Annual Business Budget Template - How to change periods to align with specific months?

Jean_Marc_Kruger1992

I am using the 'Annual Business Budget' template. I want to start the budgeting period from April 2025 (and therefore should be Period 1). However, once I add an expense from April, the sheet still picks it up as Period 4 (assumes month 4). The formula for that cell is large and complex:

=IF($Value$2 = 12, (IF(MONTH(Date@row) = 1, 1, IF(MONTH(Date@row) = 2, 2, IF(MONTH(Date@row) = 3, 3, IF(MONTH(Date@row) = 4, 4, IF(MONTH(Date@row) = 5, 5, IF(MONTH(Date@row) = 6, 6, IF(MONTH(Date@row) = 7, 7, IF(MONTH(Date@row) = 8, 8, IF(MONTH(Date@row) = 9, 9, IF(MONTH(Date@row) = 10, 10, IF(MONTH(Date@row) = 11, 11, IF(MONTH(Date@row) = 12, 12, ""))))))))))))), IF($Value$2 = 4, IF(MONTH(Date@row <= 3), 1, IF(AND(MONTH(Date@row) >= 4, MONTH(Date@row) <= 6), 2, IF(AND(MONTH(Date@row) >= 7, MONTH(Date@row) <= 9), 3, IF(MONTH(Date@row) >= 10, 4, ""))))))

Is there an error with the formula or an easier way to reference the correct period?

Paul Newcome

That formula is EXCESSIVELY over-complicated. This will do the same thing without all the unnecessary complications:

=IF($Value$2 = 12, MONTH(Date@row), INT(ROUNDUP(MONTH(Date@row) / 3)))

Having said that, adjusting to have April be the start of Period 1 would look like this:

=IF($Value$2 = 12, MONTH(Date@row), IF(MONTH(Date@row) <= 3, 4, INT(ROUNDUP(MONTH(Date@row) / 3)) - 1))

The above is assuming you still need to be able to switch between 12 periods and 4 within a year. If you just need 4 starting in April, we can further simplify it with:

=IF(MONTH(Date@row) <= 3, 4, INT(ROUNDUP(MONTH(Date@row) / 3)) - 1)