View your budget to see how much funding has been allocated to your Plan, how much has been spent to date and how much you still have available.
Table of Contents:
View your NDIS Budget in your Planability App
View your NDIS Budget in your web browser
View your NDIS Budget in your Planability App
- Tap on Budget at the bottom of your screen.
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Your budget is split into sections for Core Supports, Capital Supports and Capacity Building Supports.
You can view a short explanation by selecting the drop down arrow next to Budget Calculation Explained.
You can even switch to view your budget on a previous plan if you have one, by selecting the drop down arrow next to your Plan ID.
This information can also be exported using the ‘Export as PDF’ button.
View your NDIS Budget in your web browser
When you log in to Planability from your web browser your will land on the page showing your NDIS Plan and can use the tabs to switch between your Budget and Goals. (1)
Your budget is a real-time view of your NDIS budget.
To view a Previous Plan (if available) select from the Plan pull down menu (2)
You can export a pdf version of your Budget by clicking on 'Export as PDF' (3)
Your Budget report might look like this:
If your Budget looks like this one below with text box, this is nothing to worry about.
It means that you haven't Shared your Plan / given Consent in PRODA to share your Plan with your Plan Manager.
If you wish, you can opt to Share your Plan from your profile in PRODA.
If you have not shared your Plan, the budget shown in your report comes from the Service Bookings that your Plan Management Agency have created. It may not show the full funding available in your Plan (Approved Funding).
What do the columns mean?
| Approved Budget |
The approved Plan Managed budget. The full approved budget is only available when consent is provided. The column display the Service Booking amount if there is no consent. |
| SB Allocated |
Service Booking Allocated: The amount of funding that the Plan Management Agency has allocated to Service Bookings. When service bookings have not yet been created, this value will show 0. |
| SA Allocated |
Service Agreement Allocated: Funds that have been added to a Provider Service Agreement. The Provider name will be listed in the Support Category Column. If you have a Service Agreement with a Provider, you can let your Plan Manager know. They can add the details to your Plan to ensure enough money is held for this Provider. |
| SA Unallocated |
Service Agreement Unallocated: Available funds that are not allocated to a Provider Service Agreement and are available for general claiming under that category. |
| Spend |
The amount that has been claimed and marked as 'Pending Payment' or 'Paid from NDIS'. This will not include entered, rejected or cancelled claims. You can view all your Claims / Invoices that have been entered by clicking on Claims in the left menu. |
| % Spend |
In CORE, the % percentage spend is calculated from the Service Booking amount. (Because funding can be shuffled around Core categories we are not basing the % spend on the Approved Budget amount). It should be noted that all approved funding may not be allocated to Service Bookings. In non-CORE Supports, the percentage is calculated from the Approved budget so the % spend is a true reflection of all available funding regardless of whether a Service Booking has been created or not. If consent is not provided, all % spend values are calculated from the amounts allocated by Service Bookings. |
| Remaining |
Remaining budget is calculated as the sum of remaining amounts from your available service bookings (with no Consent). Or the full remaining balance of Approved Budget (with consent). If you have not given Consent to your Plan Manager, this value does not take into account any amount not yet allocated to a Service Booking, and as such may be lower than the actual approved remaining budget. |
Next Article: How do I view my Goals?