Health & Care
HSA Tracker
Track HSA deposits and expenses across accounts, including receipts and reimbursements.
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Healthcare Appointments & History
Keep visits by family member, with upcoming appointments separate from past ones. Bills, referrals, and visit notes can stay on the appointment they belong to.
Your first two tools have no monthly charge. Each tool after that is $2 a month.
Healthcare Appts & History
Track upcoming appointments and healthcare history for each family member.
Keep family healthcare visits in one place
Household Toolbox keeps this with your other household records under one account.
What you can track
Separate each family member
Add a person and keep that person’s appointments on their own list.
Track upcoming visits and history
The same record can sit in Upcoming or History, so a visit does not disappear after the date passes.
Save provider details
Keep provider information on the appointment.
Attach bills and visit files
Add bills, explanations of benefits, referrals, and visit photos to the appointment.
Add a visit to the calendar
Pin an appointment date to the household dashboard calendar.
Create an HSA expense from a visit
Add to HSA creates an expense in HSA Tracker. Files stay on the appointment and are not copied to the expense.
Export the appointment list
Export a PDF of the healthcare appointments you choose.
How It Works
Step 1
Add each family member
Create a card for the person whose visits you want to track.
Step 2
Add the appointment
Record an upcoming visit or a past one, with the provider and any files.
Step 3
Keep the history as visits pass
Move a visit to history when it is over, and leave the files on that record.
Visits households usually need to remember
Use one list per person so checkups, follow-ups, and paperwork do not get mixed together.
- Annual checkups
- Dental and vision visits
- Specialist follow-ups
- Kids’ appointments
- Bills and explanations of benefits
- Referrals and visit photos
Frequently asked questions
Can I track appointments for more than one person?
Yes. Each family member has their own list of upcoming appointments and history.
Can I keep past visits, not only upcoming ones?
Yes. An appointment can be upcoming or history, and the files stay on that record either way.
Can I save bills with the visit?
Yes. You can attach bills, explanations of benefits, referrals, and photos to the appointment.
Can a visit be added to my HSA records?
Yes. Add to HSA creates an HSA expense from the visit. The appointment files stay on the appointment and are not copied over.
Can I export healthcare appointments?
Yes. You can export a PDF of the appointments you choose.
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Put your household information to work
Create your Household Toolbox account and start using Healthcare Appts & History. Your first two tools have no monthly charge. Each tool after that is $2 a month.
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