Alex

In some cases, your transactions may be automatically categorized incorrectly — for example, a transfer might appear as a spending transaction, or income could show up as an expense. Not to worry —...

At the moment, we don’t offer a dedicated view for reviewing and bulk-categorizing all your transactions. However, this is something we know is important and it’s on our radar for future development!

At this time, Origin does not offer a direct integration or upload option specifically for Empower (formerly Personal Capital). However, you can still bring your transaction history into Origin usi...

You can add your mortgage account to Origin in one of two ways — either by connecting automatically or entering it manually:Connect AutomaticallyOn Desktop - Click the ”+” button on your home scree...

Your credit utilization rate is the percentage of your available credit that you’re currently using. It’s calculated by dividing your current balance by your credit limit. For example: If your cred...

Want to exclude a specific account from your net worth view? You can hide it with just a few taps.Here’s how:Go to your Linked Accounts page (Find this by tapping the gear icon ⚙️ in the upper righ...

Origin helps you stay in control of your finances by letting you categorize transactions in a way that aligns with your real-life spending. Here’s how to handle common transaction types: 🏠 Mortgage...

With Origin The process is guided, digital, and self-paced — no in-person meetings required It’s integrated with your overall financial planning on Origin We do not provide legal advice, as O...

TL;DR: The cash account is for earning interest on idle funds, while the brokerage account is for investing those funds in stocks, ETFs, and bundles — two different uses, one platform.  Q: What is ...

If you don’t see a recent transaction in Origin, it’s usually due to syncing timing or a temporary connection issue.How syncing works:Origin automatically syncs your linked accounts once every 24 h...