• May include: A digital Medical Bills and HSA Tracker spreadsheet for Excel and Google Sheets displayed on a laptop screen. The interface features a dashboard with financial summaries, a bills log, and charts. Includes sample data.
  • May include: A digital medical bills and HSA tracker template for Excel and Google Sheets. The interface displays a dashboard, bills log, payments, providers, HSA/FSA tracker, and deductible tracker. Includes a clickable cover page and sample data.
  • May include: A digital Deductible & Out-of-Pocket Tracker spreadsheet template. The interface features a table for tracking family medical costs, a progress chart, and text reading: Know when your deductible is met, Fully automated, Just type in the yellow cells, Per family member, Family deductible + OOP max, Progress chart, Huge time saver, Medical bills & HSA tracker, Sheetsmart template co.
  • May include: A digital spreadsheet template titled Your HSA and FSA at a glance, featuring a teal and yellow table for tracking contributions, balances, and limits. It includes sections for HSA and FSA accounts with automated calculations and data entry fields.
  • May include: A digital Medical Bills & HSA Tracker cover page for Excel and Google Sheets. The layout features a dark teal header, a grid of navigation buttons for dashboard, bills, payments, providers, and a color key for data entry.
  • May include: A digital infographic titled How It Works with four white boxes numbered one through four. Each box contains text describing steps for a medical bills and HSA tracker. Below are three colored bars mentioning compatibility.
  • May include: A digital medical bill tracker spreadsheet setup tab. The interface features columns for settings, values, family members, expense types, and payment methods. Text includes 'SETUP TAB', 'Medical Bill Tracker Spreadsheet', and 'Yellow cells = you type'.
  • May include: A digital medical bill tracker spreadsheet titled Providers Tab. The table displays columns for provider names, types, contact info, account numbers, notes, and financial data including billed amounts, insurance paid, and balances due.
  • May include: A digital medical bill tracker spreadsheet with a dark blue header labeled BILLS TAB and Medical Bill Tracker Spreadsheet. The table features columns for bill ID, date, provider, and costs, with yellow cells for user input data.
  • May include: A digital medical bill tracker spreadsheet interface titled PAYMENTS TAB. The table displays columns for date paid, bill ID, amount, payment method, notes, provider, family member, description, month, and year with data entries.
  • May include: A digital spreadsheet for tracking HSA and FSA contributions, featuring a teal and yellow layout with columns for date, account, source, amount, and notes. It includes summary boxes, a monthly deposit table, and a bar chart.
  • May include: A digital medical bill tracker spreadsheet titled Receipts Log Tab. The interface features a purple header, a yellow data entry area, and columns for date, family member, merchant, expense type, amount, and reimbursement status.
  • May include: A digital medical bill tracker spreadsheet featuring a Deductible & Out-of-Pocket Tracker table with columns for family members, costs, and progress percentages. Includes a bar chart showing deductible and out-of-pocket status.
  • May include: A digital Medical Bill Tracker Spreadsheet dashboard featuring tables and charts. It displays financial data including billed amounts, insurance payments, HSA balances, and family deductibles. Includes a bar chart and a donut chart.
  • May include: A digital medical bill tracker spreadsheet featuring a Yearly Summary tab. The layout includes tables for monthly expenses, care types, and family members, plus a bar chart showing billed versus insurance amounts by month.
  • May include: A digital Medical Bills and HSA Tracker spreadsheet for Excel and Google Sheets displayed on a laptop screen. The interface features a dashboard with financial summaries, a bills log, and charts. Includes sample data.
  • Product video
  • May include: A digital medical bills and HSA tracker template for Excel and Google Sheets. The interface displays a dashboard, bills log, payments, providers, HSA/FSA tracker, and deductible tracker. Includes a clickable cover page and sample data.
  • May include: A digital Deductible & Out-of-Pocket Tracker spreadsheet template. The interface features a table for tracking family medical costs, a progress chart, and text reading: Know when your deductible is met, Fully automated, Just type in the yellow cells, Per family member, Family deductible + OOP max, Progress chart, Huge time saver, Medical bills & HSA tracker, Sheetsmart template co.
  • May include: A digital spreadsheet template titled Your HSA and FSA at a glance, featuring a teal and yellow table for tracking contributions, balances, and limits. It includes sections for HSA and FSA accounts with automated calculations and data entry fields.
  • May include: A digital Medical Bills & HSA Tracker cover page for Excel and Google Sheets. The layout features a dark teal header, a grid of navigation buttons for dashboard, bills, payments, providers, and a color key for data entry.
  • May include: A digital infographic titled How It Works with four white boxes numbered one through four. Each box contains text describing steps for a medical bills and HSA tracker. Below are three colored bars mentioning compatibility.
  • May include: A digital medical bill tracker spreadsheet setup tab. The interface features columns for settings, values, family members, expense types, and payment methods. Text includes 'SETUP TAB', 'Medical Bill Tracker Spreadsheet', and 'Yellow cells = you type'.
  • May include: A digital medical bill tracker spreadsheet titled Providers Tab. The table displays columns for provider names, types, contact info, account numbers, notes, and financial data including billed amounts, insurance paid, and balances due.
  • May include: A digital medical bill tracker spreadsheet with a dark blue header labeled BILLS TAB and Medical Bill Tracker Spreadsheet. The table features columns for bill ID, date, provider, and costs, with yellow cells for user input data.
  • May include: A digital medical bill tracker spreadsheet interface titled PAYMENTS TAB. The table displays columns for date paid, bill ID, amount, payment method, notes, provider, family member, description, month, and year with data entries.
  • May include: A digital spreadsheet for tracking HSA and FSA contributions, featuring a teal and yellow layout with columns for date, account, source, amount, and notes. It includes summary boxes, a monthly deposit table, and a bar chart.
  • May include: A digital medical bill tracker spreadsheet titled Receipts Log Tab. The interface features a purple header, a yellow data entry area, and columns for date, family member, merchant, expense type, amount, and reimbursement status.
  • May include: A digital medical bill tracker spreadsheet featuring a Deductible & Out-of-Pocket Tracker table with columns for family members, costs, and progress percentages. Includes a bar chart showing deductible and out-of-pocket status.
  • May include: A digital Medical Bill Tracker Spreadsheet dashboard featuring tables and charts. It displays financial data including billed amounts, insurance payments, HSA balances, and family deductibles. Includes a bar chart and a donut chart.
  • May include: A digital medical bill tracker spreadsheet featuring a Yearly Summary tab. The layout includes tables for monthly expenses, care types, and family members, plus a bar chart showing billed versus insurance amounts by month.
  • Product video
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Medical Bill Tracker Spreadsheet, HSA FSA Expense Log, Excel and Google Sheets, Deductible Tracker, Medical Expense Tracker

