## Overview Over time, transactions within a household may result in balances being spread across multiple accounts. This can occur when **credits** are applied to the **wrong account**, leading to a **balance due** on one account and an **offsetting credit** on another. You can **consolidate balances** yourself directly in **Art Center Canvas**. --- ## When to Use Balance Consolidation - **Misapplied Credits:** When credits are applied to the wrong account within the same household. - **Streamlining Payments:** To avoid managing multiple small balances across household accounts. - **Audit and Clarity:** Keeping financial records clear and consolidated under the appropriate account. --- ## How to Consolidate Balances ### 1. Access the Household Account - Navigate to the **Household Account** where balances need to be consolidated. ### 2. Identify the Accounts for Consolidation - In this example, we will **merge the balances** of two accounts: **John Ambrose** and **Yvonne Bobrowicz**. ### 3. Locate the Consolidate Balances Button - On the **Household Members List**, observe the **'Consolidate Balances'** button on the **right side** of the screen. - **Note:** You must have **Finance permissions** to see and use this button. ### 4. Select the Target Account - Click **'Consolidate Balances'** to open the **pop-up display**. - Choose the **account** to which you want to **roll up all balances** by clicking the **arrow button** in the account row. - The consolidation process will **automatically run** and the pop-up screen will **close**. ### 5. Refresh the Data - To see the updated balances, **refresh your data**: - Click on **any name** in the **Household list**. - This will **refresh the account information** and display the **consolidated balance**. ### Important Reminder - You **must refresh** the account to see the **newly consolidated total**.