Fiscal Year

ashleyf

I need to calculate a due date based on the end of a fiscal year. But it will repeat each year, so my fiscal year end date will look like Month/Day. How do I add 30 days?

Thanks.

Paul Newcome

Are you able to provide a screenshot with some sample data for context?

ashleyf

I haven't built the smartsheet yet - b/c this is all that will be in it.

but here's what the columns would be..

and a sample of what i'm looking for in the end product

Name of Organization -- Month/day FY ends --- Audit reminder letter (1 month after end of FY) ----- 6month reminder ---Audit due (9months after FY)

1st Organization --- June 30---July 30 ---December 30 ---March 30

Thanks for any help!

Paul Newcome

Are you basing the FY off of another date such as date entered or something, or would you want it to be "rolling" so that it automatically updates each year based on today's date?

ashleyf

The date in the second column will be the entered value. I want it to fill out the date for the 1 month -6 month -audit due.

but I need to not enter a year - bc this will be a multi year process. Or make all dates update based on today’s date - including the second column. Thanks

Paul Newcome

To get rolling dates that automatically update based on today's date, you would use...

FY End:

=DATE(YEAR(TODAY()) + IF(MONTH(TODAY())>= 7, 1, 0), 06, 30)

+1 month:

=DATE(YEAR(TODAY()) + IF(TODAY()> DATE(YEAR(TODAY(), 7, 30), 1, 0), 07, 30)

+6 Months:

=DATE(YEAR(TODAY()) + IF(TODAY()> DATE(YEAR(TODAY(), 12, 30), 1, 0), 12, 30)

+9 Months:

=DATE(YEAR(TODAY()) + IF(TODAY()> DATE(YEAR(TODAY(), 03, 30), 1, 0), 03, 30)