Categories & HSA-eligible spend

Receipt Locker suggests a category when it scans a receipt. You can change it and mark HSA/FSA-eligible spend from the receipt’s page under Receipts.

1. Open a receipt from your list.
2. Pick a category — it sorts into one of four buckets (Medical, Home, Assets, General) for reporting.
3. Mark a receipt (or, on Vault, individual line items) as HSA-eligible so its amount rolls into your HSA/FSA total.
4. Save. Your reports and exports reflect the change.