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

Absolutely love Origin! I've tried a few financial management apps and Origin has the best UI by far! I love that all of my financial institutions sync without issue (and I don't have to constantly resync them because the connection timesout or expires). Customer service is top tier, as I had a subscription issue and they promptly assisted me; very friendly as well! Please don't go anywhere!

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..

I've been looking for something that didn't have an issue syncing all my various accounts. This app does an outstanding job letting you get very granular with groups and categories. I'm using this as my overall budget tracker and enjoying it so far. it been about a week, but for $1 for the first year, you can't beat that. Seems like company is confident that they built an amazing tool and I will continue to use it. I will!!! Entered a sweepstakes for this review. Opinions are my own.

What’s new

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

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