- Once an expense has been approved, Abacus handles the reimbursement and direct deposits into the employee's bank account. You can sync expenses into accounting software using either cash or accrual method, and custom analysis reports help you identify trends and manage budgets more effectively.
- Access My Health Access My Health is a cloud based PHR service for health, medical,.
- Designate providers as in or out of network, allowing intelligent calculation of deductibles and OOP expenses. Automatically track services that your insurance company limits and get a warning when you are running out of your allowance for that service! Track non-provider expenses such as fitness benefits or durable medical equipment.
- Track Your Medical Expenses From the Start Medical payments made easy - all the way through tax time. This is more than just a smart medical expense tracker: Members of certain health plans will also be able to use Quicken Health Expense Tracker to pay medical bills online with a credit or debit card. At no extra charge.
Track your medical bills with the Medical Expenses Spreadsheet is part of a financial planning series called How to Make a Budget: Easy Steps for Beginners.
Reader Question: Kerry, I’ve been following your budgeting series — where’s the best place to record my medical expenses? Right now I just stack everything in a pile. But by tax season I’ve often misplaced a few receipts and have lost track of what was reimbursed by my medical expense insurance plan. Got a spreadsheet or a medical bills tracking form for someone like me? — Jen
Download:Medical Expenses Spreadsheet
Medical Expenses & Medical Bills
Intuit/Quicken inc is no longer providing support for the Quicken Medical Expense Manager. Cracking flexlm license manager. Note: I'm am not providing any support for this, I'm just providing a place for people to come and get the install since Intuit/Quicken Inc has stopped providing it.
Answer: If you need to track medical bills or medical expenses, go ahead and download the Medical Expenses Spreadsheet. Over the years I’ve used it to track various doctor, dentist, optometrist, and physiotherapy costs, and a few non-traditional health care costs as well (acupuncture, anyone?). Anyhoo, if you have prescriptions, lab tests, glasses, and other related medical expenses, indicate those costs in the Medical Professional Paid column.
This spreadsheet is just a starting point — a guideline of sorts — so feel free to add columns or change headings so they work for you and your family. And if you’re not a fan of spreadsheets, print out this download and use it as a simple medical record form. Easy.
I added a column for Mileage, just in case it’s a tax-deductible expense in your neck of the woods. The columns Date Submitted and Insurance Reimbursement are for families paying medical bills before submitting claims or paying the differences not covered by insurance and needing to keep this information separate.
For those looking for the original version, here you go!
Download:Medical Expenses Spreadsheet
Keep all your receipts in a safe spot and during tax time this spreadsheet should help you save a lot of time. I know it helped me when I needed knee surgery. Cheers, Kerry.
More helpful downloads for keeping track of your money:
Government Tax Resources:
- USA:IRS: Medical and Dental Expenses
- Canada:CRA Medical Expenses
Free Medical Expense Software
Get the series, How to Make a Budget: Easy Steps for Beginners, for more free tools, tips, and downloads.
Love love love,
Kerry
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Free Medical Expense Tracking Software
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