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Reviewing Your Budget/Tracking Your Budget

How to Track Your Budget in the Participant Dashboard

Participants use the Participant Dashboard in FMS Engine to track their budgets. There are two tabs in the Participant Dashboard that you can use to do this:

Screenshot of a Participant Dashboard navigation bar with tabs labeled Dashboard, Budgets, Timesheets, Enrollments, Invoices, Lump Payments, and Reports. The Budgets and Reports tabs are highlighted with orange boxes and arrows pointing to them.

The Budgets tab features up-to-date budget line totals, usage, and remaining balance.

Screenshot of a Participant Dashboard budget details page for “[TEST 4] DEPT XXXX - TESTER, JANE PY24 11.30.23 - 12.31.23.” It shows the start date (11/30/2023), end date (12/31/2023), and total budget of $100,000.00. Below, a table lists budget line items with columns for Name, Service Code, Start Date, End Date, Amount, Usage, and Balance. Line items include Day Habilitation, FMCS Fee, Individual and Family Directed Goods & Services (IFDGS), and an Unallocated Fund. The totals row shows $100,000.00 allocated, $205.00 used, and a remaining balance of $99,795.00.

The Reports tab features a downloadable Spending Report that includes a list of individual expenses in addition to the remaining budget totals. These reports are updated every pay period, on the day before the payroll check date, rather than just once a month.

Screenshot of the Reports page under “All Reports,” displaying “Jane Tester’s spending report created on 03/28/2024.” It shows the creation date and time (03/28/2024 at 07:56 PM), end date (12/31/2024), and a download link labeled “Spending Report,” highlighted by an orange arrow pointing toward the download section.

If you have any questions about using the Participant Dashboard, you can view additional resources on the Tools & Technology page of our website. Should you have any individual questions about your budget, please place a customer service ticket.