Dates function

EDATE

The same day, a number of months away.

Purpose

Move a date a number of months while keeping the day

Returns

A date: the same day of the month, that many months away

Syntax

=EDATE(date, months)

ArgumentRequiredWhat goes here
dateRequiredThe date to move, usually an invoice date.
monthsRequiredHow many months forward, or a negative number to go back.

How to use EDATE

EDATE shifts a date by whole months and keeps the day of the month where it can.

Where it cannot, it takes the last day instead. A 31 January date moved on one month is 28 February, because there is no 31st.

It is the function behind anything released or recognised evenly over months: a prepayment spread over twelve, a deferred income schedule, a hire agreement.

Negative months go backwards, so the same formula builds a history as builds a forecast.

Examples

Every result below is worked out by the same evaluator that marks your answers, on the sheet shown here.

Receivables ageing — October.xlsxSheet1
A receivables schedule with its reporting date above the data, the layout a real ageing uses
ABCDE
1Reporting date2026-10-31
2
3InvoiceInvoice dateTerms (days)AmountCustomer
4INV-90012026-07-14301200Calder Utilities
5INV-90022026-08-2930640Brightwell Paper
6INV-90032026-09-03453100Meridian Freight
7INV-90042026-09-3014455Thornbury Print
8INV-90052026-10-12302080Calder Utilities
9INV-90062026-10-2760725Ashgrove Catering
FormulaResult
=EDATE(B4,12)The same day a year on. This is the last month of a twelve month prepayment that started on the invoice date.2027-07-14
=EDATE(B4,1)One month on, day kept.2026-08-14
=EDATE(B1,-3)Three months back from the reporting date, for a quarterly comparison.2026-07-31

Notes

  • EDATE keeps the day and EOMONTH keeps the month end. Which you want depends on whether the agreement is dated or period based.
  • Moving a 31st into a short month gives the last day of that month, and moving it on again does not get the 31st back.
Practise EDATE in Unit 26

A reference tells you what it does. A unit makes you use it.