Map Your Money Future: A Webinar Introducing Origin's Forecasting Tool
Big life decisions — like buying a home, switching careers, or starting a family — are exciting. But they also come with big financial questions. And when you're planning for the future, it can be hard to know where to start.
That’s why we hosted our latest webinar: Forecasting Your Financial Future, a deep dive into Origin’s brand-new Forecasting feature. In this session, Origin’s Head of Planning, Tyler Horn, CFP®, gave our community a live walkthrough of the tool, offered expert tips for planning ahead, and answered members’ biggest “what-if” questions.
Whether you’re gearing up for a major milestone or just want a clearer picture of your finances down the line, this session is your roadmap to greater confidence.
Missed it? 🎥 You can catch the full recording here.
What We Covered
Why Forecasting Is a Game-Changer
Tyler kicked things off with a universal truth: Life is full of big decisions that come with financial consequences. The Forecasting tool is designed to help you answer questions like:
- What if I take a sabbatical?
- What if I want to buy a house next year?
- Can I retire early?
By projecting your cash flow and net worth years into the future, you can stop guessing and start planning.
How the Tool Works (Live Demo)
The heart of the session was a walkthrough of the Forecasting tool in action. Tyler built a real scenario using a sample Origin account to show how you can:
- Create multiple financial forecasts (with different goals, like buying a home or retiring early)
- See side-by-side comparisons of how those decisions affect your finances over time
- Easily update scenarios with changing income, expenses, or savings goals
From there, the tool automatically updates your long-term projections — no spreadsheets needed.
Tyler also emphasized that each forecast builds off your real Origin data, meaning you’re not starting from scratch; you’re building on your actual financial life.
Pro Tips from Tyler
During the session, Tyler shared some excellent tips for making the most of Forecasting:
- Stress-test decisions: Try forecasting best-case and worst-case scenarios to understand your range of outcomes.
- Use it often: Your life changes, and your forecast should evolve with it. Update when your goals, income, or priorities shift.
How Origin Helps You See What’s Ahead
Financial planning doesn’t have to be static. With Forecasting, you’re not just looking at where you are; you’re charting where you’re going.
Origin helps you:
- Understand how life changes impact your finances
- Make informed decisions with less stress
- Stay in control of your future, whatever it holds
Ready to get started?
Watch the Recording
Ready to start forecasting your own what-ifs? Watch the full webinar now.
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.
