ma-budget-actual-variance
CommunityTurn budget vs actual into decisive variance insights.
Finance & Accounting#root cause#forecasting#budgeting#financial reporting#variance analysis#csv analytics#management accounting
Authortakusaotome
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
referencesassets
💻 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: ma-budget-actual-variance Download link: https://github.com/takusaotome/claude-skills-library/archive/main.zip#ma-budget-actual-variance Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.