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You can now assign refunds, returns, and reimbursements directly to an expense category instead of an income category. This helps keep your budget accurate without inflating your inco...

If your net worth total doesn't include your equity follow these steps to add it!1.) On a desktop (not available on the app) click the "Equity" tab2.) Select "Portfolio" at the top 3.) Now you shou...

The difference in handling funds between an Automated Index account and a Stock Bundles account typically arises from the nature of these investment products and how they are structured. Automated...

Below is a timeline of when you can expect to receive your 2024 tax documents from our custodian Drivewealth:Key Tax Form DatesForm 1099-R (Retirement Accounts)Issuance Date: January 31, 2026 (IRS ...

Keep tabs on your investments with ease! Our dynamic portfolio tool keeps your balances up-to-date, reflecting the latest market rates for stocks and crypto.Getting started is simple: Add Your Hol...

Good news! Our international users now have access to our Spending tool. If you live outside the US you can manually add your assets, liabilities, and transactions to visualize your cash flow in yo...

While we don't currently have the ability to connect international accounts, we do have two ways for our international users to add their transactions so they can take advantage of our Spending and...

To get started, first add funds to your Origin Cash Account. ACH deposits typically clear within 3–5 business days. Once your funds are available: Head to the Brokerage tab Select into the Stock B...

TLDR: You can connect your accounts by selecting the “+ ” Add Account button and signing in through one of our data providers: Plaid, MX, or Finicity.   Connecting all of your financial accounts wi...

How to Add a Partner to Your Origin AccountAdding a partner allows you to collaborate on your finances while maintaining separate views for individual accounts and activity.Invite Your Partner Clic...