Support

Questions, problems or ideas? I'm happy to help.

Tell me which iPhone or iPad you're using, the iOS version, and the app version (shown at the bottom of the app's Settings). Please don't send screenshots that show your medical details unless you're comfortable sharing them.

Common questions

Where is my data stored?

On your device, or in your own private iCloud account if you turn on iCloud Sync in Settings > iCloud Sync. The developer can't see it. The privacy policy has the details.

How do I move my records to a new iPhone?

Turn on iCloud Sync on the old iPhone and let it finish, then install the app on the new one and choose iCloud during setup. Your records are also part of your normal iPhone backup.

How do I share records with my spouse or family?

Open Settings > Family in the app and invite them. Each person gets a role: Admin, Can Edit or View Only. Creating a family needs iCloud Sync turned on. Joining one doesn't.

How do I export for my taxes?

Tap Export in the Expenses tab's menu, or open Settings > Export Data. Choose CSV or PDF and a date range. Choose PDF and the Tax Year range to get a summary page for Form 8889, and you can include your receipts.

Can I bring in expenses from a spreadsheet?

Yes. Save the spreadsheet as a CSV file, then open Settings > Data & Storage > Import Expenses. The app helps you match the columns and shows you everything before it imports.

How do I manage or cancel HSA Expenses Plus?

Subscriptions are handled by Apple. Open Settings > HSA Expenses Plus in the app, or the Settings app > your name > Subscriptions. If you bought Plus and it isn't showing, tap Restore Purchases on the Plus page. If Plus ends, nothing you've saved is deleted or hidden.

How do I delete my data?

You can delete expenses, receipts and patients inside the app. To remove the iCloud copy, turn iCloud Sync off in Settings > iCloud Sync, then tap Delete Data from iCloud. Deleting the app removes the copy on your device.