Origin: AI Budget & Track

Origin Financial.

About this app

Origin makes it effortless to track all your finances, create a budget, ask intelligent questions and understand your money – on your own and as a couple.

Track everything. Get a full picture of your financial life.
- Securely connect all your financial accounts in seconds
- Track spending, cash flow, and subscriptions
- Build smart AI budgets based on your habits
- See your portfolio in one place with real-time performance, benchmarks, and analyst commentary
- Share your account with a partner – at no extra cost

Ask anything. Get tailored guidance from your AI Advisor.
- Get Instant Insights on your spending and personalized investing guidance from your AI Advisor
- Stay ahead with real-time alerts and tailored money and market recaps
- Forecast major life events like buying a home or having a child
- Understand where your money’s going – and why

Maximize your money. Grow and protect your wealth with confidence
- Receive personalized investment recommendations aligned with your risk profile and financial goals
- Invest in AUM-fee free automated index portfolios
- Earn more with a high-yield cash account
- Explore curated stock bundles built by experts
- Meet 1:1 with CFP® professionals
- File your taxes and create estate plans - right inside the app

No ads. Ever.
Origin is private, secure, and SOC-2 compliant. We never sell your data, and we partner with trusted providers like Plaid, Finicity, and MX for secure connections.

Trusted by Forbes, Fast Company, Axios, and more.
Named Best Budgeting App by Forbes (July 2024)

Join thousands taking control of their finances with Origin. Try it free today.

Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.

Ratings and reviews

it's only been about a week. So far I'm loving it. I've been able to connect all of my accounts, which I couldn't do on other platforms, and the A.I. even figured out my debt and came up with an action plan to get rid of it. the only weird thing is one time while talking with the AI it put out a garbled, unreadable, message. Restarting the app fixed is tho..

Overall, this seems pretty easy to use. I previously used Co-Pilot for budgeting and then moved to a Google device. Co-Pilot is not an app that is supported in Google Play. It's easy to use but lacks some features from what I can tell so far. For example, Venmo and Amazon accounts would connect for related transactions to match the order of the transactions. A review process would really help me a I've requested this feature, I love the separate account holder and joint accounts. AI a bit bugy..

came from Monarch. overall I like the features, layout and speed better in Origin. I miss the salary and other income separation Monarch has, would like to see that as an option in Origin. importing accounts with Plaid was easy, quick and worked every time. if I had to use MX to connect it would take 5+ minutes, ask for my OTP 2-4 times then fail 90% of the time.

What’s new

We’ve launched a powerful new set of AI tools and a fresh new design to help you not only track your money effortlessly but understand it too.