How do I track my spending?

How do I track my spending?



Leave it to us!

Once your registration with Plan Hero is complete you will also get access to our online claim dashboard with your own login details. Please make sure you check your statements each month to ensure the claims look correct and get in touch if you have any questions/queries.

Monthly statement

We will send you a monthly statement which shows you:
  • How much money you've spent
  • How much money you have remaining
  • Summary of payments made on your behalf

    View my statement

Participant Claim Dashboard

You will get access to our Plan Hero claim dashboard, this allows you to:

  • View your budget live
  • Review and approve invoices
  • Track spending



Budget Call (Unpack your plan)
If you would like help understanding how to better use your funding, and to budget for your plan you can schedule a call with our friendly team by clicking the button below OR access the 'book a call' at any time via our Plan hero portal