Alex

Origin makes it easy to track shared expenses (like rent with a roommate) and reimbursements (like work-related spending) so your budget stays accurate and your income totals aren’t inflated.   🏠 T...

If you need to adjust the date of a paycheck (or any transaction) in Origin, you can do so once the transaction is no longer pending.To update the date of a transaction:Go to your Transactions tabF...

At this time, Origin does not offer the ability to set up a credit freeze or fraud alert directly through the platform.  

Yes! We heard feedback that this was a highly asked for feature and it's now live. To bulk edit: Navigate to your Transactions list from the Spending tab Click the circle check mark icon in the upp...

Creating an estate plan with Origin is a straightforward, self-paced process.You can take as much time as you need — there’s no pressure to finish in one sitting. Your progress is automatically sav...

Origin’s Spending feature is designed to help you track, understand, and manage your finances all in one place. Key features include: Automatic categorization - When you connect your accounts, tra...

Origin’s Advice feature supports you in understanding how much home you can afford — by combining expert guidance with powerful forecasting tools. Here’s how it helps: Our financial planners can ...

TL;DR: Origin’s Automated Investing builds a personalized, diversified index-portfolio with no advisory fees, automates deposits and rebalancing, and aligns with your risk profile so you set it and...

When you connect your credit cards to Origin, your credit card payments will appear on your Transactions page and are automatically categorized based on the available merchant information. How Orig...

You can link both your car loan and car asset in Origin to get a complete picture of your finances.For your car loan:Selecting the +Account button in the upper right corner of your dashboardSearchi...