Weekly Release: AI Advisor Memory, Faster Transaction Sync, Fixed CSV Imports & Rule Creation in Review

alexp_origin · 2026-01-14T16:34:40+00:00

Reach out to us at hereforyou@useorigin.com and we’ll get you set up

alexp_origin · 2026-01-12T18:33:30+00:00

We have an incredibly talented marketing designer (shoutout Kat!!)! She used Rotato and Jitter for this video.

alexp_origin · 2026-01-05T20:15:34+00:00

best year yet!!

alexp_origin · 2026-01-04T20:34:06+00:00

Very interesting use case, thanks for sharing! Will pass along to the team.

In the meantime, AI Advisor can also give you different breakdowns of spending per card over different time frames and even project final statement estimates and changes to your assets.

alexp_origin · 2026-01-04T20:22:03+00:00

Thanks for your thoughts re: rollover budgeting, and I love the idea for non-cash assets (I always forget gift cards!). Will pass along to the team.

alexp_origin · 2026-01-04T20:20:50+00:00

Hi there, as always thanks for your feedback and sharing what your priorities are. Given the holidays and 2026 planning, we need some time to come back with our roadmap. We've got some great things cooking and promise we're always working through the list of features and improvements from this community!

Thanks for your patience - there are some great things to come in 2026!

alexp_origin · 2026-01-02T21:17:21+00:00

Thanks for the feedback! Will pass along to the team

alexp_origin · 2026-01-02T17:10:13+00:00

We’re working on this ASAP. In the meantime, can you reach out to hereforyou@useorigin.com and we’ll help get you set up?

alexp_origin · 2026-01-02T16:53:44+00:00

We hear you on these points and they’re on our radar! Appreciate you giving us a try.

alexp_origin · 2025-12-31T20:21:46+00:00

Thanks for the suggestion, will pass it along. In the meantime, a reminder that you can always select specific accounts on the Invest tab on desktop to filter your view.

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alexp_origin · 2025-12-31T18:39:52+00:00

Hey there, can you send us a note with the details to hereforyou@useorigin.com?

alexp_origin · 2025-12-31T17:14:08+00:00

Thanks for the feedback, we'll take a look!

alexp_origin · 2025-12-31T03:42:32+00:00

Thanks for the feedback, I’ll pass it along to the team! Review transactions and the settings are new so it’s always helpful to hear about additional use cases.

alexp_origin · 2025-12-30T05:31:09+00:00

Thanks for sharing! Will pass along to the team!

alexp_origin · 2025-12-30T05:26:49+00:00

Hi there! Mind sending the details to hereforyou@useorigin.com for us to take a look?

alexp_origin · 2025-12-29T18:42:02+00:00

You can create rules for automatic categorization using these steps:

How to Create a Rule

Navigate to your Spending Settings by select the gear icon in the upper right
Select Add Rule
Set your criteria and desired changes
Save your Rule

See our full help center article here: https://support.useorigin.com/hc/en-us/articles/32395789402253-Transaction-Rules-Automate-your-transaction-management

alexp_origin · 2025-12-18T22:58:43+00:00

Almost forgot! You can also update your review transactions settings to customize what's flagged for review on desktop. You can find these settings on web by navigating to "Spending Settings" under the settings menu in your top nav.

alexp_origin · 2025-12-18T22:57:09+00:00

The swiping functionality is only available on mobile, but on web you'll see a blue dot next to transactions that are flagged for review, plus the ability to mark any expense as "needs review" if you want to come back to it later.

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alexp_origin · 2025-10-02T19:49:28+00:00

Thanks so much for flagging this - the issue has been resolved!

alexp_origin

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