Forum Discussion

rtimlin's avatar
rtimlin
Copper Contributor
Aug 31, 2020

Changing a budget template from calendar to fiscal year??

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

  • Yea_So's avatar
    Yea_So
    Bronze Contributor

    rtimlin 

     

    https://www.youtube.com/watch?v=h1JTWALRIHc

     

    https://www.youtube.com/watch?v=e-CFYi52gpc

     

  • mathetes's avatar
    mathetes
    Gold Contributor

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