Carta Budget Analysis

Q: What is a Claude Code skill and how does the Carta Budget Analysis skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Carta Budget Analysis is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: General · Sub-category: business-ops · Last updated: 2026-08-03

Analyze pacing and variance: compare YTD actuals against a budget workbook (read-only analysis, pulls actuals from Carta MCP). TRIGGER: "how are we doing", pacing, on-track, variance analysis, compare budget vs actuals. NOT: writing/refreshing actuals columns into the workbook (carta-fetch-actuals), new budgets (carta-create-budget), fetch-budget, scenarios, consolidating P&L / balance sheet.

Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Carta Budget Analysis includes explicit scope boundaries (an explicit 'when not to use' or 'out of scope' section); pricing or quota commentary; at least one code block. At roughly 3,633 words the SKILL.md is on the longer end of the catalog distribution.

License: Apache-2.0
Original author: carta
Indexed lastmod: 2026-08-03
Catalog position: General · business-ops
Indexed related skills: 10

How Carta Budget Analysis fits the catalog

Carta Budget Analysis sits in the General category under the business-ops sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

<IMPORTANT> _instrumentation_v2 is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: _instrumentation_v2: {"skills": ["<plugin>:<skill>", ...], "model": "<model-id>"} skills is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry "plugin:skill" and keep them oldest-first, with the most recently used skill last. List only Carta skills (carta-cap-table:,…

What this skill does

Carta Budget Analysis is a community-contributed Claude Code skill in the business-ops sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/carta-budget-analysis/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Carta Budget Analysis Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 175,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/carta-budget-analysis
curl -L https://claudskills.com/skills/carta-budget-analysis/SKILL.md \
  -o ~/.claude/skills/carta-budget-analysis/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/carta-budget-analysis/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/carta-budget-analysis/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\carta-budget-analysis\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Carta Budget Analysis Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/carta-budget-analysis/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Carta Budget Analysis skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Carta Budget Analysis skill?

Use Carta Budget Analysis when your Claude Code task falls under the General category — specifically in the business ops area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Carta Budget Analysis" or describe the task and let Claude pick). Browse related skills at /category/general/.

What is a Claude Code skill and how does the Carta Budget Analysis skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Carta Budget Analysis is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/carta/plugins/blob/HEAD/plugins/carta-investors/skills/carta-budget-analysis/SKILL.md
License: Apache-2.0
Author: carta

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

carta. (2026). Carta Budget Analysis [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/carta-budget-analysis/

BibTeX

@misc{carta-budget-analysis-2026,
  author    = {carta},
  title     = {Carta Budget Analysis [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/carta-budget-analysis/}
}

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Badge

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Security scan

Grade A · scanned 2026-08-03 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/carta-budget-analysis/#security)

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Browse all General skills → Top 100 skills

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