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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...

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...

Duplicate transactions can be frustrating, but in most cases, they shouldn’t occur—especially if your account connection is stable and only linked through a single data provider (like Plaid, MX, or...

If you’re thinking about removing and re-adding a financial account in Origin, here’s what you need to know about how it affects your data:   🧾 Transactions When you delete an account, all transact...

A Monte Carlo simulation is a tool that helps us predict the future of your finances by running many different scenarios. Think of it like rolling a dice many times to see what might happen, but in...

If you receive income on a yearly basis — like a bonus, grant, or other lump-sum payment — you can easily get that added in to your bigger picture.  Adding as a Custom Transaction To add it manuall...

We do not offer IRA options for retirement. 

Life insurance payments are typically categorized automatically based on the merchant name associated with the transaction. However, these may not always land in the category you expect. If you’d l...

By default, car payments are not automatically tracked as expenses in Origin. That’s because they’re usually categorized as Transfers — money moving between your checking account and a loan or liab...

While we don't currently have a category for donations, you can always create a dedicate custom category for this transaction type.  Follow the instructions here to set up a custom category.