Skip to content

Family members

Your HSA can pay for your spouse’s and dependents’ medical expenses too. Add family members to keep track of who each expense was for.

Adding a family member

  1. Go to Settings → Family Members → Add Family Member.
  2. Enter a Name and pick a Color.
  3. Tap Save.

You can also tap Add next to Patient while adding an expense.

Using family members

  • Pick a Patient on each expense.
  • When a scanned receipt includes a patient name that matches a family member, they’re selected for you.
  • Search a name to see that person’s expenses.
  • Tap a family member in Settings → Family Members for their number of transactions and Total Expenses.

Deleting a family member

Tap the family member, then Edit → Delete Family Member. Their expenses are kept, with no patient assigned.