ExpenseBot can report on your fiscal year instead of the calendar year. Tell it when your year ends and the Report Wizard offers fiscal-year and fiscal-quarter periods that follow it.
Set your fiscal year end
- Open Settings and find the General Settings card.
- Choose Edit settings.
- Under Business fiscal year-end, pick a preset — December 31 (Calendar Year), March 31, April 5, June 30, September 30, January 31 or October 31 — or Custom Date... to choose any month and day.
- Save.
How periods are worked out
- A fiscal year is labelled by the calendar year in which it ends. A year running July 1 to June 30 is named after the June it ends in, so the year ending June 30 is "FY" plus that year.
- Each fiscal quarter is three months counted from the fiscal-year start. With a September 30 year end, Q1 is October to December and Q4 is July to September.
- Mid-month year ends keep their day: with April 5, each quarter starts on the 6th and ends on the 5th.
- In the Report Wizard, fiscal options appear as FY<year> Q<n> and FY<year>, with their dates shown. Asking the assistant for "last quarter" or "this year" as a report uses your fiscal calendar too.
Choose the right report period
In Review Expenses, use Period, or choose the period while preparing a report. Accounts with a non-calendar fiscal year also offer calendar years and quarters with their exact dates. When fiscal and calendar periods coincide, there is only one equivalent choice. Changing an automatically named report updates its name; a name you edited stays yours.
For an incorporated business, Year End creates a Year-End Expense Summary for the business fiscal period. Use Set business year-end, Confirm business year-end, or Change beside the period to open the existing General Settings form. Save and return to Year End to use the updated dates.
For a freelancer, Year End retains the personal tax-year workflow and the country's existing dates, including July 1–June 30 in Australia and April 6–April 5 in the UK. Selecting calendar dates in a report does not turn company records into personal tax records. There is no personal/company switch that separates ownership inside the same books.
Chat can create reports through the existing report workflow. Give exact start and end dates when you want a calendar range instead of your fiscal period, and review the period and name before creating the report.
Limits
- 4-4-5, 4-5-4 and 52/53-week retail calendars are not supported; fiscal periods are month-and-day based.
- Spending and P&L questions such as "Q3" or "year to date" use calendar periods, not fiscal ones.
- ExpenseBot is not a general ledger: it does not post accruals or lock a closed period. The close itself stays in your accounting software.
For fiscal year dates, government fiscal years and a month-end and year-end close checklist, see the Fiscal Calendar 2026 page: https://www.expensebot.ai/fiscal-calendar-2026