each account via the bank or third-party provider it’s connected to, along with entity and currency information.