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=FISCALYEAR

The =FISCALYEAR function evaluates a date and returns the fiscal year based on a specified fiscal year start month.

=FISCALYEAR(FiscalYearStartMonthNumber; DateToEvaluate)
  • FiscalYearStartMonthNumber

    • The month number (1–12) that the fiscal year begins (e.g., 9 for September).
  • DateToEvaluate

    • The date used to determine the fiscal year.
  • Determines whether the given date falls before or after the fiscal year start month.

  • Returns the calendar year in which the fiscal year begins.

  • If the date occurs before the fiscal year start month, the fiscal year is the previous calendar year.

  • Dates must be provided in a valid date format (YYYY-MM-DD recommended).

  • The fiscal year start month must be between 1 and 12.

  • Formula functions are case sensitive and must be written in ALL CAPS.

=FISCALYEAR(9; 2023-11-23)

Returns: 2023


FISCALYEAR, fiscal year calculation, fiscal calendar, accounting year, date evaluation, financial reporting, workflow formulas, formula function