AccountsMate Data Analysis by an Alternative Financial Year

Written by Tom Shields on 6th August 2025.

AccountsMate is designed to analyse data by calendar year. This suits most scenarios for operational data like sales or purchases or when the Financial Year matches the calendar year (i.e. Jan-Dec). However if an organisation wants to operate a different financial year (e.g. Apr-Mar) then they may wish to analyse some information (e.g. Nominal) by this alternate financial year.

Below is a method that can be used in AccountsMate to do this. It uses the Expression column feature.

If the Financial Year for an orgnaisation runs from April to March then it is 4 months offset from the calendar year. We can use this offset (4 in our example – change this depending on the offset required) in expressions to calculate Financial Year and Financial Period columns – see below.

Financial Year Expression

Create an Expression called Financial Year of type Integer with the following expression formula

Iif(GetMonth([DATE]) <= 4, GetYear([DATE]) – 1, GetYear([DATE]))

Financial Period Expression

Create an Expression called Financial Period of type Integer with the following expression formula

Iif(GetMonth([DATE]) < 4, GetMonth([DATE]) – 4 + 13, GetMonth([DATE]) – 4 + 1)

Using the Expression Columns

These new Financial columns can then be used to analyse the data by financial year, see below for an example.