Set the first day of your fiscal year to:

  • Report on fiscal year
  • Calculate the Raised This Fiscal Year part of the dashboard

By default, the fiscal year begins January 1 and ends December 31.

Update the Fiscal Year Start

If your fiscal year does not start on January 1, change the settings:

  1. Click , View All Settings.
  2. Click Edit in the My Organization tile to open the Organization Settings page.

  3. Type the first day of your fiscal year in Fiscal Year Start. The fiscal year ends the day prior to your fiscal year start date. For example, typing July 1 as the fiscal year start sets your fiscal year to July 1 through June 30.  
  4. Click Save.

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