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Lovvan's avatar
Lovvan
New Contributor
4 years ago
Solved

Account type

Hi. Question regarding accounts. We would like to create an input form templates for KPIs. An example is Market share. We don´t want it to be summarized (month+ month=YTD), is the best to put it as Balance on Account type then?

Consolidation
  • ChristianW's avatar
    ChristianW
    4 years ago

    Yes, Balance behaves like balance sheet account types (Asset, Liability) without currency conversion, Flow is the equivalent if you like an income statement (Revenue, Expense) like behavior.

3 Replies

  • ChristianW's avatar
    ChristianW
    Icon for OneStream Employee rankOneStream Employee
    4 years ago

    Yes, Balance behaves like balance sheet account types (Asset, Liability) without currency conversion, Flow is the equivalent if you like an income statement (Revenue, Expense) like behavior.

    • ChristianW's avatar
      ChristianW
      Icon for OneStream Employee rankOneStream Employee
      4 years ago

      You're welcome, can you please accept the solution so that people can easier recognize the problem as solved.