Spending

Budgeting

• Rollover Budget
• How do I reset my budget?
• How do I set up a rollover budget?
• Can I edit a future month’s budget in advance?
• Why Am I Being Asked to “Connect Spending Accounts” On The AI Budget Builder
• Introducing the AI Budget Builder

See all 27 articles

Recurring

• How to use the Recurring tab
• How to cancel a subscription from Origin?
• What types of transactions count as a recurring transaction?
• How to manually add a new recurring expense?
• How are recurring transactions determined?
• Managing Recurring Transactions

Transactions

• Why did my transaction change from income to expense when I changed the category?
• Why is my transaction showing as a negative or positive amount?
• How do I change a transaction from an expense to income (or vice versa)?
• Bulk Delete & Restore Transactions
• Missing Transactions: How to View & Restore
• Review Your Transactions

See all 35 articles

Reports

• How to exclude specific transactions from reports?
• Where can I find the Sankey diagram?
• Learn more about Reports on Origin
• How do I compare my spending with past months?

Spending Settings

• How do I Archive Spending Categories?
• How do I Edit Default Spending Categories?
• Will deleting and re-adding accounts erase categories, rules, and transactions?
• Will deleting rules affect my past transactions?
• Where can I view and edit my rules?

FAQs

• How the Net Worth Graph Works in Origin
• Is it possible to set up a credit freeze or fraud alert through Origin?
• How does the Spending feature work?
• How does the Spending tool work if I don't live in the US?
• How do I track my spending and investments with Origin?