Here at Origin, we’re always dreaming up ways we can make our platform work better for our members, and we just rolled out a new way to organize and further customize your budget: subcategories. In other words, you can now group your spending categories under a broader umbrella — for example, slotting your grocery, restaurant, and meal kit budget items under one larger “food” category.
This was one of the features you most frequently requested — here’s just a sample of what we heard from you:
Go to “spending settings” in the top right corner of your spending tab.
Select “manage categories” to view, create, and edit groups and categories.
You can also access your categories throughout the budget dashboard wherever you see a “manage categories” button.
To see your budget breakdown by groups instead of individual categories, simply navigate to your “Breakdown & budget” tap within the spending tab. Click “View by Group” instead of “View by Category” to see what percent of your overall budget is going to each group.
This all sounds nice, but how can you make groups really work for you and your lifestyle? To help illustrate how groups can work in practice, we’ve outlined some groupings you can build into your own budget.
🗂️ For the categorizerGoal: Group similar types of spending to understand where money goes.
💸 For the classic budgeterGoal: Track needs vs. wants by splitting into fixed and variable costs.
🧠 For the mindful spenderGoal: Group based on how spending feels — not what it technically is.
📈 To understand your incomeGoal: Separate different types of income to see how you’re building wealth.
🧳 For the gig worker / freelancerGoal: Keep personal and business finances clearly separated.
We can’t wait to see what groups you create!
Still need to build your personalized view?