Stop Juggling Receipts: A Clearer Way to Track Your Family's HSA Expenses

Keeping track of medical receipts for an entire family can be chaotic. You have a receipt for your daughter's check-up, another for your spouse's prescription, and a third for your own co-pay. The challenge isn't just storing the receipts, but also remembering who each expense belongs to. This makes it difficult to get a clear picture of your family's healthcare spending.

Manually organizing receipts for each person is a time-consuming chore that adds another layer of complexity to your already busy life.

See Who Spent What, Effortlessly

hsa_stack is designed to reduce this administrative burden. A key feature for families is the ability to add each family member to your account. This creates a simple way to track medical expenses for each person.

When you upload a receipt, our AI analyzes the document to identify who the expense was for and automatically suggests assigning the receipt to them. You simply review and approve. This creates a clean, organized ledger of expenses for each person, giving you a clear view of where your healthcare dollars are going without the manual effort.

And because multiple people might be managing expenses, hsa_stack is built to handle accidental double-uploads. If you and your spouse both upload the same pharmacy receipt, our duplicate detection will catch it, preventing clutter and ensuring your records remain accurate.

The "Family" Member Pro-Tip

Here is a simple but powerful tip for even better organization: create an additional family member named "Family."

Use this "Family" profile to assign all those shared, household medical expenses that don't belong to a single person. Think of items like:

• First-aid supplies
• Over-the-counter medications
• A new thermometer
• Sunscreen

By assigning shared receipts to a "Family" member, you ensure these common qualified medical expenses are captured without cluttering an individual’s expense list.

This approach transforms your HSA record-keeping from a scattered, stressful task into a streamlined, reliable system. It provides the clarity to understand your family’s spending habits and the confidence that comes with having clean, organized, audit-ready records.