How do I keep track of my receipts for qualified medical expenses?
Use ReceiptVault to store and organize receipts for qualified medical expenses. It’s simple and convenient to use:
Step 1: Download your receipt to your computer or take a picture with your mobile device.
Step Two: Open Receipt Vault and add a new expense receipt.
Step Three: Upload image. Note: If you are using a mobile device, you can take a picture of the receipt directly without having to upload.
Step Four: Categorize your receipt (personalized settings)
Enjoy safe and secure long-term receipt storage. Be prepared to keep original receipts using digital back up in case of audit.
To access ReceiptVault, sign into your HSA in online banking and select ReceiptVault in the Tools tab drop-down.
Accountholders who prefer to pay expenses out of pocket and invest HSA dollars long-term may use ReceiptVault to store receipts and easily track unreimbursed expenditures so they know the amount available for tax-free withdrawal at a later date.
Contact UMB Healthcare Services Support for assistance at 866-520-4472.