Feature
Your salary and charges, projected and realized.
The desired salary you set, the salary you actually paid yourself each month, estimated vs paid social charges, year-end URSSAF/HMRC reconciliation. All tracked, all projected.
Day-to-day use cases
- See you paid yourself less than expected in June so you can rebalance in July.
- Anticipate the year-end URSSAF reconciliation (provision if +/- 5%).
- Track modulation: 40% quarterly advance, real-amount reconciliation later.
- Test in a scenario: "If I switch to €4,000 net instead of €3,500, what happens to charges?"
How it works
- 1You set the desired monthly net (desiredNetMonthly) and the social charges rate (per your TNS or SAS status).
- 2Each month, a SalaryEntry is auto-created with expected amount and estimated charges.
- 3You log the actually paid amount (actualNetAmount) and the charges payments (SalaryPayment).
- 4Status is computed: NOT_DECLARED → NOT_PAID → PARTIAL → PAID → OVERPAID.
Details that make the difference
Reconciliations. ChargesRateAdjustment lets you model a 40% quarterly advance + later real-amount reconciliation.
Declaration modes. EXACT_MONTHLY (real monthly declaration) or ANNUAL_ESTIMATE (annual estimate with reconciliation).
Country-specific deadlines. chargesQuarterlyMonths (FR: Jan/Apr/Jul/Oct) + chargesAnnualMonth (FR: April) configured per country.
TNS vs SAS status. The default charges rate adapts (22% for Micro, 45% for SASU/SARL/SAS/EURL — adjustable per entity).
Frequently asked questions
What happens if I pay myself less than planned one month?
The SalaryEntry switches to PARTIAL status. The treasury projection adjusts, and you see the gap with desiredNetMonthly immediately.
How do I handle URSSAF modulation?
You enable "quarterly advance" mode with an instalment rate (40% by default). At reconciliation, you enter the real amount — the app computes the adjustment.
And the CIPAV (liberal professions retirement fund)?
Calendar configured natively. Instalments and yearly reconciliation are projected into treasury.