Fiscal Year Calander Configuration

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Location

Organization → Settings → Fiscal Calendar

Overview

The Fiscal Calendar setting lets administrators define when their organization's fiscal year begins. Once configured, the chosen start date drives every quarterly and yearly view across Umbrella — quarters, period comparisons, and reporting ranges all re-align to the organization's accounting calendar instead of the default January–December calendar year.

Who can use it

Account administrators with the Organization Settings permission. Changes apply organization-wide.

What you configure

  • Start Month: The month your fiscal year begins (January through December).
  • Start Day: The day of the chosen month (1–31). The list adapts to the selected month's length, so February tops out at 29 and April at 30.
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Confirmation is required before saving the changes

Affected entities

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The changes will be applied in each Account, All Account and Multi-Cloud


When the fiscal start date changes, the following surfaces re-align their date ranges, quarters, and period comparisons:

  • Cost & Usage Explorer/Assets: Once Quarterly or Yearly is selected in the granularity dropdown, indicate that the Fiscal Calendar is enabled.

  • Dashboards

  • Reports

  • Budget Summary

  • Waste Detector

  • My Commitments