Transactions

4 min readUpdated July 9, 2026

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 soon

How 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.

Replace with a transaction detail view and Slice assignment.

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.

Add split
Replace with the transaction split action and two Slice assignments.

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.