Initial vs. incremental data loads in Budgeting and Planning

Initial load queries provide initial values to the Budgeting & Planning application. Incremental data loads update data since the last load date.

Initial loads of financial data are used for opening balances of balance sheet accounts such as liabilities or equity. They are also used for movements (accounting transaction data). Initial loads and movements enable the calculation of closing balances.

Incremental loads update data for a specific time frame and are used only for movements.