HSA Acct set up

Pilot1979
Pilot1979 Quicken Windows Subscription Member
in Investing (Windows)

My company just offer HSA acct and I'm signing up for 2025. Since it's kind of like an investment do I set up as an other invesment or as an other asset?

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 23

    If the HSA will actually hold securities, the Investment is your best bet as you can download prices, see gains and losses, record dividends, etc.

    If it's pretty much really only going to hold cash and you expect that you will be using it as needed for medical expenses, then Cash is probably the best. You could also use Other Asset, if that's the way you view it. Other Asset Accounts typically don't allow for downloading.

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