Fiscal Year Start Date

Leanne82

New Member
Joined
Feb 1, 2023
Messages
2
Office Version
  1. 2010
Platform
  1. Windows
Hi
I am looking for a formula to show the first day of a fiscal year which starts on 01/09 each year. I have column A with a list of various dates i.e. 11/10/2020 and I want column B to show the first day of the fiscal year i.e 01/09/2020. I also need the result to be in a date format dd/mm/yyyy
I have tried DATE(YEAR(a5)+(MONTH(a5)>9),9,1) but this seems to show the end date
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
Hi,

To convert the current month to your fiscal month, you can test :
= MOD(current_month+3,12)+1
 
Upvote 0
try this

=DATE(YEAR(A5)+INT((A5-DATE(YEAR(A5),9,1))/365.25),9,1)
 
Upvote 0
Hello,

Try this
Excel Formula:
=DATE(TEXT(A1,"yyy"),9,1)
 
Upvote 0

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