How to calculate the fiscal year from a date in Excel
Formula (Excel and Google Sheets)
=YEAR(A2)+(MONTH(A2)>=$E$1)Add 1 to the calendar year from the start month on: =YEAR(A2)+(MONTH(A2)>=$E$1), with the start month in E1.
- Result on the example
- one result per row in
B2, filled down toB7 - Works in
- Every current version
- Google Sheets
- Same formula
See it work
The formula is already in B2, filled down to B7. Change any input and the result updates, or edit the formula to experiment.
How it works
MONTH(A2)>=$E$1 is TRUE, which counts as 1, from July onward, so those dates belong to the fiscal year that ends next calendar year. January to June add 0 and keep the calendar year: June 30, 2026 is in fiscal 2026 and July 1, 2026 in fiscal 2027.
=YEAR(A2)+(MONTH(A2)>=$E$1)In Google Sheets
The same formula works in Google Sheets: =YEAR(A2)+(MONTH(A2)>=$E$1). We ran it in Google Sheets mode on the same data and it returns the same results.
Other ways to do it
Each one was run on the same example sheet.
| Formula | Result | When to use it |
|---|---|---|
| ="FY"&(YEAR(A2)+(MONTH(A2)>=$E$1)) | FY2026, FY2027, FY2027…Different result | A label like FY2027. Text label. |
| =YEAR(EDATE(A2,13-$E$1)) | 2026, 2027, 2027… | Moves the date forward so the fiscal year end lands in December, then takes the year. |
Common mistakes
- Some organizations name the fiscal year by the year it starts in. Then use
=YEAR(A2)-(MONTH(A2)<$E$1). - This assumes the fiscal year doesn't start in January: with 1 in E1 it adds a year to every date. For a calendar year, use YEAR(A2).
Try it yourself
Same data, empty answer cell. Your formula is graded instantly, then re-checked on changed data, so a typed-in number won't pass.
Calculate the fiscal year from a date
B2, return the fiscal year of each date, named by the year it ends in, for a fiscal year starting in the month in E1. Fill down to B7.Questions
How do I get the start date of the fiscal year?
=DATE(YEAR(A2)-(MONTH(A2)<$E$1),$E$1,1).
How do I get the fiscal quarter?
="Q"&INT(MOD(MONTH(A2)-$E$1,12)/3)+1.
Checked by running on 2026-10-30: every formula and result on this page was calculated by the Spreadsheet Practice formula engine, in both Excel and Google Sheets modes.