Help Center

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

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Getting Started

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

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Budgeting

Plan expenses, track spending, and improve budget health.

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Portfolio

Track accounts, snapshots, and portfolio health metrics.

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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.

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Top guides

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Getting Started with Assero

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

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Budget Overview

Understand your budget dashboard and the key metrics shown.

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Budget Health Explained

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

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Tracking Expenses

Add, categorise, and review spending across the month.

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Portfolio Overview

Track your net worth, snapshots, and account performance.

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Portfolio Health Explained

How Assero calculates and improves your portfolio health score.

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Frequently Asked Questions

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support@assero.app
Support - Help Centre & Resources | Assero