How Can We Help You?

Care Coordination & Client Funding : New Updates

What do Category Budget, Allocated, Remaining and Used mean?

1 min read Updated October 2026

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.

Related in Care Coordination & Client Funding : New Updates