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Origin automatically detects recurring transactions — like rent, subscriptions, and loan payments — by analyzing patterns in your transaction history.The system looks at:Merchant namesTransaction a...

Yes — you’ll typically work with the same financial planner each time you use Origin. When you first schedule a meeting, we match you with a planner based on your financial goals and priorities. Yo...

No — the Spending Tracker in Origin does not count transfers as part of your income or expenses. Transfers are treated as a separate category to give you a more accurate financial picture. Origin c...

No — Origin does not offer trustee services. While our platform allows you to create revocable living trusts, you’ll need to choose your own trustee. A trustee is the person or institution responsi...

No — the Origin app does not send notifications for new transactions. However, your connected accounts are updated daily, so you’ll always have access to the most recent activity when you log in. Y...

Currently, our equity tool is designed to track traditional equity grants like RSUs, ISOs, and NQOs rather than LP positions specifically. However, you can add LP positions as manual assets in your...

You can access Origin’s Forecasting tool right from your Forecast tab!Just follow these steps:Tap or click the Forecast tab in your main navigation.From there, you’ll be able to explore your future...

Yes! You can upload your bank account transactions manually using a CSV file if your bank isn’t connecting or you’d prefer to import data yourself.Here’s how:Select the "+" button on your Origin da...

Yes! If you’re looking to create a will without setting up a trust, we offer both a Basic Will and a Full Will option. These plans are ideal if you want to outline your wishes, name guardians, and ...

When you connect your accounts to Origin, our system automatically categorizes your transactions to help track your spending. Here's how it works: For most transactions, we automatically assign the...