Build consolidated statements for a group
On Holding, group companies with their ownership and a reporting currency. Accountable combines their statements and removes what they owe each other.
In Accountable: Consolidated statementsUpdated September 29, 2026
Steps
Step 1: Press ⌘0 to open All companies, then open Consolidated statements (or go to Settings › Consolidation groups).
Step 2: Press Create a group (or New group).
Step 3: Fill in Name, pick the Companies with their ownership %, the Parent company and the Reporting currency.
Step 4: Press Create group.
Step 5: Open the group and pick Profit and loss, Balance sheet, Cash flow, Trial balance or Intercompany. Use Export to download.
Good to know
- Consolidation is on the Holding plan.
- Companies in other currencies are translated into the group's reporting currency.