Review Your Transactions

Keeping your spending accurate and up to date just got easier. Origin now lets you review transactions, so you always know what’s been checked and what still needs your attention.

What does it mean to “review” a transaction?

Every new transaction that comes into Origin is automatically marked as unreviewed. Reviewing a transaction simply means you’ve looked it over and confirmed that it’s correct (amount, merchant, category, etc.).

Once reviewed, it’s clearly marked — so there’s no guesswork and no need to rely on memory.

How transaction review works

New transactions

• New transactions start as unreviewed (NOTE: Income transactions are not included in the review flow). 

Swipe-to-review experience

• You can review transactions using a card-style swipe experience (similar to Slack) Quickly swipe through transactions to: Confirm details Mark them as reviewed Move on without friction. 
• This makes staying on top of spending fast and lightweight — no spreadsheets or manual tracking needed.

Customize what you review

• From Spending Settings, you can choose how transaction reviewing works for you, including:
  • Large transaction alerts
  • Set a custom dollar threshold Receive push notifications when a transaction exceeds that amount

Review reminders

• If you haven’t logged in for 7 days and still have unreviewed transactions, we’ll send a reminder The notification takes you directly into the swipe experience, so you can catch up quickly

Why this feature matters

Transaction review has been one of the most requested features by members who want more confidence in their spending data.

Getting started

Just head to your Transactions view, and you’ll immediately see which transactions are unreviewed and ready for review.

If you have questions or feedback, we’d love to hear it. This feature will continue to evolve based on how members use it!