HSA Trackr
Start free

Offline pack · $9 once · no account

Your HSA shoebox, in a spreadsheet that checks itself.

Log every receipt, tie every withdrawal to what it covered, and see what you can still reimburse and what proof is missing. Plus the guide to what to keep for 232 expenses.

One-time purchase. Secure Stripe checkout.

Or start with the free checklists

What you download

Three pieces, one ZIP.

HSA Shoebox Workbook.xlsx

A spreadsheet that checks itself

  • One row per expense, with a proof status on every row
  • Withdrawals tied to the expenses they covered, with a double-claim check
  • What you can still reimburse, in total and by year
  • What waiting could earn, at a return you choose
  • Opens in Excel, Numbers and Google Sheets

HSA Audit-Proof Guide.html

The audit-proof guide

  • What each document proves, and what it does not
  • The records to keep for 232 expenses
  • How to rebuild the years you missed
  • What to save before you switch HSA providers
  • Opens in any browser and prints cleanly

6 starter checklists

The routine that keeps it going

  • The seven details to capture for every receipt
  • One filename pattern that sorts by date
  • A year-by-year folder structure
  • An annual review before you reimburse
  • A plain CSV log if you prefer it

Free

Start with the checklists.

The 6 starter files: what to capture for every receipt, a filename pattern, a folder structure, an annual review and a plain CSV log. Free, offline, yours.

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Pick how you keep the record.

Readiness Pack

$9 once

You want offline files that do the math, flag missing proof and catch double claims.

Digital Shoebox app

Free to start

You want receipts scanned for you and the proof checked on every expense. 3 scans a month free; unlimited for $19 a year.

Start your shoebox free

For you if

  • You want your HSA records in files you own, with no account.
  • You are comfortable storing and backing up your own files.
  • You want the math and the missing-proof checks done for you offline.

Not for you if

  • You want receipts scanned and stored for you (use the free app).
  • You need a tax filing or personal tax advice.
  • You expect any recordkeeping product to guarantee an audit outcome.

Questions before you buy

Is this a subscription?

No. It is a one-time $9 purchase with immediate access to the download.

What exactly do I download?

One ZIP with the HSA Shoebox Workbook (.xlsx), the HSA Audit-Proof Guide (a printable page that opens in any browser), and the 6 starter checklists. Everything works offline in storage you control.

Do I need Excel?

No. The workbook opens in Excel, Apple Numbers, Google Sheets (File > Import) and LibreOffice, and its formulas calculate in each.

What is the difference between this and the free checklists?

The free checklists tell you what to save. The pack adds the workbook, which does the math and flags what is missing, and the guide, which says what to keep for each expense and how to rebuild past years.

Do I need an HSA Trackr account?

No. Stripe collects payment and sends you straight to the download. No app account is required.

Can I move my workbook into the app later?

Yes. In the free Digital Shoebox app, Expenses > Import reads the workbook (or a CSV of it) and brings in every expense and past withdrawal, so nothing you logged is lost and nothing is claimed twice.

Does the pack decide whether an expense is eligible?

It includes HSA Trackr's rulings for 232 expenses with the condition that decides each one, but the facts of your own expense control. It is an educational recordkeeping system, not tax advice.