Finding your way around
Tabs
| Tab | What’s there |
|---|---|
| Summary | Your reimbursable total and HSA balance, accounts, and recent activity. See The Summary screen. |
| Expenses | Every expense, newest first. The badge counts expenses still missing a receipt. |
| Search | Find any transaction by provider, person, amount, and more. See Search & batch edit. |
On iOS 18, Search is the magnifying glass at the top of Expenses.
Settings
- iPhone: tap the gear at the top right of Summary.
- iPad and Mac: tap Settings in the sidebar. The sidebar also lists each HSA account with its balance.
Settings is where you manage HSA Accounts, Family Members, Reports & Export, Import Data, and the Trash.
Adding things quickly
Tap + on Summary or Expenses:
- Scan Document
- Attach Photo
- Attach File
- Create Manual Expense
You can also add receipts from the share sheet, Siri, or Control Center. See Share sheet, Siri & Control Center.
On a Mac
| Menu | Command | Shortcut |
|---|---|---|
| File | New Expense | ⇧ ⌘ N |
| File | Import File… | ⌘ I |
| HSA Monster | Settings… | ⌘ , |
| View | Refresh | ⌘ R |
| Help | Why HSA?, Get Help |
Scanning with the camera isn’t available on Mac. Use Attach File instead.
Simple Mode
To track only out-of-pocket expenses, turn on Settings → Simple Mode. It hides HSA account balances, contributions, and activity, and the Summary chart shows only your Reimbursable total.
Appearance
In Settings:
- Accent Color: Indigo, Blue, Orange, or Teal
- Appearance: Default (follows your device), Light, or Dark
- Smooth Charts: curved or straight chart lines