How can I set a budget for travel expenses?

You can easily plan for and track travel spending in Origin using budget categories, rollover budgeting, and tags.

Set up a dedicated Travel budget

To create a travel budget:

1. Go to your Budget tab
2. Click Create Budget (or Edit Budget if you already have one)
3. Add Travel as a spending category
4. Set a target based on your travel plans

If you’re saving for a larger future trip, you can also enable rollover for your Travel category. This allows unused funds to carry forward month to month, making it easy to build a travel sinking fund over time.

For example, if you budget $200/month for travel but only spend $50, the remaining balance can roll into future months to help fund a bigger trip later.

Track individual trips with tags

For one-off or special trips, use tags to group all related expenses together.

Create a tag like:

• Hawaii 2025
• Italy Anniversary Trip
• Work Conference NYC

Then apply the tag to related transactions such as:

• Flights
• Hotels
• Restaurants
• Activities
• Transportation

This makes it easy to see the total cost of a specific trip without changing your overall budget category structure.

You can use both budgeting and tags together — for example, keeping all travel spending under your Travel budget while also tracking individual vacations separately with tags.