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How do I categorize reimbursed expenses

How do I categorize HRA reimbursed medical expenses throughout the year? I have a Medical expense category for payment of expenses from a checking account BUT when the HRA reimbursement transaction auto-deposit arrives in my checking account:
1) How do I capture the decrease (credit) to that medical expense category and
2) increase (debit) the checking account and
3) have the transaction auto flow to a medical reimbursement category (income or expense??) in order to capture a full year of reimbursements for tax reasons.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    There are many way's we may manage HRA reimbursed medical expenses.  One way is to enter the reimbursement as a deposit transaction from the HRA payee in the checking account as a split if necessary to correspond to the appropriate reimbursed medical expense categories.   An HRA payee report captures the reimbursement.
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