Financial Planning

CSV (Comma-Separated Values)

A plain-text file format for tabular data, commonly used to export and import financial records, team lists, and transaction history.

CSV import preview screen

What is CSV (Comma-Separated Values)?

CSV (comma-separated values) is a simple file format where each line is a row and commas separate columns. Banks, payroll systems, and CRMs export data as CSV.

For financial tools, CSV import enables bulk loading of team members, tool subscriptions, deals, and bank transactions without entering each record manually.

CSV is universal but unforgiving: column headers must match expected fields, dates must use consistent formats, and currency values should exclude symbols or use a standard format.

Why it matters

Migrating from spreadsheets or onboarding existing data should not require weeks of manual entry. CSV import compresses setup from days to minutes.

Validated CSV import with preview prevents bad data from entering your financial model.

How RunwayCal helps

RunwayCal provides CSV templates for team, tools, and deals. Upload, preview, confirm, and your data is live with validation before save.

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Import your data via CSV

Download RunwayCal CSV templates, fill them in, and import in minutes with preview and validation.

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