Create a fiscal year budget

If your financial year doesn’t follow the calendar year, you can create a budget that starts in any month. This lets you track income and expenses using a fiscal year—for example, October through September.

Choose a different start month for your budget

When you create a new budget, you can change the default start month to match your fiscal year.

To create a fiscal year budget:

1. Select the Planning tab.

2. Click Budget Actions, then choose Create new budget.

3. Enter a name in the Budget name field.

4. Click Advanced Budget Settings to expand the options.

5. Select Use a different calendar for this budget.

6. From the Start budget on dropdown, choose the first month of your fiscal year (for example, October).

7. Click OK to create your budget.

Note: You can’t change the start month after a budget is created. To use a different fiscal year, create a new budget with the desired start month.