This feature predicts the financial resources needed to fund NDIS services in Eziplan by analysing completed spending, estimating future service requirements, and calculating the cost against the Plan amounts. This will supply you with ongoing tracking live against your budget as well as a fully itemised and costed Schedule of Supports to start with.

N.B. For this feature to function as designed, NDIS service types need to have been loaded into your system profile for the information to be reflected here. 

Click Participant List under the Participants tab from the Eziplan Menu.

Choose the Participant and click ‘NDIS Budget’ and click ‘Add Support Purpose’

A window will appear prompting you to provide necessary information. When applying for NDIS Support, you can select from either the Main Budget (CORE, CAPITAL or CAPACITY) or a specific support within the Main Budget. The budgeting system is designed to allocate funds accurately and calculate the rate accordingly.

Once you’ve input the amount you want to set for the spending cap per month, click ‘Add Purpose’

And then it’s already set.

Once you navigate back to the NDIS Budget tab in the Client's profile, a calculation of the budget for the  entire period of the plan with its corresponding allocated services, total per month, plan total to date and funds left will be presented automatically. From there, you can also manage the participant's repeat appointments and add support purposes.

PDF and Spreadsheet exports are available for the budget calculation. Just click on the icon

And it should look something like this: