Alex

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  • Why do I need an estate plan?

    What happens if I die without and estate plan?An estate plan gives you control over what happens to your assets, healthcare decisions, and loved ones if you pass away or become incapacitated. Witho...

  • How do I add in my gold and/or silver assets?

    We do not yet have a dynamic connection option for gold or silver. The best way to get these assets added in to your dashboard would be to add those in manually under the "valuables" or "other" opt...

  • How to use the Recurring tab

    TL;DR: The Recurring tab helps you view, manage, and track all your repeating subscriptions and bills — plus see upcoming charges in a calendar view. Q: What’s the Recurring tab in Origin?A: The Re...

  • How to cancel a subscription from Origin?

    Ready to hit unsubscribe? We make it easy by offering Quick Cancel Links for many popular services. To cancel: Go to Spending > Recurring Tap on the transaction you’d like to cancel If suppor...

  • What types of transactions count as a recurring transaction?

    Origin automatically detects most charges that happen on a predictable cadence — like monthly, quarterly, or annually. This includes: Streaming services (e.g. Netflix, Spotify) Subscriptions (e...

  • How to manually add a new recurring expense?

    If you have a recurring transaction (like rent, insurance, or a subscription) that hasn’t been automatically identified by Origin, you can add it manually in just a few steps. Step 1: Add the Trans...

  • Can origin help me file a land trust?

    Origin does not currently support the creation or filing of land trusts directly through the app. While we provide helpful tools for managing your finances, budgeting, and estate planning, land tru...

  • How long is data stored in Origin?

    We retain your data based on your subscription status to ensure both security and compliance:For Active Subscribers:Your account connections and data remain securely stored as long as your subscrip...

  • Does Origin identify expense ratios?

    Origin does not currently identify or track expense ratios for your investments. When you link your investment accounts, Origin focuses on: Tracking portfolio performance Monitoring daily value...

  • How to exclude specific transactions from reports?

    If you don’t want a transaction to count toward your spending, budget, or reports, you can hide it. To hide a transaction: Go to your Transactions page Find the transaction Click the three do...