Adding receipts after the fact

It's common to log an expense from a credit card statement or memory, then dig up the receipt weeks later. You can attach it any time.

How to add a receipt to an existing expense

1. Go to Expenses and click the row.
2. On the detail page, click Upload receipt (or drag and drop into the receipt area).
3. The file uploads and saves automatically.

That's it. The expense now shows a receipt and won't appear in the "Missing receipt" filter anymore.

Multiple documents per expense

You can attach more than just the receipt — invoices, EOBs (Explanation of Benefits), and payment confirmations all live under Supporting documents on the expense detail page. This is especially useful for:

• Insurance claims — receipt + EOB + payment confirmation tells the full story
• Large bills — itemized invoice + the receipt for what you actually paid
• Reimbursement disputes — a complete paper trail in one place

Find expenses missing receipts

On the Expenses page, switch to the Missing receipt tab. You'll see every expense without an attached file. This is your "to-do list" for digging up paperwork.

Why receipts matter

The IRS requires you to keep records of every expense you reimburse from your HSA, possibly for years. If you reimburse yourself in 2030 for a 2023 expense, you need to be able to produce that 2023 receipt if audited.

Reimbursable stores your receipts indefinitely. As long as your account is active, every receipt you've uploaded is still there.

What counts as a receipt?

The IRS wants to see:

• Provider name
• Date of service or purchase
• Amount you paid
• What the service or product was for (so it's clear it was medical)

A credit card statement alone isn't enough — it doesn't show what you bought. A pharmacy receipt that just says "Total: $24.50" without listing the prescription is borderline. The cleanest receipts have provider, date, amount, and a description.

Lost a receipt?

If you can't find one, contact the provider — most pharmacies and medical offices can re-print receipts on request. Insurance companies can re-send EOBs.

Updated on: 05/06/2026