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HEADROOM
Start with your real money

Connect your bank.
Let Headroom do the organizing.

Choose the accounts you want Headroom to understand. From there, Scout can organize transaction history, spot patterns that need confirmation, build your forward plan, and identify realistic ways to create more financial breathing room.

1
Connect securelyUse Plaid to link the bank accounts you choose.
2
Import activityHeadroom brings in transaction history and keeps connected activity synced.
3
Scout organizesTransactions are categorized and recurring patterns are surfaced for your confirmation.
4
See what’s aheadConfirmed bills, income and patterns build Plan & Forecast.
5
Find your HeadroomScout looks for realistic savings without treating necessities or required debt payments as disposable.
Connect a bank →Manage connected banks

You stay in control. You choose which accounts to connect. Headroom uses Plaid’s connection flow and does not ask you to enter your bank password directly into Headroom.

Already connected? Use Manage connected banks to refresh, add another institution, or disconnect a bank while keeping imported history.