Origin: AI Budget and Track
Spending, Saving, & Net Worth
Free
Origin makes it effortless to track all your finances, create a budget, ask intelligent questions and understand your money – on your own and as a couple.
Track everything. Get a full picture of your financial life.
- Securely connect all your financial accounts in seconds
- Track spending, cash flow, subscriptions and bills
- Build smart AI budgets based on your habits
- See your portfolio in one place with real-time performance, benchmarks, and analyst commentary
- Share your account with a partner – at no extra cost
Ask anything. Get tailored guidance from your AI Advisor.
- Get Instant Insights on your spending and personalized investing guidance from your AI Advisor
- Stay ahead with real-time alerts and tailored money and market recaps
- Forecast major life events like buying a home, having a child or retirement planning
- Understand where your money’s going – and why
Maximize your money. Grow and protect your wealth with confidence
- Receive personalized investment recommendations aligned with your risk profile and financial goals
- Invest in AUM-fee free automated index portfolios with out all-in-one investing app
- Earn more with a high-yield cash account
- Explore curated stock bundles built by experts
- Meet 1:1 with CFP® professionals for wealth management guidance
- File your taxes and create estate plans - right inside the app
No ads. Ever.
Origin is private, secure, and SOC-2 compliant. We never sell your data, and we partner with trusted providers like Plaid, Finicity, and MX for secure connections.
Trusted by Forbes, Fast Company, Axios, and more.
Named Best Budgeting App by Forbes (July 2024)
Join thousands taking control of their money management with Origin. Try it free today.
EULA: https://useorigin.com/legal/terms-conditions
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
more I’ve used Mint and Personal Capital in the past, but was always left frustrated with the design and capabilities. As someone in tech who is heavily comped in pre-IPO stock, the equity feature is great and allows me to see the full picture of my finances without logging into my employee stock admin account. I also am impressed by the account sharing features, which allows my spouse to have her own log in credentials, but with full access to all our shared accounts. I’ve only scratched the surface with the budgeting functionality, but so far it’s been good. I’m sure additional features and usability will come, and my only complaints so far are small (more emojis and ability to add notes to transactions would be great). There are other features like estate planning and investing that also provide real value, and my one experience with customer support (via chat with a live human) was exceptional. Any doubt I had about Origin being worth the subscription price is long gone, and I’m confident I’ll be a religious user for a long time to come. Well done!
Developer Response Hi Bax4191,Thank you so much for your awesome review! We’re pumped to hear that our equity and account-sharing features are working well for you. We love your suggestions and are always looking to improve. Thanks for being a part of the Origin community!
I’ve used Mint and Personal Capital in the past, but was always left frustrated with the design and capabilities. As someone in tech who is heavily comped in pre-IPO stock, the equity feature is great and allows me to see the full picture of my finances without logging into my employee stock admin account. I also am impressed by the account sharing features, which allows my spouse to have her own log in credentials, but with full access to all our shared accounts. I’ve only scratched the surface with the budgeting functionality, but so far it’s been good. I’m sure additional features and usability will come, and my only complaints so far are small (more emojis and ability to add notes to transactions would be great). There are other features like estate planning and investing that also provide real value, and my one experience with customer support (via chat with a live human) was exceptional. Any doubt I had about Origin being worth the subscription price is long gone, and I’m confident I’ll be a religious user for a long time to come. Well done!
Hi Bax4191,Thank you so much for your awesome review! We’re pumped to hear that our equity and account-sharing features are working well for you. We love your suggestions and are always looking to improve. Thanks for being a part of the Origin community!
I’ve used the Personal Capital, now Empower dashboard for years but it has gotten progressively worse since Empower purchased Personal Capital. Origin is better with respect to linking, but its support for investments, financial planning, allocation analysis, etc. is very bare bones and leaves a lot to be desired. I would gladly pay $100/year for a product that lets me aggregate all my bank accounts, credit cards and investment accounts, and provides the full suite of financial planning tools that Empower offers. I’d say that Origin does very well with respect to the first part (aggregation), but fairly poorly with respect to the financial planning aspect. For example, there’s no way to categorize investment accounts by taxable status (eg taxable, pre tax or post tax). This doesn’t seem to be taken into account with respect to forecasting. The forecasting tool is bare bones and the methodology appears very incomplete with the assumption of a fixed rate of return for all accounts rather than one based on underlying investments. A lot of investment holdings get incorrectly classified as “mixed” although they’re not, and even mixed funds and ETFs should classify according to their underlying holdings. Etc. I’m hopeful that these investment and planning tools will greatly improve over the next year, but at present I can’t yet recommend Origin as a replacement for Empower.
Developer Response Thanks for the thoughtful feedback! We’re actively expanding our tools so stay tuned for updates soon.
