Suggestions

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HSA pre-existing expenses (before simulation start)

A starting condition, or Current Finances item could be added allow folks to specify their past years, unused HSA eligible expenses. This way the simulation could draw from that as well.

4 votes

Tagged as Suggestion

Suggested 06 September 2022 by user Shawn S

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  • 06 September 2022 Shawn S suggested this task

  • 06 September 2022 Kyle Nolan approved this task

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    Yes, I’d love to be able to use HSA as an intelligent draw-down source. It would be nice to track not only HSA balance, but running total of Unreimbursed Qualifying HSA Spending and defer Reimbursements until a specific future time/event.

    11 January