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Linking identities to balances gives you more visibility into who is behind the financial transactions in your ledger. When you assign an identity to a balance, you can track and understand the people or organizations associated with specific financial activities. This helps with reporting, auditing, and gaining insights into your financial data by connecting the “who” with the “what” in your transactions. When an identity is linked, the balance Owner field shows the individual or organization.
Balance details page with an identity linked in the Owner field

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Assign identity to balance

To link an existing balance to an identity:
1

Open the balance details page

From Balances, open the balance you want to link. Use a balance that does not yet have an owner, or one you want to reassign.
Balance details page before an identity is assigned
2

Open the Actions menu

In the top-right corner of the balance details page, click Actions.
Balance details header with the Actions control highlighted
3

Choose Assign identity

In the dropdown, select Assign identity.
Actions dropdown with Assign identity selected
4

Select an identity

In the modal, type a name and pick from the list, or paste an identity ID, then click Submit.
Assign identity modal with name search and identity ID input
5

Confirm the assignment

The balance details page updates. The Owner field shows the linked individual or organization.
Balance details showing the linked identity in the Owner field
The identity is now linked to the balance, giving you better visibility into who is associated with that financial account. You can also use this same process to change the identity linked to a particular balance. Follow the same steps and assign a different identity to replace the current one.

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Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool. To ask questions or discuss issues, please contact us or join our Discord community.