Change start of year date.

Is it possible to change start of year date(or start date) to 1 March to coincide with Tax year? This will help with things like provisional tax etc.
Regards Roy Amos

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  • Hi Roy,

    Currently, you can only budget on a monthly basis in 22seven. You can adjust your Budget start date to your preferred day of the month via the Settings section of the app. You aren't able to budget on the likes of an annual or weekly basis at this point, I'm afraid.

    However, the Transactions tab provides you with some powerful tools to customise your data and export it to a .csv file for tax purposes. Simply visit the Transactions tab and click on the "Advanced Search" button at the top right-hand side of the screen. There, you can select a custom date range (in your case, you can set it from 1 March) and also only include certain accounts, categories, Spending Groups and more. Once you've performed the search, only your transactions matching those filters will be displayed and you can click on the "Export" button at the top of the screen to export just those transactions.

    I hope this helps? Please let us know if you have any other questions or if anything isn't clear.

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