skills.rest
ViviennaMAO
ViviennaMAOCOMMUNITY
Explore all skills by this author →
GitHub

roll-forward

Automate balance-sheet account roll-forward schedules with GL tie-offs.

26|2|Updated Apr 30, 2026
Search Tags:#accounting#financial calculations#balance-sheet#roll-forward#GL tie-off
One-click install
npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill roll-forward-viviennamao
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: roll-forward
Source: https://github.com/ViviennaMAO/money_banking_financial_market/tree/main/financial-services-main/plugins/vertical-plugins/fund-admin/skills/roll-forward
Command: npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill roll-forward-viviennamao

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

The roll-forward Skill simplifies the process of calculating a balance-sheet account roll-forward, ensuring accurate beginning and ending balances tied to General Ledger (GL) data.

Core Features & Use Cases

  • Roll-Forward Calculation: Automatically computes roll-forward schedules for balance-sheet accounts.
  • GL Tie-Off: Ensures that each roll-forward component is correctly tied to the General Ledger.
  • Use Case: Ideal for month-end close packages and audit support, the Skill calculates adjustments like new activity, accruals, reversals, payments, and reclassifications to derive an accurate ending balance.

Quick Start

Generate a roll-forward schedule for account 'XYZ' using the 'roll-forward' skill with the following command: roll-forward account XYZ period END_DATE.

Frequently Asked Questions about roll-forward

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

FAQPage Schema
How do I automate balance-sheet roll-forward calculations for month-end close?▼

You can automate balance-sheet roll-forward calculations by inputting an account, entity, and period to generate a schedule that ties beginning balances to ending balances with detailed GL tie-offs.

What is a GL tie-off in a balance-sheet roll-forward schedule?▼

A GL tie-off ensures each roll-forward component, such as new activity, accruals, and reclassifications, is correctly reconciled with General Ledger data to derive an accurate ending balance.

How do I generate a roll-forward schedule for a specific account and period?▼

To generate a roll-forward schedule, provide the specific account name and the period end date, and the system will automatically compute the beginning to ending balance schedule.

Can I use this roll-forward tool for audit support packages?▼

Yes, this roll-forward tool is ideal for audit support and month-end close packages because it automatically calculates adjustments and provides detailed GL tie-offs for balance-sheet accounts.

Does the roll-forward schedule calculate accruals, reversals, and reclassifications?▼

Yes, the roll-forward schedule calculates adjustments like new activity, accruals, reversals, payments, and reclassifications to accurately reconcile the beginning balance to the ending balance.

Related Skills

Explore More Finance & Accounting Skills→
mahyarmalekiimahyarmalekii

roll-forward

Schedule roll-forward analysis tying beginning to ending account balances.

Community
Advanced
Duzhenyang111Duzhenyang111

roll-forward

Generate roll-forward schedules for balance-sheet accounts tied to General Ledger entries.

Community
Intermediate
rnavarychrnavarych
14

domain-fintech:ledger-design

Guide double-entry ledger design with chart of accounts and immutable audit trails.

Community
Advanced
nvmohinaninvmohinani

roll-forward

Calculate a roll-forward schedule tying GL balances to activity.

Community
Advanced