Hello,
I'm in the process of personalising the downloaded file. It's fantastically comprehensive 
.
My question is, is there a way to specify the date range reported on the reports tab? For instance, 25 Aug - 25 Sept?
This would be more tailored to my pay and expense cycle. A debit order that is set for 26 Aug would fall into Sept budget cycle.
Thaaank you in advance!
MS pro 2019 - Windows
The Year and Month are 'calculated' towards the end of the Data query in the Power Query section of the template.
It extracts the year and month numbers from the date without adjustments in two separate steps. If you want to treat all days after the 25th as next month's and all transactions after December 25 as next year January, you you need to replace the "Insert Year" and "Insert Month" steps by two steps adding custom columns for Year and Month.
For the Year that would be:
And for the month:
Hello,
For the month you can use Date.AddMonths function, then you don't have to handle 13 as a month, it will be 1.
= if Date.Day([Date]) > 25 then Date.Month(Date.AddMonths([Date],1)) else Date.Month([Date])
Br,
Anders
