HEADROOM
Statement reconciliation
Import a Statement
Headroom identifies each account separately, lets you verify the mapping and money direction, counts every transaction, and imports nothing until final approval.
1 · ReadSelect the bank statement.
2 · VerifyReview balances, transaction count and money direction.
3 · ApproveImport only after the selected rows reconcile.
Statement file
PDF · up to 12 MBChoose a bank statement
Multi-account statements are separated automatically.
Headroom will not map one detected bank account onto another merely because only one Headroom account exists.
Detected accounts
Review each oneReview account
| Use | # | Date | Description | Money direction | Amount |
|---|