Help
PocketHSA keeps the receipts you use for your HSA. Your data is always yours and is never gated. You can export it on every plan.
Receipts
From Receipts, add one receipt with a photo, a file, or no file yet. A scan fills merchant, amount, date, and category for you to check.
Spreadsheet import
Import brings in a CSV or Excel ledger you already keep. You confirm the columns and the preview before anything is saved.
Match scans
After you import a spreadsheet, matching opens so you can pair photos or PDFs with receipts that have no file yet. Nothing is stored until you approve. The receipts page links here when receipts still need a scan.
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.
Your data
Settings, then Your data, has a Pro PDF of your receipts and what has been reimbursed, and a ZIP of your receipt files and a spreadsheet. The ZIP works on every plan.
Contact
Questions: [email protected]. Read the Privacy Policy and Terms.