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use-cases/budget-vs-actuals-review.md 2026-07-08 02:01 UTC to 2026-07-14 17:03 UTC

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2026
Tue 14 17:03 Fri 17 22:57 Tue 28 23:01

name: Review budget vs. actuals tagline: Turn plan, actuals, and close notes into a variance workbook. summary: Give ChatGPT a budget, actuals export, and close notes, then ask it to map actuals to plan, calculate variances, flag reconciliation issues, and separate supported explanations from open finance questions. skills:

  • token: $spreadsheets description: Inspect spreadsheet inputs, clean and map rows, create variance tables, and produce reviewable workbook outputs. bestFor:

  • Month-end reviews that compare budget plans with actual spend exports.

  • Finance teams preparing leadership commentary from GL, spend, or department actuals.

  • Workbooks where category mapping, tie-outs, and unsupported explanations need review. starterPrompt: title: Review budget vs. actuals body: >- Use $spreadsheets to update the budget vs. actuals review from the attached files.

    Compare actuals to plan, map actuals to the right budget categories, summarize the major variances, and prepare a clean review view as an editable .xlsx workbook.

    Preserve the raw inputs, use formulas for dollar and percentage variance calculations, and flag categories that do not map cleanly instead of forcing a match. Use account type to determine favorable or unfavorable variance: revenue above plan is favorable, while expense above plan is unfavorable. suggestedEffort: medium relatedLinks:

  • label: Agent skills url: /codex/build-skills

Introduction

If you're working on a budget and want to review the variances or inspect any issues, ChatGPT can help you create a fully functional review workbook you can work with.

Attach the budget plan, actuals export, and close notes, then ask ChatGPT for an editable review workbook. ChatGPT can preserve the raw inputs, map actuals to plan, calculate variances, and create a summary view you can inspect in the task.

Create the review workbook

  1. Attach the budget plan, actuals export, and close notes, or provide exact file references along with the source.
  2. Run the starter prompt and ask for an editable .xlsx workbook.
  3. Open the workbook in ChatGPT. Expand it into the full-screen view to inspect the raw inputs, mappings, variance formulas, and summary tab.
  4. Continue in the same task to fix category mappings, add department cuts, or draft the finance summary.

If the source files are in a connected app, mention the exact files or folder. Avoid asking ChatGPT to search a broad Drive or workspace when the review should use specific finance sources. When the workbook appears in the task, open it and expand it full-screen to review the raw inputs, mappings, variance formulas, and summary tab before asking for revisions.

Check the variances

Before sharing the workbook, ask ChatGPT to audit the categories, formulas, and variance explanations.