New: See Your Budget on a Quarterly or Annual View
One of the new budgeting features we’ve rolled out recently at Origin gives you the ability to look at your budget on a quarterly and annual basis, beyond our default monthly view.
Why? We know that not all expenses are evenly distributed throughout the year; things like car payments, homeowners insurance, and tax payments for the self-employed are often on a quarterly basis, so now you can zoom out and see what your spending looks like when you take those charges into account.
Or maybe you want to make sure that, even with higher-spending months like the holidays or summer, you're still staying within your yearly budget.
To look at your quarterly and annual budgets, click the calendar icon in the top right of the “breakdown & budget” screen. Then you’ll get a screen that gives you viewing options.
With these new timeframe options, you can really understand your spending.
Ready to get started?
Answers to your questions
Yes. Origin offers partner access so you can manage your finances together at no additional cost. You’ll be able to filter transactions by member—making it easy to see which spending is yours and which belongs to your partner.
Yes. You can edit existing transactions and add new ones directly in Origin, so your records stay accurate and personalized.
Origin connects securely through trusted partners including Plaid, MX, and Mastercard.
Yes. Origin supports CSV uploads. You can upload a .csv file of your transactions, and we’ll import them into your account.
Yes. Your data is protected with bank-level security and advanced encryption. When you connect accounts through Origin, your login credentials are never shared with us. Instead, our partners generate secure tokens that let Origin access only the data you authorize—keeping your personal information private while enabling personalized insights.
Yes. You have full control to organize your spending in Origin. Transactions are automatically categorized by Origin, but you can always edit categories, add your own tags, and filter transactions however you like—so your spending reflects the way you actually manage money.
