Financing
You know what the seven panels of a source hold, what the dots in the Source Details column mean and what the pane shows for an installment.
The amount of a source is in the grid. Everything else is in the **Source Details** pane to its right.
When you select a source, the pane shows its details. With nothing, a country, a group or a subtotal selected, each panel shows only its title, and you cannot change anything.
From top to bottom:
| Panel | Holds | | --------------- | ---------------------------------------------------------------- | | **Companies** | the one company that receives this money | | **Effects** | one effect: a funding condition, such as a share that must be spent in the region | | **Cashflow** | the cash flow rule, which says when the money arrives | | **Attachments** | files such as an award letter or a contract | | **Taxes** | one tax | | **Tags** | up to 10 labels of your own; a formula can add up sources by tag | | **Notes** | free text |
On each source row, the **Source Details** column shows one dot for each detail the source carries, up to seven, always in the same order: company, effect, tax, cash flow rule, tag, attachment, note. Each dot matches the colour of the dot in its panel's header. Point at a dot to see what it stands for. The texts come from the budget, so "account" means the source. On the company dot, KOSMA shows:
Companies applied to this account
**Received** shows how much of a source's amount has already come in. Without installments, KOSMA bases it on the source's cash flow rule. The cash flow dot appears only when the source has a complete rule of its own. A source with no installments and no dot therefore adds nothing to **Received**. With installments, the installments count instead: the source shows no cash flow dot and an empty **Cashflow** panel. For how installments count, see [what Received and Outstanding mean](/kb/article/what-received-and-outstanding-mean).
When you select an installment, KOSMA selects its source too. The pane then shows the source's details, but you cannot change them while the installment is selected. The **Cashflow** panel never shows an installment's rule. Installment rules are in the **Set Cash Flow Rule – Installments** dialog. An installment row shows no dots, and an installment cannot carry a company, effect or tax of its own.
With one source selected, KOSMA removes a detail without asking. With several selected, it asks first. Removing a note deletes its whole text.
- **Companies**, **Effects** and **Taxes**: in the panel's dropdown, choose **--none--**.
- **Cashflow**: in the panel, click  **Edit cashflow rule**. In **Set Cash Flow Rule**, click **Reset**, then **Ok**.
- **Tags**: click the cross  on the tag to remove it, or press Backspace in the empty tag field.
- **Notes**: click the cross  in the panel header.
- **Attachments**: click  **Delete attachment** next to the file.
The **Amount** of the source stays the same. What else changes depends on the detail:
- cash flow rule: **Received** and **Outstanding**, the only financing totals that change - company or tax: the cash flow plan - company, effect or tag: any formula that adds up sources by that detail, see [aggregate financing sources in a formula](/kb/article/aggregate-financing-sources-in-a-formula)
A budget account can carry **Fringes & Supplements**, **Extra Costs** and **DFFF**. A source has none of these three panels.
To fill a panel, see [assign a company to a source](/kb/article/assign-a-company-to-a-source), [assign an effect to a source](/kb/article/assign-an-effect-to-a-source), [apply a tax to a source](/kb/article/apply-a-tax-to-a-source), [set a cash flow rule on a source](/kb/article/set-a-cashflow-rule-on-a-source) and [tag, note and attach files to a source](/kb/article/tag-note-and-attach-files-to-a-source).
Markdown