Budget forecasting

The Budget Forecast table gives you a single view of every participant’s budget health — useful for spotting at-risk plans before they run out or end with significant underspend. _{Allocated — total plan funding   Remaining — budget left to spend   Pending — approved work not yet invoiced}

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Accessing the forecast

Go to Finance in the sidebar and click Budget Forecast. The table loads all participants with active plans.

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Reading the forecast table

Each row is a participant. The columns show:

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Sorting and filtering

Click any column header to sort the table. This is useful for:

• Sorting by Remaining to find participants close to running out of funds
• Sorting by Health to bring critical plans to the top
• Sorting by Plan period end date to find plans expiring soon

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Exporting

Click Export CSV to download the full table. The CSV includes all columns plus NDIS number and plan end date — useful for reporting to your management or checking against NDIA portal data.

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The PACE footnote (†)

If your organisation has a mix of PACE and standard participants, you may see a † footnote on the table. This indicates that PACE funding period data is included alongside standard plan data — useful context when interpreting burn rates, since PACE periods may have different lengths than the standard 12-month plan cycle.

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Participants not shown

A note at the bottom of the table shows a count of participants excluded from the forecast because they don’t have an active plan with budget allocations set up in CoordHub. Resolve this by adding their plan under the participant’s Plans tab.

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Worked example

Participant: Jemma has a 12-month NDIS plan running from 01/07/2025 to 30/06/2026.

• Category 07 (Support Coordination): $8,000
• Category 15 (Improved Daily Living — OT): $5,000

Situation at 15/01/2026 (6.5 months into the plan):

• Category 07: $5,200 Approved + Invoiced,$2,800 Remaining. 65% used with 46% of plan period remaining.
• Category 15: $1,200 spent,$3,800 Remaining. 24% used with 46% remaining.

How CoordHub calculates the forecast: For Category 07: $5,200 spent over 6.5 months =$800/month burn rate. With 5.5 months remaining and $2,800 left, the forecast projects$800 × 5.5 = $4,400 additional spend — meaning the category would overspend by$1,600 at current rate. Plan health: 🔴 Critical. For Category 15: $1,200 spent over 6.5 months =$185/month burn rate. With 5.5 months remaining and $3,800 left, the forecast projects$185 × 5.5 = $1,018 additional spend — leaving$2,782 unspent at the current rate. Plan health: 🔴 Critical (severe underspend risk). What this means in practice:

• Category 07 needs to be managed down — perhaps fewer activities per month, or a discussion about whether a plan review is warranted.
• Category 15 has significant underspend risk — worth discussing with the participant and their OT provider to increase sessions if the participant needs more support.