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ma-budget-actual-variance

Compute budget-versus-actual variances from CSV inputs and rank material differences.

5|4|Updated Nov 9, 2025
Search Tags:#root cause#forecasting#budgeting#financial reporting#variance analysis#csv analytics#management accounting
One-click install
npx skills add https://github.com/takusaotome/claude-skills-library --skill ma-budget-actual-variance
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ma-budget-actual-variance
Source: https://github.com/takusaotome/claude-skills-library/tree/main/skills/ma-budget-actual-variance
Command: npx skills add https://github.com/takusaotome/claude-skills-library --skill ma-budget-actual-variance

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

It solves the problem of unclear performance gaps between budgeted and actual results by automatically identifying favorable/unfavorable variances, ranking material differences, and proposing plausible root-cause hypotheses.

Core Features & Use Cases

  • Account-type-aware variance classification: Determines favorable/unfavorable direction differently for revenue vs cost/expense accounts.
  • Variance breakdown and materiality ranking: Computes absolute and percentage variances, then ranks the most impactful line items (e.g., top 5 or above a materiality threshold).
  • Root-cause hypothesis & actionable recommendations: Generates management-oriented explanations (e.g., price vs quantity effects) and prioritized follow-up actions, suitable for exec reporting.
  • CSV-driven automated analysis: Accepts budget and actual data via a required CSV schema to streamline recurring monthly/quarterly reporting.

Quick Start

Upload your budget-vs-actual CSV for the target period and ask the assistant to produce an executive-ready variance report with top material variances and root-cause hypotheses.

Frequently Asked Questions about ma-budget-actual-variance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze budget vs actual variances from a CSV file?▼

Budget vs actual variance analysis computes revenue and cost directionality from your CSV data to rank material differences and generate root-cause hypotheses for executive reporting.

What is variance analysis in management accounting?▼

Variance analysis in management accounting identifies favorable and unfavorable performance gaps between budgeted and actual results, then ranks material differences to prioritize follow-up actions.

How can I automatically generate root cause hypotheses for over-budget line items?▼

Automated variance reporting ranks material over-budget line items and generates management-oriented root-cause hypotheses, such as price versus quantity effects, for executive troubleshooting.

Does this variance analysis tool classify revenue and cost variances differently?▼

Account-type-aware variance classification determines favorable and unfavorable directionality differently for revenue accounts versus cost and expense accounts to ensure accurate financial reporting.

What CSV columns are required for monthly performance variance reporting?▼

Monthly performance variance reporting requires a CSV schema with four specific columns: account_name, account_type, budget, and actual, to automatically produce structured totals and prioritized recommendations.

Can I use this for quarterly financial reporting and troubleshooting under-budget items?▼

Variance analysis applies to both monthly and quarterly performance management and executive reporting, streamlining troubleshooting of under-budget or over-budget line items using CSV inputs.

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