I’ve used the Personal Capital, now Empower dashboard for years but it has gotten progressively worse since Empower purchased Personal Capital. Origin is better with respect to linking, but its support for investments, financial planning, allocation analysis, etc. is very bare bones and leaves a lot to be desired. I would gladly pay $100/year for a product that lets me aggregate all my bank accounts, credit cards and investment accounts, and provides the full suite of financial planning tools that Empower offers. I’d say that Origin does very well with respect to the first part (aggregation), but fairly poorly with respect to the financial planning aspect. For example, there’s no way to categorize investment accounts by taxable status (eg taxable, pre tax or post tax). This doesn’t seem to be taken into account with respect to forecasting. The forecasting tool is bare bones and the methodology appears very incomplete with the assumption of a fixed rate of return for all accounts rather than one based on underlying investments. A lot of investment holdings get incorrectly classified as “mixed” although they’re not, and even mixed funds and ETFs should classify according to their underlying holdings. Etc. I’m hopeful that these investment and planning tools will greatly improve over the next year, but at present I can’t yet recommend Origin as a replacement for Empower.
Thanks for the thoughtful feedback! We’re actively expanding our tools so stay tuned for updates soon.
My experience with Origin has been life-changing: it works twofold to manage budgets and plan long term financial goals. In doing so, it tracks your expenses and does a good job automatically categorizing them, with of course the option to customize categories and most anything else you want. It also keeps track of your various accounts and investments all in one spot. Plus, you can manage yourself and your partner with individual views or a combined view. The user interface and overall theme and look of the app are top notch. And customer service, I must say, has been amazing. They clearly want you to feel like you’re taken care of. You also get in-app access to a surprisingly good high-yield money account that I have been using and loving, investment options, and a whole lot of rapidly expanding AI features to help you make the best decisions tailored to your individual financial status. I’m saving so much more money using this app it’s ridiculous. Easy five stars, and I can’t wait to see what they do next to keep improving things even more.
My experience with Origin has been life-changing: it works twofold to manage budgets and plan long term financial goals. In doing so, it tracks your expenses and does a good job automatically categorizing them, with of course the option to customize categories and most anything else you want. It also keeps track of your various accounts and investments all in one spot. Plus, you can manage yourself and your partner with individual views or a combined view. The user interface and overall theme and look of the app are top notch. And customer service, I must say, has been amazing. They clearly want you to feel like you’re taken care of. You also get in-app access to a surprisingly good high-yield money account that I have been using and loving, investment options, and a whole lot of rapidly expanding AI features to help you make the best decisions tailored to your individual financial status. I’m saving so much more money using this app it’s ridiculous. Easy five stars, and I can’t wait to see what they do next to keep improving things even more.
I’ve used quite a few money tracking apps. They’ve all had their pros and cons. I wasn’t planning on downloading another app (I have too many lol). This one took me by surprise, I was expecting some real cons like just not being able to sort subscriptions and purchases, not knowing how to categorize, and so on. This app is pretty on point and a breath of fresh air when it comes to budgeting and tracking what you spend. There have been a few things categorized incorrectly but it was so easy to update those categories and apply to all other past and future purchases. Even the custom categories works well. These are things I struggled with on other apps heavy. The pros outweigh the cons by far for me and in today’s world of buggy apps, this is easily a 5 star. I think I might actually delete other apps that I’ve been using for years. It’s still something process. But $1 for the first year is well worth it, it feels like I pirated it lol.
Developer Response Love this! 💛 So glad Origin’s been a breath of fresh air for your budgeting flow. Thanks for giving us a shot (and for the 5⭐️)! We’ll keep working to make it even better.
I’ve used quite a few money tracking apps. They’ve all had their pros and cons. I wasn’t planning on downloading another app (I have too many lol). This one took me by surprise, I was expecting some real cons like just not being able to sort subscriptions and purchases, not knowing how to categorize, and so on. This app is pretty on point and a breath of fresh air when it comes to budgeting and tracking what you spend. There have been a few things categorized incorrectly but it was so easy to update those categories and apply to all other past and future purchases. Even the custom categories works well. These are things I struggled with on other apps heavy. The pros outweigh the cons by far for me and in today’s world of buggy apps, this is easily a 5 star. I think I might actually delete other apps that I’ve been using for years. It’s still something process. But $1 for the first year is well worth it, it feels like I pirated it lol.
Love this! 💛 So glad Origin’s been a breath of fresh air for your budgeting flow. Thanks for giving us a shot (and for the 5⭐️)! We’ll keep working to make it even better.
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
4.3.0 Apr 9
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
4.2.0 Apr 2
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
4.1.0 Mar 23
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
4.0.2 Mar 16
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
4.0.1 Mar 11
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
4.0.0 Feb 10
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.5.0 Feb 5
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.4.0 Jan 21
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.3.1 Jan 13
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.3.0 Jan 9
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.2.0 12/11/2025
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.1.1 11/12/2025
We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.1.0 10/27/2025
We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.0.3 10/10/2025
We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.0.2 09/15/2025
We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.0.1 09/09/2025
We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved AI Chat: Ask your AI Advisor anything about your finances—past, present, or future—and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get AI insights into what’s changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day’s key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved—spending, saving, and net worth—all in one tidy, bite-sized summary.
