About this resource
Running out of funds partway through a plan causes stress. This tracker helps participants and support coordinators record each type of support as described in the plan, the amount allocated, monthly spending and what is left, with space to note concerns early.
Purpose
To help participants understand and track their plan spending so supports last for the life of the plan.
Who it is for
Primary profession: NDIS providers and support coordinators. Also relevant for disability support workers.
Client or participant group: NDIS participants, families and support coordinators monitoring plan spending.
Practice setting: Support coordination and participant self-monitoring.
Suggested uses
- Monthly spending check-ins
- Spotting under or overspending early
- Preparing for review meetings
- Building participant confidence with their plan
Instructions for practitioners
- Fill in support types and amounts from the participant's plan.
- Update monthly with the participant, using official statements or portal figures.
- Talk early about any spending concerns.
- Use the notes when preparing for reviews.
Instructions for clients or participants
- Write how much was spent each month.
- Check what is left.
- Ask if something does not look right.
Accessibility considerations
Use large print and colour highlights. Work through it together at check-ins.
Scope and limitations
A personal tracking tool. Official figures come from the participant's plan statements or portal; this tracker is not an official record and does not provide financial advice.
Research basis
Debt and financial stress are strongly linked with poorer mental and physical health, so practical financial support is part of holistic care. This resource is designed to align with the NDIS Practice Standards and Code of Conduct; using it does not by itself demonstrate compliance.
- NDIS Quality and Safeguards Commission. NDIS Code of Conduct. https://www.ndiscommission.gov.au/rules-and-standards/ndis-code-conduct
- NDIS Quality and Safeguards Commission. NDIS Practice Standards and Quality Indicators. https://www.ndiscommission.gov.au/rules-and-standards/ndis-practice-standards
- Richardson, T., Elliott, P., & Roberts, R. (2013). The relationship between personal unsecured debt and mental and physical health: A systematic review and meta-analysis. Clinical Psychology Review, 33(8), 1148–1162. https://doi.org/10.1016/j.cpr.2013.08.009
What is included
A 3-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.
