A Sneak Peek Inside hsa_stack: Visualizing Your HSA Superpowers!

Hey everyone,

We know many of you are eagerly awaiting the launch of hsa_stack, and we're just as excited to get it into your hands! While we're putting the finishing touches on everything, we wanted to give you an exclusive sneak peek inside the app.

Our goal is to make managing your Health Savings Account (HSA) not just easier, but truly empowering. We believe that with the right tools, your HSA can become a powerful engine for financial growth and well-being. Let's take a visual tour of how hsa_stack will help you achieve that.

1. Your Command Center: The hsa_stack Dashboard

Upon logging in, you'll land on your personalized Dashboard. Think of this as your HSA command center. At a glance, you’ll see:

• A clear overview of your HSA balances, including both cash and invested funds.
• Key metrics and recent activity, so you're always up-to-date.
• Receipt statistics and AI-powered insights to help you understand your spending and find optimization opportunities.

We've designed the dashboard to be clean and intuitive, giving you the most important information right where you need it, making your experience effortless.

2. Effortless Expense & Receipt Capture

Say goodbye to shoeboxes full of receipts and confusing spreadsheets! hsa_stack makes capturing your qualified medical expenses a breeze. You'll have multiple ways to get your receipts into the system:

• Direct Upload: Simply drag and drop files from your computer or use our file picker.
• Cloud Connections: Securely link your Google Drive or Dropbox accounts to automatically pull in receipts.

Once uploaded, our AI-powered processing pipeline gets to work extracting key details like the provider, amount, date, and even suggesting an HSA-eligible category. This is where the system diligently works to capture and accurately categorize your expenses, making sure every potential tax-advantaged dollar is accounted for.

3. Organized & Audit-Ready Records

Keeping track of receipts is crucial for tax time and potential IRS audits. hsa_stack ensures your records are meticulously organized and always accessible. You’ll be able to:

• View all your receipts, filterable by status (e.g., "Needs Review," "Eligible for Reimbursement," "Reimbursed").
• Drill down into individual receipt details, view the actual file (PDF/image), and edit information if needed.
• Benefit from our duplicate detection feature to avoid accidental double entries.

This comprehensive approach to record-keeping means you can have peace of mind knowing your documentation is in order and readily available, preparing you for any situation.

4. Smart Reimbursement & Transaction Management

hsa_stack isn't just about storing receipts; it's about helping you get the most out of your HSA funds. Our intelligent reimbursement capabilities are designed to help you truly optimize and grow your HSA:

• Smart Reimbursement Algorithm: If you decide to reimburse yourself, simply enter the amount you want, and hsa_stack can find the optimal combination of eligible receipts to match it.
• Clear Transaction Views: Easily track all your distributions and how they link to your reimbursements, ensuring a clear financial trail.
• Generate Audit Documents: For any reimbursement, you can generate a PDF document that bundles all the associated receipts and details.

This system gives you the flexibility to pay out-of-pocket and let your HSA funds grow, knowing you can easily reimburse yourself with perfectly documented claims whenever you choose.

5. Seamless HSA Account Connection

To give you a complete picture of your HSA finances, hsa_stack allows you to connect your HSA accounts:

• Plaid Integration: Securely link your accounts from major providers like Fidelity, HSA Bank, Optum, and more for automatic balance and transaction syncing.
• Manual Account Setup: For institutions not yet supported by Plaid, you can easily add your account details manually.

This ensures your hsa_stack dashboard reflects your true HSA financial position, helping you make informed decisions with confidence.

We hope this sneak peek gives you a better idea of how hsa_stack will empower you to take control of your HSA like never before! We're building a tool that is not only powerful and intelligent but also a joy to use, reflecting an organized, clever, and trustworthy approach to your financial well-being.

Stay tuned for more updates, and thank you for your incredible support!

The hsa_stack Team