# Carta Consolidating Pnl

> Consolidating P&L (Income Statement) across the entities of a firm, for any period the user picks — a month, quarter, year, or start-to-end date range. Produces TWO Excel tabs: detail P&L (Period + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view breaks Actuals down by all firm reporting-tag categories with per-category subtotals. Runs in Claude for Excel (writes into the open workbook), and in Cowork, the desktop app, and Claude Code (adds tabs to an attached .xlsx, or creates one). Sourced from Carta MCP. TRIGGER on "consolidating P&L for [firm] [period]", "P&L for all entities of [firm]", "P&L for our funds", "firm-wide income statement", "P&L with executive summary", "P&L by department", "P&L by tag", "income statement by cost center". DO NOT TRIGGER for single-entity P&L, balance sheet (carta-consolidating-balance-sheet), or ManCo budgeting (carta-manco: budgets, actuals, pacing, what-if).

## Facts
- Page: https://tashan.sh/capability/skill-carta-carta-consolidating-pnl
- tashan id: skill:carta/carta-consolidating-pnl
- Source: https://github.com/carta/plugins
- Type: skill
- Category: other
- tashan score: not scored (catalogued only — too little public evidence)
- Adoption: 9.0
- Upkeep: 95.0
- Freshness: 90.0
- Evidence coverage: 84% of the inputs this score can use
- Health: active
- Instruction depth: not yet graded
- License: Apache-2.0
- Official: no

## Install

```sh
cp -r carta-consolidating-pnl ~/.claude/skills/
```

## Security audit
Not scanned. We audit npm-published capabilities; this one has no npm package we can resolve, or has not reached the queue. This is not a clean bill of health.

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Measured 2026-08-25 by tashan (https://tashan.sh) from public evidence. Scorer s5.