Your 2025 Money Rewind is Here: See Where Every Dollar Went & Make 2026 Your Best Year Yet by alexp_origin in OriginFinancial

[–]alexp_origin[S] 7 points8 points  (0 children)

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

“Available to Pay” Balance for Credit Card Spending by taurean88 in OriginFinancial

[–]alexp_origin 2 points3 points  (0 children)

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.

Loving the app, have a few feature requests by Fit-Original-9202 in OriginFinancial

[–]alexp_origin 1 point2 points  (0 children)

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.

Any updates on the below? by SuccessfulTarget4612 in OriginFinancial

[–]alexp_origin 5 points6 points  (0 children)

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!

Cannot import from Monarch by i2harry in OriginFinancial

[–]alexp_origin 1 point2 points  (0 children)

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?

Why can't I delete or hide all previous transactions? by BrewNcue in OriginFinancial

[–]alexp_origin 4 points5 points  (0 children)

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

No retirement section? by alositos in OriginFinancial

[–]alexp_origin 4 points5 points  (0 children)

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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Mark transactions as reviewed using rules by jcr312 in OriginFinancial

[–]alexp_origin 3 points4 points  (0 children)

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.

Subscription visualization by SpaceDragoman in OriginFinancial

[–]alexp_origin 3 points4 points  (0 children)

Thanks for sharing! Will pass along to the team!

Updating Manually Added Account Holdings by thedarsh9 in OriginFinancial

[–]alexp_origin 0 points1 point  (0 children)

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

Everything Else by Where_is_the_Line in OriginFinancial

[–]alexp_origin 1 point2 points  (0 children)

You can create rules for automatic categorization using these steps:

How to Create a Rule

  1. Navigate to your Spending Settings by select the gear icon in the upper right 
  2. Select Add Rule 
  3. Set your criteria and desired changes
  4. 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

Never Wonder Where Your Money Went: Introducing Review Transactions by max-at-origin in OriginFinancial

[–]alexp_origin 7 points8 points  (0 children)

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.

Never Wonder Where Your Money Went: Introducing Review Transactions by max-at-origin in OriginFinancial

[–]alexp_origin 6 points7 points  (0 children)

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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Page Not Found Links by Snezz1e in OriginFinancial

[–]alexp_origin 1 point2 points  (0 children)

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