Install for Quicken Medical Expense Manager
Note I'm not associated with Intuit Quicken Inc, I'm just another Quicken user.
Intuit/Quicken inc is no longer providing support for the Quicken Medical Expense 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.
And even though the install came from a trusted source (QLC SuperUser) and I believe it to be virus free and not corrupted in any way, you have to use it at your own risk.
Note this file will be downloaded from a Microsoft OneDrive account.
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?). For example, if you have an AGI of $45,000 and $5,475 of medical expenses, you would multiply $45,000 by 0.075 (7.5%) to find that only expenses exceeding $3,375 can be included as an itemized deduction. 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. Intuit/Quicken inc is no longer providing support for the Quicken Medical Expense 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.
Quicken Medical Expense Manager - Select button to download.
Free Medical Expense Tracking Software
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
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.
Medical Expense Tracker Software
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
Get the series, How to Make a Budget: Easy Steps for Beginners, for more free tools, tips, and downloads.
Love love love,
Kerry
Support Squawkfox
You’re wonderful, and your patronage helps keep my independently run blog alive. Your kindness covers hosting fees, new articles, and videos. My content covers debt, saving, investing, financial planning, and behavioral economics. Support Squawkfox from as little as $1 – and it only takes a minute. Thank you.