How to Calculate MTD and YTD Values for GL Data?

When data is loaded, Planful automatically calculates either MTD or YTD values based on the data load rule setting.

• YTD setting: MTD=YTD current period - YTD prior period
• MTD setting: YTD=MTD current period + YTD prior period
• Account Based: If account type is Flow then YTD=MTD current period + YTD prior period. If account type is Balance then MTD=YTD current period - YTD prior period.