Where can I check my NDIS budget?

You can check it in two main places: the myplace participant portal, reached through your myGov account, and the my NDIS app on your phone. Both show how much funding you have, how much has been used and what remains. Which you use is up to you; many people use the app for quick checks and the portal for a fuller view.

What are funding periods?

Funding periods are set spans of time across which your plan may release funding, rather than making it all available at once. They are designed to help you spread your funding evenly over your plan. It matters because you need to know how much is available in the current period, not just the total for the whole plan.

How do I see claims made against my plan?

Both the myplace portal and the my NDIS app let you view claims. Each claim shows a payment made from your funding, including the amount and the provider. It is a good habit to look through recent claims now and then to check the amounts look right and that you recognise the services and providers.

What should I do if I see a claim I do not recognise?

Do not panic. First, note the date, amount and provider name, and compare it with your own records. It may simply be billed late or under a business name you did not recognise. If it still looks wrong, raise it with your plan manager, support coordinator or the NDIA. Acting early makes any issue easier to sort out.

Can I download a statement of my spending?

Yes. You can download statements showing your funding and the claims made against it, which is handy for your own records or paperwork. If you have a plan manager, they can also provide statements of your spending, since they handle payments to your providers. A support coordinator can help you understand these too.

How often should I check my budget?

There is no set rule, but checking regularly is the best way to avoid running short before your plan ends. A quick look every week or two helps you catch unfamiliar claims early and see how your funding is tracking. The more familiar you are with your budget, the fewer surprises you will face.

Who can help me understand my budget?

Several people can help. Your Local Area Coordinator can explain how your plan works, a plan manager can walk you through your spending and invoices, and a support coordinator can help you make sense of your funding. For general questions you can also call the NDIA on 1800 800 110. Do not hesitate to ask.

Tracking your plan budget: myplace and the my NDIS app

How to check your budget, see the claims made against your plan, and download statements.

Keeping track of your NDIS budget helps you make your funding last and avoid nasty surprises. The good news is that you can see your budgets, your claims and your statements yourself, without having to ring anyone.

This guide explains where to look, how to read the trickier parts of your budget, and what to do if you spot a claim you do not recognise. A quick check every so often can save a lot of worry later on.

In this guide

The myplace participant portal (through myGov) and the my NDIS app both let you check budgets and see claims.
The two hardest things to read are usually your budgets and your funding periods, so it is worth taking your time with these.
Watching your claims lets you spot anything you do not recognise and query it early.
Your plan manager or support coordinator can also give you statements and help explain your spending.
Checking regularly is the best way to make sure you do not run short before your plan ends.

Where to see your budget

There are two main places to check your NDIS budget yourself. The first is the myplace participant portal, which you reach by logging in through your myGov account once it is linked to the NDIS. The second is the my NDIS app, which does much of the same job from your phone.

Both let you see how much funding you have, how much has been used, and what is left. Which one you prefer often comes down to habit. Some people like the larger screen of the portal on a computer, while others find it easier to glance at the app during the week.

If you have never logged in before, your Local Area Coordinator or the NDIA can help you get set up. Once you are in, it is worth spending a few minutes clicking around so you know where everything is before you need it.

Reading your budgets

Your budget is the money in your plan set aside for your supports. It is usually grouped so you can see funding for different kinds of support, and it will show what you started with, what has been used, and what remains.

One of the trickiest things to understand is your funding periods. Rather than releasing all your money at once, a plan may make funding available across set periods of time. This is meant to help spread your funding evenly, so it is important to know how much is available in the current period, not just the total for the whole plan.

If the way your budget is split does not make sense to you, that is completely normal at first. Take it slowly, and do not be afraid to ask your plan manager, support coordinator or Local Area Coordinator to walk you through it. Understanding your funding periods is the key to not running short.

Seeing claims against your plan

Every time a provider is paid from your plan, a claim is made against your funding. The portal and app both let you see these claims, so you can check what has been paid and to whom.

It is a good habit to look through your recent claims now and then. You are checking that the amounts look right, that they match services you actually received, and that you recognise the providers. Small errors can happen, and the sooner you catch one, the easier it is to sort out.

If you see a claim you do not recognise, do not panic. It may be a service billed later than you expected, or a provider using a business name that is different from the name you know them by. The important thing is to look into anything that seems unfamiliar rather than letting it slide.

Downloading statements and records

As well as viewing your budget on screen, you can download statements that show your funding and the claims made against it. These are useful for keeping your own records, for tax or paperwork, or simply for having a clear picture on paper.

If your plan is managed by a plan manager, they can also provide statements showing your spending, since they handle the payments to your providers. A support coordinator can help you make sense of these too.

Keeping your own copies means you are not relying on memory when you want to check something. A simple folder, whether on your computer or printed out, can make it much easier to see how your funding is tracking over the life of your plan.

Querying something that looks wrong

If a claim or a figure does not look right, the first step is to gather what you know: the date, the amount, and the provider name shown. Compare it against your own records of the services you received.

If your plan is plan managed, your plan manager is often the quickest first port of call, as they process the payments and can explain or check a claim. If you have a support coordinator, they can help too. For agency managed funding, you can raise it with the NDIA on 1800 800 110.

If you believe a provider has charged for something they did not deliver, or you have concerns about their conduct, you can also contact the NDIS Quality and Safeguards Commission on 1800 035 544. Checking regularly means you are far more likely to catch any issue while it is still easy to fix.

Frequently asked questions

Where can I check my NDIS budget?: You can check it in two main places: the myplace participant portal, reached through your myGov account, and the my NDIS app on your phone. Both show how much funding you have, how much has been used and what remains. Which you use is up to you; many people use the app for quick checks and the portal for a fuller view.
What are funding periods?: Funding periods are set spans of time across which your plan may release funding, rather than making it all available at once. They are designed to help you spread your funding evenly over your plan. It matters because you need to know how much is available in the current period, not just the total for the whole plan.
How do I see claims made against my plan?: Both the myplace portal and the my NDIS app let you view claims. Each claim shows a payment made from your funding, including the amount and the provider. It is a good habit to look through recent claims now and then to check the amounts look right and that you recognise the services and providers.
What should I do if I see a claim I do not recognise?: Do not panic. First, note the date, amount and provider name, and compare it with your own records. It may simply be billed late or under a business name you did not recognise. If it still looks wrong, raise it with your plan manager, support coordinator or the NDIA. Acting early makes any issue easier to sort out.
Can I download a statement of my spending?: Yes. You can download statements showing your funding and the claims made against it, which is handy for your own records or paperwork. If you have a plan manager, they can also provide statements of your spending, since they handle payments to your providers. A support coordinator can help you understand these too.
How often should I check my budget?: There is no set rule, but checking regularly is the best way to avoid running short before your plan ends. A quick look every week or two helps you catch unfamiliar claims early and see how your funding is tracking. The more familiar you are with your budget, the fewer surprises you will face.
Who can help me understand my budget?: Several people can help. Your Local Area Coordinator can explain how your plan works, a plan manager can walk you through your spending and invoices, and a support coordinator can help you make sense of your funding. For general questions you can also call the NDIA on 1800 800 110. Do not hesitate to ask.

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Novida is an independent directory, not the NDIA. We explain each form in plain English and link you to the official copy — always download and submit the current version from the official website, as forms are updated from time to time.