HOW AND WHEN TO USE RETROSPECTIVE BUDGETING
ISSUE DATE: 09/2025
MFIP, DWP, SNAP, GA, GRH:
No provisions.
MSA:
Retrospective budgeting is determining the benefit amount using actual income received 2 months before the payment month. For example, base the March benefit on income and expenses in January.
For non-SSI recipients, use retrospective budgeting after the 1st 2 months of eligibility. See 0022.09 (When to Switch Budget Cycles - Cash).
EXCEPTION: Budget RSDI COLA increases prospectively. (For example, budget January RSDI COLA in January).
PREVIOUS REVISIONS
| Date | Notes |
|---|---|
| 07/2022 | updates cross-reference. |
| 08/2019 | update cross-references to 0017.15.33.03 (Self-Employment, Convert Inc. to Monthly Amt - Cash) due to section title change. No policy was changed. |
| 12/2014 | Removed WB. This program was suspended 12/1/14. |
| 08/2014 | in SNAP in the 3rd paragraph adds to not increase benefits if a participant unit or unit member is disqualified from GA for not cooperating with tort liability requirements. |
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