Receipt status and reminders

Every expense has a receipt status. The Expenses tab badge counts the ones still Missing.

Status	Meaning
Attached	The receipt is saved in HSA Monster.
Missing	You still need to add it. New expenses start here until you attach one.
Not Required	No receipt is needed.
Stored Elsewhere	You keep it somewhere else, like your HSA provider’s site.
Lost	The receipt can’t be recovered.

Setting a status

• One expense: edit it, tap ••• next to Document, and pick a status.
• Several at once: select them and use Receipt Status. See Search & batch edit.

Finding expenses without receipts

On Expenses, tap the filter button and choose Receipt Status → Missing. Or search for “missing.”

Only counting expenses with receipts

The IRS can ask for proof of any reimbursement. Turn on Settings → Exclude Missing Receipts and expenses marked Missing or Lost are left out of your Reimbursable total and reports.

Weekly reminders

Turn on Settings → Reminders for a weekly nudge to add attachments to recent transactions without one.

The first time, iOS asks to allow notifications. If you declined before, the switch opens the iOS settings so you can allow them.