Alex

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  • Review Your Transactions

    Keeping your spending accurate and up to date just got easier. Origin now lets you review transactions, so you always know what’s been checked and what still needs your attention. What does it mean...

  • Can I undo a bulk transaction edit?

    Yes — bulk edits can now be undone (with a short time window).When you make a bulk edit to transactions (such as changing categories, tags, or descriptions), you’ll see a confirmation toast notific...

  • Is the mobile app available internationally?

    Why can’t I access the Origin mobile app outside the United States?At this time, the Origin mobile app is only available to users located within the United States. If you’re trying to download or a...

  • Is Origin really $1 for the first year?

    TLDR: Yes — new members can get full access to Origin for $1 for their first year while our promo is running.  Q: Is Origin really just $1 for the first year?A: Yes! Origin offers a promotional ann...

  • A Guide to Our Forecasting Tool

    Origin’s Forecasting Tool lets you simulate your financial future — from buying a home to retiring early — using the same professional-grade methods financial planners rely on.You can model short- ...

  • Why can't I connect my Coinbase Credit Card?

    At this time, the Coinbase credit card connection is not available. Our team is actively working to make this possible in the future. What You Can DoFor now, if you’d like to track your Coinbase cr...

  • How do I edit the asset class or allocation for my holdings?

    You can now manually edit the asset class for any of your holdings directly in Origin.This update gives you more control over how your portfolio is categorized and helps ensure your allocation, ris...

  • Is Estate Planning available for North Carolina?

    At this time, Origin’s Estate Planning services are not available for residents of North Carolina.We’re actively working on expanding coverage so members in all states can access Origin’s full suit...

  • Market Watch explained

    The Market Watch section is a new addition to your Investing tab, designed to give you a broader view of what’s happening in the market—completely separate from your personal portfolio.You can use ...

  • How does the live balance estimate feature work?

    We understand that your portfolio balances can sometimes feel a bit behind—especially when markets are moving quickly. To help bridge that gap, we introduced the Live Balance Estimate feature.Your ...