Step 1: Start your consolidation
Click on the cogwheel and go to Entities and consolidations.
Select the Consolidation tab.
Click Create consolidation.
Give your consolidation a name and pick the entities you have access to in CashFlow.
Step 2: Manage scenarios
You can consolidate the main scenario and one alternative scenario (up to two total).
If a company doesn’t have a specific alternative scenario, choose its main scenario for the alternative slot.
Add or modify a scenario anytime by editing the consolidation in Entities and consolidations or by clicking the small edit icon next to a scenario name.
Scenarios used in a consolidation cannot be deleted from an individual company without removing them from the consolidation first.
Step 3: Ignore categories or accounts
Choose which categories or accounts to exclude.
Ignored categories won’t show in the consolidation tabs or its cashflow plan.
However, transactions from those categories still affect cash balances.
Step 4: Configure settings
Consolidation date range: Sets the time window for your data.
Data visualization: Defines your default display frequency (e.g. weekly, monthly), limited by the largest forecast frequency among your included entities.
Consolidation type: Determines how your category tree is displayed.
Currency: Choose the currency for the consolidated data.
💡 Tips
Naming your consolidation clearly helps everyone identify it quickly.
Keep scenarios consistent across entities if you want an apples-to-apples comparison.
Double-check ignored categories or accounts to ensure you’re still including any crucial balances.
FAQ ❓
How can I rename my consolidation?
Click the … (settings) button next to the consolidation in Entities and consolidations and select Edit consolidation. Update the name and save.
Can I compare multiple scenarios in the same view?
Yes. Switch between main and alternative scenarios in the cashflow plan. You can also compare them side-by-side within your dashboard or KPIs.
Why do I see fewer frequency options in the consolidated plan?
The minimum frequency available depends on each entity’s forecast frequency. If one entity only has a monthly view, that limits the consolidation to monthly or broader.