What is this?
Is there a simple excel formula that I can use?
(Accountants suggestion, but I can't ask them about it on a Saturday...)
It just means the previous (for example) 12 months, so from now back to October 2022.
It's called rolling as next month (november) the rolling 12 month period will be from november 2022 to November 2023, etc.
Rolling 12 months is what you’ve done in a 12 month period rather than working to financial year end and financial year to date.
as above. year back from today
tomorrow will be year back from tomorrow etc
is it to due with VAT thresholds? ie registering for vat?
I have a simple formula to keep an eye on my revenue. Revenue only on a sheet (outgoings on a separate sheet) so if date was in column A, description in column B and value in column C
=SUMIF($A$2:A2,">"&DATE(YEAR(A2)-1,MONTH(A2),DAY(A2)),$C$2:C2)
This assumes headings in row 1 and when the formula is dragged down the bits surrounded by $ are fixed and the other bits match the row number so you get a year’s worth.
It could be made more foolproof/complicated but it does the job for me