When you pay yourself back from your HSA, record it in Tripl. Your tax-free withdrawable total stays accurate and you keep a clean history.
Reimburse a single expense
- ●Click the expense to open its details.
- ●In the Reimbursement section, click Mark as Reimbursed.
- ●Enter the amount, the date, and an optional note like an HSA claim number.
- ●Click Confirm Reimbursement.
Partial reimbursements
You do not have to reimburse an expense all at once. Enter any amount up to what remains. The expense shows a Partial tag and a progress bar, like $60 of $150 reimbursed. Click Reimburse More later to log the rest.
Undo a mistake
Logged the wrong thing? Click Undo Reimbursement in the same section. It clears the reimbursement so you can re-enter it correctly.
Where totals show up
The dashboard has two cards that update as you go. Tax-Free Withdrawable is what you have not reimbursed yet. Reimbursed is your running total, and clicking it opens the full reimbursement history.
Reimbursing many expenses with one withdrawal? Use Quick Reimburse instead of marking them one by one.