Budgeting
Budget Overview
Understand your budget dashboard and the key metrics shown.
Monthly budget health
The monthly budget card shows remaining cash, spending health, savings rate, and buffer health. This is your at-a-glance status.
Tracking vs planning
Planning sets your expected expenses. Tracking captures what actually happened. Assero compares both to keep you on target.
Recommended next steps
Use the Optimise and Add Expense actions to improve your budget health score over time.