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.