HSA Tracker

Sign in with the Microsoft account that has the shared Financial/HSA folder.

Photo of the bill / EOB No photos yet

Date of service Patient Provider / merchant Description Category Amount owed ($) Confirmed not reimbursed / paid by insurance, FSA, HRA, or deducted on taxes Notes

Expenses still needing proof of payment

Photo of the payment proof (statement, receipt) No photos yet

Date paid Payment method Statement line ref (if a shared statement) Statement name (one file will cover all selected expenses) Saved as YYYY-MM_name_Statement.pdf. Each selected row gets a line-ref letter A, B, C… in the order you checked them — highlight and label the matching charges on the statement PDF afterward.