What is the goal of your workflow? What problem does it solve, or how does it help you?
Health Savings Accounts (HSAs) are great for tax-advantaged saving for medical expenses. However, one issue is record keeping. Receipts must be kept to prove expenses charged to an HSA account are qualified medical expenses. Keeping paper copies of receipts can be difficult and time-consuming. My solution attempts to streamline this process.
How did you come up with the idea for your workflow?
After a recent Tiller Money Memo showcasing the ability to create apps using Glide, I was inspired to look into the possibilities. From there, I thought it would be helpful to be able to upload a photo of medical receipts into the transactions tab on a Tiller spreadsheet.
Please describe your workflow. What are the sheets? Does it use any custom scripts or formulas?
The app and spreadsheet are simple, but effective. I’m only using the Categories and Transactions tabs. The Glide app pulls in the transaction data and allows users to edit the category and to upload a receipt image to any given transaction.
Anything else you’d like people to know?
In the Glide App, select the pencil icon when you click on a transaction for the option to edit the category and upload a photo.
Is it ok for others to copy, use, and modify your workflow?
Please expand on what I’ve started with. I think the foundation will work for most applications, but there’s plenty of room for customizing it to fit your needs.
Here’s a link to the spreadsheet:
And here’s a link to the Glide app. I turned on the option for others to copy the app.
If you said yes above, please make a copy of your workflow and share the copy’s URL:
I believe you can get to everything from the links above, but please let me know if you have questions or need additional information.