| Term | What it means | It changes when… |
| Category Budget | The amount set on the NDIS Plan for this category | You edit the plan |
| Allocated | The total of the line items you’ve planned (quantity × rate) | You add, edit or remove line items in Budget Details |
| Remaining | Category Budget minus Allocated | Allocated changes |
| Used | The total invoiced against this category | An invoice is created, edited or deleted |
“Allocated” is your plan. “Used” is what’s actually been spent. “Used” can go above the budget. Click the “Used Budget History” amount to see which invoices make it up.
