AI Blocks › Handle money and investing
Budget and forecast builder
Give it your past numbers and plans. Get a budget, a forecast and a note on gaps against actuals.
Budget and forecast builder is a free AI skill for the job "Handle money and investing". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · MIT licence · Made by GAJETOso
Made by GAJETOso. See the original on GitHub; we copied it as it is, with its licence.
What it does
A budget and forecast for the next year or the next few, built from your history and the things that actually drive your numbers, with a plan to track the gaps. The skill asks about your time frame, your business unit and your main revenue and cost drivers. It builds revenue bottom-up from pipeline, churn and deal size, adds seasonal changes, then plans fixed and variable costs. It runs what-if tests, such as what a one percent rise in churn does to year-end cash, and gives best, worst and base cases. It ends with a budget against actuals setup so you can follow along.
You give it
- Past revenue and cost numbers
- Your main revenue and cost drivers
- Plans for hiring, pricing or spending
- The forecast time frame
You get
- A monthly or quarterly P&L forecast
- A headcount and spend plan
- Best, worst and base scenarios
- What-if results
- A budget against actuals tracker
Use it when
- You need next year's budget and have two or three years of past numbers.
- You want a cash forecast that shows what happens if sales dip.
- You are planning headcount and need the cost shown by month.
- Your board asks for best and worst cases.
How to use it
- Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
- Ask for the job in your own words. Your AI opens the skill when it fits.