Origin: Budget & Track Money 4+

Spending, Saving, & Net Worth

Origin Financial

    • 4.5 • 68 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

Automate your budgeting, get 1:1 expert financial guidance, track your spending and investments, and file your taxes right in Origin. Origin is the all-in-one money management platform that supports you, so you don’t have to solve money questions solo.

Spending & Budgeting:
- Seamlessly track your spending, subscriptions, and bills with real-time expense tracking.
- Create a personalized budget that works for you.
- Effortlessly manage your cash flow and see money coming in and out.

1:1 Financial Planning:
- Match with a CERTIFIED FINANCIAL PLANNER™ professional based on your personal goals and priorities.
- Book a live session with your dedicated financial planner to ask any money questions and get expert guidance.
- Receive a step-by-step plan and track your progress in Origin.

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.

Holistic Net Worth:
- Connect your bank accounts, credit cards, investments, loans, and retirement plans in one place to see your full financial picture in Origin.
- Track your holistic Net Worth and see how your assets and liabilities factor into it.
- Get powerful, personalized money recommendations, so you don’t leave money on the table.

Investing:
- Track individual stock and portfolio performance and optimize your strategy.
- Invest directly in Origin with no advisory fees eating into your returns.
- Answer a few questions and Origin will create a customized investment portfolio tailored to your risk tolerance and time horizon.

Sidekick:
- Get personalized financial guidance from Sidekick, your own 24/7 AI-powered planner.
- Ask any money question—from “How can I create a balanced investment portfolio?” to “How has my cash flow been trending?”— and gain clarity on your financial situation with expert-vetted answers.

Equity:
- Track private or public equity compensation.
- See an overview of your estimated net value, your vested and unvested shares, and your projected value over time.

Manage your money as a couple:
- Invite your partner to Origin at no extra cost.
- Link all your accounts to team up on your finances—see spending across your household, track joint net worth, invest together, and jointly file taxes.


Safe, strong, and secure:

At Origin, securing your data is our number one priority. Origin has implemented best-in-class encryption, data protection, and operational protocols to ensure our members’ information is safeguarded.

- All account data is anonymized immediately so it’s not personally identifiable.
- All financial accounts connected to the platform are protected with bank-level security.
- SOC2 Type 2 certified
- GDPR compliant
- Tax product is IRS compliant

Terms of use: https://app.useorigin.com/global-assets/docs/origin_terms_of_service.pdf
Privacy policy: https://www.useorigin.com/privacy-policy

Advisory services are offered through Origin Advisory Services LLC ("Origin RIA"), a Registered Investment Adviser registered with the Securities and Exchange Commission and a wholly-owned subsidiary of Blend Financial Inc. DBA Origin Financial. Origin RIA's registration as a Registered Investment Adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

What’s New

Version 1.2.16

New features: Sidekick (24/7 AI-powered guidance), Origin Invest (No AUM fees, ever), and more robust spend tracking (subscriptions & budget tools)

Ratings and Reviews

4.5 out of 5
68 Ratings

68 Ratings

Friscocitykid ,

Solid Budgeting and Financial App

My company provides this Financial App free and I've taken advantage of it, mainly for the personalized Financial Advisor assigned to me and free tax software

The app itself is pretty basic and usies CHECKR to sync all your bank and brokerage accounts for a wholitic view of your financial situation

I most like the app due to its excellent Financial Advisory, I got lucky and was assigned Marcus and he has been a game changer for me and is always available via the app for questions. He even helped me with my taxes and saved me $100 dollars just by his recommendations. Super smart and professional.

The tax software was just okay, there wasn't a great view to see how making adjustments impacted the overral amount you owed and it was hard to see if I met the standard deduction towards the end of the process. Also the app was a bit glitchy, but Ill take this free software anyday over Turbo Tax.

Sarah9999999y ,

Beautiful design, questionable functionality

I only use Orgin because it’s free through my job, otherwise I would switch to something without so many issues and bugs. There’s a bug on mobile that means you can’t adjust budget categories most of the time. It’s a tap/swipe issue, as another reviewer pointed out, meaning when you tap and slide to show additional categories nothing happens. This makes it impossible to have a clear picture of my spending categories. No issues on desktop. In the budget section the charts are not accurate. For example $50 is visually represented the same as $800 in a category with a budget of $300. So it looks like I’m significantly over budget when in fact I’m under. I can’t link my Vanguard account, even though I’m using the correct credentials.

Developer Response ,

Hi Sarah,

Thanks so much for your feedback here! We hugely appreciate your input on your experience. We'd love to learn more about this, please contact our support team at hereforyou@useorigin.com so that we can get to the bottom of the issues you mentioned! 

Thank you,
The Origin Team

Notreallykylie ,

User Friendly but Always Logged Out

I have really enjoyed how easy this app has made categorizing and budgeting my finances, but the app itself has a lot of bugs which makes it difficult to use. I’m constantly struggling to login with it failing most of the time. If that problem was resolved would be 5/5 for me!

Developer Response ,

Thanks for the love and honest feedback! We're glad our app has eased your budgeting journey but sorry about the login issues. We'd love to make this a 5/5, please email us at hereforyou@useorigin.com so that we can get to the bottom of those login issues! 

Thank you,
The Origin Team

App Privacy

The developer, Origin Financial, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data

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:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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