How to toggle between partner views

Origin now makes it easier than ever to manage your household finances by letting you switch between multiple views—your own, your partner’s, or your shared household view—all in one place.

What are the different views?

• Primary – Your personal view of accounts and transactions.

• Partner – View of your partner’s data (once they’ve accepted your invite).

• Shared – A combined view of your and your partner’s connected accounts.

How to toggle between views:

• On Desktop - Navigate to the top of your Net Worth dashboard.
• On Mobile - Open the upper-left main nav menu 
• Tap or click the Partner Mode selector.
• Instead of a single toggle, you’ll now see three options:
  • My Accounts
  • Our Shared Accounts
  • Your Accounts

Using the Multi-Selector:

• Tap each option to toggle views on or off.
• You can view any combination — just yours, just theirs, just shared, or all at once.
• Your selection is saved for future visits.

Want to collaborate with your partner but don’t see their name listed?  Invite your partner to join Origin here