Reimbursable
Effortless HSA reimbursement tracking
Listed in categories:
Personal FinanceMedicalMoney
Description
Reimbursable is a powerful tool designed to help individuals and families effortlessly track their out-of-pocket qualified medical expenses (QMEs) and maximize the wealth-building capabilities of their Health Savings Accounts (HSAs). By securely connecting your bank accounts, Reimbursable automatically detects eligible medical expenses, allowing you to save receipts and prepare for HSA reimbursements with ease. This ensures that you are always prepared for tax time and protected in case of an IRS audit.
How to use Reimbursable?
To use Reimbursable, simply sign up for an account and securely connect your HSA credit or checking accounts using Plaid. The platform will automatically detect eligible medical expenses, allowing you to save receipts and track your expenses over time. You can access your records anytime and prepare for HSA reimbursements effortlessly.
Core features of Reimbursable:
1️⃣
Automatically detects out-of-pocket medical expenses through connected bank accounts
2️⃣
Securely stores receipts for easy access and organization
3️⃣
Compiles tax forms and future distributions for HSA
4️⃣
Provides insights into HSA account value and eligible reimbursements
5️⃣
Offers a virtual assistant for full-service tracking (coming soon)
Why could be used Reimbursable?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Individuals tracking their own medical expenses for HSA reimbursement | ✅ | |
| # 2 | Families managing and reconciling medical expenses together | ✅ | |
| # 3 | Users preparing for tax season with organized medical expense records | ✅ | |
Who developed Reimbursable?
Reimbursable is developed by a team dedicated to helping individuals and families build wealth through health by simplifying the tracking of medical expenses and maximizing the benefits of Health Savings Accounts (HSAs).