Financing
You can enter a source's amount as a rule rather than a number, and you know what a blank amount means.
The **Amount** cell is not a number field. It accepts an expression, exactly as a budget account's price does — and most financing is defined as a rule rather than a figure.
A regional fund awards 20% of the spend in its state. You can write `400000` and correct it every time the budget moves, or you can write the 20% once and let it follow.
The second is not just less work. It is the **faithful** version: the contract says a percentage, so the plan should say a percentage. When a financier asks how you arrived at the number, the formula is the answer.
Select the source and start typing in **Amount**.
Arithmetic works as you would expect — `250000 * 0.2`, `(NPC * 0.2) - 15000`. As you type, the editor offers what is available in this field; picking from the list avoids spelling mistakes in names.
The **Total** column shows the result, converted into the plan's reporting currency. To see the formulas themselves rather than their results, use the **fx** toggle — see [switch between values and formulas](/kb/article/switch-between-financing-values-and-formulas).
| Kind | Examples | Resolves against | | ------------------------------ | --------------------------------------------------------- | ----------------- | | The whole budget | `NPC`, `GT` | the linked budget | | One budget account | `ACCOUNT("3.01")` | the linked budget | | Budget money by company or tag | `SUM_COMPANY("…")`, `SUM_TAG("…")` | the linked budget | | Counts | `COUNT_COMPANY("…")`, `COUNT_TAG("…")` | the linked budget | | Variables | Work Phases, Subtotals, your own variables | the linked budget | | This plan's own sources | `SUM_COMPANY_F("…")`, `SUM_TAG_F("…")`, `SUM_EFFECT("…")` | this plan |
[Reference the budget in a source amount](/kb/article/reference-the-budget-in-a-source-amount) sets out the budget-side functions. [Aggregate financing sources in a formula](/kb/article/aggregate-financing-sources-in-a-formula) covers the three that read the plan instead.
An empty Amount contributes **nothing** — the source is in the plan, named and organised, and carries no money. That is a legitimate state: a fund you intend to apply to but have not sized yet.
It is also the most common reason a Financing Total looks too low. Scan the Total column for empty cells before you go looking for anything cleverer.
If a formula points at something that is not there — an account that has been renumbered, a company that has been renamed — **the Total goes blank rather than showing a stale number.**
Blank therefore means one of two things: nothing was entered, or what was entered no longer resolves. The fx view distinguishes them immediately.
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