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Set the Date Your Year Starts

Change your start of the year according to your own financial year.

Written by Cristina Gruita
Updated over 2 months ago

Your Home Dashboard highlights the current statistics within your Donorfy:

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The dashboard tile Income this year shows the total amount given this year on constituent profiles defaults to the calendar year - i.e. January to December.

If you would prefer the totals within the Income the year tile to be based on your own financial year you can change this:

  1. Navigate to Settings, then click Account.

  2. Select Donorfy Settings.

  3. Click on Reporting Year starts on box.

  4. Select your financial year start date from the calendar.

  5. Click the Update button.

Your 'Income this year' tile will now refresh to start from the newly updated date.

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