Health & Care

HSA Expense & Receipt Tracker

Follow health savings account deposits, expenses, receipts, and reimbursements by account, so you can see what went in, what came out, and which expenses still need a receipt.

Your first two tools have no monthly charge. Each tool after that is $2 a month.

HSA Tracker

Track HSA deposits and expenses across accounts, including receipts and reimbursements.

Keep HSA money and receipts together

Household Toolbox keeps this with your other household records under one account.

What you can track

  • Track more than one HSA account

    Keep deposits and expenses under the account they belong to.

  • Record deposits

    Log money added to the account.

  • Record expenses

    Log what was spent, then mark whether it has been reimbursed and the reimbursement date.

  • Attach receipts

    Save receipts or explanations of benefits on the expense. A warning shows when a receipt is still needed.

  • Review a summary

    Use the summary to see deposits and expenses for the account you are viewing.

  • Export HSA records

    Export a PDF of the HSA records you choose.

How It Works

  1. Step 1

    Add the HSA account

    Create an account so deposits and expenses have a place to live.

  2. Step 2

    Log deposits and expenses

    Enter money in and money out, and attach a receipt when you have one.

  3. Step 3

    Mark reimbursements

    Note whether an expense has been reimbursed, and keep the receipt on that expense.

Why track HSA expenses

HSA Tracker is a household record of the account. It does not file taxes or submit claims for you.

  • Doctor, dental, and vision expenses
  • Receipts you may need later
  • Expenses waiting on reimbursement
  • Deposits into the account
  • More than one HSA account
  • A PDF copy of the records

Frequently asked questions

Can I track HSA receipts?

Yes. Each expense can have receipt or explanation-of-benefits files. If you flag that a receipt is still needed and none is attached, the expense shows a reminder.

Can I track reimbursements?

Yes. An expense can be marked reimbursed or not, with a reimbursement date.

Can I track deposits as well as spending?

Yes. Deposits and expenses are separate lists under each account, and the summary shows both.

Can I track more than one HSA?

Yes. You can add more than one account and switch between them.

Does this file my taxes or pay a claim?

No. HSA Tracker stores the deposits, expenses, receipts, and reimbursement notes you enter. It does not file taxes or submit insurance claims.

Put your household information to work

Create your Household Toolbox account and start using HSA Tracker. Your first two tools have no monthly charge. Each tool after that is $2 a month.

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