# solving-financial-planning

> Claude/Codex skill by [@gopigment](https://omgskills.com/library/gopigment/index.md) · 23 stars · Updated 2026-10-23

Planning skill. FP&A use cases: budget/expense planning, revenue forecasting, P&L reporting, multi-currency, financial consolidation. Each use case has inline guidance; load sub-files only for advanced patterns.

## Install

```sh
git clone https://github.com/gopigment/ai-plugins /tmp/ai-plugins && ln -s /tmp/ai-plugins/skills/solving-financial-planning ~/.claude/skills/solving-financial-planning
```

## From README

Financial Planning & Analysis (FP&A) Prerequisites: Version dimension exists (skill:building-versions-and-planning-cycles). Calendar configured (skill:setting-up-calendar). --- Budget & Expense Planning When: annual budget, departmental cost plans, cost center budgets, simple OPEX. Dimensions: Version, Month, Department (or Cost Center), Account (Chart of Accounts). Add Entity if multi-entity. Structure: one input metric for actuals (imported), one for budget/forecast (manual input or formula-driven). Calculated metrics for variances and totals. Keep formulas flat; separate actuals from plan in distinct metrics. Forecasting approaches: prior year with growth rate, manual input filtered to plan months, or IF-based mix per Version. No SWITCH engine, no method dimension. Reporting: combine actuals and forecast in a single metric using IsActual. Table block with one row per account category. Views: Month (columns) × Department or Account (rows).

## Links

- HTML page: https://omgskills.com/library/gopigment/ai-plugins/skills/solving-financial-planning/
- GitHub: https://github.com/gopigment/ai-plugins
- Author: [@gopigment](https://omgskills.com/library/gopigment/index.md)

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