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Fiscal Year Settings
TL;DR
Adjust fiscal year settings to align Wrike with your organization's financial calendar. Account owners and admins can set the first month of the fiscal year to ensure calendars and planning views reflect the correct reporting period.
| Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
Account admins and owners can adjust fiscal year settings. On Pinnacle and Apex accounts, this right can be disabled for account admins.
If your company's fiscal year doesn't match up with the regular calendar year, you can easily adjust your fiscal year settings in the Account Management section. By doing so, you'll be able to set up your calendars or calendar view to show dates and tasks based on your organization's fiscal year.
- Click your profile image 1 in the sidebar.
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Select Settings 2 from the dropdown menu.
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Under Account Management, click Settings 3 in the left panel.
- Under the Fiscal Year Settings 4 section, select the relevant month in the dropdown to set it as the first month of the fiscal year.
- Click Save changes 5.
Note
The fiscal year for your account appears in the new Gantt Chart view. Want to learn more about the new Gantt Chart? Check out our community post, The New Gantt Chart is Here.