Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
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---
name: roll-forward
description: Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
---
# Roll-forward
Given an account (or account group), entity, and period, produce a roll-forward that ties beginning to ending.
## Structure
```
Beginning balance (per prior-period close) X
+ Additions / new activity A
+ Accruals booked this period B
− Reversals of prior accruals (C)
− Payments / settlements (D)
± Reclasses / adjustments E
± FX translation F
Ending balance (per GL at period end) Y
```
## Tie each line
- **Beginning** — prior-period close package, or GL balance at prior-period end date.
- **Each activity line** — a GL query (account + date range + journal-source filter) via the internal-gl MCP. Cite the query.
- **Ending** — GL balance at period-end date.
The schedule **must foot**: `X + A + B − C − D + E + F = Y`. If it doesn't, the gap is an unexplained item — surface it, don't plug it.
## Output
The roll-forward table with a "ties to" column citing the GL query or document for every line, plus a foot check (pass/fail and the unexplained delta if any).
