Managing Multiple Fiscal Years

GigBooks supports custom fiscal year dates and automatically handles statements that span multiple periods.

Setting your fiscal year

During setup, you choose your fiscal year end date (month and day). Common options:

• December 31 — calendar year (most sole proprietors)
• March 31 or August 31 — common for corporations

Once set, this can't be changed without contacting support (it affects how transactions are grouped).

Automatic splitting

When you upload a statement that spans multiple fiscal years, GigBooks automatically splits the transactions:

• Transactions before the year-end go into the current fiscal year
• Transactions after go into the next fiscal year
• Each year gets its own upload record and totals

Switching between years

Use the fiscal year picker in the sidebar (desktop) or above the bottom nav (mobile) to switch between years. Each year has independent:

• Transaction lists
• Category totals
• Dashboard analytics
• Export reports

Data retention

Pro plan subscribers get 6 years of data retention. Upload statements from previous years at any time.