Help Center

Get the help you need to move faster

Find guides, tutorials, and answers to common questions about using Assero.

Browse by category

Pick a category to dive into the most relevant guides.

Getting Started

Set up your account, connect data, and learn the basics.

View articles

Budgeting

Plan expenses, track spending, and improve budget health.

View articles

Portfolio

Track accounts, snapshots, and portfolio health metrics.

View articles

Billing & Plans

Manage subscriptions, trials, and invoices.

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Privacy & Security

Understand data handling, exports, and security controls.

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Troubleshooting

Fix common issues and get back on track quickly.

View articles

Top guides

Start with the most frequently used help articles.

View all FAQs

Getting Started with Assero

Create your account, set your goals, and take your first steps.

Read guide

Budget Overview

Understand your budget dashboard and the key metrics shown.

Read guide

Budget Health Explained

How spending, savings, and buffer metrics determine your score.

Read guide

Tracking Expenses

Add, categorise, and review spending across the month.

Read guide

Portfolio Overview

Track your net worth, snapshots, and account performance.

Read guide

Portfolio Health Explained

How Assero calculates and improves your portfolio health score.

Read guide

Frequently Asked Questions

Got questions? We've got answers. If you need more help, contact our support team.

Still need help?

Email our support team and we will get back to you as quickly as possible.

support@assero.app

Help Center

Get the help you need to move faster

Find guides, tutorials, and answers to common questions about using Assero.

Browse by category

Pick a category to dive into the most relevant guides.

Getting Started

Set up your account, connect data, and learn the basics.

View articles

Budgeting

Plan expenses, track spending, and improve budget health.

View articles

Portfolio

Track accounts, snapshots, and portfolio health metrics.

View articles

Billing & Plans

Manage subscriptions, trials, and invoices.

View articles

Privacy & Security

Understand data handling, exports, and security controls.

View articles

Troubleshooting

Fix common issues and get back on track quickly.

View articles

Top guides

Start with the most frequently used help articles.

View all FAQs

Getting Started with Assero

Create your account, set your goals, and take your first steps.

Read guide

Budget Overview

Understand your budget dashboard and the key metrics shown.

Read guide

Budget Health Explained

How spending, savings, and buffer metrics determine your score.

Read guide

Tracking Expenses

Add, categorise, and review spending across the month.

Read guide

Portfolio Overview

Track your net worth, snapshots, and account performance.

Read guide

Portfolio Health Explained

How Assero calculates and improves your portfolio health score.

Read guide

Frequently Asked Questions

Got questions? We've got answers. If you need more help, contact our support team.

Still need help?

Email our support team and we will get back to you as quickly as possible.

support@assero.app

Get the help you need to move faster

Browse by category

Top guides

Frequently Asked Questions

How is Assero different from budgeting apps like YNAB or Monzo?

Is my financial data secure?

Does it work with UK accounts (ISAs, pensions)?

Can I track multiple investment accounts?

What makes the AI recommendations 'intelligent'?

How accurate are the retirement projections?

Is there a free trial?

How do I get help or contact support?

Still need help?

Get the help you need to move faster

Browse by category

Top guides

Frequently Asked Questions

How is Assero different from budgeting apps like YNAB or Monzo?

Is my financial data secure?

Does it work with UK accounts (ISAs, pensions)?

Can I track multiple investment accounts?

What makes the AI recommendations 'intelligent'?

How accurate are the retirement projections?

Is there a free trial?

How do I get help or contact support?

Still need help?