Behavior When Data Calculation Exceptions are Not Defined

By default, if data is not provided for a particular period, Planful makes certain assumptions during the data load process when loading data from your source system to Planful.

In the example below, values are posted for January, February, and April, but there are no posted values for March or May in the source system. When this is the case, Planful assumes that the account has no balance, which results in a zero year-to-date balance. The system also reverses the balance showing each balance as activity for the period for the month-to-date value. This is why, in the example below, March is -20 and May is -10.