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Financing Sources

Financing sources represent where the money for your construction project comes from -- your construction loan, savings, a family loan, a subsidy. Each source has a total amount, and Cornerstone tracks how much of each source has been depleted based on actual invoice costs.

Examples​

  • Construction Loan -- $250,000
  • Savings -- $50,000
  • Family Loan -- $20,000

Creating a Financing Source​

Navigate to Budget > Sources in the sidebar. Click New Source and provide:

  • Name -- A descriptive label (e.g., "Construction Loan")
  • Total Amount -- The total amount available from this source

Depletion Tracking​

Each financing source shows how much has been spent. Depletion is calculated from the actual cost of invoices linked to budget lines that use this source:

  • Invoiced amounts are summed to show how much of the source has been used
  • A progress bar shows the percentage depleted
  • The remaining balance updates automatically as invoices are added

Inline Budget Line Expansion​

Click any source row on the sources page to expand it inline and see every budget line attached to that source directly beneath it -- no navigation away, no separate tab. The expanded panel is structured as a hierarchical area tree so you can see exactly which rooms, floors, and zones the source is funding:

  • Budget lines are grouped first by their work item or household item, with the full area breadcrumb (e.g. House / Ground Floor / Kitchen) shown next to the group header.
  • Work item groups are separated by horizontal dividers for easy scanning.
  • Each budget line is a dense columnar row showing the category, planned amount, invoiced amount, and status.
  • Clicking a work item or household item link jumps to that item's detail page, with the correct area ancestor resolved.

Financing sources page with inline expansion

Multi-Select and Mass-Move​

Need to reassign a batch of budget lines from one source to another -- for example, when a subsidy payout comes in and you want to move those lines off your construction loan? The sources page supports multi-select across groups:

  1. Expand one or more sources.
  2. Tick the checkboxes next to any number of budget lines -- your selection is preserved as you expand and collapse different areas or sources, so you can build up a batch across the tree.
  3. Click Move selected to open the mass-move modal.
  4. Pick the target financing source and confirm.

Every selected line is reassigned to the new source in a single operation, and the depletion totals on both the source you moved from and the source you moved to update immediately.

tip

The mass-move modal is the fastest way to model a "what if" on your budget -- for example, splitting costs that were originally booked against your savings onto a newly approved loan, without editing each budget line individually.

Managing Sources​

From the sources page you can:

  • Edit a source's name or total amount
  • Delete a source that is no longer needed
caution

Deleting a financing source will fail if any budget lines reference it. Use mass-move to reassign those lines first, then delete.