Hello, @tortuga48.
Thank you for reaching out to the Community.
We can categorize the transactions to review from your bank. Let me show you how:
- Go to the Transactions tab.
- Under Type choose either Business, Personal.
- If the transaction is a mix of both types, you can select Split.
You'll need to make sure you assign it to the correct category. Though, you can make changes by tapping the blue field that appears right after click the transaction category.
You can also run Tax summary report to review the deductions made from your healthcare expenses.
Just in case, I'll add this article for future reference: Overview: Healthcare insurance.
Please reach out to me in the comment section below if you have any other issues or concerns, and I'll get back to you as soon as possible. I'm always here to help. Have a great day!