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Lovvan's avatar
Lovvan
New Contributor
4 years ago

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?

  • ChristianW's avatar
    ChristianW
    Valued Contributor

    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
      Valued Contributor

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