HSA Coach

Take control of your health documents and HSA account in one convenient mobile app. People change jobs, careers and insurance carriers every day. HSA Coach stays with you.

This app helps you store and track all of your health documents, receipts, reimbursements, and Health Savings Account balances in a location you control, independent of your employer and health insurance carrier. Health is Wealth and we want you to make the most of your health dollars (saved, invested and spent).

Features

Document storage - Upload and store all health documents such as insurance cards,
vaccination records, prescriptions, medications, or anything you want to have at your fingertips.

Track health expenses – Upload receipts and accumulate your total out-of-pocket health
expenses eligible for reimbursement from your HSA savings account.

Receipt documentation – Maintain digital documentation of HSA distributions from your
account for tax filing purposes.

The PlayBook - Take a walk through our HSA PlayBook where we teach you simple, to-the-point, lessons on how to maximize your HSAs. It will only take a few minutes, and your HSA Know-How will shoot to the roof!

Calculators - We now have SEVEN fully customized and personalized calculators to help you easily discover how much you can - and should - be saving with your HSA.

Calendars - You can now maintain your schedule of upcoming doctor visits and get notified when appointments come up. After an appointment has passed you will also get a reminder to update an expense. Just another way HSA Coach can work for you.

Understand HSA Rules – Get access to simple, easy to understand information on HSA account rules, limits, and tax advantages. Don’t let all those complicated IRS regulations confuse you, we break in down into straightforward guidance.

Maximize your tax-free savings - Use information, calculators, and tips to maximize your tax-advantaged savings. HSA accounts offer valuable tax-free retirement savings opportunities in addition to a way to pay for health expenses with pre-tax savings. We help you maximize the savings potential.

About Us. Aaron, a CERTIFIED FINANCIAL PLANNER(TM) and Denise, an accountant and HR services expert, worked together previously at HelloWallet as CFO and Controller. After the purchase by Morningstar we decided to build this app to help users save money by managing their Health Savings Account, as well as incorporate these benefit decisions into their broader financial picture. The two of us and rest of the team will continue to improve the experience. Along the way please help us by letting us know what else you would like to see to help you achieve your financial goals.