How to add your partner to your forecast?

There are a few ways to include your partner in your financial forecast, depending on what works best for you:

Option 1: Add your partner to your Origin account first (recommended)

• Go to your Profile and click “Invite Partner”
• Send them an email invite to join your shared Origin account
• Once they accept, they will be able to connect their own accounts to your shared dashboard, which will also automatically appear in your forecast setup

Learn more about partner access here

Option 2: Invite your partner during Forecast onboarding

• When setting up your first forecast, you’ll be asked about your marital status
• If you select that you have a partner, you’ll see the option to invite them directly from there
• Send them the link and keep building your forecast together

Option 3: Add your partner’s accounts manually

• Prefer not to link accounts? No problem.
• During setup, you can manually enter your partner’s income, savings, investments, and more—just like you would your own