Track Support at Home budgets before the quarter runs short.

• Ongoing Support at Home funding is allocated quarterly. Short-term pathways and assistive technology or home modifications have different funding periods.
• Prepare an individualised budget with the participant, aligned to their care plan, prices, contributions and available funding. Review it when their funding, services or circumstances change.
• For ongoing services, the carry-over limit is the greater of $1,000 or 10% of the quarterly budget, including supplements. Services Australia calculates the rollover.
• Care management receives a 10% deduction from ongoing quarterly budgets. This funding is pooled at service delivery branch level, rather than operating as an individual participant spending cap.
• Keep retained Home Care Package funds separate from ordinary quarterly carry-over. Different rules govern their use.

Reference: Department of Health, Disability and Ageing: individualised budgets and care management funding; My Aged Care: managing your Support at Home budget. Guidance checked 25 September 2026.

• Comparing planned visits with an out-of-date balance without checking delivered services and recorded spend.
• Adding legacy Home Care Package funds to the ordinary quarterly balance and losing sight of the funding source.
• Overlooking active care plans that still need a funding envelope provisioned.
• Leaving budget review until statements are prepared, rather than discussing changes with the participant while services can still be adjusted.

• The funding view brings together the client, branch, funding period, service allocation, delivered spend and remaining balance.
• Quarter, search and at-risk filters help the team focus its review. The operations workbench also highlights client budget risk and plans awaiting budget provisioning.
• Carry-cap information and legacy HCP carry-over are displayed distinctly. Legacy funds are not folded into the displayed quarterly remaining balance.
• A budget-versus-rostered CSV provides recorded funding and spend alongside rostered hours, visits and cancellations. Delivered visits with no recorded spend are flagged for review.
• The review stays connected to funding setup and claim readiness, so care partners and finance teams can follow up the records behind a balance.

Use these records to structure your evidence review. In your demonstration, check their history, attribution and export options against your organisation's requirements:

• Client and funding-period references for the budget being reviewed.
• Allocated amount, care management amount, recorded spend and remaining balance in the budget evidence export.
• Rostered visits, rostered hours and cancelled visits alongside the funding record.
• A flag identifying delivered visits with no recorded spend, for follow-up before relying on the balance.