carta-consolidating-pnl

SKILLWorkflowcommunity
v0.0.0cartaApache-2.0Updated 1d agoSource →

Consolidating P&L (Income Statement) across the entities of a firm, for any period the user picks — a month, quarter, year, or start-to-end date range. Produces TWO Excel tabs: detail P&L (Period + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view br

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12Repo stars
1Clients
1Formats
1d agoLast update
Skill
Authorcarta
Version0.0.0
LicenseApache-2.0
CategoryWorkflow
Formatsskill.md
PromptNot published
Compatibility
Claude✓ Supported
Cursor
Copilot
ChatGPT
Gemini
About

Consolidating P&L (Income Statement) across the entities of a firm, for any period the user picks — a month, quarter, year, or start-to-end date range. Produces TWO Excel tabs: detail P&L (Period + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view breaks Actuals down by all firm reporting-tag categories with per-category subtotals. Runs in Claude f

Keywords
skillclaude