Budgeting
You can total a slice of the budget by company or by tag, and use that total to drive a calculation.
Three functions total a **slice** of the budget rather than one account, which is what makes a fee or a contingency track the thing it is calculated from.
The total a company carries, using each account's assigned share rather than its whole value.
This is the coproduction handling fee: one markup per partner, each with its own call and percentage, each re- calculating when the cost split is renegotiated — see [add and edit markups](/kb/article/add-and-edit-markups).
`COUNT_COMPANY` returns how many accounts a company is assigned to instead of their total — useful where a charge is per line rather than per euro. `COUNT_TAG` does the same for a tag.
The total of every account carrying that tag. Tags cut across the category structure, which is the point: a VFX total that spans camera, post and crew is not a subtotal any category can give you.
That makes tag-and-total the tool for **any grouping the budget's structure does not already provide** — see [use tags on accounts](/kb/article/use-tags-on-accounts).
`COUNT_TAG("VFX")` returns how many accounts carry the tag instead of their total, so `SUM_TAG("VFX") / COUNT_TAG("VFX")` gives you the average across them.
Tag a parent account **and** its subaccounts and the total does not double: an account that has subaccounts is represented by those subaccounts, so the tag has to reach the leaves to count.
The argument is the company's or tag's name in quotes, and it has to exist. A misspelling is an error rather than a zero. Insert them from the dropdown instead of typing.
Renaming a company or tag that a formula references is the usual way to break one — the delete guard warns you when something is used in a formula, precisely because of this.
There is no effect equivalent of these two in a budget. `SUM_EFFECT` is a **financing** function — it is offered in a financing plan's Amount, not here — so an effect total cannot be driven into a budget calculation.
Effect totals are **read** rather than calculated on — as a column, in a print, or on the dashboard — see [show company and effect columns](/kb/article/show-company-and-effect-columns).
Where a calculation genuinely needs to follow the same set of accounts an effect marks, tag them as well and use `SUM_TAG`.
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