Financing
You can save a financing plan as a template, start a new plan from it and delete it, and you know what a template keeps.
A financing template is a saved copy of the rows of one financing plan, and you can start a new plan from it. If you finance every film with the same funds and broadcasters, you build that structure once and use it in every project. To save a template, you need a Production licence or a running trial.
Open the plan in Financing. In the **Project** menu, choose **Save As Template** ▸ **To Custom Templates**. KOSMA opens **Save as Template**.
Type a name and click **Save**. KOSMA does not check whether another template already has the same name, so choose a name you will recognise in the list. The template holds only the open plan, not the budget it is linked to. KOSMA saves the template on this computer and then uploads it to the server. If the upload fails, for example because you are signed out, KOSMA shows:
The financing template was saved on this device but could not be uploaded. It will retry syncing.
If your licence does not cover uploading the template, KOSMA does not try again and shows:
The financing template was saved on this device, but your licence does not cover uploading it. Trying again will not change that: upgrade your licence — or ask your team admin, if your licence comes from a team.
To save the template as a file instead, for example for a colleague, choose **Save As Template** ▸ **To External File**. The file does not appear in your list of templates. To start a plan from it, use **Load File**, as described below.
A template keeps:
- the countries, groups and sources with their numbers and names - the amount and currency of each source - the first tag of each source - the cash flow rules, with their dates, milestones, percentages and delays - the installments with their numbers, names, amounts, currencies and cash flow rules
A template keeps each amount as a number: for a formula, the number it shows when you save. Every plan you create from the template starts with these amounts.
A template does not keep:
- the status, company, effect, tax, notes and attachments of a source - the tags of a source except the first - the tags of installments - subtotals - which rows are deactivated
A copy of the plan that stays linked to the same budget keeps all of them. See [copy a financing plan](/kb/article/copy-a-financing-plan).
Open **New Financing Plan** and choose the budget to link the plan to, as described in [create a financing plan](/kb/article/create-a-financing-plan). Under **Choose Template**, KOSMA shows **No Template** first and then your saved templates, the newest first.
Choose a template and click **Ok**. KOSMA creates the plan with the template's rows. If the linked budget has a source's currency, the source keeps it; otherwise it gets the budget's default currency. If the budget has a milestone with the same name, a cash flow rule keeps its milestone; otherwise it loses it.
To use a template file from your computer, click  **Load File** and choose a `.kost` file. KOSMA adds the template to the list and selects it. If the file is not a financing template, KOSMA shows:
“{file name}” is not a financing template.
KOSMA deletes the template without asking, on this computer and on the server. This cannot be undone.
To delete a saved template, click  **Delete custom template from list** in its row.
A template stays as it was when you saved it, and a plan you create from it is not linked to it. To change a template, save a changed plan as a new template and delete the old one.
A financing template holds the rows of one financing plan, and you choose it in **New Financing Plan**. A budget template holds a whole budget, and you choose it in **New Budget**. You save both with **Save As Template** ▸ **To Custom Templates**, each in its own module. See [save a budget as a template](/kb/article/save-a-budget-as-a-template).
Your licence does not cover Financing, or the plan is shared with you read-only. An expired trial counts as a Free licence. To get a licence that covers Financing, see [upgrade your licence](/kb/article/upgrade-your-licence). If the plan is shared with you read-only, ask the project owner to give you **Can edit** for the plan's budget.
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