How does the automatic categorization work?

When you connect your accounts to Origin, our system automatically categorizes your transactions to help track your spending.

Here's how it works:

For most transactions, we automatically assign them to appropriate categories based on the merchant name. For example, grocery stores go to "Groceries" and gas stations to "Gas/Fuel."

If you want to change a category:

1. Find the transaction on your Transactions page
2. Click the dropdown arrow next to it
3. Select a new category from the list
4. Click "Apply"

When you change a category, we'll ask if you want to create a rule for similar future transactions. This means all transactions from that merchant will be automatically categorized the same way going forward.

You can also create custom groups for your spending categories through the Manage Categories tab in your Spending Settings.