Some HSA expenses need more than a receipt. A gym membership or massage only counts with a Letter of Medical Necessity from your doctor. Tripl stores those letters, plus EOBs and prescriptions, right next to your receipts.
Most expenses need nothing extra. A receipt is enough. Documents are for the handful that need more backup.
Adding a document
Two ways:
- ●From an expense. Open the expense, find the Supporting documents section, and attach a file or snap a photo.
- ●From the library. Open Documents (on the dashboard or in Settings on mobile) and tap Add. You can link expenses later.
PDF, JPG, PNG, or HEIC. 4 MB max per file.
One letter, many expenses
A Letter of Medical Necessity usually covers a whole year of a recurring expense. Attach the letter once, then link it to every gym payment or massage visit it covers.
Tripl fills in a 12-month validity window from the issue date. You can edit it to match your letter.
Expiry tracking
Letters expire. Tripl warns you 30 days before a letter runs out. It also flags any linked expense that falls outside the letter's dates. When your doctor renews the letter, upload the new one.
Where documents show up
- ●Tax report: a Supporting Documents section lists each letter with the expenses it covers. The files are included in the appendix.
- ●Exports: your CSV gets a Supporting Documents column, and the receipts ZIP includes a documents folder.
- ●Cloud backup: if you connect Google Drive or Dropbox, documents mirror there too.
Privacy
Documents can name a diagnosis, so Tripl treats them carefully. They are never sent to AI. They are stored as-is, and only you can see them. Deleting a document removes the file.