Community.quicken.com

Add Health Equity Account — Quicken

WEBJanuary 2023 edited February 2023 in Download, Add/Update Accounts (Mac) Attempting to add a Health Equity HSA account, www.healthequity.com , to Quicken for Mac. …

Actived: 4 days ago

URL: https://community.quicken.com/discussion/7926598/add-health-equity-account

Using a Health Flex account — Quicken

WEBJune 2020 in New to Quicken/Getting Started (Mac) I can see results for HSAs and not flex. A portion of my paycheck goes into a health Flex account. As of the start of the year, I …

Category: Health Go Health

How to set up Health Savings Accounts and Flexible …

WEBPerhaps the first thing to do is to identify the FI (s) the FSA and HSA accounts are set up with. If you do not know who that is you should be able to find it on …

Category: Health Go Health

Account Setup for Health Reimbursement Account

WEBAccount Setup for Health Reimbursement Account? APB Member . November 2023 edited December 2023. How should I set up in Quicken a totally …

Category: Health Go Health

How to handle HSA reimbursements

WEBThen what happened is you paid out of your HSA account to go to the dentist -- except that was a two-part transaction: the check from checking, and the transfer out of HSA into …

Category: Health Go Health

How do I set up an HSA account to properly associate

WEB1: Goto Tools-Category List. 2: Find the category that you want to associate with your pre-tax deduction (i.e health insurance) 3: Associate the tax line item mentioned above, by …

Category: Health Go Health

what is proper category for medical insurance

WEBJanuary 2021. Quicken creates a default category: Health & Fitness: Health Insurance. That category is not tied to any tax schedule in Quicken, so you can use it or create your …

Category: Fitness Go Health

Quicken shows only HSA cash reserve but none of my …

WEBOnce logged into your Quicken account, go to the 'Tools' menu and choose to add a savings account. From that point, Quicken will walk you through the setup process. …

Category: Health Go Health

how do you set up an HSA

WEBThere isn't an "HSA" type of account as part of Quicken's menu, so most folks that track their HSA in Quicken use the "savings account" type (which is what you have now). But …

Category: Health Go Health

How do I enter and/or characterize medical reimbursement

WEBCreate a "Receivables" Asset type account, and post 1/2 the original as a split to that. Then, when you receive that payment, show it as coming from this account. Q user since …

Category: Health Go Health

Show HSA transactions in spending report — Quicken

WEBHello, I have a health savings account (HSA) with a pre-tax deduction from my paycheck. Quicken appears to force me to model this as an "asset" type account. Even though I …

Category: Health Go Health

Implement Health Savings Accounts (HSA) (6 Merged Votes)

WEBImplement Health Savings Accounts (HSA) (6 Merged Votes) Options. rgumpertz Member . January 2020 edited October 2023 in Product Enhancements. Please implement HSAs, …

Category: Health Go Health

Optum Bank HSA Can't Connect — Quicken

WEBFebruary 2023 edited May 2023. It looks like Optum Bank has a new process where it redirects to HealthSafe ID at login. As a result I can't connect to Quicken for downloads. …

Category: Health Go Health

How do I categorize reimbursed medical expenses — Quicken

WEBBest Answer. There are many way's we may manage HRA reimbursed medical expenses. One way is to enter the reimbursement as a deposit transaction from the HRA payee in …

Category: Medical Go Health

Correct categorizing $ received from and insurance claim.

WEBThen to record the Medicare reimbursement, you'd simply record it as money in (e.g. a positive amount), using the same Category. the end result will be your medical …

Category: Medical Go Health

IRS Tax Schedule 1 item 17 Self-employed health insurance …

WEBDecember 2021 edited December 2021. Options. @clay - Unfortunately there is no tax line item/form for self-employed health insurance. Quicken generally covers most of the …

Category: Health Go Health

category for allowable self-employed health insur. deduction

WEBMay 2019 in Business and Rental Property Tools (Windows) In the tax planner, there is a specific line item under "Adjustments" for allowable self-employed health insurance …

Category: Health Go Health