A structured, local import

Bring your offer
into the worksheet.

Use one CSV for one college option. Download the template, replace its example rows with your own amounts, and review everything before import.

Download the CSV template

The template is illustrative, not an aid offer or a college price. Your file stays on this device. PDF award letters and OCR are not supported.

The import sequence

  1. Open the comparison tool and choose “Import CSV.” Select a UTF-8 CSV smaller than 5 MB.
  2. Inspect the preview. Map your file’s headings to the listed fields.
  3. Set the academic years and named terms. Confirm how the periods in the file match that calendar.
  4. Correct reported errors. Confirm the periods explicitly, then add the option.
  5. Review its editable costs, gift aid, loans, and earnings before relying on the totals.

Columns

ColumnAccepted values and meaning
typecost, grant, loan, earnings, or own-funds
labelYour description of this line item
amountA nonnegative dollar amount with up to two decimal places, such as 1250.50. No currency conversion.
periodterm, academic-year, or whole-program. It is counted once for the named period.
year / termLabels matching the calendar you confirm. A term requires both year and term.
categoryFor costs: tuition, mandatory-fees, housing, food, books-supplies, transportation, or other
billedtrue for a cost billed by the college; false for an indirect expense
statusFor grants: offered, accepted, or estimated
renewalconfirmed, not-renewable, or unknown
confirmedtrue only when you confirm that grant for the entered period; otherwise false
conditionsGrant conditions, such as enrollment or renewal requirements
feeA dollar fee withheld from a loan’s principal, in the same period
selectedtrue to include a loan or earnings scenario; otherwise false
sourceFor earnings: work-study or other

Avoid counting the same money twice

Enter either an annual expense or its individual term amounts. Do not enter both. A scholarship is gift aid; a loan is financing; work-study is assumed earnings. Put each in its own category.

Reopen a whole comparison with JSON

JSON preserves the complete editable comparison, including periods and assumptions. Use “Export JSON” to save it, and “Open JSON” to reopen it. A CSV report is intended for a spreadsheet; it is not the same format as the offer-import template.

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