Managing Recurring Transactions

Marking transactions as recurring helps you better track your regular expenses and predict future cash flow. While many recurring transactions (like subscriptions or paychecks) are detected automatically, there may be times you’ll want to manually tag one yourself or remove one that no longer applies.

How to Manually Mark a Transaction as Recurring

1. Go to the Spending tab in your Origin account.

2. Tap the Recurring section.

3. Select the “+Add” button.

4. Use the search bar to find the transaction you want to mark.

5. Tap the transaction and then Save.

How to Remove or Edit a Recurring Transaction

If a transaction is no longer recurring or was added by mistake, you can easily update it:

1. Go to the Recurring tab.

2. Scroll down to Upcoming Transactions.

3. Find the transaction you want to change and tap the three dots next to it.

4. Select either Edit or Remove depending on what you need.

This gives you full control over what’s included in your recurring forecast.