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If you’re experiencing issues connecting your financial institution—or simply prefer to use a different connection provider—you can easily switch aggregators in the Origin app. We currently support...

When you deposit money, it can take a few business days for the funds to fully process and settle before they are available to invest. The money begins transferring from your connected bank account...

Your account balances are refreshed at least once every 24 hours, ensuring you have the most recent data at your fingertips. Please note that certain financial institutions may require you to recon...

Changes in Employment StatusIf your employment status changes, contact our Support team to transition your account to direct access. Employer-sponsored accounts include a 90-day grace period, allow...

Employer Sponsored Origin Access If your employer offers Origin as a benefit and has Single Sign-On (SSO) enabled, you must log in using their designated sign-in method. Personal credentials cannot...

Here’s how to hide a transaction: Go to the Spending tab and locate the transaction you want to edit. Click the greyed out eye icon.  We'll ask if you want to apply this action to any similar tran...

At  Our goal at Origin is to help you track your actual spending as accurately as possible. That’s why transfers are treated differently from expenses in your budget and spending views. 🔍 ...

If your partner is unable to set up their own individual budget within Partner Mode, that’s actually by design. Partner Mode is built to give both partners a shared, holistic view of their combined...

You can group your expense, income, and transfer categories however you like! Whether you’re looking for more clarity in your spending or tracking specific financial goals, subcategories can help y...

Marking transactions as recurring helps you better track your regular expenses and predict future cash flow. While many recurring transactions (like subscriptions or paychecks) are detected automat...