Calculating MTD and YTD Values for GL Data
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Calculating MTD and YTD Values for GL Data
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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.
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