carta-fetch-actuals

What problem does it solve?

Finance teams and budget owners waste hours manually copying actuals from Carta into Excel, risking transcription errors and stale data. This Skill automates the end-to-end workflow of pulling live P&L actuals from Carta's data warehouse and writing them directly into an existing Excel budget workbook with proper formatting, formulas, and variance calculations.

Core Features & Use Cases

• Interleaved Budget/Actual/Variance columns: Restructures a Budget tab so each month displays Budget, Actual, and Variance side-by-side, complete with YTD totals and conditional formatting.
• Multiple layout options: Supports separate Actuals tabs, tag-view breakdowns by department or project code, vendor-view tabs with GL account detail, inline vendor rows, and lightweight vendor-only summary timelines.
• Smart validation and safety: Matches accounts by name then GL code, flags sparse history, runs tie-out checks before writing, preserves existing formulas, and offers backup prompts before destructive rebuilds.

Quick Start

Open your Excel budget workbook and ask Claude to pull the latest Carta actuals for your fund, choosing to interleave Budget/Actual/Variance columns per month.