How can I change the period/quarterly dates?

To change the dates of the periods, this can be done by the Admin or Assistant from the One Page Plan. 

Note: your fiscal year will match the last month of Q4. 

First, select the Quarter you wish to update, by clicking on the period drop-down arrow and select the period.

Next select the pencil to the right of the period as shown below.

From the pop-up window, update the period name, and change the dates for the selected period and save. 

The period dates need to be consistent through all periods and may require updating more than one period.

Note: the software will not allow you to have overlapping months so it may require you to edit the next period first, then go back to the previous period and edit the months.