Help
PocketHSA keeps your HSA expenses and the receipts that go with them. Your data is always yours and is never gated. You can export it on every plan.
Expenses and receipts
An expense is one HSA-eligible purchase: a date, a provider, and an amount. Spreadsheet rows and anything you add by hand are expenses. A receipt is the file, a PDF, photo, or scan, attached to an expense. An expense can be missing a receipt until you attach one.
From Expenses, add one expense with a receipt photo, a file, or no receipt yet. Reading a receipt fills provider, amount, date, and category for you to check.
Available to claim
The total of your out-of-pocket expenses that are not marked reimbursed yet. Expenses paid with an HSA card are left out because the HSA already paid them. On Free, only active expenses count.
Free and Pro
Free keeps 25 expenses active, and adding one by hand needs Pro once 25 are saved. Your one free spreadsheet import saves every row. Expenses you already had keep their place, and the most recent imported expenses fill the rest of the 25. The others are marked Saved, unlocks with Pro. They stay in your list and in every download. Pro makes every expense active.
Spreadsheet import
Import brings in a CSV or Excel ledger you already keep. Each row becomes an expense. You confirm the columns and the preview before anything is saved.
Match receipts to your expenses
After you import a spreadsheet, matching opens so you can pair receipt photos or PDFs with expenses that are missing a receipt. Nothing is stored until you approve. The expenses page links here when expenses still need a receipt.
Google Sheet
The Ledger Sheet in Settings is a one-way copy in a spreadsheet PocketHSA creates. Edits there are not saved back. Connecting Google for that sheet does not change where receipt files are stored. It always lists every expense. On a free account, expenses past the 25 active ones are marked Unlocks with Pro in the Status column and are left out of the sheet totals, so Available to claim matches the app. Upgrading clears those labels.
Your data
Settings, then Your data, has a Pro PDF of your expenses and what has been reimbursed, and a ZIP of your receipts and a spreadsheet of your expenses. The ZIP works on every plan.
Contact
Questions: hello@pockethsa.com. Read the Privacy Policy and Terms.