What is the Category Tree?
It's your consolidated list of categories, letting you group or reorder them for better tracking. You can only see it if you choose “by category” in the consolidation settings.
How to reorder categories?
Go to Settings of your consolidation.
Select the Categories tab.
Click and drag any category to your desired position.
How to group categories?
Go to Settings of your consolidation and open the Categories tab.
Press Ctrl (or Cmd) and click each category you want to group.
Click Group to merge them into one group.
To regroup more categories, ungroup first, then group them all at once.
Important details
You cannot create or delete categories from the consolidation’s Categories tab. Manage categories from each entity instead.
The consolidation category tree cannot be ordered alphabetically automatically.
You cannot add categories to an existing group. You must ungroup, then re-create the group with all the categories.
💡 Tips
If you don’t see the Categories tab, change your consolidation setting to “by category” in Settings → Display Mode.
Grouping categories is helpful for simplifying your analysis when many similar categories exist.
FAQ ❓
How do I rename a category in consolidation?
Rename it in the original entity. The consolidation displays categories exactly as named in each entity.
What if I need to create or remove a category specifically for consolidation?
You must do it at the entity level. The consolidation automatically updates once the entity’s category list changes.
Why can’t I add a new category to my existing group?
You must ungroup first, then group again with the extra category included. This is the only way to update the group.