Account type

Lovvan
New Contributor

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?

3 REPLIES 3

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.

Lovvan
New Contributor

Thanks ChristianW!

ChristianW
Valued Contributor

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