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:

1. Tap your profile icon in the top right of the Origin dashboard.

2. Select “Manage Views” from the dropdown menu.

3. You’ll see a list of available views:

   • Primary

   • Partner

   • Shared

4. Tap the view you’d like to switch into. The app will update automatically.

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