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Where to Add HSA in Money Guide Pro - Complete Guide

Published November 21, 2024

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Short answer: You can include your HSA in Money Guide Pro by adding it as a Health Savings Account, then you can track healthcare expenses, contributions, and HSA growth.

Adding your HSA in Money Guide Pro

When it comes to managing your finances in Money Guide Pro, including your HSA (Health Savings Account) is crucial for a complete overview of your financial health.

To add your HSA in Money Guide Pro, follow these simple steps:

  • Log in to your Money Guide Pro account.
  • Select the 'Accounts' tab from the dashboard.
  • Click on 'Add Account' to create a new account entry.
  • Choose 'Health Savings Account (HSA)' as the account type.
  • Enter the necessary account details, such as account name, account number, and starting balance.
  • Save your entry to include your HSA in Money Guide Pro.

What you gain by tracking your HSA

By adding your HSA in Money Guide Pro, you can track your healthcare expenses, contributions, and growth of your HSA over time, leading to better financial planning and decision-making.

To effectively manage your overall financial health, incorporating your HSA (Health Savings Account) in Money Guide Pro is essential. By doing so, you can observe the relationship between your healthcare spending and savings.

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