Fiscal year formula help. :)
Good morning, evening and afternoon!
I am working on a finance tracker and am currently trying to create a formula to calculate the fiscal year (January - February). I've done some looking through the forums and found something that works a little, but not always.
Currently I have a [Transaction Date] column. that I am wanting to use to calculate the an [FY] column for that transaction.
I found the following formula on the forums but am having mixed success.
=IF(MONTH([Transaction Date]@row) > 1, YEAR([Transaction Date]@row) + 1), YEAR([Date]@row))
When I use this formula I get an #unparseable error. If I edit the formula to the following:
=IF(MONTH([Transaction Date]@row) > 1, YEAR([Transaction Date]@row) + 1)
The formula works for this year, but if I change my [Transaction Date] to 1/10/24 the [FY] field is then blank.
Any guidance would be greatly appreciated.
tyty!
Best Answer
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=IF(MONTH([Transaction Date]@row) > 1, YEAR([Transaction Date]@row) + 1, YEAR([Transaction Date]@row))
Answers
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=IF(MONTH([Transaction Date]@row) > 1, YEAR([Transaction Date]@row) + 1, YEAR([Transaction Date]@row))
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Thank you! @Carson Penticuff
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Glad to help!
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