The Summary screen
The chart
The chart at the top tracks one of two totals. Tap the label under the amount to switch:
| Total | What it shows |
|---|---|
| Reimbursable | Out-of-pocket expenses minus everything you’ve reimbursed: what you can still withdraw tax-free. |
| HSA Balance | The combined balance of your HSA accounts. |
In HSA Balance, a dotted line shows net contributed: contributions minus withdrawals. The gap between the two lines is your investment growth.
Drag across the chart to see the value on any date. The big number always shows today’s total.
Date range
Pick 3M, 6M, YTD, 1Y, 3Y, 5Y, or ALL, or a specific year. The range also applies to the stats below and to each account’s page.
Contributions and withdrawals
YTD Contributions and YTD Withdrawals total the current year, or the year you picked. Withdrawals include reimbursements and expenses paid from your HSA.
Tap either one for a year-by-year History with all-time totals.
Accounts
Your HSA accounts, highest balance first. Tap one to open it, or press and hold for Add Contribution, Add Reimbursement, and Reconcile. See All opens HSA Accounts.
Recent Activity
Everything from the last 30 days. Tap an expense to see its details, or press and hold for more actions.