Excel & Report Center

Download useful reports without changing your transactions or categories. Receipt evidence and Scout-extracted receipt details can be included alongside the same Headroom data used by the app.

Start month

End month

Choose a report. Headroom will load the selected period when you export.

All transactions

Date, merchant, account, category, amount, plus receipt status, receipt total and receipt verification details when available.

Receipt evidence

Transactions with attached receipts, receipt totals, tax, tip, Scout confidence and extracted line-item counts.

Monthly cash flow

Income, spending, transfers, net cash flow and Scout-learning totals by month.

Spending by category

Your existing category layout summarized by month. Categories are never renamed by this export.

Income sources

Historical income by source/category, separate from transfers and refunds.

Recurring bills & income

User rules plus upcoming recurring forecast items and their expected dates.

120-day forecast

Projected income, expected bills, source, cadence and confidence.

Debt & credit cards

Balances, minimums, planned payments, strategy and payoff horizon.

Savings goals

Targets, amount saved, remaining balance, target date and status.

Maintenance reserves

Homes, vehicles, maintenance items, timing, cost ranges and suggested monthly reserve.

Budget vs actual

Scout budget class, monthly average, current spend, recommended target and potential savings.