How I Use Origin: Quynn Allsup

Can you share your name, where you’re based, what you do, and a little bit about yourself?

I’m Quynn Allsup. I live in Utah, I own a Crumbl location, and work full time in tech sales. I love to play sports and watch my kids play as well.

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

I really wanted something that could do net worth tracking that didn’t suck! I’ve tried them all, and Origin blows the rest out of the water by far.

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

My parents always owned their own businesses, so I grew up with a lot of ups and downs. This made me really want to be more intentional and forward thinking with my finances.

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

I feel decent about my finances now — but there’s always room for improvement. I think what helps me stay steady is continuing to read books and listen to people who actually know what they’re talking about. Not jumping in and out of single stocks, but staying the course and diversifying.

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

Origin helped me nail down my budget, and ultimately track my full net worth taking everything into consideration — from life insurance to my business valuation.

What advice would you give someone starting with Origin on their financial journey?

I think taking the time to actually load EVERYTHING in all at once. It takes time, and can be a bit tedious (not Origin’s fault in any way) but just do it!

Anything else you’d like to share? Feel free to plug any work you are doing, etc.

I love recommending this tool to others. I’ve had many people tell me how much more they track their net worth just because it’s actually clear now!

Want to join Quynn in the Origin community? Find us over on Reddit! Or…

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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