NDIS Budget Tracking
Plannor automatically tracks spending against each participant's NDIS support budget, so you always know how much funding remains in each category before creating new invoices.
NDIS Support Categories
The NDIS funds participants across three main support budgets. Plannor tracks each separately:
| Category | Registration Group | Common items |
|---|---|---|
| Core Supports | 0100–0128 | Daily activities, community access, consumables, transport |
| Capacity Building | 0100–0132 | Support coordination, improved living, employment, learning |
| Capital Supports | 0100–0133 | Assistive technology, home modifications |
Setting Up a Participant's Budget
1
Open the participant's profile and click the "Budget" tab.
2
Click "+ Add Budget Category".
3
Enter the budget allocation from the participant's NDIS plan:
| Field | Notes |
|---|---|
| Support Category | Select from the NDIS list (Core, Capacity Building, or Capital) |
| Support Item / Registration Group | Specific line item or registration group number |
| Budget Amount | Dollar value from the participant's plan for this category |
| Plan Period | Start and end dates of the current NDIS plan |
4
Click "Save Budget". Repeat for each funded support category.
Viewing Budget Spending
The Budget tab shows a card for each funded category with:
- Total Allocated — Full budget for this category for the plan period
- Spent to Date — Amount from all approved/paid invoices in this category
- Remaining — Allocated minus Spent
- Progress bar — Turns yellow at 80% spent, red at 95% spent
- Projected end date — Estimated date the budget runs out based on current spending rate
Click the "View Transactions" link on any budget card to see every invoice line item that has drawn from that category.
Budget Alerts
Plannor sends automatic alerts when:
- A budget category reaches 80% spent — shown as a yellow warning on the dashboard
- A budget category reaches 95% spent — shown as a red alert and email notification to Company Admin
- A budget category is fully depleted — invoice creation for that category is blocked
- The NDIS plan end date is within 60 days — reminder to start plan review process
Over-spending prevention: If you try to create an invoice that would exceed the remaining budget, Plannor will warn you. You can override the warning (for genuine cases), but a note is recorded.
Renewing a Plan / New Plan Period
1
When a participant gets a new NDIS plan, go to the Budget tab and click "New Plan Period".
2
Enter the new plan start/end dates and updated budget amounts. The old plan's data is archived and still viewable under "Past Plan Periods".
Updating the plan period does not affect existing invoices. Only new invoices from the new plan start date will draw from the new budget.
Budget Report Export
Export a full budget utilisation report for a participant from the Budget tab → "Export PDF". This is useful for plan review meetings and for sharing with plan managers.