The Perfingo Guide
Perfingo builds one household plan for Singapore: CPF, housing, income, tax, insurance, goals and everyday cash flow, projected to age 100. These guides walk through every screen and the method behind every chart.
Hand-picked reading for common moments
Featured · How the numbers work
CPF's rules first, then exactly how your Perfingo plan carries them forward.
Read the article29 articles
Get oriented before you put in your first numbers.
Start with Getting startedEvery screen, from Home to the what-if sandbox.
Start with Home All 8 in building your planYour real balances and spending, kept separate from the plan.
Start with The monthly check-inOne household plan, your partner, your advisor, and where your data lives.
Start with Planning as a coupleWhat your plan assumes and works out behind every chart.
Start with CPF at 55 and CPF LIFE All 9 in how the numbers workQuick answers and every term the app uses.
Start with FAQFor advisors
Your access to each client's plan has three levels. Each includes everything the level below it does, plus a bit more. The client sets the level, and only the client can change it.
| View only | Can edit plan | Full access | |
|---|---|---|---|
| Read the plan | Yes | Yes | Yes |
| Edit and save the plan | No | Yes | Yes |
| Record actuals | No | No | Yes |
| See raw cashflow | If shared | If shared | Always |
Every article names the screen it describes, so you can follow along with your own numbers.
Perfingo