NDIS Budget Dates: When You Can Spend & Claim

Section 1: The 3 budget dates that matter most

When you’re managing your NDIS plan, it helps to focus on the dates that decide what you can spend and what you can claim. In this lesson, we’ll break down the three budget dates that come up most often in everyday planning: your plan start date, your NDIS review/expiry date, and your budget capacity or capacity review date (if your plan includes specific reassessment steps). Knowing these dates can help you avoid last-minute stress and reduce the risk of services being delayed or rejected.

1) Plan start date: This is when your current NDIS funding period begins. Services you approve and start from this date (and within the rules in your plan) are usually claimable. If you’re planning to start therapy, allied health, home modifications, or supports coordination, it’s smart to line up bookings early so provider paperwork and authorisations happen before you need the support.

2) Review/expiry (end) date: This is when your current funding period ends. Anything that isn’t spent or isn’t aligned with your plan’s rules may not roll over automatically. If you’re unsure about what’s “spent,” check your statement and ask your plan manager to confirm how invoices are processed. If you use plan management, logging in to MyMoney NDIS (www.planmanager.net.au) can help you track what’s been paid and what’s still available.

3) Budget capacity / reassessment dates: Some plans include interim review points where your budget capacity or service needs may be reassessed. This matters for ongoing supports like daily living, employment supports, consumables, and therapy sessions—especially if your needs are changing. If you’re comparing provider options, My Care Finders can help you understand likely costs and what different providers can offer before those dates arrive.

Key takeaway: Treat these dates like “checkpoints” — plan your services early, track your budget availability, and confirm claim timelines with your provider and (if relevant) your plan manager.

• Write the three dates in your calendar and add reminder alerts 2–4 weeks before each one.
• Ask providers to submit invoices promptly, and keep copies of service bookings and appointment dates.
• If you’re using plan management, double-check claim status in MyMoney NDIS so you know what’s already processed.