Calculating fiscal month number in Excel

This has come via this post at Mr Excel. and a response provided by Ron Coderre.

Assuming the fiscal year starts in April, the formula below will give you the fiscal month.

=MONTH(EDATE(A1,9))

The value of ‘9’ is derived by the months remaining in the year that are the new financial year. In this case there are 9 months left in the year that are the new financial year (April, May, June, July, August, September, October, November, December)

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Inbox wrangling

A few months ago I started using a tickler file like system in outlook. My inbox got removed from sight and I moved e-mails from there to a ‘working folder’ a couple of times a day. 

This worked well, but there was a lot of moving e-mails about. This was annoying as there is enough metadata in outlook to enable this automatically, so after working with the system I spent some time and implemented using Outlook’s powerful (but under documented) search folders. 

  
My e-mail folders now look like that, with my work flow bring as follows. 

E-mail gets moved into the ‘unprocessed e-mail’ folder a couple of times each day. From there the e-mails are processed (GTD based – email actioned if it will take 2 minutes or less). If the e-mail will take longer a due date is set which will then have it appearing in specific folders. 

Each morning e-mail due  from yesterday gets a quick review and either marked as completed or has the due date altered, which may not necessarily be today.

So far this system is working well – it keeps my inbox clear and means I know exactly what is outstanding.