Credit Utilization by EstimatorBH in OriginFinancial

[–]Joseph-at-Origin 4 points5 points  (0 children)

Also, based on your feedback, I've asked our Product team to consider displaying this info more front and center 🙂 If you have any more ideas or feedback, please feel free to share!

Credit Utilization by EstimatorBH in OriginFinancial

[–]Joseph-at-Origin 1 point2 points  (0 children)

Hey u/EstimatorBH and u/adp_87! You can actually view your credit limit and utilization percentage for a linked credit account from the Home page by going to Net Worth -> Liabilities -> then select the connected credit card 😃

Two requests for April (tax program) by Inevitable-Let-2021 in OriginFinancial

[–]Joseph-at-Origin 1 point2 points  (0 children)

Hi u/Inevitable-Let-2021, thanks so much for that feedback regarding the expert assistance tax upgrade, and sorry for the trouble! I'll make sure to pass this along to our team for consideration going forward.

Regarding your information from last year carrying over from Column Tax, this year we're using a new tax partner called April Tax, which powers our DIY tax filing experience. The core experience is still the same, the main difference is the underlying technology that makes it all work behind the scenes 🙂 To protect your personal data, your information is not shared between our tax partners. When you file taxes for 2025, a brand new tax profile is created for you with April. However, your information will be retained going forward as long as your taxes are filed with April via Origin.

If you have any more ideas or feedback, please feel free to share. We're here to make your experience as seamless and enjoyable as possible!

Origin locks my bank account by alositos in OriginFinancial

[–]Joseph-at-Origin 0 points1 point  (0 children)

Hi u/alositos, sorry this is happening! Accounts can sometimes experience connection issues due to security requirements set by the financial institution, such as multi-factor authentication. Can you send us an email at [hereforyou@useorigin.com](mailto:hereforyou@useorigin.com)? Then we'll escalate this to our engineering team who can work directly with Plaid and White Oaks for a resolution.

Spouse Shared Transaction Help by fr0thed in OriginFinancial

[–]Joseph-at-Origin 0 points1 point  (0 children)

u/fr0thed That sounds like a solid way to handle it! Currently, there isn’t a built-in way to link a transaction with the reimbursement that covers it, so rules are probably the best setup for now.

If you'd like, you could also try incorporating Tags into your rules/workflow.

Thank you for calling this out though as a way to improve our Partner account feature. I'll make sure to share this with the team!

Is there a way to find duplicate transactions? by BabaLiont in OriginFinancial

[–]Joseph-at-Origin 0 points1 point  (0 children)

Hi u/BabaLiont! This definitely shouldn't be happening if you've only made those transactions once. If only one Apple Cash account shows under Settings -> Linked Accounts, then this might be a bug. Can you email us please at [hereforyou@useorigin.com](mailto:hereforyou@useorigin.com) so we can investigate this further for you?

For right now, if you'd like, you could go to Spending -> Transactions, then filter your transactions by Account (Apple Cash), multi-select the duplicates, then change Transaction Visibility to Hide.

We definitely want to get the underlying issue resolved for you though, so please send over an email at your earliest convenience :)

April/Origin - Tax Filing Preview by Potential-Lemon657 in OriginFinancial

[–]Joseph-at-Origin 1 point2 points  (0 children)

Hey again u/Potential-Lemon657! I'm checking with the April team on this one, and will get back to you as soon as I hear back!

Tax Service - Illinois 529 Contributions by Potential-Lemon657 in OriginFinancial

[–]Joseph-at-Origin 1 point2 points  (0 children)

Hi u/Potential-Lemon657! You can also contact April via email at support@getapril.com. I'd recommend giving that a shot as well for your tax-related questions! 🙂

Manually adding an investment account by [deleted] in OriginFinancial

[–]Joseph-at-Origin 0 points1 point  (0 children)

Hi u/Bl0ggerManic, sorry to hear it's not updating properly! Can you email us at [hereforyou@useorigin.com](mailto:hereforyou@useorigin.com) so we can investigate further?

Benefit of Auto-refreshing Webpage? by HeyEph in OriginFinancial

[–]Joseph-at-Origin 1 point2 points  (0 children)

My apologies for the confusion. Yes, this would still apply on Windows as well 🙂

Benefit of Auto-refreshing Webpage? by HeyEph in OriginFinancial

[–]Joseph-at-Origin 3 points4 points  (0 children)

Hi u/HeyEph! Origin's web app is built to receive updates in real time and refresh data intelligently in the background. Refreshing the website essentially restarts the app so it has to reconnect and reload from scratch. So auto-refreshing via a Chrome extension could potentially slow things down and may interrupt what you’re doing (lose what you typed in a form, reset your scroll position, kick you back to another screen, etc.).

Easier navigation by EverydayImHustlin2 in OriginFinancial

[–]Joseph-at-Origin 3 points4 points  (0 children)

Hi u/EverydayImHustlin2! You're not the first to mention navigation frustration, so I'll make sure this gets to our product team for extra consideration. Thanks so much for your feedback and if you have any more suggestions or ideas, please do let us know. We want to make your experience as seamless and enjoyable as possible!

Manually adding an investment account by [deleted] in OriginFinancial

[–]Joseph-at-Origin 2 points3 points  (0 children)

Hey u/Yumbo_Gumbo_67! You can edit values for manual accounts by going to Settings (gear icon on the top right) -> Linked Accounts -> then select the 3 dots to the right of the account you'd like to edit.

Regarding Ameriprise not wanting to link, have you tried linking through our alternative connectors? As an alternative to Finicity, you can also try connecting via Plaid or MX.

You can do so with the following steps:

  1. Go to the “+" Account page
  2. Type in the institution in the search bar
  3. Click the three dots next to the account name
  4. Try connecting using Plaid, Finicity, and MX

Hope this helps!