MTD and YTD are identical after month one!!
Help please…! How do I stop MTD being identical to YTD after month 1. The start date is correct for Period 1. As soon as I move to period 2 (Right arrow at bottom of screen> to advance to next period…) MTD has all the same numbers as YTD from period 2 onwards. I have tried everything I know to stop this but I’m out of ideas now. I have experimented with the comparison date formula which currently has CM in line 1000 and the various options in column type field! Poor copy below… Thanks in advance Andy.
| Line No. | Column No. | Column Header | Column Type | Ledger Entry Type | Amount Type | Formula | Show Opposite Sign | Comparison Date Formula | Keep Comparison Period Scope | Show | Rounding Factor |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10000 | 1 | MTD | Net Change | G/L Entries | Net Amount | no | CM | Yes | Always | None | |
| 20000 | 2 | Budget | Balance at Date | G/L Budget Entries | Net Amount | No | Yes | Always | None | ||
| 30000 | 3 | Variance | Formula | G/L Entries | Net Amount | 1-2 | No | Yes | Always | None | |
| 40000 | 4 | % Variance | Formula | G/L Entries | Net Amount | 3/1*100 | No | No | Always | None | |
| 50000 | 5 | YTD | Year to Date | G/L Entries | Net Amount | No | No | Always | None | ||
| 60000 | 6 | Budget | Year to Date | G/L Budget Entries | Net Amount | No | No | Always | None | ||
| 70000 | 7 | Varaince | Formula | G/L Entries | Net Amount | 5-6 | No | No | Always | None | |
| 80000 | 8 | % Varaince | Formula | G/L Entries | Net Amount | 7/5*100 | No | No | Always | None | |
| 90000 | Net Change | G/L Entries | Net Amount | No | No | Always | None |