Financing
You can label, annotate and document a source, and you know which of the three a formula can read.
Three thin panels, one job: keeping the story of a source with the source.
Tags are your own labels — *regional*, *soft money*, *recoupable*, *2027 round*. Open **Tags** in the Source Details panel and add them; the list is shared with the linked budget, so the same vocabulary works in both.
They are the panel with real reach beyond documentation. Tags group rows for reporting, and `SUM_TAG` in a budget formula sums by them — which is why a tag is usually a better basis for a subsidy formula than a list of account numbers — see [reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount).
Tag consistently or not at all. Half-tagged rows produce figures that look complete and are not.
**Notes** is free text on the source. Use it for the thing that will not fit anywhere else and will otherwise be lost — why the amount is what it is, what the fund said on the phone, which condition is still open.
A note is the cheapest defence against the question *why is this number 380,000?* six months later.
**Attachments** holds files against the source — the award letter, the signed contract, the application PDF. The grid shows a dot when a source has any, tooltipped *Contains attachments*.
Keeping the award letter on the row beats keeping it in a folder somebody has to find.
Notes, tags and attachments **do** come across when a source is copied, and when a whole plan is copied.
They are unusual in that. Company, effect, tax and cash-flow rule are all lost in a row copy-paste — so a duplicated source arrives well documented and undetailed, which is a confusing combination if you are not expecting it — see [copy and reorder financing rows](/kb/article/copy-and-reorder-financing-rows).
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