Medical Bill Tracker Spreadsheet, HSA FSA Expense Log, Excel and Google Sheets, Deductible Tracker, Medical Expense Tracker

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. ✨ 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.