- AI Investment Insights: Understand what’s driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own—and the ones you don’t—with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center—so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
3.0.0 09/08/2025
This update brings two highly requested features to enhance your Origin experience:
- Partner Access: We've upgraded our partner experience! Now you can track spending,
manage budgets, and visualize your net worth either individually or as a household, with
new convenient toggles to quickly switch between views. Invite your partner for free and
manage your money together as a team.
- Dark Mode: Origin now supports Dark Mode, offering a sleeker experience, day or night.
The app automatically adapts to your system’s settings, or you can switch manually within Origin.
Also included in this version:
- bug fixes and improvements in iOS widgets
2.19.0 06/30/2025
This update brings two highly requested features to enhance your Origin experience:
- Partner Access: We've upgraded our partner experience! Now you can track spending,
manage budgets, and visualize your net worth either individually or as a household, with
new convenient toggles to quickly switch between views. Invite your partner for free and
manage your money together as a team.
- Dark Mode: Origin now supports Dark Mode, offering a sleeker experience, day or night.
The app automatically adapts to your system’s settings, or you can switch manually within Origin.
Also included in this version:
- bug fixes and improvements in iOS widgets
2.18.0 06/02/2025
This update brings two highly requested features to enhance your Origin experience:
- Partner Access: We've upgraded our partner experience! Now you can track spending,
manage budgets, and visualize your net worth either individually or as a household, with
new convenient toggles to quickly switch between views. Invite your partner for free and
manage your money together as a team.
- Dark Mode: Origin now supports Dark Mode, offering a sleeker experience, day or night.
The app automatically adapts to your system’s settings, or you can switch manually
within Origin.
Also included in this version:
- bugfixes and improvements in iOS widgets
2.17.1 05/19/2025
This update brings two highly requested features to enhance your Origin experience:
- Partner Access: We've upgraded our partner experience! Now you can track spending,
manage budgets, and visualize your net worth either individually or as a household, with
new convenient toggles to quickly switch between views. Invite your partner for free and
manage your money together as a team.
- Dark Mode: Origin now supports Dark Mode, offering a sleeker experience, day or night.
The app automatically adapts to your system’s settings, or you can switch manually
within Origin.
2.17.0 05/07/2025
This update brings two highly requested features to enhance your Origin experience:
- Partner Access: We've upgraded our partner experience! Now you can track spending,
manage budgets, and visualize your net worth either individually or as a household, with
new convenient toggles to quickly switch between views. Invite your partner for free and
manage your money together as a team.
- Dark Mode: Origin now supports Dark Mode, offering a sleeker experience, day or night.
The app automatically adapts to your system’s settings, or you can switch manually
within Origin.
2.16.0 05/01/2025
New investment accounts are now available, an industry-leading high-yield cash account, and stock bundles.
Also included in this release:
- Bug fixes and design improvements
- Enhanced AI-powered financial guidance
- New Advice Tab: a home for combined human and AI financial guidance and goal-tracking
- New AI-powered notifications for changes in investment portfolios, spending, credit score, and market news
- Splitting transactions
- Equity tracking on mobile
Thank you for using Origin! We’re always trying to improve your experience and fix any issues quickly.
2.15.0 04/27/2025
New investment accounts are now available, an industry-leading high-yield cash account, and stock bundles.
Also included in this release:
- Bug fixes and design improvements
- Enhanced AI-powered financial guidance
- New Advice Tab: a home for combined human and AI financial guidance and goal-tracking
- New AI-powered notifications for changes in investment portfolios, spending, credit score, and market news
- Splitting transactions
- Equity tracking on mobile
Thank you for using Origin! We’re always trying to improve your experience and fix any issues quickly.
2.14.1 04/14/2025
New investment accounts are now available, an industry-leading high-yield cash account, and stock bundles.
Also included in this release:
- Bug fixes and design improvements
- Enhanced AI-powered financial guidance
- New Advice Tab: a home for combined human and AI financial guidance and goal-tracking
- New AI-powered notifications for changes in investment portfolios, spending, credit score, and market news
- Splitting transactions
- Equity tracking on mobile
Thank you for using Origin! We’re always trying to improve your experience and fix any issues quickly.
2.14.0 04/02/2025
We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.
- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.
Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our Al tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.
more Version 4.3.0 Apr 9
Data Used to Track You The following data may be used to track you across apps and websites owned by other companies:
Data Linked to You The following data may be collected and linked to your identity:
Financial Info Location Contact Info User Content Usage Data Sensitive Info Data Not Linked to You The following data may be collected but it is not linked to your identity:
