How to use our AI Budget Builder

What is the AI Budget Builder?

The AI Budget Builder reviews your last 6 months of spending and cash flow to generate:

• A personalized financial overview

• A recommended monthly budget with an interactive savings goal slider

• Smart category suggestions tailored to your habits

If you’re new to budgeting:

1. Select Budget from the main navigation.

2. Scroll down and tap Build a budget.

3. The AI Budget Builder will guide you through your personalized setup.

If you already have a budget:

1. Head to the Budget tab.

2. Click on the three-dot menu in the upper right corner 

3. Select Reset Budget to start from scratch.

💡 You can also build your budget from AI Advisor
Prefer to start with a conversation? Open AI Advisor and ask it to create a budget for you. It can recommend your monthly income, savings target, and category limits and save the completed budget directly to Origin.