Budgeting
You can define an effect with its fringe inclusion and spending target, then mark the accounts that count toward it.
In the account details, click the settings icon and choose **Effects**.
Click **+ Effect** and fill in all three fields. **Tab** moves from one to the next.
- **Name** — must be unique. - **Include Fringes %** — the share of an account's wage on-costs that counts toward this effect alongside the wage. Usually 100 or 0, depending on whether the scheme recognises employer contributions. - **Required Spend %** — the target the tally is measured against.
A new row arrives with the last two already carrying standard values. **Those are starting points, not fixed** — set each one to what this effect actually requires rather than leaving the default in place, because a wrong Include Fringes share quietly mis-states every account the effect touches.
**In Use** counts the accounts currently assigned.
Select an account and open the **Effects** panel in the account details. Choose the effect from the dropdown.
Enter a percentage only if this account counts toward the effect **partially**; leave it at the default when the whole account counts. As with companies, clicking the percent sign switches the field to an absolute amount.
An account can count toward more than one effect — regional spend and a national scheme at once. Add a row per effect.
Effects are not restricted to accounts — **all three levels carry them**: accounts, subaccounts and markups.
That matters most for markups, because a handling fee calculated on qualifying spend often qualifies itself. An effect tally that omits the markups understates what you can claim.
On a subaccounted account, assign the effect where the spend actually is: on the subaccounts if only some phases qualify, on the account if all of them do.
**Reading the result.** Effects can be shown as [their own grid column](/kb/article/show-company-and-effect-columns).
**Deleting an effect.** An effect named in a formula lists the formulas and lets you delete anyway, leaving them with an [**Unknown Reference**](/kb/article/why-some-things-cant-be-deleted) error.
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