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How do I change the fiscal year in Asana?

Learn how to configure your fiscal year in Asana for reporting and goal tracking.

The ability to set your fiscal year in Asana is available to organizations on the Advanced, Enterprise, and Enterprise+ plans. This feature is not available on the Starter or Personal plans.

To update your fiscal year settings in Asana:

  1. Go to the Admin Console (you must be a Super Admin).

  2. Click on the Settings tab in the left-hand menu.

  3. Scroll to the Fiscal Year Start section.

  4. Use the dropdown menu to select the month your fiscal year begins.

  5. Click Save to apply the changes across your organization.

Changing the fiscal year impacts reporting timelines and how goal progress is visualized in features like Portfolios and Goals. Note that this setting is available to organizations on Asana Advanced and above.