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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?
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.
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