📤 How do I upload a receipt?

Snap or drag the file in, then tag it with provider, patient, service date, category, and amount. Takes about twenty seconds per receipt.

From the dashboard, go to Upload, drop in the file, and fill in five fields:

  • Provider — who you paid (dentist, clinic, optometrist)
  • Patient — you, your spouse, or a dependent
  • Service date — the date care was received, not the date you paid
  • Category — medical, dental, or vision
  • Amount — the out-of-pocket total you actually paid

Service date is the field people get wrong. The IRS cares about when the expense was incurred, which is when the service happened. That's also the date that determines whether the expense came after your HSA was established.

Once saved, the receipt is searchable, exportable, and marked unreimbursed until you say otherwise.

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