Rules
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Overview
Rules tell Qrtr how money should move. Use them to prepare for bills, create shopping allowances, and fund longer-term goals.
Who can use Rules?
Rules are available on all plans.
Plan availability
Basic
Available
Plus
Available
Business
Available
Coming soonWhat are Rules?
Rules use Schedule to know when to run and move money into or between Slices.
Choose a Rule type
Choose the Rule that matches the job you want Qrtr to do.
- Move
- Transfers a set amount from one Slice to another.
- Recurring
- Prepares for an expense with a repeating due date, such as rent or an annual subscription.
- Goal
- Moves enough each time the Schedule runs to reach an amount by a chosen date.
- Refill
- Refills a fixed budget and can transfer any leftover amount elsewhere.
- Round Up
- Rounds transactions to a selected amount and moves the difference to a Slice.
- Percent
- Moves a percentage of a deposit, optionally for specific income categories.
Create a Rule
Open the Slice you want to fund and tap Create Rule. Choose a Rule type, connect a Schedule, then enter the amount, goal, or percentage that fits the Rule.
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Create Rule
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Common questions
Do Rules need a Schedule?+
Rules use one or more Schedules to know when they should run.
Can a Round Up use selected categories?+
Yes. Choose specific categories or use all categories to trigger a Round Up.
What happens to money left in a Refill Rule?+
A Refill Rule does not keep the leftover amount in the Slice. You can choose another Slice to receive it.
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