PlanTrak
Real-time budget tracking and smart planning tools—built specifically for SDP families.
Automatically organizes your daily expenses to align perfectly with your SDP budget lines, keeping your categories balanced in real time to prevent sudden out-of-pocket costs.
Link your service provider rates directly to your calendar. Schedule a session and watch PlanTrak automatically deduct the cost so you always see your remaining balance in real time.
Visual breakdown of your $50,000 yearly allocation so you never run out of funds unexpectedly.
Keep all of your therapists, coaches, and FMS contacts in one central place. Store their specific hourly rates, contact info, and payment statuses so your budget math stays flawless behind the scenes.
Need to move funds? Make your adjustments on PlanTrak and instantly generate a certified, Regional-Center-ready PDF matching the latest AB 143 rules. Once reviewed, send it directly to your Service Coordinator's inbox with a single tap—no messy emails or manual formatting required.
Snap a photo and match receipts to expenses instantly for seamless record keeping.
Track provider payments and compliance status in one central location.
Full budget access on iOS and Android for on-the-go management.
Be the first to know when we launch and get early access to your stress-free budget assistant.