Adding a manual HSA account
If your HSA provider isn't supported by Plaid (or you're on the free plan), you can still track your balance by adding a manual account.
How to add a manual account
- Go to Connections from the account menu.
- Click Add manual account.
- Fill in:
- Account name (e.g., "Fidelity HSA")
- Account type (HSA, FSA, IRA)
- Current balance
- Save.
Your manual account shows up on the Dashboard alongside any Plaid-linked accounts.
Updating the balance
Manual accounts don't auto-sync — they show whatever balance you last entered. To update:
- Go to Connections.
- Click the manual account.
- Edit the balance and save.
We recommend updating the balance once a month or after any significant contribution or withdrawal so your dashboard math stays accurate.
What manual accounts can't do
- No transaction import — you'll need to log expenses manually (or via receipt scan).
- No real-time balance — what you typed is what shows.
If your provider is supported by Plaid (and you're on Premium), connecting via Plaid is much less work. Most major HSA providers — Fidelity, HSA Bank, Lively, HealthEquity, Optum Bank — are supported. Try Plaid first; fall back to manual only if needed.
Why have a balance at all?
Reimbursable's Dashboard math relies on knowing your HSA balance to calculate things like:
- How much tax-free money is sitting there
- Total potential reimbursement vs. what you've actually pulled
- Years of tax-deferred growth in the HSA Calculator
If you skip the balance entirely, expense tracking still works fine — you just lose the dashboard summary view.
Multiple accounts
Add as many manual accounts as you have. People often have an HSA from their current employer and one from a prior employer they haven't rolled over yet. Track both.
Updated on: 05/06/2026
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