Financing
You know that every kind of incoming money is a source, where you choose a source's currency and that its Amount can be a formula.
A source is one row of a financing plan for one financier: the place a sum of money comes from. You enter every kind of money as a source, whether it is a fund, a pre-sale, a minimum guarantee, an equity investment, a co-producer's contribution or a tax incentive.
KOSMA handles every kind of money the same way. You do not choose a type for a source. The kind of money is only in the name you type into **Description**, for example the name of the fund or "TV pre-sale". Each source has an amount in its own currency, a status and, if you need them, installments for the dates on which the money arrives.
To add or change a source, you need a licence that covers Financing: **Production**, or a **Trial** that is still running. With every other licence, you can only read the sources, except in the demo project. You also need to be signed in, and a plan someone shares with you must be shared for editing. See [what your licence includes](/kb/article/what-your-licence-includes). To add a source, select a group, a source or an installment in the plan and click  **Source** in the toolbar. KOSMA adds a row named **New Source** below the row you selected. Its **Amount** cell is empty, its **Status** shows **Pending**, and its currency is the default currency of the linked budget. For the steps, see [add countries, groups and sources](/kb/article/add-countries-groups-and-sources).
| Column | Holds | | --------------- | -------------------------------------------------------- | | **No.** | The number of the row in the plan | | **Description** | The name of the source, for example the name of the fund | | **Amount** | The amount as a number or a formula, with its currency | | **Status** | **Pending**, **Submitted** or **Confirmed** | | **Total** | The amount in the display currency. KOSMA calculates it |
KOSMA calculates everything else in a source row. You cannot change it in the grid. In an installment row, you cannot change anything in the grid. See [what installments are for](/kb/article/what-installments-are-for). For what the three status values mean, see [what the source status means](/kb/article/what-the-source-status-means).
There is no column for the currency. You choose it in the **Amount** cell: when you edit the cell, a list of the linked budget's currencies appears next to the amount. If you change the currency of a source, KOSMA also changes the currency of all its installments. For the steps, see [budget a source in another currency](/kb/article/budget-a-source-in-another-currency).
The header of the **Total** column names the display currency you choose in the toolbar, for example **Total (EUR)**. KOSMA converts the amount of each source into that currency. For example, at an exchange rate of 0.95, a source of 160,000.00 CHF shows 152,000.00 under **Total (EUR)**. The totals of groups, countries and the whole plan add up the converted amounts of the sources. Installments do not count in any total.
Instead of a number, you can type a formula into **Amount**. The cell does not show that it accepts one. With a formula, KOSMA calculates the amount from the figures of the linked budget or from other sources in the plan. `ACCOUNT`, `SUM_COMPANY`, `SUM_TAG`, `NPC`, `GT` and the budget's variables take their figures from the linked budget. See [reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount). `SUM_COMPANY_F`, `SUM_TAG_F` and `SUM_EFFECT` add up the sources of this plan. For how to write a formula, see [write a source amount formula](/kb/article/write-a-source-amount-formula).
To see the formulas of all sources, click  in the toolbar. The button's tooltip reads:
Switch value/expression display
KOSMA then shows the formulas instead of the values in the whole grid. Click the button again to see the values.
If you leave **Amount** empty, KOSMA counts the source as 0, the same as when you type 0. The cell stays empty in both cases.
A source has seven detail panels: company, effect, tax, cash flow, tags, notes and attachments. Only source rows have details. Groups, countries and installments have none. See [how source details work](/kb/article/how-source-details-work). For each source, you choose one company and one effect. A budget account can split its amount across several companies by percentage. A source cannot.
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