Take control of your health documents and HSA account in one convenient mobile app. People change jobs, careers and insurance carriers every day. HSA Coach stays with you.
This app helps you store and track all of your health documents, receipts, reimbursements, and Health Savings Account balances in a location you control, independent of your employer and health insurance carrier. Health is Wealth and we want you to make the most of your health dollars (saved, invested and spent).
Document storage - Upload and store all health documents such as insurance cards,
vaccination records, prescriptions, medications, or anything you want to have at your fingertips.
Track health expenses – Upload receipts and accumulate your total out-of-pocket health
expenses eligible for reimbursement from your HSA savings account.
Receipt documentation – Maintain digital documentation of HSA distributions from your
account for tax filing purposes.
The PlayBook - Take a walk through our HSA PlayBook where we teach you simple, to-the-point, lessons on how to maximize your HSAs. It will only take a few minutes, and your HSA Know-How will shoot to the roof!
Calculators - We now have SEVEN fully customized and personalized calculators to help you easily discover how much you can - and should - be saving with your HSA.
Calendars - You can now maintain your schedule of upcoming doctor visits and get notified when appointments come up. After an appointment has passed you will also get a reminder to update an expense. Just another way HSA Coach can work for you.
Understand HSA Rules – Get access to simple, easy to understand information on HSA account rules, limits, and tax advantages. Don’t let all those complicated IRS regulations confuse you, we break in down into straightforward guidance.
Maximize your tax-free savings - Use information, calculators, and tips to maximize your tax-advantaged savings. HSA accounts offer valuable tax-free retirement savings opportunities in addition to a way to pay for health expenses with pre-tax savings. We help you maximize the savings potential.
About Us. Aaron, a CERTIFIED FINANCIAL PLANNER(TM) and Denise, an accountant and HR services expert, worked together previously at HelloWallet as CFO and Controller. After the purchase by Morningstar we decided to build this app to help users save money by managing their Health Savings Account, as well as incorporate these benefit decisions into their broader financial picture. The two of us and rest of the team will continue to improve the experience. Along the way please help us by letting us know what else you would like to see to help you achieve your financial goals.
Fixed some bugs!
Ratings and Reviews
Perfect, this is what I needed
This is exactly what I was looking for. Surprisingly enough, there is no many similar apps on the market that are suited for HSA owners. The app allows to account my medical expenses and save receipts. Keep doing a great job! My recommendation is to get this linked with Google Drive, not only drop box. And also work with HSA providers to get accounts synchronized. Ideally, I would also love to see my claims and be able to pay them here. I understand this is a quite if a challenge for the developer.
Very helpful app
This app has become our main tool for record keeping HSA receipts. Love the connectivity to download and upload directly to my Dropbox.
There are a few things to improve like UI tweaks and auto connectivity to HSA custodians but overall the app does a really nice job!
Strongly recommend this app to people looking to get a better hold of their HSA expenses.
What a helpful app for keeping track of family medical expenses! Great to be able to scan documents in. I didn't even know about HSAs so I appreciated the info too. Thanks for making an extremely complicated task easier.
With Family Sharing set up, up to six family members can use this app.