💰 Fiscal Year: Setting your Fiscal Year

If your organization's fiscal year runs differently than the calendar year, you can adjust the settings in the organizational settings area here. See below.

👉 Look for General Settings in the lower left navigation

👉 Find "Organization" near the top & click Edit

👉 See dropdown for Fiscal Year

Changing the fiscal year after budgets have been created can create issues.

You will see the following pop up warning if this is attempted:

After changing, make sure you Save Settings at the bottom right.