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Add a Custom Fiscal Year Start Month

Admins can edit the company's fiscal year if it does not begin on January 1st.

Written by Adam

Admins can edit the company's fiscal year if it does not begin on January 1st. Setting a fiscal year start month impacts only the Goals tool. Learn more in How is Fiscal Year Displayed in Goals? and Set Automatic Goal Cycles.

Note: Making changes to your company's fiscal year will also change default end dates on goals to match the end of the current fiscal quarter.

  1. Navigate to Admin > Settings > Company > Settings.

  2. Within the Fiscal year start month dropdown, select the month that begins your company's fiscal year.

  3. Click Save.

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