Financial Year Dates Calculations

tazeo

Board Regular
Joined
Feb 15, 2007
Messages
84
Here in Australia the financial year runs Start of July through to End of June.

If I have A1 =TODAY()
How do I get values for cells looking for:
Start of this Fin Year
End of this Fin Year
Start of Last Fin Year
End of Last Fin Year

Referenceing of what the date is Today or at any time in the future.
 

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SydneyGeek

MrExcel MVP
Joined
Aug 5, 2003
Messages
12,251
For Start This FY, =IF(MONTH(A1)>6,DATE(YEAR(A1),7,1),DATE(YEAR(A1)-1,7,1))

For End This FY, =IF(MONTH(A1)>6,DATE(YEAR(A1)+1,6,30),DATE(YEAR(A1),6,30))

Adjust the Year component up or down for next FY and last FY.

Denis
 

Boller

Banned
Joined
Apr 11, 2006
Messages
2,328
Start TY =DATE(YEAR(A1)-(MONTH(A1)<7),7,1)
End TY =DATE(YEAR(A1)+1-(MONTH(A1)<7),7,0)
Start LY =DATE(YEAR(A1)-(MONTH(A1)<7)-1,7,1)
End LY =DATE(YEAR(A1)-(MONTH(A1)<7),7,0)

It's probably advisable to Name the formulas for easier identification.
 

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