Fiscal calendar setup for Investment Funding

---
title: Fiscal calendar setup for Investment Funding
description: The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/investment-funding/fiscal-calendar-setup.html
release: brazil
product: Investment Funding
classification: investment-funding
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Investment Funding administration, Investment Funding, Strategic Portfolio Management]
---

# Fiscal calendar setup for Investment Funding

The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.

Based on the fiscal calendar setup, you can then set the [funding frequency](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/investment-funding/set-funding-preferences.md) that aligns with the funding cycles your organization uses, such as monthly or quarterly. This frequency applies to fund requests and allocations.

**Note:** Once you allocate or request funds for investments for a fiscal period, you cannot change to another fiscal calendar type.

For information about fiscal calendars, see [Defining fiscal calendars](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/c_FiscalCalendar.md).

For information about how to generate a fiscal calendar, see Generate a fiscal calendar.

**Parent Topic:**[Investment Funding administration](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/investment-funding/investment-funding-administration.md)