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..

Got as far as connecting my accounts through Plaid and Origin requested to view full account numbers and routing number. I have used all the big budgeting apps and NONE have requested that much access. They only request to see transactions and related info typically. Absolutely not the account and routing. It doesn't matter if you are connecting "securely" through Plaid, you are still handing them your actual account information. Internet 101, you never give that out. Will NEVER trust them.

Accounts won't stay connected. Even after verifying them 5-6 times. It also takes a significantly longer time than normal (or than using Plaid) to connect accounts. Takes too long. I won't keep this app unless this is fixed. Otherwise, the UI and layout of the app is presented very well. I just wish it would work the way it's supposed to.

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.