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Calculate 1st of Month Following A Date in Excel

Reviewed by Calculator Editorial Team

This guide explains how to calculate the first day of the month following a specific date in Excel, including the proper formula, examples, and a working calculator.

How to Calculate the 1st of Month Following a Date

Calculating the first day of the month following a specific date is a common requirement in Excel for financial reporting, project planning, and other time-based calculations. The process involves:

  1. Identifying the original date
  2. Determining the next month
  3. Setting the day to the 1st of that month

The result is a clean date representing the first day of the month immediately after the original date.

Note: This calculation always returns the 1st day of the month, regardless of the original date's day. For example, if the original date is June 15, 2023, the result will be July 1, 2023.

Excel Formula for This Calculation

The most reliable way to calculate the first day of the next month in Excel is to use the EOMONTH function combined with the DATE function. Here's the formula:

=DATE(YEAR(A1), MONTH(A1)+1, 1)

Where A1 contains your original date. This formula:

  1. Extracts the year from the original date
  2. Extracts the month and adds 1 to get the next month
  3. Sets the day to 1

For a more robust solution that handles year-end transitions automatically, you can use:

=EOMONTH(A1, 1)+1

This formula finds the last day of the current month and adds 1 day to get the first day of the next month.

Examples of Calculating the 1st of Month Following a Date

Example 1: Simple Date

If your original date is May 10, 2023:

  • Year: 2023
  • Month: 5 (May)
  • Next month: 6 (June)
  • Result: June 1, 2023

Example 2: Year-End Transition

If your original date is December 25, 2023:

  • Year: 2023
  • Month: 12 (December)
  • Next month: 1 (January)
  • Result: January 1, 2024

Example 3: Using the EOMONTH Formula

For the date March 15, 2023:

  1. EOMONTH("3/15/2023", 0) = March 31, 2023
  2. Add 1 day: March 31 + 1 = April 1, 2023

Frequently Asked Questions

How do I calculate the first day of the month following a date in Excel?

Use the formula =DATE(YEAR(A1), MONTH(A1)+1, 1) where A1 contains your original date. This will return the first day of the month following your original date.

What if my original date is the last day of the month?

The formula will still return the first day of the next month. For example, if your date is January 31, 2023, the result will be February 1, 2023.

Is there a way to calculate this without using the DATE function?

Yes, you can use the EOMONTH function combined with adding 1 day: =EOMONTH(A1, 0)+1. This approach automatically handles year-end transitions.

Can I use this formula for dates in the future or past?

Yes, the formula works for any valid Excel date, whether it's in the past, present, or future.