How the Leap in! app can help you to keep track of your spending.
If you’ve been reading our recent articles about the Leap in! app, you’ll know that it can help prepare you for your NDIS Plan or Plan Review meeting.
If you have an NDIS Plan and sign up for Leap in! plan management, you’ll also get access to the My Budgets section of the app. Today, we’ll take you through how to use this section so you always know how you are tracking with your NDIS budget.
But first, you can find the links to the stories on using the Leap in! app to prepare for your NDIS Plan meeting stories here and here.
Track your spending in real time with My Budgets.
Keep track of your NDIS funding in one place with our easy to navigate dashboards. The dashboards work in a similar way to online banking so you can clearly see your budgets in real time, 24 hours a day.
The Budgets Summary screen makes tracking your spending simple. As you can see from the screenshot below, our example member, Elton Robinson can quickly view the status of all his funding at a glance including:
- Total NDIS Plan funding
- How much funding is available to use
- How much funding has been spent (the amount invoiced by providers).
Here you can also access payment history, previous plans, messages and alerts, as well as new budget information.
Find out if your spending is on track.
The Leap in! app allows you to quickly see if you’re on the right track with your spending for each budget category.
Let’s take a look at the Assistance with daily living category of Elton Robinson’s profile (see image):
- Elton’s funding for Assistance with daily living is $38,905.00
- He has spent $10,449.21 of his budget
- He has $28,455.79 available to spend.
You can see that Elton’s spending in this category is ‘off track’ with only 27% of available funding spent, relative to how long he has had this plan.
Reviewing this section regularly will help you to manage your funding for the whole year to avoid running out of funding early or not using all of your NDIS budget.
If you’d like some advice on ways to make your budgets go further or help with connecting to a supports provider, we can help. Simply call us on 1300 05 78 78.
Record all your expenses.
Keeping track of your expenses is simple. Simply click into any budget category to view invoices already paid with funding from that category.
Everything you need.
You can also use the My Budgets section of the Leap in! app to:
- Approve invoices
- Claim an invoice
- View your payments history and previous NDIS Plans
- Review your budget category history.
Let’s get started!
With the Leap in! app, you can store all the information needed for your NDIS Plan in one place. If you would like to see more of what a fully completed profile and budget looks like, click here to find instructions on how to log into a demo profile.
If you’re not plan managed with Leap in!, you can still use the app to prepare for your NDIS Plan or Plan review meeting.
If you have any questions, call us on 1300 05 78 78. If you would like to sign up for plan management click here.