Changing a budget template from calendar to fiscal year??

Copper Contributor

I love a particular budget template, but it's set up for calendar year and I need to change the formulas to calculate fiscal year (July-June). How do I do this?

5 Replies

@rtimlin 

 

What's the current formula that calculates things (what things?) based on calendar year? Without knowing that, or how your current workbook functions, it's hard to make any specific suggestions.

 

Ideally, you would post a copy of your much loved workbook, just making sure it contains no personal info.

@mathetes  Hello, I had the same issue but with a calendar template. I want to change the months to begin in august with my fiscal year. I attached the template

That's a template that is protected so users can't change it. You could try sending feedback to Microsoft