Never Wonder Where Your Money Went: Introducing Review Transactions
You tap your card 10, 20, maybe 30 times a week. Coffee runs, groceries, subscription renewals, that impulse Amazon order at 11pm. Each swipe is quick and easy, until you open your bank statement and face the overwhelming task of figuring out where all your money went.
Sound familiar? Most people know they should review their transactions regularly. It's how you catch fraudulent charges, stay on budget, and actually understand your spending patterns. But between confusing merchant names, miscategorized purchases, charges posted days after you spent, and that growing list of "I'll deal with this later" transactions, it's easy to let things pile up.
That's why we built Review Transactions: a fast, engaging way to stay on top of your spending without turning money management into homework.
Why reviewing transactions matters (even when it feels tedious)
On Origin, organized transactions unlock better insights. Origin automatically categorizes your spending, but when you create custom categories and refine what needs fixing, your AI Advisor gets smarter, your budgets get more accurate, and you truly understand where your money is going.
But clicking through transaction after transaction, hunting for the edit button, trying to remember what "SQ*COFFEE PLACE" even means? That's the friction that stops good intentions in their tracks.
Transaction Review removes that friction. Think of it like inbox zero for your spending: swipe through new purchases, fix what needs fixing, and mark everything as reviewed.
How Review Transactions works
1. Origin flags what needs your attention
Rather than dumping every transaction on you, you choose what gets flagged: uncategorized purchases, large expenses above your threshold, first-time merchants, or all new transactions.
2. Swipe to organize in seconds
Each transaction appears as a card. Swipe right to edit the category, add a note, or split the purchase. Swipe left if you want to deal with it later. It's fast, intuitive, and kind of satisfying.
3. Get notifications so nothing slips through
Large purchase hits your account? Origin will notify you. Uncategorized transaction from three days ago? We'll flag it.
4. Come back to an organized queue (not a messy list)
When you're done reviewing, you'll see "All set” and Origin remembers everything you've handled. The next time you open the app, we've already gathered just the latest transactions that need attention so you can swipe through again in seconds.
Customize what you want to review (and what you don't)
Not everyone wants to review every purchase. Maybe you only care about big expenses, or you want to catch anything that Origin couldn't categorize automatically. In Review Transactions settings, you can toggle:
- All new transactions: Flag everything that syncs to your account
- Uncategorized transactions: Only see purchases marked as "Other"
- Large transactions: Set your own dollar threshold for what counts as "large"
- First-time merchants: Review the expense only when you spend somewhere new
Ready to start swiping?
Whether you're already in the habit of reviewing regularly or you're trying to build better money habits from scratch, Review Transactions makes it easy to stay consistent. A few swipes each week means clearer insights, more accurate budgets, and genuine peace of mind.
Get started with Origin for $1 and experience the easiest way to stay on top of your spending.
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.
