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Medical Expense Tracker Spreadsheet | HSA/FSA, Deductible, Tax Deduction (Digital Download)

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Highlights

  • Designed by ReadySheetGo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 TXT, 1 other file

Finally know exactly where you stand with your health insurance — track every dollar, every visit, every prescription.

Are you tired of surprise medical bills? Unsure if you've met your deductible? Losing money in your HSA or FSA because you can't keep track? This spreadsheet changes everything.

WHAT'S INCLUDED

This professional Medical & Healthcare Expense Tracker comes with 11 purpose-built tabs and 393 auto-calculating formulas:

• Dashboard — Your complete annual healthcare cost summary at a glance
• Insurance Overview — Store plan details, premiums, deductible, copay amounts & coinsurance rates
• Medical Expense Log — Track every visit, bill & claim with automatic running totals
• Deductible & OOP Tracker — Progress tracking toward your annual deductible and out-of-pocket maximum
• HSA/FSA Manager — Track contributions, withdrawals, balances & investment growth
• Prescription Tracker — Log medications, costs, refill dates & annual Rx spending
• Provider Directory — Keep all doctor info, specialties & appointment history in one place
• Tax Deduction Calculator — Automatically identifies medical expenses above the 7.5% AGI threshold
• Family Expense Tracker — Track up to 6 family members with automatic household totals
• EOB Log — Verify insurance statements and catch billing errors
• Instructions — Step-by-step guide to get started in minutes

KEY FEATURES

✓ Deductible progress tracking — always know how much remains before insurance kicks in
✓ Out-of-pocket maximum tracker — see exactly how close you are to your annual limit
✓ HSA/FSA balance management — never lose money to use-it-or-lose-it deadlines
✓ Tax deduction calculator — automatically flags expenses above the 7.5% AGI threshold for Schedule A
✓ EOB verification — catch billing errors that could save you hundreds
✓ Multi-family tracking — track expenses for each family member with automatic household rollup
✓ Monthly cost breakdown — see spending trends across the full year
✓ Data validation dropdowns — easy, error-free data entry
✓ Conditional formatting — visual highlights for high costs and important milestones

HOW IT WORKS

1. Enter your insurance plan details (premiums, deductible, copays)
2. Log medical expenses as they happen
3. Watch your dashboard auto-calculate everything — deductible progress, costs by category, tax deductions & more

That's it. No complicated setup. No learning curve. Just open and start tracking.

WORKS WITH

✓ Microsoft Excel (Windows & Mac)
✓ Google Sheets (upload and use instantly)
✓ Numbers (Mac) — basic compatibility

INSTANT DOWNLOAD

This is a digital product — you'll receive the .xlsx file immediately after purchase. No waiting, no shipping. Download, open, and start tracking your healthcare costs today.

SATISFACTION GUARANTEED

If you're not completely satisfied with your purchase, reach out and we'll make it right. Your healthcare finances deserve better than guesswork.

📗 HOW TO OPEN IN GOOGLE SHEETS (free & easy):
This is one file that works in BOTH Excel and Google Sheets — there's no separate file to find, you just import the download once:
1. Go to sheets.google.com and open a blank spreadsheet
2. Click File ▸ Import ▸ Upload
3. Drag in the .xlsx file you downloaded from this order
4. Choose "Replace spreadsheet" and click Import data
All tabs load as a full Google Sheet saved in your Drive — edit it on any device. (Prefer Excel? Just double-click the file to open.)

© ReadySheetGo — Professional Spreadsheet Templates

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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ReadySheetGo
josh
ReadySheetGo ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 5.0
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5 sales
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5 months on Etsy
Josh
1 shop member
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Listed on 23 Aug, 2026
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