Financing
You know that Received is derived from cash-flow rules rather than ticked, and why a plan can show nothing received.
**Received** is money that has already arrived. **Outstanding** is the rest of the financing total.
This is the thing to know, because everyone looks for one.
A row counts as received when **its cash-flow rule resolves to a date in the past.** Nothing is ticked and nothing is typed. The plan works it out from the schedule you have already given it, which means Received keeps itself current as time passes instead of drifting the moment someone forgets to update it.
The **Received** column is read-only for the same reason. It is a result, not an input.
Almost always the same cause: **the sources have no cash-flow rules.**
A source with no rule contributes nothing to Received, and its cell is blank rather than 0% — blank meaning "unscheduled", not "unpaid". A plan can be fully confirmed and show nothing received simply because nobody has said when the money lands.
The fix is to schedule the money — see [set a cash flow rule on a source](/kb/article/set-a-cashflow-rule-on-a-source).
For a source **without** installments, the source's own rule decides: once it is past, the whole amount counts as received.
For a source **with** installments, the installments' rules decide and the source's own rule is no longer read. That is what lets a part-paid fund show as part-received — and it is why installments are worth adding to any source paid in stages — see [what installments are for](/kb/article/what-installments-are-for).
They answer different questions and routinely disagree.
| Figure | Answers | Comes from | | ------------- | ---------------------------- | ----------------- | | **Confirmed** | has the financier committed? | the Status column | | **Received** | has the money arrived? | cash-flow rules |
A confirmed fund that pays on delivery is confirmed and not received, and both statements are true.
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