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.

10 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 2024