Budget-vs-Actuals Variance Report

Takes a budget-vs-actuals export (line item, budget figure, actual figure, period) and drafts the variance narrative: which lines moved most, in which direction, and why — sourced only from a driver/notes column or context you provide. Ranks variances by absolute dollar value, applies an explicit materiality threshold, and states over/under in words alongside the number so expense and revenue lines never get confused. When a driver isn't in the data, it says so with a structured 'driver unknown' line rather than guessing from the variance size or the account name. This is the standalone variance write-up, not the flash-report reformat: unlike GL to Report, it doesn't require a raw GL export, a Rules block, or template mapping — it expects a budget-vs-actuals table already in line-item form and its only output is the narrative.

What it does

Turns a budget-vs-actuals export into a written variance report: the largest variances by absolute value, their direction, and the driver behind each — only when the driver is actually stated in the input.

How to use this

Once it is installed, this skill picks itself up. You do not need to name it.

“budget vs actuals variance report”
“why are we over on this line”
“variance report”
“explain this budget variance”
Category
Finance

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