HSA Health Expenses Tracker & Annual Dashboard Spreadsheet

Tired of keeping track of HSA expenses manually or across multiple platforms? Simplify your HSA tracking and reimbursements with our easy-to-use Google Sheets Template!

This template is designed to help individuals and families track, organize, and manage health expenses efficiently, all in one place. Whether you're preparing for tax season or simply keeping an eye on your health expenses, this template offers detailed entry tracking that makes the process smooth and stress-free.

The Annual Dashboard helps you view data year by year, while the Multi-Year Dashboard allows you to compare expenses and reimbursements across multiple years.

Key Features:

• User-Friendly: Simple to use with clear tabs and automated formulas.
• Dynamic Dashboards: See the big picture with both Annual and Multi-Year Dashboards.
• Detailed Tracking: Record every detail from the date of expense to the reimbursement status
• Easy Customization: Update the template based on your needs by adding your categories and subcategories
• Google Sheets Compatibility: Access your data anywhere, anytime with Google Sheets.

Included Tabs (Total #4):

1. Setup Tab – Personalize the dropdown options for the Health Expenses Tracking Tab
2. Health Expenses Entries Tab – Enter all your expense data for easy tracking.
3. Annual Dashboard Tab – View specific year expenses and summaries.
4. Multi-Year Dashboard Tab – Compare and contrast data across multiple years.

How It Works:

1. Download your PDF receipt after purchase.
2. Click the links in the PDF to make a copy of the template to your Google Drive.
3. Rename and save the file.
4. Start using the template right away to track and manage your tax deductions!
5. Includes a step-by-step YouTube tutorial for easy setup.

Return Policy:

We aim for full satisfaction with our digital products. However, due to the nature of digital goods, we can't offer refunds or exchanges. Please make sure to read the description carefully before purchasing. If you have any issues, contact us, and we will work to resolve it.

Terms of Use:

By purchasing this template, you agree to the following terms:

1. Personal Use Only: This template is strictly for your personal or business projects and may not be resold, redistributed, or given away.
2. Non-transferable: The license granted for this template is non-transferable, meaning you can't sell or transfer it to someone else.
3. Modification: You're welcome to modify this template for your own projects; however, the modified template still falls under these terms of use.
4. Copyright: All designs, graphics, and elements included in this template remain the property of JPS Digital Pages and may not be used separately or in a different context without prior permission.