Can I upload bank account transactions to Origin?

Yes! You can upload your bank account transactions manually using a CSV file if your bank isn’t connecting or you’d prefer to import data yourself.

Here’s how:

1. Select the "+" button on your Origin dashboard home screen

2. From the pop-up up modal, scroll down and choose the Import from .CSV option.

3. Follow the prompts to export a CSV file from your bank and upload it to Origin.

Once uploaded, your transactions will be added to your account and visible in your Net Worth and Insights.

Tip: Make sure your CSV is formatted according to the Origin template to avoid upload issues.

Need help formatting the file? We’re happy to help — just reach out to our support team!