Resources

(NDIS IDL Funding Periods Calculator

As of 19/05/2025, all new NDIS plans will include funding periods, which is where the participant will not be able to access their whole budget at the beginning of the NDIS plan. They will instead be able to access chunks of their funding in different “funding periods” throughout their plan (typically 4 x 3-month periods).

This means that NDIS participants will need to be more concise with their budgeting of services across their NDIS plans, as you cannot draw from a future funding period if funds in the current period are exhausted. This may result in the participant being personally liable for any unpaid therapy invoices.

We have developed a spreadsheet to assist with calculating the therapy services available in each funding period for Capacity Building: Improved Daily Living funds.

The spreadsheet allows the user to input the allocated funding for each funding period, input IDL services in each funding period, and see any leftover/transferred funds to future periods.

A video tutorial on how to use the spreadsheet will be uploaded shortly.

Click here to download the file for free.

Disclaimer: The spreadsheet is a general tool designed to assist self-managed NDIS participants and their support teams in tracking and estimating funding allocations across new NDIS funding periods. It is not financial advice and does not take into account individual circumstances.

Use of the tool is entirely at your own discretion. We do not accept any responsibility for decisions made based on the information entered into or generated by this spreadsheet. It remains the responsibility of the participant (or their representative) to ensure funds are spent in accordance with their NDIS plan and guidelines.

We are not liable for any overspending, misallocation of funds, or plan management errors resulting from use of the tool. For personalised advice, please consult the NDIS or a registered plan manager.