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Support

Need help? Write to us.

Email [email protected] and we reply within one business day. It's read by the people who build Perfingo.

One address · Replies within one business day

Writing in

Tell us three things and we can help faster.

No form, no ticket number. Just enough detail that we don't have to ask where you were.

Which screen you were onPlan, Track, Cashflow, Investment, sign-up, billing. Any name will do, we'll find it.
What you expected to seeThe number, verdict or chart you were looking for.
What happened insteadWhat you actually saw, word for word if there was a message on screen. A screenshot beats a description.

Please never send passwords or one-time codes. We will never ask you for either.

The honest part

What support can and can't help with.

Perfingo is a planning tool, not a licensed adviser. That's also the boundary of this inbox.

We can help with

  • Screens that won't load, statements that won't import, numbers that look wrong.
  • Where something lives, and how a feature is meant to work.
  • The assumptions behind a projection, a verdict or an off-plan flag.
  • Your subscription, and how to change or cancel it.
  • Your account and data, including deleting it or sorting out a partner's or advisor's access.
  • Bugs, and the features you wish existed. Both land with the people building them.

We cannot help with

  • What to buy, or whether a product is right for you.
  • Whether to take a loan, refinance, or sign a particular mortgage.
  • Naming, ranking or commenting on a specific fund, stock, insurer or adviser.
  • What your plan should say. Perfingo shows what your numbers imply. The decision stays yours.
  • Tax, legal, or licensed financial advice of any kind.

We take no commissions and sell only the subscription, so we won't tell you what to buy. We can explain the assumptions and check any figure that looks wrong.

Known limits

Two things we already know about.

If you hit either of these, it's us, not you. Neither is fixed yet. We'd rather you read it here than lose an evening on it.

Lumpy pay can flag a month as off-plan when it is not

We check your contributions against a flat band around your monthly figure. If you're paid quarterly, or much of your pay is an annual bonus, an ordinary month can read as off-plan. Read it across the year rather than month by month, and tell us if it's noisy for you.

No income entered means no projection

The plan needs an income figure above zero for everyone on it, alone or as a household. If you or your partner is between jobs, studying, or at home with the children, the plan keeps asking for Income and the projection freezes on its last answer. There's no honest workaround, because a number you make up would skew everything downstream. Write in if this is you. It tells us how often it bites, and we'll tell you when the fix lands.

Hit something else like this? Email us and we'll tell you straight: a bug, a limit, or your numbers.

Support questions

The short answers.

How do I reach a person?

Email [email protected]. It's the one channel, and it goes straight to the team, not a queue.

How fast will you reply?

Within one business day. If it's a bug, the first reply may just confirm we've found it rather than fix it, but it'll be from a person.

Is there a phone number or a live chat?

No. One email address, watched on business days. We'd rather answer properly than instantly, and keep the promises we make.

What happens to my data if I cancel?

Cancelling stops the billing, not your account. Nothing you built disappears, and your plan is still there if you come back later. Deleting your data is a separate and deliberate step, which is the next question.

How do I delete my account?

In the app, from settings: delete your account and everything it holds, whenever you choose. No email to support, no retention hoops.

Who do I ask about a charge?

Us. Send the date and the amount to [email protected] and we will work out what it was and what to do about it.

Still stuck? Write to us.

Email [email protected]. We reply within one business day.

No forms, no ticket numbers.