Understand your budget record
Read a sample budget, check the dates and separate estimates from available funds.
Sample data only. These are learning examples, not your account screens. No records are changed, signed or sent.
1. Check the plan period
Alex Example has entered a sample support budget of $10,000 for 1 January to 31 December 2026.
What should Alex check first?
Watch the walkthrough
This silent recording shows the practice examples above, using made-up records. Use the captions or read the transcript. Your own account is not shown or changed.
Read the video transcript
Sample learning examples only. Your real records have not changed.
- Check the plan period. Alex Example has entered a sample support budget of $10,000 for 1 January to 31 December 2026. What should Alex check first? That the amount and dates match the current plan. Use your actual plan to check the amount, dates and support categories. The app record does not replace the plan.
- Read the estimate carefully. The sample budget is $10,000 and recorded invoiced support is $2,000. The simple difference is $8,000. Does $8,000 prove those funds are available to spend? No, other claims and supports may not be recorded here. Budget figures depend on the records available in the app. Confirm available funding with your plan manager or current funding records when needed.
- Choose document consent separately. Alex is considering uploading a plan document and allowing its information to be read for plan setup. What should Alex do? Read the upload information and make the separate consent choice. Uploading a document and consenting to plan-information processing are separate choices. Review the details before deciding.
Practice complete. Read the full guide for the steps in your own account.