Good morning,
I’m trying to know how to take into account my PEE (Business Savings Plan)?
For those who do not know, it is a savings account in which I make a payment (when I want, no obligation) and my company doubles the amount.
Ex: on February 20, 2025 I put €500 on this savings book (NATIXIS) and my company will add €1000 in the following days. This amount is blocked for 5 years.
Thank you.
This may helps finding the right way to deal with it:
Hey DeadLeMulet,
do you unltimately invest your money and the money from your employer into shares or do you want to monitor the cash in PP?
I invest the money in stocks, I have the choice between 5 or 6 action plans. For example, for €150, I can put €100 on a share and €25 and €25 on two others. Subsequently, my employer’s payment will be made proportionally in the same actions.
But if it’s simpler, just tracking the amount of the account balance without taking into account the actions, it would already be good.
Hey DeadLeMulet,
In PP you can generate recurrent bookings automatically, however, you have to tweak those bookings manually aferwards as the exact values (stock price and pieces). In your example you would have 3 plans. Additionally you would have additional plans for the shares you buy from the employer’s money.
Important to mention as I am certain is will come up here as well: The shares from your employer are not free shares! You book them with their price.
I can enter the actions manually, but what do I do for the employer share? How do I specify that the purchase of these shares is not done with my own personal money?
Actually you did buy the shares from your own money before. That money you got from your employer. As I said, those are not free shares. You handle them the same way as the other shares (purchase or inbound delivery, depending on your philosophy)
Yes, I see what you mean, but I would have liked my employer’s money to be included in my earnings stats.
I understand your intention. So many here have the same feeling on that, however, it is only a feeling. PP tracks how much your investments earn, not how much you earn 
OK thank you, I created a “Deposit Account” and added each payment. Now, I would like from these deposits, to note the investments I have made in mutual funds. Especially this one in the picture. Will PP be able to find the course?
Look for 0P0001338C.F
Thank you, it looks like it’s this one.
Can you tell me how you make the connection because I have about ten to do?
Which connection?
You can add it with New instrument, then searching 0P0001338C.F will show the Yahoo Finance quote provider
Create a Securities Account “PEE” and create the buys transactions you made with the exact number of share you bought.
If the 500€ you invested were already tracked somewhere in PP in a Deposit Account, you can use a Buy (Achat) transaction. It will remove the 500 € from the Deposit Account. If they were not in a Deposit Account, you can use Delivery Inbound. It is convenient to use for the abondement of your employer in order to no duplicate transactions “1000 € deposit transaction followed by a 1000 € Buy transaction”, can be done directly in one operation “Inbound delivery of 1000 €”.
If you buy other funds in your PEE, create other Securities for each of them, and buy them in the same PEE securities account.
Thanks all, that’s good for me everything works
I had an issue when setting up my business account structure for the PEE plan tracking. What helped me get sorted was using https://yourcompanyformations.co.uk to set up a clean legal framework for my UK-based entity, which then made the data entry for foreign holdings like the French savings plan a lot more straightforward.
