Creating a Spending Tracker

A spending tracker is a tool to help you keep track of where your NDIS funds go. When you regularly update your spending tracker, it’s easy to see what you’ve spent and what you have left. This helps you avoid overspending and make the most of your budget.

Setting Up a Spending Tracker

You can use a digital tool like a spreadsheet or a physical notebook—choose whichever feels easier to manage. Here’s how to set up a simple spending tracker.

What to Include in Your Tracker:

1. Date: When did you make the payment?
2. Provider: Who provided the support or service?
3. Service Type: What type of support was this (e.g., therapy, equipment)?
4. Category: Which part of your NDIS plan does this belong to? (e.g., Core, Capacity Building)
5. Amount: How much did you spend?
6. Invoice Received: Have you received the invoice? (Tick a box or write “Yes”)
7. Payment Status:
• Paid: The payment is complete.
• Pending: Payment is in progress.
• Unpaid: Payment has not been made yet.
8. Notes: Extra details, like the purpose of the service or any issues.

Example Spending Tracking Table

Learn more about tracking expenses on the NDIS website.

Regularly Update Your Tracker

To make the most of your spending tracker:

• Update it after each purchase or payment: This helps prevent a backlog and ensures accuracy.
• Check monthly: Reviewing your spending monthly can help you see if you’re staying within your budget. It also lets you spot any areas where you’re spending more or less than expected.

Using Additional Tools

• My NDIS App: This app is designed specifically for managing NDIS funds and can make tracking easier. You can view your budget in real-time and keep your information in one place. For more information and to download the my NDIS app, visit this page: https://www.ndis.gov.au/participants/using-your-plan/managing-your-plan/my-ndis-mobile-app
• Budgeting Apps and Spreadsheets: Many free apps are available to help you track spending, or you can set up a simple spreadsheet to calculate your expenses automatically.

Activity: Set Up Your Own Spending Tracker

1. Decide if you want to use a notebook, spreadsheet, or budgeting app.
2. Set up a table like the one shown above. Start with a few expenses you’ve already had, such as monthly therapy or equipment.
3. Write down one reason why tracking spending could be useful for you.

Helpful Links

• NDIS Guide to Self-Management: https://www.ndis.gov.au/participants/using-your-plan/self-management
• How to Use the myplace Portal: https://www.ndis.gov.au/participants/using-your-plan/managing-your-plan/how-use-myplace-portal

Helpful Links

• NDIS Guide to Disability-Related Health Supports: https://www.ndis.gov.au/participants/using-your-plan/disability-related-health-supports
• NDIS Self-Management Resource: https://www.ndis.gov.au/participants/using-your-plan/self-management