Fiscal Year & Quarter from a Date

Excel Formulas › Date & Time

All versionsFiscal calendar

If your fiscal year doesn’t start in January, calendar quarters won’t line up. A small offset formula maps any date to the right fiscal year and fiscal quarter.

Quick formula: for a date in A2 and a fiscal year starting in July:
=YEAR(A2) + (MONTH(A2)>=7) // fiscal year =MOD(CEILING(MONTH(A2)-6, 3)/3 + 3, 4)+1 // fiscal quarter
Change the start month (7 here) to your own. The fiscal year rolls forward once you pass the start month.

Functions used (tap for the full reference guide):

MONTHYEAR

The example

A July–June fiscal calendar. August 2025 falls in FY2026, Q1.

ABC
1DateFiscal yearQuarter
28/15/2025FY2026Q1
31/10/2026FY2026Q3
46/30/2026FY2026Q4

The formula

Fiscal year and quarter for a July start:

="FY" & (YEAR(A2) + (MONTH(A2)>=7)) ="Q" & (MOD(INT((MONTH(A2)-7+12)/3),4)+1) // Aug 2025 → FY2026, Q1

How it works

The trick is shifting the month so your fiscal start becomes “month 1”:

  1. For the year, add 1 once the month reaches the start month: YEAR(A2) + (MONTH(A2)>=7). The comparison returns TRUE (1) or FALSE (0).
  2. For the quarter, subtract the start month and wrap with MOD so months 7–9 become Q1, 10–12 become Q2, and so on.
  3. INT((MONTH-7+12)/3) gives 0,1,2,3 across the fiscal year; MOD(…,4)+1 turns that into Q1–Q4.
  4. Swap the 7 for your fiscal start month (e.g. 4 for an April start) in both formulas.

Calendar quarters are simpler: if your year starts in January, just use ="Q"&ROUNDUP(MONTH(A2)/3,0). The offset version above is only needed for non-January fiscal years.

Try it: interactive demo

Live demo

Pick a date and a fiscal start month.

Variations

Calendar quarter

For a January fiscal start:

="Q" & ROUNDUP(MONTH(A2)/3, 0)

April fiscal start

Change the offset to 4:

=YEAR(A2) + (MONTH(A2)>=4)

Fiscal period (month 1-12)

Month within the fiscal year:

=MOD(MONTH(A2)-7, 12)+1

Pitfalls & errors

Match the offset in both formulas. If you change the fiscal start month, update it in the year and the quarter formula, or they’ll disagree.

FY naming conventions differ. Some firms label the July 2025–June 2026 year “FY2026” (end year), others “FY2025”. Adjust the +1 to match your convention.

Text dates won’t compute. MONTH/YEAR need real date values. Convert text dates with DATEVALUE first.

Practice workbook

📊
Download the free Fiscal Year & Quarter from a Date practice workbook
A fiscal-calendar mapper with adjustable start month, calendar-quarter and fiscal-period variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I get the fiscal year from a date in Excel?
Add 1 to the calendar year once you reach the fiscal start month: =YEAR(A2)+(MONTH(A2)>=7) for a July start. Change 7 to your start month.
How do I calculate a fiscal quarter?
Shift the month by the fiscal start and group by 3: ="Q"&(MOD(INT((MONTH(A2)-7+12)/3),4)+1) for a July start.
What if my fiscal year starts in January?
Use the simple calendar quarter: ="Q"&ROUNDUP(MONTH(A2)/3,0). No offset is needed.

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Related formulas: Quarter from a date · First & last day of month · Sum by quarter

Function references: MONTH · YEAR