EY Navigate vs HSA Receipts

With the help of EY Navigate, you can make immediate progress toward the financial goals that matter to you. MANAGE YOUR MONEY YOUR WAY Easily track and organize your spending and budgets all in one place. EY Navigate allows you to seamlessly add your accounts and transactions so you always know exactly what's happening in your financial life. GET HELP FROM AN EY FINANCIAL PLANNER Get paired with a dedicated EY financial planner for professional guidance to help you achieve your financial goals. BUILD YOUR FINANCIAL KNOWLEDGE Access a unique set of tools to help you evaluate potential purchases, learn new ways to save and expand your financial know-how.

HSA Receipts makes it easy to save, organize, and use receipts for future HSA reimbursements. Take a photo of a medical receipt, enter the important details, and keep everything organized on your phone. HSA Receipts tracks your unreimbursed expenses so you can quickly see how much you may be able to reimburse yourself from your HSA. Features include: • Save receipt photos and expense details • Track unreimbursed and paid-back expenses • Search and filter your receipt history • See your total unreimbursed expenses in one place • Create a reimbursement-ready PDF packet with receipt images • Export your records to CSV for Excel or Google Sheets • Back up your receipts and restore them on a new phone • Explore illustrations of how money left invested in an HSA could compound over time • Learn about commonly overlooked HSA-qualified expenses Designed with privacy in mind Your receipt information and photos are stored on your device. They do not pass through our servers. Your information leaves your phone only when you choose to export, back up, or share it. Access to the app can also be protected with a PIN and Face ID. HSA Receipts is an organizational and educational tool. It does not determine whether a particular expense qualifies for HSA reimbursement and does not provide tax, legal, medical, or investment advice. Consult your HSA administrator or a qualified professional when determining eligibility or making financial decisions.