Financial models & model mechanics · Working

Circular reference

Also called: circularity

ELI5

A calculation loop in which a result depends directly or indirectly on itself.

Used in conversation

“Can we expose the assumptions driving circular reference instead of hard-coding them?”

Pitch context

You will see “Circular reference” in financial models, budgets, board packs and investor materials when the discussion reaches financial models & model mechanics.

Why it matters: In financial models & model mechanics, different calculation boundaries, periods or accounting treatments can change the number and the decision.

Caution

Calculation, recognition and disclosure can vary by accounting framework, company policy and reporting context.

Connected terms

Sources & evidence · 5

Direct term-level sources and supporting source families.