Medical Expense Tracker: Instructions

There are 3 simple parts to this system:

1. Google Form (where new medical expenses/receipts are added)

2. Google Sheet (where form submissions “go”)

3. Mobile Access (so you can add receipts from your phone!)

PART ONE: Setting up the Google Form

Here is a link to the master template: Medical Expense Tracker

1. Before entering any information, go to the three dots (⋮) in the top right corner and select "Make a copy." Save this to your personal Google Drive to ensure your data remains private and secure. By clicking the "Make a Copy" link, you have created a private version of this document in your own Google Drive. I do not have access to your copy, and your data will not be shared with me. 

2. Edit the form. Customize the “Patients” with your family names and the Expenses categories if needed.

PART TWO: Set a Google Sheet (destination for your form submissions)

There are three tabs at the top of the page: Questions, Responses, and Settings.

1. Click on “Responses”

2. Select “Link to Sheets”

3. Name and Save the Sheet to your Google Drive

4. Your responses with links to your receipts will be saved here!

PART THREE: Set up Mobile Access

Save your new responder link (copy from the top right of the form) to your phone for quick access! 

For iPhone (Safari): 

1. Open the link in Safari. 

2. Tap the Share icon (the square with an arrow pointing up) at the bottom of the screen. 

3. Scroll down and tap Add to Home Screen. 

4. Name it "Medical Expenses" and tap Add. It will now look like an app icon on their home screen.

For Android (Chrome): 

1. Open the link in Chrome. 

2. Tap the three dots (⋮) in the top right corner. 

3. Tap Add to Home screen. 

4. Give it a name (ex. Medical Expenses) and tap Add.