CarelioAdvanced Capabilities
Funds & Budget Tracking
Track every participant's NDIS plan budget as it's used, with clear thresholds so nobody runs out unexpectedly.
Budget tracker — J. Nguyen
Core Supports used68%
Capacity BuildingWarning threshold
Capital SupportsCritical — 94%
Illustrative preview — not real participant data.
Every NDIS plan has a finite budget, and running out mid-plan without warning is a real risk for both the participant and your service. Funds & Budget Tracking keeps a live running total of what's been used against each participant's plan.
You set your own thresholds for what counts as a warning versus critical, and choose how usage is calculated — the system doesn't force one rigid method on every organisation.
Who it's for
Admins, Managers, and Accountants keeping an eye on every participant's plan budget before it becomes a problem.
What you can do
- A live, per-participant view of budget used versus the plan total
- Configurable warning and critical thresholds — you decide what counts as "getting low"
- Choice of calculation basis to match how your organisation actually tracks usage
- A consolidated Budget Tracker view across every participant, not just one at a time