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Change financial year dates

Hannah Humbert
August 5, 2025

We use an "archive" board which automatically consolidates completed cards at the end of each quarter. 

We would like to organise the lists by each quarter (e.g. Q1 2025, Q2 2025...). 

The rule we have is:

"every 3 months on the last day at 11pm, move all the cards in list "Done" to list "Q{quarternumber} {year}" on board "Archive".

The issue is, it follows the US fiscal year with Q1 starting in January. Our Q1 starts in July. 

Is there any way to change this, or any creative workarounds?

Thank you!

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Mike - Dreamsuite Consulting
Community Champion
August 7, 2025

Hey @Hannah Humbert 

 

You could offset by 6 months...

 

move all the cards in list "Done" to list "Q{Date+6m ~Q}/{year}" on board "Archive"

 

Hannah Humbert
August 7, 2025

THANK YOU!!

Hannah Humbert
August 7, 2025

It didn't work straight away, but after changing it to `{date+6m~Q}` it worked perfectly!

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