Account setup for Net Income flowing to Balance sheet

CSP Discussions
1

What is the best way to have Net Income flow into the Balance Sheet equity section?
I created a statistical account with a formula to grab Net Income and have it as a child of the Equity account member. This seems to work fine when I produce the balance sheet for a single month. However when I produce a balance sheet that spans more than one month (ex. time member 2023 or YTD July), the Equity parent does not equal the sum of its children
The Equity account member has a time conversion of Last including empty so I assume the Net Income statistical account is carrying forward prior period in some way. Any ideas?

2

I think you need to have your formula grab the YTD numbers as well.

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3

I think you can use PeriodstoDate() to get YTD.

Alternate usually the dimension Time Perspective is calculated on BASE, you can use use YTD which will return YTD value for the Account based on current Time member.

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