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Using an HSA Account to Fund Healthcare Expenses
Using an HSA Account to Fund Healthcare Expenses

This article describes the method to fund healthcare expenses with HSA funds in your plan

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

It is very easy to model utilizing your HSA account to fund your healthcare expenses in the Planner.

STEP 1: Head over to My Plan > Money Flows

STEP 2: Scroll down to Transfers

STEP 3: Press "Add a Transfer"

STEP 4: Enter a transfer from the HSA account to the after-tax account with the lowest growth rate. This account has priority for funding expenses in the Planner.

Please see our article on funding expenses for more information.

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