Financing
You can label, annotate and document a source, and you know which of the three a formula can read.
**Tags**, **Notes** and **Attachments** are three panels in **Source Details**. With them, you label a source, explain its amount and keep its documents, such as the award letter, with the source. Select the source in the grid first. On a plan shared with you read-only, you see all three panels but cannot change them.
A tag is a label you choose, for example "regional", "soft money" or "2027 round". In **Tags**, click  and type a name. While you type, KOSMA lists the plan's tags that contain your letters. Choose one with the arrow keys and press Enter. If none fits, type your own name and press Enter. KOSMA creates the tag in the plan. Escape clears the tag field.
The tags belong to the plan. **Tags** offers only the plan's own tags, not those of the linked budget. The plan in the Demo Project has no tags until you create one.
A source carries up to 10 tags. At 10 tags, the tag field disappears, and KOSMA shows this message:
The maximum number of tags in an account is reached.
To remove a tag, click  on the tag. Backspace in the empty tag field removes the last tag in the list. KOSMA removes a tag without asking.
Of the three panels, a formula can read only tags. In a source's **Amount**, `SUM_TAG_F` sums the Amounts of all sources that carry the tag you name:
If you remove a tag from a source, a formula that names this tag no longer counts that source. The budget's `SUM_TAG` reads the tags of budget accounts. It does not read the tags of a source. For more formulas, see [aggregate financing sources in a formula](/kb/article/aggregate-financing-sources-in-a-formula) and [reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount).
Use **Notes** for text that explains the source: why the amount has its value, what a fund said on the phone, or which condition is still open. In **Notes**, click  and type. A note holds up to 500 characters, and a counter shows how many you have used. KOSMA saves the note while you type and when you leave the field.
KOSMA deletes the whole note at once and does not ask first.
To delete the note, click  in **Notes**.
Use **Attachments** to keep files with the source, for example the award letter, the signed contract or the application. In **Attachments**, click  and choose one or more files. You can also drop files anywhere on **Source Details**. A source holds up to 8 files, each up to 2 MB. At 8 files,  disappears. KOSMA accepts images, PDF, RTF, text files (txt, csv, md), Word files (doc, docx) and Excel files (xls, xlsx).
KOSMA skips a file without a message if it is larger than 2 MB, of another type, or added when the source already holds 8 files. This also applies to files you drop.
To open a file, double-click it, or select it and press Enter. To store a copy of the file elsewhere on your computer, click  **Save a copy…** in its row.
KOSMA removes a file from the source without asking first.
To remove a file, click  in its row.
In the grid, the **Source Details** column shows a dot for each panel of a source that has content. When you point at the dot for tags, attachments or notes, KOSMA shows one of these tooltips:
Tags applied to this account
Attachments applied to this account
Notes applied to this account
If you select several sources and add a tag, KOSMA adds it to all of them. If their tags differ, **Tags** shows this message:
Mixed contents · Click ↺ to reset
You do not need ↺ to add a tag. ↺ removes all tags from all selected sources after you confirm, and formulas that name these tags then no longer count these sources.
With several sources selected, **Attachments** shows only the files that all of them share, and **Notes** stays empty.
When you copy a single source, the copy keeps its tags, notes and attachments. It loses its company, effect, tax and cash flow rule. When you copy an entire plan, KOSMA also keeps the company, effect, tax and cash flow rule wherever the target budget has an entry with the same name. The copy keeps a tag only where the target has a tag with the same name. Otherwise the source loses this tag in the copy. Before KOSMA creates the copy of the plan, the copy dialog shows how many details, including tags, KOSMA cannot carry over. For the steps, see [copy and reorder financing rows](/kb/article/copy-and-reorder-financing-rows) and [copy a financing plan](/kb/article/copy-a-financing-plan).
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