Quarterly budget review

Every change. In context.

Compare consecutive quarters, connect analyst notes, and prepare a clear review.

Download the offline flag tool

Start with your quarterly data

Three inputs: annual base, prior quarter, current quarter.

Department / fund

Excel template

Department labels your quarter inputs. Loading a base replaces only the annual base.

Fiscal year ends in June.

Prior quarter

Current quarter

Prior 3 months—

Current 3 months—

Quarterly change——

Account flags—Strictly over ±10% or new activity

Use category headings, account codes, or exact account names to place notes directly. Confirm ambiguous destinations below. AI can match indirect explanations after sign-in.

Full notes retained. Long documents process in resumable sections.

Checking the AI service Direct references and calculated summaries update locally.

Your results belong here.

Upload your workbook or paste account data. Choose the periods, add notes, and review the calculated results.

Get the Excel template