Sync a Bank
Feature illustration
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Overview
Sync a bank to bring its current balance and recent transactions into Qrtr. Most banks connect through Plaid.
Who can sync a bank?
Anyone can sync a bank. Bank pricing is handled per bank, so a personal bank can use a different plan from a shared bank.
Plan availability
Basic
Available
Plus
Available
Business
Available
Coming soonWhat syncing does
A synced bank becomes the context for the Slice, Schedules, and Rules you create while viewing it.
Sync your first bank
On the main screen, tap Sync a Bank. To add another bank later, open the bank list and tap Sync a Bank at the top.
Mobile app screenshot
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Banks
Invite someone
Open Bank Settings by tapping the overflow menu beside the bank name. Choose Invite Someone, then select the permission level you want.
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Bank Settings
Invite SomeoneSharing rolesA bank invite gives someone access to every Slice and transaction in that bank. Invite someone to an individual Slice when you need more limited access.
Continue learning
Common questions
Can I sync more than one bank?+
Yes. Use Sync a Bank from the bank list to add another bank.
Can someone access only one Slice?+
Yes. Invite them to the Slice instead of the whole bank for more limited access.
Can I use a savings account?+
Yes. You can use Slices in a savings account for specific goals and choose whether eligible Slices earn interest gains.
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