Transactions
Feature illustration
Placeholder: Slices overview illustration
Overview
After you sync a bank, Qrtr automatically imports new transactions. Use transactions to see how money is being spent and which Slices it belongs to.
Who can use Transactions?
Transactions are available on all plans, with no limit on how many transactions can be synced.
Plan availability
Basic
Available
Plus
Available
Business
Available
Coming soonHow transactions arrive
When a transaction matches a merchant or category configured for auto-spending, Qrtr automatically spends it from the matching Slice.
View a transaction
Open the Transactions tab to see the newest activity first. Tap any transaction to review its details and assignment.
Mobile app screenshot
Placeholder: Transaction detail screenshot
Transaction
Split a transaction
Add a split when one purchase belongs to more than one Slice, or when you want to add a separate note to part of the amount.
UI highlight placeholder
Placeholder: Add a transaction split
Transaction details
Assigned SliceAdd splitContinue learning
Common questions
Why did a transaction spend from a Slice automatically?+
Its merchant or category matched the auto-spending settings for that Slice.
Can I split one purchase across different Slices?+
Yes. Add a split to assign portions of the amount to different Slices.
Why can I not see an expected transaction?+
Check that you are viewing the correct bank in the bank list.
Was this article helpful?
We are always looking to improve our help center.