Keep qualified medical expenses documented so your HSA withdrawals stay tax-free now, next year, or decades from now.
No credit card required · Free to start
Built for the long haul
Keep every qualified expense documented and ready when you need it.
Receipt vault
Tax-free laterUpload receipt
Save the proof once
Match to expense
Keep date and amount attached
Reimburse later
Documentation stays ready
HSAs offer three tax benefits—but only if you keep proper documentation.
Contributions are pre-tax or tax-deductible, reducing your taxable income every year.
Investment earnings and interest grow without any tax burden, compounding your savings.
Withdrawals for qualified medical expenses are tax-free—if you have documentation.
HSALockbox protects the third benefit by keeping your receipts organized and accessible—now and years from now.
They show your balance and transactions—but documentation is your responsibility.
Receipts scattered everywhere
Email, photos, filing cabinets, shoebox under the bed.
Reimbursements happen years later
You pay out-of-pocket now, reimburse later—but can you find the receipt?
IRS expects documentation
No receipt, no proof it was qualified—and you could owe taxes plus penalties.
Paper receipts fade...
Photos get lost...
Emails are buried...
Where's the proof?
A simple system to document every qualified expense—so you're ready for reimbursement or audit.
Add medical expenses as they happen—doctor visits, prescriptions, dental work, vision care.
Date, provider, amount, category
Upload receipts, EOBs, or invoices directly to each expense. Everything in one place.
PDF, photos, scanned documents
See what's available to withdraw. Generate clean summaries for your records.
Export PDFs anytime
Built specifically for HSA recordkeeping—not generic accounting software.
Track every qualified medical expense with dates, amounts, and categories.
Attach and store receipts, EOBs, and invoices securely in one place.
See what's been reimbursed and what's still available to withdraw.
Generate clean PDF summaries for your tax files or audit defense.
Track expenses for yourself, spouse, and dependents separately.
Find any expense instantly by date, provider, category, or amount.
Your data is encrypted in transit and at rest. We never sell your information.
Add expenses and snap receipt photos from your phone or desktop.