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budget-vs-actual

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Turn variances into board-ready actions.

Finance & Accounting#budget#fp&a#qbo#variance analysis#management reporting#actuals#reforecast
Authoreninem123
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps you explain why results differ from the plan by producing a period-end budget vs. actual variance analysis with materiality flags, root causes, management commentary, and an updated rolling reforecast.

Core Features & Use Cases

  • Variance calculation and materiality: Compares revenue, expenses, gross margin, and EBITDA using absolute and percentage thresholds, and labels favorable vs. unfavorable outcomes.
  • Root-cause driven analysis: Drills into flagged variances using a structured taxonomy (volume/price/mix/timing; headcount/contractor/one-time; etc.).
  • Management-ready deliverables: Generates a variance table, WHAT/WHY/ACTION/OUTLOOK narrative for each material item, and a reforecast update for the remainder of the year.
  • Reporting integrations: Supports pulling actuals from QBO Profit & Loss exports and mapping accounts to budget lines.

Quick Start

Run budget vs. actual for March 2026 using your budget file and QBO actuals export, then generate the variance table, root-cause summaries, and reforecast recommendations.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: budget-vs-actual
Download link: https://github.com/eninem123/hunterclaw/archive/main.zip#budget-vs-actual

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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