Budgeting
You can add markups and subtotals, and calculate a markup from a budget total or from one company's spend.
For what a markup is, and why it takes a base and a percentage rather than a quantity and a price, see [what markups are](/kb/article/what-markups-are).
Click **Overview/Markups** at the bottom of the category list on the left. The grid swaps to the markups view.
Add a markup row and fill in:
- **Description** — what the markup is. - **Base** — the amount it is calculated on. A formula field. - **%** — the share of the base this markup takes.
The base is a formula field, and what may go into it — a flat amount, a budget total, one company's spend, or a subtotal — is set out in [what markups are](/kb/article/what-markups-are). This step is where you put it.
Type the expression, or build it from the formula dropdown. For a company share the dropdown inserts the name in quotes for you, which is worth using because it has to match a company you have defined:
One markup per partner, each with its own call and its own percentage — see [aggregate by company, tag or effect](/kb/article/aggregate-by-company-tag-or-effect).
Not every budget total is available in every field — see [use budget totals as a markup base](/kb/article/use-budget-totals-as-a-markup-base).
**Subtotal** places a running total at the point you select. Drag one to reposition it; each re-anchors to the category above where you drop it.
Every subtotal also becomes a variable, so a later markup can be calculated on it — see [use subtotals as variables](/kb/article/use-subtotals-as-variables).
Markups carry a reduced set of account details — a company, an effect — so a handling fee can be attributed the same way the costs it is calculated from are.
Markdown