Medical & Dental Expense Tracker
Log every doctor, dental, vision and prescription bill with what insurance paid and what you still owe. A spreadsheet for Excel and Google Sheets.
$5 on its own, or get it with 12 more home money spreadsheets in the Complete Household Money Bundle for $29.
Who this is for
- You want one place for your household's out-of-pocket medical, dental and vision bills.
- You want to see balances still owed, missing receipts and what's not yet reimbursed from an HSA or FSA.
- You want a monthly set-aside based on what you expect to spend this year.
Who it's not for
- Not for you if you want claims pulled from your insurer or provider. You type them in.
- Not for you if you want to know what your plan covers or what HSA/FSA rules allow. Check your plan and insurer.
- Not for you if you want medical, insurance or tax advice. It's an organizing tool.
Need more than one?
This sheet is one of the 13 in the Complete Household Money Bundle. Get all 13 home money spreadsheets for $29 (about $69 if bought one by one).
Get the bundle on Payhip – $29 See what's in the bundle
Need the home and the business sets? The Everything Bundle (what's inside) has all 22 (21 spreadsheets + the website template) for $39, about $149 if bought one by one.
Instant download. Works in Google Sheets and Excel.
Instant digital download, sold through Payhip. Works in Excel and Google Sheets. Makes no claims about any insurance plan or HSA/FSA limit; an organizing tool, not medical, insurance or tax advice.
Free guides: Budgeting for medical & dental out-of-pocket costs · Saving for insurance premiums and deductibles
What's inside
- Yearly Estimate tab: your expected costs by category (doctor, dental, vision, prescriptions and more) turn into a monthly set-aside amount.
- Bill Log for up to 200 bills or claims: amount billed, insurance processed (Y/N/NA), insurance paid, what you paid, balance still owed, receipt saved, HSA/FSA reimbursed (Y/N/NA). Balances owed turn red.
- Summary tab: billed and paid by category and by person, compared with your estimate, plus open items (balances owed, missing receipts, not yet reimbursed, awaiting insurance), with a chart.
Good to know
- Makes no claims about any insurance plan, coverage or HSA/FSA limit or eligibility. Check your plan documents, insurer and provider.
- A spreadsheet, not an app; no syncing with insurers or providers. Comes with example rows; delete them before you start.
- An organizing tool, not medical, insurance or tax advice.
Previews
Frequently asked questions
Which apps does it open in?
Excel 2016 or newer (including Microsoft 365 and Excel for the web) and Google Sheets: upload the .xlsx to Google Drive, then open it with Google Sheets. You get one .xlsx file (Excel 2016+/Microsoft 365/Excel for the web, imports into Google Sheets) and a short how-to. Instant digital download.
What happens after checkout?
Payhip shows your download link right after checkout and emails it to you too. You download a .zip with the .xlsx file(s) and a short how-to. It's an instant digital download; nothing physical ships.
Can I edit it?
Yes. Nothing is locked: rename categories, add rows, change colors and type over the example data.
Does it connect to my bank or send reminders?
No. It's a spreadsheet, not an app: you type in your own numbers and nothing is synced or sent.
Are the numbers in the previews real?
No. Previews and the file use example data only. Delete the example rows and add your own.
Can I get a refund?
It's a digital download, so if something doesn't open or work, message the shop through Payhip (or reply to the Payhip email) and I'll help fix it. Refund requests are handled case by case under Payhip's terms.
Is this financial advice?
No. It's an organizing and planning tool with example numbers, not financial, tax, legal or medical advice.
Works in Google Sheets and Excel · Instant download · Nothing shipped