What's new in Origin: Q2 2024
It's hard to believe, but 2024 is already halfway over. Time is flying by, and so is our product development here at Origin.
We're keeping up the momentum. In fact, we had one of our biggest product updates this past quarter: Estate planning. Plus, we rolled out our Zillow integration, splitting transactions, and the list goes on. Let's dive into some of our releases from the past quarter.
Splitting transactions
Now, you can split one transaction into many so you can see a more accurate view of your spending and budget. This has been one of our top requested features by members with a partner.
Revamped spend tracking
Have you noticed that the "Spending" tab is looking a little different these days? We improved the design to be more clear, easy to use, and simple. Now, you can easily discover all our spending data visualizations, easily set a budget, and get insights.
Improved portfolio tracking
We revamped our investment tracking experience in Origin. Now, you can see a clear view of your portfolio performance and get insights and news updates on your holdings to optimize your investment strategy.
View your top movers, asset allocation, and investment activity, all in our Portfolio tab.
Zillow integration
We launched our Zillow integration, so you can track the estimated market value of your house— right in Origin. Plus, track your home as part of your net worth.
Estate planning is live
Create legally binding trusts and wills right in Origin. Plan your family’s future and ensure your legacy is precisely as you envision.
Rename your accounts
Easily rename your connected accounts in Origin. Now, you can label your Checking account as "Mary's Checking" instead of "Checking 4298".
Credit card bill tracking and projections
If you struggle to keep track of your upcoming credit card bills, this feature is for you. View and track your credit card bills, including your statement balances and due dates, so you can proactively plan ahead.
Equity on mobile
We brought our much-loved equity tracking tools to mobile.See your vested shares, simulate exercising your stock options, and predict net worth for public or private company stock.
Advisory services are offered through Origin Advisory Services LLC ("Origin RIA"), a Registered Investment Adviser registered with the Securities and Exchange Commission and a wholly-owned subsidiary of Blend Financial Inc. DBA Origin Financial. Origin RIA's registration as a Registered Investment Adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Origin is a supplementary tool to understand equity. Please contact your equity plan administrator with any questions you may have regarding your specific equity details.
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.
