Excel workbook · €29
Budget vs. actual with allocation
Compare budget and actuals on the same allocation basis.
Review build. Scoped native checks are listed under What you need. Full acceptance is incomplete. Purchases are disabled.
Will it fit your work?
- Your input
- Budget, actuals, a cost-centre list and single-step allocation keys.
- Your result
- Monthly and YTD comparisons, allocation totals and visible input checks.
- What you need
- Microsoft 365 or Excel 2021 on Windows. Opened, fully recalculated and reconciled in native Excel on synthetic data; wider acceptance is incomplete. Workbook 1.2 (19 Oct 2026, native Excel): corrected loading notes and a Report check that flags an empty Actuals sheet; sample totals and all ten checks unchanged. Paste data manually without another tool, or use the optional KSB1 import BvA_ActualsFromKSB1.pq (needs SAP_CleanList): its 29 offline scenarios passed natively in Power BI Desktop and in Excel Power Query (19 Oct 2026). Load it to a helper sheet and paste values into Actuals as START_HERE.md describes: loading a query straight onto Actuals shifted the sheet in a native test; the helper-sheet transfer passed natively in Excel (19 Oct 2026).
- Check this first
- Single-step allocation; 12 listed cost centres and 36 key rows. Budget and actuals checked through row 50,000. Extend and retest deliberately for larger models.
Start with one known example
- Extract the whole ZIP and read START_HERE.md.
- Start with
BvA_Allocation.xlsxon a copy. - Use the example below; replace input paths and settings.
- Reconcile rows and totals before using real data.
Work on a copy. Settings → Budget / Actuals → Allocation → Report. Resolve every CHECK before using totals.
Each package includes the source file or workbook, its PDF guide, a short setup path, verification status and a support checklist.
Free builds are for evaluation; validate the result in your own environment. Price shown for a paid tool is the proposed one-time price, before any applicable checkout taxes.
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