Health Spending Accounts (HSAs) and Flexible Spending Accounts (FSAs) are great benefits offered by employers to their employees. They allow employees to put pre-tax dollars aside towards out-of-pocket medical expenses.

While the benefits are similar in nature, employees can typically only be enrolled in one or the other, which can make it a headache to keep track of who is enrolled in which, let alone the type of plans they’re enrolled in, their contributions and more.

With this Recipe, you’ll be able to view a side-by-side list of your employees enrolled in your company’s HSA and FSA plans, alongside details of the types of plans they’re on, their contributions, as well as their balances to date. That way, you can avoid sorting through multiple carrier forms and reports to get the information you need.

Want to see which employees are also enrolled in commuter benefits? As with all our report Recipes, you can customize this template with additional data, filters, grouping, and more to help you answer your specific questions.