Budget Planning
A full-cycle budget planning system with four distinct modes: build from scratch with growth assumptions, copy forward from prior year with adjustments, mid-year forecast blending actuals with projections, and specialized modes for employee cost budgeting (with burden rates) and project budgeting. Every budget goes through 7 mandatory validation checkpoints before submission, including sanity checks on revenue-to-expense ratios and single-line concentration limits.
Four commands.
Three procedures.
All of them run inside Claude against the governed ledger.
- 01
/create-budget — Build a new budget from scratch, copy forward from prior year, or use a template. Supports monthly/quarterly/annual granularity. Guides through: entity selection, scenario type (budget/forecast/stretch), method choice, growth assumptions, preview table, and submission.
- 02
/forecast-budget — Create a mid-year forecast by blending YTD actuals with projected amounts for remaining months. Shows YTD actual vs budget comparison, offers forecast method choice (run rate, trend, seasonal, manual override), and calculates full-year forecast.
- 03
/preview-budget — Calculate and preview budget amounts without submitting. Useful for what-if scenarios. Shows preview table by account and period, total revenue vs expense, and net margin. Supports employee and project budget previews.
- 04
/review-variance — Analyze budget vs actual variances with drill-down, interpretation guidance, and corrective action recommendations. Classifies variance type (timing, volume, price, mix, one-time) and highlights top unfavorable variances.
Employee cost budgeting with burden rates. Project-based budgeting with milestones. Seasonal adjustment patterns. 7 mandatory validation checkpoints.
How a run behaves.
Three procedures, step by step.
- 01Discover chart of accounts — fetch active accounts grouped by type
- 02Fetch prior year actuals as baseline reference
- 03Determine growth assumptions: rates, seasonal patterns, step changes
- 04Calculate monthly amounts and show preview table by account and period
- 05User reviews and explicitly confirms before submission
- 06Create budget version and bulk submit all lines
- 07Optionally tag lines by department, project, or employee
- 01Load the approved budget for the current year
- 02Load YTD actuals for completed months
- 03Show YTD comparison: Budget vs Actual with variance %
- 04Choose forecast method: Run Rate, Budget + Trend, Seasonal Adjusted, or Manual Override
- 05Replace past months with actuals, project remaining months
- 06User confirms full forecast vs original budget comparison
- 07Submit forecast version with all lines (actuals + projections)
- 01Fetch active employees with compensation and tax settings
- 02Calculate fully loaded cost per employee (salary + social tax + unemployment + benefits)
- 03Add headcount plans: planned hires and terminations with pro-rated partial months
- 04Preview monthly breakdown per department and employee
- 05Submit with employee and department dimension tags
Legal entity has an active chart of accounts. Prior year data available for copy-forward and forecast modes. All account numbers in budget exist in the effective accounts view. No single line exceeds 50% of total unless explicitly confirmed. Revenue vs expense ratio sanity check (expenses within 120% of revenue). User explicitly reviews and confirms preview before submission. Submission succeeds without validation errors.
Your procedures,
written down.
Swap the reference files for your policies and run it in Claude. Writes still go through the governed gateway.