6 for ‘26: Ways to Use AI Advisor to Understand Your Finances for the New Year
Nearly one-third of Americans make finance-related resolutions at this time of year, and AI Advisor is the perfect assistant to help you create meaningful goals and develop plans to stick with them.
Instead of setting vague goals like “save more” or “figure out the market,” AI Advisor helps you see your baseline, which is key to making meaningful improvements. Another way to think about it: When you meet with a human financial planner, they have to understand your current position in order to help you get to your goals, which takes hours and a lot of money. With this guide, we’re showing you how to do that with AI Advisor in mere minutes.
Here’s how AI Advisor can help you…
- Identify Your Spending Patterns
- Understand Your Debt & Liabilities
- Know Your Net Worth
- Build an Automatic, Realistic Budget
- Explore Your Portfolio Performance
- Understand the Market
Ready to get your own personalized answers from AI Advisor? Get started today.
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.
