How do I add an account manually to Origin?

If your account isn’t supported for automatic connection—or if you’d simply prefer not to link it—you can easily add it manually to ensure your full financial picture stays up to date.

To add a manual account:

1. On desktop - Click the "+" button from the top right of your dashboard 
2. On mobile - Click the gear icon in upper right, then head to the Account Management page, then click "+"

   1. Scroll to the bottom of the list and select the account type you’d like to add

      1. If your category isn’t listed, select “Other”

   2. Enter the account details (name, balance, and any additional notes)

   3. Want to exclude this account from your net worth? Toggle the “Include in Net Worth” switch to off

   4. Click Save to finish

That’s it—your account will now appear in your Origin dashboard and contribute to your financial overview (unless excluded). It’s a great way to keep track of any holdings that can’t be connected directly.

⚠️ Please keep in mind that manually added accounts will require you to update the balance accordingly if it changes.