HSA account question

mjmoroni

I have an HSA account that i use to pay medical items with. When it is part of my account list, it adds in the value from that account into my balance in my "Bankjing". However, i don't consider this as liquid cash, and would not like it to add in to that balance. BUT - if i move it under my "separate" account list, I can no longer access it via quicken mobile, reports, and other features.

Is there a way to just not include the balance into my "Banking" tally, but yet still access reports, Mobile/web, seraches, etc?

Tom Young

I've always listed my HSA - both the "pure cash" account with HSA Bank and the "securities" account with TDAmeritrade - as an Investment Account.  I don't think you can change the checking Account you have to an investment Account at this point so if you want to do that I'd say disconnect the checking Account from downloads, establish a new investment Account for the HSA, transfer the current balance from checking to the new HSA investment Account, then enable the new Account for downloading.

Tom Young

I've always listed my HSA - both the "pure cash" account with HSA Bank and the "securities" account with TDAmeritrade - as an Investment Account.  I don't think you can change the checking Account you have to an investment Account at this point so if you want to do that I'd say disconnect the checking Account from downloads, establish a new investment Account for the HSA, transfer the current balance from checking to the new HSA investment Account, then enable the new Account for downloading.