Excel → Outlook calendar
Fill a short spreadsheet of dated events (one-off or recurring), upload it here, and
download an .ics file for Outlook. For a full fund book with regulatory deadlines by
domicile, use the fund calendar builder instead.
1Get the template
One row per event. Only Title and Deadline are required — the rest is optional. Dates are DD/MM/YYYY or YYYY-MM-DD (a real Excel date cell reads correctly either way).
| Column | Req? | Notes |
|---|---|---|
Title | yes | Event name. |
Deadline | yes | The due date — this is the event. |
Time | no | 14:00 or 2pm; blank = all-day. |
Frequency | no | Drop-down; default one-off. See Frequencies below. |
Until | no | Stop repeating (default today + 5 years). |
Reminder (days before) | no | A positive number → a pop-up that many days before, inside the event (e.g. 2). Blank = none. |
Reminder basis | no | CD calendar days (default) · BD business days (weekends skipped). |
Reported end date | no | The period the filing covers — shown in the event details, never the title. |
Lag days | no | For the + lag frequencies: days after each period-end to the deadline. See Lag & downloads below. |
Note | no | Event body / standing instructions. |
Frequencies — the weekday/day is always taken from your Deadline:
one-off— a single date.weekly/fortnightly— every week / every other week.monthly— the same day each month.1st & 3rd/2nd & 4th— that weekday, twice a month.monthly (by weekday)— the same ordinal weekday (a 3rd Friday → every 3rd Friday).monthly (Nth business day)— the Nth working day (Mon–Fri); enter the date that is it (e.g.08/09= 6th business day).quarterly/semi/annual— repeats on your Deadline's day.quarterly + lag/semi + lag/annual + lag— due Lag days after each calendar period-end.
Off-list values are skipped with a warning, never guessed — anything the tool can't place is flagged before you download.
The two .ics downloads. One recurring event = a single editable series per
deadline (best for a personal Outlook calendar). Separate events = every date as its own standalone event, no
recurrence — best when the recurring version won't hold, e.g. uploading into Outlook-on-the-web or a shared-mailbox
calendar. For + lag filings the recurring version may sit 1–2 days early (the fixed calendar period-ends
31 Mar/Jun/Sep/Dec + your Lag can't always be one rule); the separate-events version is exact on every date.
1bAdd public holidays (optional)
Tick any jurisdictions to fold their public holidays into the
same .ics as all-day entries — handy for spotting a deadline that lands on a local holiday.
Add these on their own, or alongside a spreadsheet you upload below.
2Upload & convert
| Date | Title | Note |
|---|
Recurring = one editable series (best for your own calendar); Separate events = every date as its own event, no recurrence (best for web/shared-mailbox upload — see above). In Outlook, double-click the file (or File → Open Calendar) to add it as its own calendar.
Events as Excel gives one row per date — no recurrence — with a live Days until
column, so you can filter for upcoming items in Excel. Each row keeps a Series ID so all dates from
one repeating deadline stay grouped, and carries your original sheet's columns (reminder, basis, lag,
time, until) plus the derived period covered and reminder date. (The trade-off you
accept with a flat list: edit one date, edit them all — the recurring .ics is better when you want a
single editable series.)
Building a fund book with domicile-driven regulatory deadlines? Open the calendar builder →
3Viewing it in Outlook
The imported file becomes its own calendar (Outlook names it "Imported" — rename it by right-clicking the calendar). A few view settings people ask about:
| You want… | Do this in Outlook |
|---|---|
| Calendars as stacked rows (not side-by-side) | Calendar ribbon → Schedule View (works even with a few calendars). |
| See a whole week, including weekends | Switch Work Week → Week (Work Week hides Sat/Sun), then click the overlay arrow (◄) so your calendars merge onto one grid. |
| A plain list of the events | View → Change View → List (classic Outlook), or use Search across the calendar. |
| A recurring event reads "Occurs day 28 of every 3 month(s)" | That's Outlook's wording for a fixed-day rule — it means the 28th of the month, not "28 days after". Use the Separate events download if that phrasing is confusing. |