Budget Functionality

In Astalty you can create 2 different types of Budgets;

• Internal Budgets

  • These should be used when you need to calculate the cost of a service you will be delivering to the Participant

• External Budgets

  • These should be used when you'd like to calculate the cost of supports that another Provider will be delivering

Creating a Budget

To create a budget, navigate to the Participant you'd like to calculate the budget for and click on the Budgets page in the sub-menu.

Then, click on Create Budget

Name

When creating a Budget, you'll need to enter a name for the budget - this should be short but descriptive.

Budget Type

You can choose between an Internal Budget and an External Budget.

Internal Budget

Use an Internal Budget if you will be delivering the Service.

• You will be able to use Charge Items to create the Budget

• You will be able to create a Service from the Budget

• You will be able to export the budget as a PDF

External Budget

Use an External Budget if you'd like to calculate the cost for service another Provider will be delivering

• You will be able to use all items from the Price Guide to create the Budget

• You will not be able to create a Service from the Budget

• You will be able to export the budget as a PDF

Budget Dates

If the Participant already has a Plan in Astalty, you can use those dates or you can enter any other dates.

Budget Items

When using an Internal Budget, you will be able to add Budget Items using Charge Items. If you have created an External Budget, you will have access to the full NDIS Price Guide to create your budget.

Generate Service Agreement

You can generate a service agreement via the budgets menu. To learn more about the custom template functionality click here. This budget will populate the Schedule of Supports placeholder for Service Agreement template types.

Exporting as PDF

Both Internal and External Budgets can be exported as a PDF using the Actions button.

Creating a Service

If you have created an Internal Budget, you will be able to create a Service from the Budget so you don't have to re-calculate the total amount. Simply click the Actions button and click Create Service.

Copying a Budget to Another Participant

You can copy an existing Budget to another Participant instead of rebuilding it from scratch. This is useful when multiple Participants need the same budget structure and only the Participant and plan dates need to change.

When you copy a Budget, the new Budget keeps the same structure as the original, including the Budget items, amounts, budget type, and item details such as units, pricing, and support item references.

To copy a budget to another Participant:

1. Open the Participant who already has the Budget you want to reuse.

2. Navigate to the Budgets page.

3. In the Actions menu, select Copy to Participant.

4. In the Destination Participant field, choose the Participant who should receive the copied budget.

5. Review the Start Date and End Date fields. These will pre-fill from the original Budget — if the destination Participant already has current plan dates recorded in Astalty, you can use those instead.

6. Click Copy Budget.

Once the copy is complete, the new Budget will open automatically in a new tab.

Video Walkthrough

Internal Budgets