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by _jgvg 3398 days ago
Any plans to include features easing long-term management of HSAs?

For example, one popular way to hack your HSA is not requesting any reimbursements when the expenses happen, letting your cash grow tax-free for decades and then request reimbursements from the old receipts. Today this requires detailed record-keeping by the customer, it would be great if that was a feature:

- Request reimbursement

- Set timing (now or save for future)

- Add receipts/etc.

- Reimbursement is approved by HSA

- "Saved reimbursements" are stored/tracked for future use

- When it's time to withdraw, user selects amount ("I need $10k") and HSA creates a portfolio for withdrawal ("You'll get reimbursed for claims 23, 46 and 73 adding to $11,456")

1 comments

Yes absolutely. This is something that is on our roadmap. generally speaking, certain powerful features of the HSA (as you pointed out) are not well understood by people. We want to build product to pull out the best features and highlight them. This is a great thought. Keep them coming!