HSA & FSA Medical Expense Tracker - Receipt Log Spreadsheet for Excel & Google Sheets
Keep every medical bill and receipt in one place and see what is reimbursed and what is still pending. $4 one-time.
Why you will like it
- Reimbursed vs. pending totals at a glance.
- Missing receipts counted so you can find them early.
- Totals by category and by account (HSA, FSA, out of pocket).
What's included (1 .xlsx, 4 tabs incl. a Lists helper tab)
- Expense Log: up to 500 rows with date, provider, family member, category, amount, paid from, receipt saved, receipt location, reimbursed, reimbursed date and notes
- Dropdowns: 9 categories, paid from (HSA, FSA, Out of pocket) and Y/N fields
- Summary: total spent, reimbursed vs. pending, receipts saved vs. missing, by category with a bar chart, and by account
- Instructions tab; 5 yellow EXAMPLE rows are fictional
How it works
- Log each expense when you pay it.
- Note where the receipt is saved.
- Mark reimbursements as they arrive.
- Check the Summary for anything pending.
Compatibility
- Standard .xlsx for Microsoft Excel; open it in Google Sheets by uploading it to Google Drive.
- No macros, scripts or add-ons. One-time download, no subscription.
FAQ
- Does it tell me which expenses are eligible? No. Check with your plan administrator.
- Is it tax or medical advice? No. It is an organizing tool.
- Questions? hirelinetemplates@mail.grokbot.com
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- Choosing next year's plan? Open Enrollment Health Plan Comparison ($7): https://payhip.com/b/gCtoH
