Financing
You can total the plan's own sources by company, tag or effect inside a formula, and you know these two read the plan rather than the budget.
Most functions in a source's Amount read the linked **budget** — see [reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount). Three read the **plan** instead: they total other sources in this financing plan, by company, by tag, or by effect.
A balancing source — the investor or gap financier who covers whatever is left — is not sized against the budget at all. It is sized against **everything already committed**. `SUM_COMPANY_F` and its siblings are how that source's formula says so, rather than the amount being retyped by hand after every other source changes.
| Function | Totals sources where… | | -------------------- | ------------------------------------- | | `SUM_COMPANY_F("…")` | the source's company matches the name | | `SUM_TAG_F("…")` | the source carries that tag | | `SUM_EFFECT("…")` | the source's effect matches the name |
A gap financier's Amount reading like that says exactly what it is: the grand total, minus everything a named company has already put in, minus everything tagged as soft money.
`SUM_COMPANY_F` reads a source's company — see [assign a company to a source](/kb/article/assign-a-company-to-a-source). `SUM_EFFECT` reads its effect — see [assign an effect to a source](/kb/article/assign-an-effect-to-a-source). Both are a single pick per source, so a source contributes to at most one company total and at most one effect total.
`SUM_TAG_F` reads a source's tags — see [tag, note and attach files to a source](/kb/article/tag-note-and-attach-files-to-a-source). A source can carry several tags, so it can contribute to several tag totals at once.
`SUM_EFFECT` looks like the budget-side `SUM_TAG`/`SUM_COMPANY` functions because it carries no `_F` suffix. It is not one of them. Inside a source's Amount, `SUM_EFFECT` totals **this plan's sources**, the same as `SUM_COMPANY_F` and `SUM_TAG_F` — never the budget's accounts.
Each function sums the matching sources' **Amount** — the same figure the Total column shows, resolved through each source's own currency. Installments never enter the sum: a source's amount is the money, and its installments only schedule when that money arrives, never add to it — see [what installments are for](/kb/article/what-installments-are-for).
A company, tag or effect name that does not exist in this dataset makes the whole formula fail to resolve, the same as any other unknown reference. A name that exists but matches no source sums to **0** — a legitimate answer for a company that has not been added to the plan yet, not an error.
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