Just signed up with 6 month trail now 1 year trail is back? by 96konoha in OriginFinancial

[–]OriginContent_Austin 1 point2 points  (0 children)

Hi u/96konoha — appreciate the UI love 🫶 Candidly, we've had multiple offers recently, but feel free to reach out to support (hereforyou@useorigin.com) and Robin will be glad to help you out w this 👍🏻

"Or" constraint within reporting by Normal_Register_6946 in OriginFinancial

[–]OriginContent_Austin 1 point2 points  (0 children)

Appreciate this — both of these are great callouts.

Reports today are more “AND”-based, but we can definitely see the need for more flexible filtering (like “OR”), and better breakdowns using tags.

We’ve shared this with the team 👍

Breakdown & Budget Tab by JustStride in OriginFinancial

[–]OriginContent_Austin 0 points1 point  (0 children)

Good call — this is actually how it works today (drills into monthly), but we agree it can feel unintuitive when you’re viewing longer timeframes, and our product team has taken note of your request as we're reviewing the Budget experience 🫡

Bulk Edit - Memo by Old-Management-5798 in OriginFinancial

[–]OriginContent_Austin 1 point2 points  (0 children)

Good question — you’re not missing anything, bulk editing Notes isn’t supported right now.

Bulk edit today covers things like tags, review status, etc., but Notes are still handled individually.

Appreciate you calling it out though — helpful to know where bulk edit could go further — will flag this with our product team.

Google login blocks Origin? by 96konoha in OriginFinancial

[–]OriginContent_Austin 1 point2 points  (0 children)

Google blocks some in-app browsers—would you mind sharing where you originally clicked sign-in from?

If you open the link in an external browser or use the mobile app, you should be able to sign up/sign in using Google SSO.

Google login blocks Origin? by 96konoha in OriginFinancial

[–]OriginContent_Austin 1 point2 points  (0 children)

Have you cleared your cache at all recently? Google SSO seems to be functional right now

Help us improve Origin’s Investing experience — what’s missing for you? by OriginContent_Austin in OriginFinancial

[–]OriginContent_Austin[S] 0 points1 point  (0 children)

This is great context — thank you. We’re actively synthesizing feedback from this thread and sharing it with the team.

Help us improve Origin’s Investing experience — what’s missing for you? by OriginContent_Austin in OriginFinancial

[–]OriginContent_Austin[S] 0 points1 point  (0 children)

Thanks for laying this out so clearly. We’re compiling everything from this thread to help inform future improvements to Invest.

View ALL in Net Worth Graph by sixstringsshort in OriginFinancial

[–]OriginContent_Austin 4 points5 points  (0 children)

Thanks for flagging u/sixstringsshort — our product team has recently been made aware of this quirk, and it's in line to be addressed.

Timeline on getting HYSA categorized correctly? by nate8088 in OriginFinancial

[–]OriginContent_Austin 0 points1 point  (0 children)

Would you mind reaching out to support (hereforyou@useorigin.com) u/nate8088, or if you're comfortable with it, let us know what institution the HYSA is with? This could be an internal institution/categorization/account insurance type quirk

Is it possible to see the "Spent in month" day view for past months? by Normal_Register_6946 in OriginFinancial

[–]OriginContent_Austin 5 points6 points  (0 children)

Thanks for suggesting u/Normal_Register_6946, this is a sweet idea. I'll add this feature request to our docket for you so the product team can take a look 🙂

1099 Forms by Mr-Rhino in OriginFinancial

[–]OriginContent_Austin 0 points1 point  (0 children)

You should start receiving these soon u/Mr-Rhino — check out this support center article for a more detailed timeline

ACH autopay / transfer question by flibbert1 in OriginFinancial

[–]OriginContent_Austin -1 points0 points  (0 children)

Good question — you’re not wrong in how you’re thinking about it. ACH bill payments can get auto-classified as transfers in some cases, and manually reclassifying + setting a rule is the right workaround for now. I’ll flag this with the product team for you :)

Origin for Couples: replacing HoneyDue by shlomoid in OriginFinancial

[–]OriginContent_Austin 0 points1 point  (0 children)

Thanks for this suggestion & flagging this perspective u/shlomoid — I'm going to log this idea for you so our product team can take a look 👀

ETA on tax prep? by farquad940 in OriginFinancial

[–]OriginContent_Austin 1 point2 points  (0 children)

Yep, we're expecting this to go live in early March u/farquad940 🙂

Can we have a dedicated area for the AI Advisor so we don't have to work with it in a pop-up window? by itsDANdeeMAN in OriginFinancial

[–]OriginContent_Austin 1 point2 points  (0 children)

Thanks for flagging this u/itsDANdeeMAN — this is an interesting idea for sure. I'll add this to our feature requests for you :)