How to View Your Origin Budget by Month, Quarter, or Year
Did you know that you can view your budget on a monthly, quarterly, or annual basis?
Budgets are set on a monthly interval, but with the calendar icon in the top right of the breakdown page, you can switch your view to a quarterly or annual view. This is particularly helpful if you want to zoom out and see how you're tracking for the year or quarter.
Pro tip: This feature is especially useful for expenses that aren't evenly distributed throughout the year. For example, travel and vacation spending might spike during certain months, but using the annual view lets you confirm you're still within your overall yearly budget.
Note: While we don't have immediate plans to support rollover budgets (though we know many of you have requested this feature!), the annual view should help address some of those needs.
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.