Item highlights

  • Digital download
  • Digital file type(s): 4 Files
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Shop review

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All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

“The spreadsheet was great and it helped me to keep track of my earnings and expenses. Will definitely buy some more for different purposes. Thanks for a great spreadsheet”

Ingrid

5 days ago

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NowPrice:$4.99

Original Price: $9.99

50% off

•

Sale ends on November 22

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Delivery

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.

Seller's description

Specifications

May include: A digital Medical Bills and HSA Tracker spreadsheet for Excel and Google Sheets displayed on a laptop screen. The interface features a dashboard with financial summaries, a bills log, and charts. Includes sample data.

Medical Bill Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Keep every medical bill, insurance payment, HSA or FSA deposit and receipt in one organized place, and never miss a due date. Perfect for families with lots of doctor, dental and vision bills.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/tWJQnbmTDxY

✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers).

★ WHAT'S INCLUDED ★
• 10 tabs with a clickable Start Here page
• Dashboard: 16 KPI tiles, bills to pay next, totals by family member and 2 charts
• Bills (300 rows): provider, family member, type of care, billed, insurance paid, discount, you owe, due date, claim # and status (Paid, Due soon, Overdue, In dispute)
• Payments (400 rows) linked to each bill by Bill ID, so balances update by themselves
• Providers (40 rows): phone, portal, account #, in-network and totals
• HSA / FSA Contributions (150 rows): deposits vs your yearly limit, live HSA balance, FSA left to spend and days to the deadline
• Receipts Log (300 rows): qualified expenses, where each receipt is saved and what you can still reimburse
• Deductible Tracker: progress to the deductible and out-of-pocket max for each person and the family
• Yearly Summary: month by month, by type of care and by family member

★ PERFECT FOR ★
✓ Families with lots of doctor, dental and vision bills
✓ Anyone with an HSA or FSA
✓ Keeping records for tax time

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: an Excel version + a Google Sheets edition, each as a Sample and a Blank copy
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Download the file right after purchase.
2. Set the year, your HSA limit, FSA election and family members on Setup.
3. Log each bill and what insurance paid, then each payment by Bill ID.
4. Log HSA/FSA deposits and receipts. The dashboard updates.

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• HSA and FSA limits change every year, so you type in your own. This is an organizing tool, not medical, insurance or tax advice.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.

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Meet your seller

SheetSmartTemplateCo
Jesse Peters
SheetSmartTemplateCo ·

South Bend, Indiana

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
·
9 sales
·
New on Etsy
Jesse
1 shop member

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