The Scenario
You are a finance analyst at the end of Q2. Your manager wants to review actual versus budget for the quarter — and he wants it in your Excel budget model by the time the leadership sync starts at nine AM tomorrow. Your Ramp actuals are in three monthly statements: April, May, June. Your budget is already in the model on the Budget tab. The Actuals tab is blank.
The bad version:
- Go into Ramp, download the April statement as CSV, open it, copy the transaction rows, paste them into the Actuals tab, reformat the date column because Ramp's CSV format does not match what the model expects.
- Repeat for May. Repeat for June.
- Realize the model's VLOOKUP on department name is failing because Ramp's export uses full department names and the budget model uses abbreviations — spend another 20 minutes reconciling.
It is 11 PM and the leadership sync is at 9 AM.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the sheet and pulls Ramp statement transaction data through its built-in integration, landing it in the Actuals tab formatted for your model.
List all available Ramp statements and import statement ID, period start, period end, and total amount into this sheet so I can pick the ones to download
Follow up with:
Fetch the Ramp statement for April 2025 in CSV format, parse its transactions, and paste them into the Actuals tab of this workbook so I can compare against the Budget tab
What You Get
- Statement metadata lands in the sheet so you can identify the correct statement IDs before pulling transaction detail.
- Transaction rows from the selected statement land in the Actuals tab with dates, merchant names, amounts, and department names.
- The date format matches what the model expects — no reformatting needed.
- You can run the same prompt for May and June to append those rows.
What If the Data Is Not Quite Ready
Three months need to be combined in one pull
Fetch Ramp statements for April, May, and June 2025, parse all transactions from each, and append them all to the Actuals tab in date order
Department names in Ramp do not match abbreviations in the budget model
Fetch Ramp transactions from Q2 2025 and paste them to the Actuals tab, then add a Mapped Dept column that translates each full department name to the abbreviation in the lookup table on the DeptMap tab
You need only transactions above a threshold for the high-level review
Pull all Ramp transactions from Q2 2025 where amount is greater than $500 and paste them to the Actuals tab so the variance analysis focuses on material items
Kill chain: pull all three months, map departments, and flag variances
Fetch Ramp transactions for April, May, and June 2025, paste them to the Actuals tab with full department names mapped to abbreviations using the DeptMap tab, then add a Variance column comparing actual spend to the matching row in the Budget tab — flag any line where actual exceeds budget by more than 10% as Over Budget
That is the complete actuals-versus-budget preparation in one instruction.
Try It
Get the 7-day free trial of SheetXAI and open your quarterly budget model, then ask it to pull the Ramp statement transactions into the Actuals tab ready for comparison. Related: bulk export all transactions for reconciliation, or export vendor spend totals for the board deck.