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 treats all money the same way. You do not choose a type for a source: only the name you type into **Description** tells what kind of money it is, 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. You can change a shared plan only if it was shared with you for editing. See [what your licence includes](/kb/article/what-your-licence-includes).
A new source has no amount yet. It uses the default currency of the budget the plan is linked to. 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** | Calculated by KOSMA: the amount in the display currency set in the toolbar |
KOSMA also calculates the other columns of a source row, so you cannot change them. You cannot change installment rows in the grid at all. 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 (0.95 CHF per 1 EUR), a source of 160,000.00 CHF shows 168,421.05 under **Total (EUR)**. Group, country and plan totals add up these converted amounts. Installments do not count in any total.
Instead of a number, you can type a formula into **Amount**. KOSMA then calculates the amount from figures in the linked budget or from other sources in the plan. The functions `ACCOUNT`, `SUM_COMPANY`, `SUM_TAG`, `NPC` and `GT` and the budget's variables take figures from the budget. See [reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount). The function `SUM_TAG_F` adds up sources in this plan. For how to write a formula, see [write a source amount formula](/kb/article/write-a-source-amount-formula). The cell does not show that it accepts formulas.
To see the formulas of all sources, click the button  in the toolbar. See [switch between values and formulas](/kb/article/switch-between-financing-values-and-formulas).
If you leave **Amount** empty, KOSMA counts the source as 0 and shows an empty cell. If you type 0, the cell shows 0.00 with the currency of the source.
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). A source has only one company and one effect. A budget account can split its amount across several companies by percentage; a source cannot.
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