Budgeting
You can tag accounts, total and filter the budget by tag, and rename or delete tags.
A tag marks accounts that belong together for a reason your categories and groups do not show. In the demo project, for example, the tag Cast marks the accounts 2.01 to 2.05, from Lead Actor 1 to Extras. You need a budget open in **Budgeting**.
Select an account, a subaccount or a markup. In **Account Details**, click  in the **Tags** panel, or click the empty panel, and type the name of the tag. KOSMA lists the existing tags whose name contains what you typed. Press `Enter`. KOSMA adds the highlighted tag, or the tag with exactly that name. If no tag has that name, KOSMA creates a new tag and adds it to the row.
A row can carry up to ten tags. To remove a tag from the row, click  on the tag. You can also press `Backspace` in the empty field to remove the last tag of the row. When a row carries ten tags, KOSMA shows this instead of the field:
The maximum number of tags in an account is reached.
When you tag an account that has subaccounts, KOSMA adds the tag to every one of its subaccounts. When you remove the tag from the account, KOSMA removes it from all its subaccounts. A subaccount shows the tags of its account as inherited tags. You can remove an inherited tag only on the account it comes from.
In the **Account Details** column of the budget, every tagged row shows the dot for tags. An account shows a half dot when only some of its subaccounts carry the tag.
Select the rows. If they all carry the same tags, the **Tags** panel shows these tags. Every tag you then add or remove changes all selected rows. If they carry different tags, the panel shows:
Mixed contents · Click ↺ to reset
To clear the tags of all selected rows and start again, click . KOSMA asks you to confirm.
When you confirm, KOSMA removes every tag from all selected rows.
To total every account and subaccount that carries a tag, wherever it is in the budget, write `SUM_TAG` with the name of the tag in a formula:
A markup can use this total as its base. An example: in the project How KOSMA Calculates, account 103 carries the tag Cast and totals 1,000. A markup of 2 % on `SUM_TAG("Cast")` comes to 20. For `COUNT_TAG` and for totals by company or effect, see [aggregate by company, tag or effect](/kb/article/aggregate-by-company-tag-or-effect).
To work on the rows of one tag only, [filter the budget](/kb/article/filter-a-budget) with the filter type **Tag** and the tag as its value.
Select a row. In **Account Details**, click . KOSMA opens the **Settings** menu. Choose **Tags**. KOSMA opens the **Tags** dialog with every tag of the budget. For each tag, **In Use** shows the number of rows that carry it plus the number of formulas that name it.
To add a tag, click  **Tag**. KOSMA adds a row named New Tag and selects its name. Type the new name. To rename a tag, change its name in the **Name** column. Each name can exist only once, regardless of upper and lower case. If the name already exists, KOSMA shows:
Name must be unique
When you rename a tag, KOSMA changes the name in every formula that names the tag. The results of these formulas stay the same.
To change the order of the tags, drag a row by . Click **Ok** when you are done.
In the **Tags** dialog, click  in the row of the tag. If the tag is not in use, KOSMA asks you to confirm. If rows carry the tag or formulas name it, KOSMA opens **Delete Tag**. It shows this message, here for the tag Cast, and below it the list of these formulas:
Are you sure you want to remove tag Cast? Deleting it will leave the formulas below pointing at a missing element. You can delete anyway and fix them later.
When you click **Delete anyway**, every formula of the list shows an error with a red frame until you fix it.
Click **Delete anyway** to delete the tag.
Add a tag only when you can name the question it answers. Three examples: what VFX costs, which accounts depend on the weather, and which accounts carry the reduced tax rate. A tag that answers no question still takes time to add and keep up to date, and its total tells you nothing.
**If you cannot add or remove a tag.** On a Free licence, except in the demo project, in a budget shared with you without editing access, in a budget linked to a cost control set, or when you are signed out, you can see the tags but cannot change them. KOSMA greys out every control that adds, removes, renames or deletes a tag. See [what your licence includes](/kb/article/what-your-licence-includes).
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