How Jessica Winslow Uses Origin

Tell us a little bit about yourself.

I’m Jessica, I live in Nashville, where I’m a support operations manager in health tech.

What money goals did you have when you first downloaded Origin?

I really just wanted to gain a better understanding on where my money goes and more of a sense of control over it.

What’s your financial story? What motivated you to get serious about money, and where are you hoping to go from here?

I went through a period of unemployment that lasted longer than I was prepared for. By the time I started working again, I was basically starting from zero in terms of savings. After getting back on my feet, my goal is to hold myself more accountable for sticking to a budget and start thinking longer-term.

With the current market ups and downs, how are you feeling about your finances, and what helps you stay steady?

Generally, I try not to get too wrapped up in how the market’s doing — mostly because I never did well in econ classes. I have to remind myself to focus on what’s in my control so that I don’t get too stressed out over it.

Tell us about a specific win — big or small — that Origin helped you achieve.

Overall, Origin has helped me achieve my goal of better understanding and feeling more in control of my finances. The AI budgeting tool has been a game changer, and having everything in one place has helped me begin to make smarter decisions.

What advice would you give someone starting their Origin journey?

Origin is already great out of the box but like any other product, it’s going to take some time to tailor it to your unique needs, habits, etc. New features and updates roll out often, so definitely ask questions and share feedback along the way, too.

Ready to join Jessica?

Get started with Origin today.

Disclaimer

Answers to your questions

Can I add my partner to Origin?

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.

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Can I edit or add transactions?

Yes. You can edit existing transactions and add new ones directly in Origin, so your records stay accurate and personalized.

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Which systems does Origin use to connect accounts?

Origin connects securely through trusted partners including Plaid, MX, and Mastercard.

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Can I import transactions?

Yes. Origin supports CSV uploads. You can upload a .csv file of your transactions, and we’ll import them into your account.

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Is it safe to connect my accounts?

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.

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Can I categorize my spending?

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.

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