Adding an expense

Tap + on Summary or Expenses (Mac: ⇧ ⌘ N).
Choose how to start:
- Scan Document, Attach Photo, or Attach File reads the receipt and fills in the details for you. See Scanning receipts.
- Create Manual Expense starts with a blank form.
Check the details, then tap Save.

The fields

Field	What to enter
Document	The receipt. Tap Add to scan or attach one, or use ••• to mark it Not Required, Stored Elsewhere, or Lost.
Date	When you paid. Can’t be in the future.
Amount	Type the digits; the decimal fills in automatically.
Payment	Out of Pocket if you paid with your own money, or the HSA account you paid from.
Provider	Who you paid, like a doctor’s office or pharmacy. Required.
Description	What it was for, like “Annual physical.”
Patient	The family member it was for.
Comment	Any notes.

Out of Pocket vs. paid from HSA

This choice decides where the expense counts:

Out of Pocket adds it to your Reimbursable total, the money you can pay yourself back later.
An HSA account subtracts it from that account’s balance instead. You can’t reimburse yourself for it, since your HSA already paid.

Providers

Tap Provider to pick one you’ve used before or type a new name and tap Create. Reusing the same name keeps search, reports, and receipt file names consistent.

To merge providers that were typed differently, select their expenses and use Combine Provider. See Search & batch edit.

Editing an expense

Tap an expense to see its details, then tap Edit. Changing the date, provider, or amount also renames the receipt file to match.