Show HSA transactions in spending report
Unknown
Member
Hello,
I have a health savings account (HSA) with a pre-tax deduction from my paycheck. Quicken appears to force me to model this as an "asset" type account. Even though I can change the account intent to "Savings" and change its position in the account bar, I can't create a manual "Savings" account and use it for my HSA -- Quicken won't allow me to select any manual checking, savings, credit card, etc. accounts in the pre-tax deduction section of my paycheck transaction.
So far, so good. The "asset" HSA account is fine for recording transactions and viewing the balance and I'm not having any trouble there. For what it's worth, I prefer manual entry and am not using online services for this account.
My problem is that none of the transactions from the HSA account show up in the Spending reports. Either "Spending" or "Spending without Taxes". I would like to know how much money I spent in the year, especially compared to my income, and the HSA expenses are a significant part of that.
Am I doing something wrong? Is there a better way to set up an HSA account? I've experimented with modeling it differently, mainly by trying to use a manual checking account, but Quicken definitely steers HSAs down a particular path and I don't want to fight against the current too much. I just want to see my doctor bills treated the same way as my phone bill in the spending reports.
Thanks for any help and advice.
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Quicken Premier 2019 R16.14 on Windows 7
I have a health savings account (HSA) with a pre-tax deduction from my paycheck. Quicken appears to force me to model this as an "asset" type account. Even though I can change the account intent to "Savings" and change its position in the account bar, I can't create a manual "Savings" account and use it for my HSA -- Quicken won't allow me to select any manual checking, savings, credit card, etc. accounts in the pre-tax deduction section of my paycheck transaction.
So far, so good. The "asset" HSA account is fine for recording transactions and viewing the balance and I'm not having any trouble there. For what it's worth, I prefer manual entry and am not using online services for this account.
My problem is that none of the transactions from the HSA account show up in the Spending reports. Either "Spending" or "Spending without Taxes". I would like to know how much money I spent in the year, especially compared to my income, and the HSA expenses are a significant part of that.
Am I doing something wrong? Is there a better way to set up an HSA account? I've experimented with modeling it differently, mainly by trying to use a manual checking account, but Quicken definitely steers HSAs down a particular path and I don't want to fight against the current too much. I just want to see my doctor bills treated the same way as my phone bill in the spending reports.
Thanks for any help and advice.
--
Quicken Premier 2019 R16.14 on Windows 7
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