#FAQ

#Why doesn't Aseta support daily ledger logging?

Aseta focuses on long-term asset management, not day-to-day expense bookkeeping.

In asset tracking, the hard part usually is not knowing how to log transactions. It is staying consistent with that work over time. Aseta uses periodic snapshots instead: update current asset and liability balances on a fixed rhythm, then spend your time on trend review and asset decisions.

#Why doesn't Aseta support automatic NAV tracking?

Many "automatic NAV" tools still rely on manual upkeep when portfolios get more complex. You still end up maintaining units, dividends, rebalancing changes, and cost adjustments.

The more asset types you have, the longer that maintenance chain becomes. Aseta takes a steadier route: you provide the confirmed value for the current period, and the app handles aggregation, comparison, and trend presentation.

#How should I use manual snapshots?

Tap the snapshot action on Home to start a new snapshot.

For most people, a monthly rhythm works well. Update the current balances of your major assets and liabilities, then let the app build the trend, structure changes, and period comparisons over time.

#How does multi-currency work?

When you create or edit an asset, you can assign a currency that differs from your base currency.

For example, your base view might be in CNY while some assets stay in USD, HKD, or JPY. Aseta keeps the original currency on each asset and also rolls everything up into your base currency for the overall view.

#What are tag groups?

Tag groups are horizontal analysis lenses. They do not change your asset hierarchy.

You can build groups around risk, liquidity, use case, geography, or any other classification you care about. That lets one asset appear in several analytical views without duplicating it.

#What are sub-assets?

Sub-assets are for vertical breakdowns inside a parent asset.

For example, a brokerage account can be split into US ETFs, Hong Kong ETFs, and money-market funds. A property can be split into owner-occupied and rental portions. Sub-assets explain internal composition, while tag groups explain cross-cutting views. You can use both together.

#Is Aseta offline-first? Does it use servers?

Aseta is designed to be offline-first.

Without a network connection, you can still view data, edit assets, and record snapshots. Network-dependent features mainly cover iCloud backup, iCloud sync, and exchange-rate updates. Core recording does not depend on a proprietary app server.

#How should I think about iCloud backup and restore?

Backups store the current data set as a recoverable package, including the database and related runtime files such as images.

Restore replaces the current local data with the selected backup. That is useful when changing devices, rolling back after a mistake, or saving a checkpoint before a major reorganization.

#What is the sync model and what are its limits?

Sync is built around a database baseline plus change logs, maintained through iCloud Drive.

Merge and conflict handling happen mainly on-device. If a merged result is not what you expected, the backup-and-restore path is the fallback.

#How do I use Aseta across devices, such as iPhone and iPad?

Sign in with the same Apple ID on both devices and make sure iCloud Drive is enabled.

After that, you can work with the same asset data on both devices. A common pattern is quick updates on iPhone and deeper chart review on iPad.

#How are exchange rates fetched without a self-hosted server?

Exchange rates come from a third-party public API, and fetched data is cached locally for reuse.

That lets Aseta support multi-currency aggregation without building a proprietary server-side data pipeline for core records.

#Is my data private?

If you want the full details on data handling, storage boundaries, and privacy assumptions, review the Privacy Policy.