Medical Expense & HSA/FSA Tracker | Excel Medical Bills, Receipts & Mileage Log

Know exactly what your family spent on healthcare - and which receipts you still need.

Log every doctor, dentist, pharmacy and vision bill in one Excel file and see insurance paid, out-of-pocket cost, HSA and FSA spending and medical mileage on one dashboard.

WHAT'S INCLUDED

• Expenses log: date, person, category, provider, amount billed, insurance paid, out of pocket (auto), paid with, receipt saved, reimbursed• Dashboard: total billed, insurance paid, out of pocket, paid from HSA, FSA used and FSA left to spend• Receipts-missing count and claims awaiting reimbursement (highlighted in the log)• Out-of-pocket by category and by family member with bar and pie charts• Medical mileage log - miles x the rate you enter• Settings for family members (up to 6), FSA election, HSA contributions and limit, out-of-pocket maximum

BEST FOR

Families, HSA and FSA account holders, and anyone gathering medical receipts for tax season or reimbursement claims.

HOW IT WORKS

1. Enter your family members, FSA election and HSA numbers in Settings2. Add one row per bill or receipt (sample rows show the format)3. Check the Dashboard for totals, FSA balance and missing receipts

IMPORTANT

An organizing tool, not tax, medical or financial advice. Check current HSA/FSA rules, limits and mileage rates with the IRS or your plan administrator.

FORMAT / DELIVERY

• Microsoft Excel (.xlsx) - also opens in Google Sheets and LibreOffice• Sample data included so you can see how it works• Instant digital download - no physical item is shipped

FAQ

What exactly do I get?

Excel medical expense tracker: log bills, insurance paid, out-of-pocket, HSA/FSA spending, missing receipts and medical mileage.

What do I need to use it?

Microsoft Excel on Windows or Mac (Excel 2016 or newer, or Microsoft 365). It also opens in free Google Sheets, though Excel is recommended.

How do I get it?

It is an instant digital download: right after payment you get the file on the page and by email. No physical item is shipped.

What if it is not right for me?

Contact me through my Payhip store within 30 days and I will refund you - no hard feelings.

I have a question

Use the contact link on my Payhip store page and I will help.