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!

Has been running very well, had a problem connecting a few accounts like errors out of it. I restarted the app and it's still there other than that, it's very cheap for how many features you are getting. Interface takes time getting used to but other than that really good tracking and reporting!

I love what this app is trying to be! It is the nicest looking money-managing app I've seen. I wish there were more ways to edit transactions (like renaming, marking them as recurring, or creating notes about them). I wish you could have certain budgets rollover to the next month. For example: my car insurance is billed bi-anually, so I would take that amount and split it 6 ways and make that the budget. The app does have some stability issues, but those will hopefully get worked out soon.

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.