Budget Tool
NDIS budgets that don't run out early - or get reclaimed at review.
Plan-manager statements are buried, plan dates slip, and underspend turns into reclaimed funds at review. Budget Tool ingests a statement PDF, breaks the plan down per line item, projects spend to plan end, and gives you an interactive planner so each support is scheduled at a cadence that actually fits the funding.
No credit card required to trial.
How it looks
Walk through the actual tool
Example output. Names and details changed for privacy.
Step 1
Drop in a statement
Plan-manager statement, NDIS portal export, or the participant's NDIS plan. SRTD extracts plan dates, category totals, per-line-item spend, last-month figures, and the full invoice list automatically. A freshness banner reminds you when the next monthly review is due.
Budget analysis is up to date
Last statement uploaded 3 days ago (23 May 2026). Statements should be reviewed monthly.
Plan progress
76% · 88 days left
▾Core(3 line items)
Budget fundsOn track83%· $108,073 of $130,083 spent
Remaining $22,010
Assistance with Daily Life
52% · $48,531 of $93,093 spent
Assistance with Social, Economic and Community Participation
Overspend163% · $59,542 of $36,543 spent
Overspent by $22,998
▸Capacity Building(4 line items)
Budget fundsUnderspend41%· $14,574 of $35,937 spent
Remaining $19,423· $20,005 under what you'd expect at this point
Step 2
See exactly where the funding sits
Each category expands to the line items underneath - Daily Life, Transport, Social/Community for Core; Support Coordination, IDL, Behaviour Support for Capacity Building. Overspends get a red call-out with the deficit; underspends get an amber flag. Capital gets the front-load treatment so AT and wheelchair purchases don't trigger false alarms.
Step 3
Plan forward, save the schedule
Open the planner, pick supports from the NDIS 2025-26 rate catalogue (Daily Life weekday vs Sunday, OT, Psych, BSP and the rest), set sessions/month, and watch the annual schedule line up against the funded amount. Selections persist across statement uploads so you refine the plan each month rather than rebuilding it.
Budget planning
✓ Saved just now
Capacity Building — Improved Daily Living
Available
$8,108
$10,048 less $1,940 OT FCA reserve
Scheduled (plan-remaining)
$2,358
Balance
$5,750
| Service | Sessions | Per | Hrs/sess | $/hr | Annual |
|---|---|---|---|---|---|
| Occupational Therapy | 2 | Month | 1 | 193.99 | $4,656 |
| Psychology | 2 | Month | 1 | 214.41 | $5,146 |
What it does
Built for the way NDIS workers actually work
Interactive budget planner
Build a forward-looking schedule per participant: pick from pre-built service presets (Personal Care weekday/weekend/Sunday, OT, Psych, Physio, Behaviour Support, etc.), set sessions/month and hours/session, and the planner shows whether your annual schedule lands inside the plan budget. Selections persist across statement uploads.
Whole caseload prioritised at a glance
The Budget Tool home page shows your whole caseload sorted by priority: who has lots of SC funding running out, whose data is stale, who needs urgent action. Colour-coded so you can pick up the priority work first thing each month.
Upload a statement, get a dashboard
Drag in any plan-manager statement, NDIS portal export, or NDIS plan PDF. SRTD pulls plan dates, category totals, line-item spend, last-month figures, and per-invoice provider rows automatically. No manual data entry.
Drill down to the line item
Each top-level category (Core, Capacity Building) expands to per-line-item rows: Daily Life, Transport, Social/Community, Support Coordination, IDL, Behaviour Support. Each gets its own progress bar and flag, so you know whether to chase the support worker, the BSP, or the allied health provider.
Overspend and underspend called out clearly
When a line item runs past 100% it surfaces a red "Overspent by $X" call-out so you can fix it before the next claim. Underspend gets an amber flag, so you can see at a glance which supports need chasing and which need adjusting.
Support Coordination tracked separately
SC funding is often agency-managed, so it doesn't appear on the plan-manager statement. The dashboard auto-detects when SC is missing and prompts a manual entry from the NDIS provider portal - then surfaces hrs/wk runway and suggested utilisation activities.
AI rebalancing recommendations
One click runs an AI analysis of the latest statement, cadence per provider, saved goals and current schedule - returns 3-6 concrete actions to rebalance. Recommendations refresh each month when you upload a new statement.
Statement freshness alerts
Top-of-dashboard banner tells you whether the figures are current (≤35 days), due (36-60 days), or overdue (>60 days). Budgets should be reviewed monthly - this is the prompt to upload the new statement when it arrives.
How it works
Three steps. Seconds.
- 1
Upload the latest statement
Drag the PDF onto the Upload bar. SRTD analyses it in 15-60 seconds and populates plan dates, category totals, line items, and invoice rows. Re-upload monthly to keep the dashboard fresh.
- 2
Review the breakdown + insights
Per-category bars, per-line-item drill-downs, provider cadence rolled up from the invoices, and a freshness banner at the top. Overspend and underspend get auto-flagged so you know what to chase.
- 3
Plan forward, save selections
Open the Budget planner, build a support schedule with NDIS 2025-26 rate presets, and check whether the annual total lines up with the funded amount. Selections persist across statement uploads so you refine rather than rebuild each month.
SRTD's outputs are designed to support NDIS Practice Standards-aligned documentation. Compliance with audit and Practice Standards requirements depends on how outputs are used and verified by the worker. SRTD does not guarantee any audit outcome.
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