> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getlemma.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts

> View and manage your Lemma bank accounts.

The [Accounts page](https://app.getlemma.com/_/accounts) lists all bank accounts associated with your organization. Each account has its own account number, routing number, and balance.

## Viewing account details

Select an account to see:

* **Account number** and **routing number** for receiving payments
* **Current balance** — the amount available for transactions
* **Held balance** — funds that are pending (e.g., outbound transfers that haven't settled)

<Note>
  For security, account and routing numbers are hidden by default. Click the
  redacted value to reveal it. This reduces incidental exposure during screen
  shares.
</Note>

## Multiple accounts

Your organization can have multiple bank accounts. This is useful for separating funds by purpose, such as keeping operating expenses separate from patient collections.

## Renaming an account

Owners can rename a bank account by clicking the pencil icon beside the account name in the detail view. Account names must be unique within your provider.

## Cards

Every account comes with free debit cards, including virtual cards, physical cards, and custom spending limits. See the [Cards guide](/guides/cards) for details.

## Balance History

The Balance History chart shows how your account balance has changed over time.

Choose a lookback period to filter the chart:

* **1 month** — the last 30 days
* **3 months** — the last 90 days
* **1 year** — the last 365 days
* **Month-to-date** — from the 1st of the current month through today
* **Quarter-to-date** — from the 1st of the current quarter through today
* **Year-to-date** — from January 1st of the current year through today

<Frame caption="Hovering over the line will show you the balance on that day.">
  <img src="https://mintcdn.com/tobiasgetlemmacom/mkHTVvXGjXAbuhIC/images/balance-history.png?fit=max&auto=format&n=mkHTVvXGjXAbuhIC&q=85&s=8f9da3432f2440e85148438c6114d7c2" alt="Balance history chart with time period selector" style={{ objectFit: "contain" }} width="1498" height="776" data-path="images/balance-history.png" />
</Frame>
