Origin: Budget & Track Money

Origin’s all-in-one platform helps you confidently build wealth and hit your financial goals. A new era of DIY wealth management.

Unite your finances in one, centralized view to seamlessly manage your money. Create a budget in a few clicks and track your subscriptions, upcoming bills, cash flow, and credit score.

Make your money work for you with our range of diversified and personalized investing options, including a high-yield cash account, a no advisory fee automated index investing account, and curated stock bundles.

Move at the speed of the market with expert human financial guidance and powerful AI. Work through your goals with our AI financial assistant, Sidekick, and receive real-time notifications about your finances. Meet with one of our CERTIFIED FINANCIAL PLANNERS™ to get holistic and personalized support to help you meet your money goals.

Secure your worth with our thorough yet approachable estate plans, and easily file your taxes where you manage your money.

New Features:

Market-leading high-yield cash account

Expert-built stock bundles

Enhanced AI-powered financial guidance, including goal planning and real-time insights

Equity tracking

Budgeting:

Custom budgeting in just a few clicks

Track your progress throughout the month

Get proactive notifications to help you adjust your spending

Investing:

Maximize your savings with our market-leading high yield cash account.

Automate your growth with hands-off, diversified, and AUM fee-free index portfolios.

Personalize your portfolio by investing in bundles of handpicked stocks grouped by market trends and opportunities.

Track all your investments in one place and see activity across all holdings.

Level up your investing strategy with powerful AI-driven portfolio analysis and insights.

AI Guidance:

Chat with our AI-powered financial assistant, Sidekick, to get actionable insights, expert analysis, and guidance into your financial standing.

Get real-time notifications with what you need to know about changes to your spending, investments, credit score, and more.

Financial Planning:

Purchase a session with one of our CFPs® to get tailored advice from experts who understand your unique financial situation and goals.

Work through holistic strategies to maximize your wealth covering investments, retirement, debt management, family planning, and more.

Expense Tracking:

See your spending in a single list with automatic categorization, filtering, and sorting

Track your credit score, cash flow, and upcoming bills and subscriptions

Add custom categories and rules

Get expense breakdowns to see where you’re spending your money

Custom Dashboard:

Securely and easily link your accounts to see the full picture of your finances

Track your holistic net worth

Customizable widgets to make tracking even easier

Estate Planning:

Secure your legacy with straightforward, comprehensive, and affordable estate planning.

Get a simple will for free, or purchase a comprehensive will or trust for more protection and privacy

Tax filing:

File your taxes right in Origin and navigate complex tax scenarios at no extra cost

Take the dread out of tax season with simple, stress-free returns and expert tax specialists ready to help.

No Ads:

Origin is not supported by advertisers. You’ll never see an advertisement interrupting your experience.

Private and secure:

Origin uses market-leading security protections and protocols and advanced encryption. We are SOC-2 compliant, and we don’t share your financial information without your permission. For account connection, we partner with the best of the best: Plaid, Finicity, and MX.

Membership details:

Origin is free to try for 30 days. After the trial period, your membership fee will be billed either monthly or annually. You can also add your partner to Origin to manage your money together at no extra cost.

Privacy policy: https://www.useorigin.com/legal/privacy-policy

Terms and conditions and disclosures: https://www.useorigin.com/legal