HSA records, finally in one place

Keep every eligible expense within reach

Save receipts securely, review the details, track reimbursements, share records with family, and export clean files whenever you need them

Start free — no cardAlready have an account? Sign inSee pricing
Private receipt storage
Family-ready records
Exports stay free
Built for real reimbursement workflows

From receipt to clean ledger

Capture and review

Upload images or PDFs, keep the original, and confirm the details before they enter your records

Track every reimbursement

Record partial or full reimbursements without losing the history

Take it with you

Download CSV ledgers, PDF household reports, or a complete ZIP archive of receipts and data

Simple pricing

Start free, upgrade when planning and automation help

Free

$0

Up to 10 receipts, manual entries, totals, document-ready balance, exact duplicate warnings, and CSV exports

Start free
Preferred

HSA Pocket Plus

$39 / year

Unlimited receipts, AI extraction, broader duplicate scanning, reimbursement planning, family sharing, monitoring, PDF reports, and email intake

Choose annual

Monthly

$4.99 / month

The same Plus features with month-to-month billing

Choose monthly
Household records

Welcome back, there

Reimbursement milestone

Set a goal for your document-ready balance
Start here
Manual tracking included
Document-ready$0
GoalNot set
To go—
Plus can watch this goal automatically
Progress uses document-ready records and does not determine tax eligibility

Reimbursement planner

Checking document-ready records
$0

Next reimbursement

Checking saved work
Not saved
Save a shortlist so your next reimbursement is waiting when you return

Ready to reimburse

Checking documented balances
Free visibility
These are recordkeeping opportunities, not tax-eligibility determinations
Includes reviewed records you marked eligible, with confirmed receipts, on or after your saved HSA start date — planning does not record a reimbursement or determine tax eligibility

Recent reimbursement sessions

No sessions recorded

Build your first protected record

Four Free steps create a useful record and a portable safety copy
0 of 4
Keep it current automatically
Finish the Free setup path first · Plus can automate upkeep later
Expenses0
Total$0
Reimbursed$0
Remaining$0

Balance over time

Loading balance history
Add an expense to start your balance history
The line shows unreimbursed balance at the end of each periodHover over a point for details or drag across the chart to zoom

Records checkup

Checking your records
0%

Unlock ready balance

Checking blocked records
$0Free visibility
These are incomplete recordkeeping opportunities, not tax determinations
Readiness checks record completeness only — they do not determine tax eligibility

Receipt vault check

Checking stored evidence
Start here
Manual checks included
Stored0
Verified0
Needs check0
Issues0
No files checked yet
Manual cryptographic checks are included with every plan

Annual records review

Loading yearly records
Expenses added$0
Distributions recorded$0
Remaining from year$0
Document-ready balance$0
This is a recordkeeping view and does not determine tax eligibility

Recent expenses

No expenses yet

Add receipts

Choose up to 10 files at a time. Each file can be up to 10 MB
No files selected
Files upload one at a time, so completed uploads stay saved if another file fails. Originals are encrypted before private cloud storage

Receipts

No receipts yet

Email receipt intake

Send up to five attachments from your verified account email and rotate the private address anytime

Generate a private intake address
Plus feature — attachments are validated, encrypted, and queued for review

Receipts to review

Checking your receipt inbox
Review one at a time
Review each receipt, then attach it to an existing expense or create a new expense

Unreviewed receipts

Receipts waiting for your review
0
No receipts need review

Duplicate check

Exact file matches are available on every plan
0
No duplicate receipt files

Statement reconciliation

Import normalized transactions and confirm suggested links yourself
Plus
Include date, description, and amount columns. Separate debit and credit columns also work. HSA Pocket stores normalized rows, not the original statement file. Suggestions never change your ledger
No statements imported

Bring in past expenses

Preview a CSV before anything enters your ledger
Free template
The exact HSA Pocket template and HSA Pocket exports work on Free. Plus can match common column names from other tools
No expense imports yet

Add expense

Expense ledger

0 records
DateProviderAmountReimbursedRemaining

Household members

Loading members…

Invite family

Family sharing requires Plus

Schedule reminder

Automated reminders require Plus — email subjects never include medical or financial details

Weekly records and vault monitor

The monitor checks record gaps, a bounded set of due files, and whether portable records changed after your last complete-archive download. Email includes aggregate counts only — provider, patient, amount, filename, receipt text, and medical details stay inside HSA Pocket
Checking availability

Your reminders

No reminders scheduled

Portability checkpoint

Checking your last complete-archive download
Free manual check
Creating a ZIP is not a backup until you download and save it outside HSA Pocket

Custom records packet

Choose a start and end expense date
Free preview
Preview and filtered CSV exports stay free · Plus packages expense records, reimbursement history, linked receipts and linked EOBs

Expense CSV

Always available

Reimbursement CSV

Every reimbursement event

Complete archive

Original receipts plus data files

Household report

Print-ready PDF for Plus households

HSA record guardrails

Expenses before this date will be flagged for your review, not marked ineligible

Subscription

Free

Account access

Create a complete archive from Exports before deleting — cancellation does not delete your records