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May 21, 2026
Question

how to change accounting period for budget to UK financial year - it wont save April to March atall

  • May 21, 2026
  • 1 reply
  • 1 view

i have tried to set up budgets for April -to March but it doesnt save and only shows Jan - to dec for budgets creating - please advise I've tried changing as instructed it doesn't save and makes no sense Jan - dec please help

1 reply

QuickBooks Team
May 21, 2026

Your budget period follows your company’s financial year settings. If your accounting year starts in January, budgets can only run from January to December.

 

To set up a budget for April to March, let's update your company's financial year start month.

 

Here's how:

 

  1. Select the Gear icon.
  2. Choose Account and settings.
  3. Go to the Advanced tab and click Edit in the Accounting section.
  4. Find the option for the first month of your financial year and select April from the dropdown menu.
  5. Click Save, then Done.

 

After changing this setting, you’ll be able to create budgets for the period from April to March.

 

If you have any further questions or require additional assistance, please add a comment below. We are here to help.