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Step 1 of 8 · Settings > Firm

Financial year

2 min

Your financial year controls every period in Analytics: “This financial year”, “Last financial year”, quarter presets, and all year-on-year comparisons.

Set this first — changing it later reshapes every historic report.

What to do

  1. 1Go to Settings > Firm and find the Financial year card.
  2. 2Check the firm name and details at the top of the page are correct.
  3. 3Set the start and end date of your financial year. The default is 1 April – 31 March, the standard UK year.
  4. 4Save. Only the day and month are stored, so the year rolls forward automatically.

Worth knowing

  • If your firm runs to 30 April, 30 June or 31 December, set it here — do not leave the default.
  • Quarters are derived from your start date, so Q1 is the first three months of your year, not the calendar year.
  • Only Admins can change this.
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