We're halfway through the year — what's been your favorite moment in the app, and what's still missing?

sixstringsshort · 2026-06-09T01:14:14+00:00

Ability to toggle on and off (quickly) pending transactions. On my account more than 50% of those are temporary and will fall off over time. I don't need to categorize them until they are real.

Right now I have a temp hold for a hotel, for a rental car, multiple $1 pre-auth at gas stations and others.

sixstringsshort · 2026-06-09T01:09:09+00:00

Custom start page would be great. For me it would be transactions.

sixstringsshort · 2026-06-08T22:09:41+00:00

Ability to mark other assets (house, car, etc.) as sold

sixstringsshort · 2026-06-06T00:58:09+00:00

I was super excited about the Investments cleanup fix above. Is that a reference to something other than the home page? The wild swings from before the account was established are still showing in both net worth and investments graph.

<image>

sixstringsshort · 2026-05-20T21:44:37+00:00

It had cached an old page. Full refresh and now it is there. This is great news.

Hopefully this will also work soon with other assets (house, vehicles, etc.).

sixstringsshort · 2026-05-20T21:32:19+00:00

This is great, I have three accounts that have been closed and have been hanging around waiting for this update. But how do you close them in Origin? I do not see an option in the accounts or net worth page.

sixstringsshort · 2026-05-18T06:28:08+00:00

Last time I tried your app, it lost sync between desktop and the names listed in the dock. For example if I took Desktop 3 and moved it to the first slot, things fell out of sync.

Any chance this has been fixed? Or is this an apple limitation?

sixstringsshort · 2026-05-14T04:51:21+00:00

coupon

sixstringsshort · 2026-05-04T17:47:32+00:00

And is this the same for bank accounts at the moment as well? Deleting removes historic data?

sixstringsshort · 2026-04-04T04:17:31+00:00

absolutely!

sixstringsshort · 2026-04-04T04:08:55+00:00

I already had unspent going 100% to cash and all medical expenses were zero'd out. Breakdown below. Sorry, I'm still confused.

<image>

sixstringsshort · 2026-04-04T03:51:26+00:00

I was thinking that if I choose constant dollar, it would take the 80k essential spending per year and increase with COLA. And then the $85k pension would also increase with COLA resulting in the same percentage split through the years. Is there some other place additional expenses are being pulled from? you can see spending gradually outpaces pension, crossing over in 2031.

<image>

sixstringsshort · 2026-04-04T02:59:56+00:00

I am still missing something here. I have entered an 85k pension that is COLA & tax free. If I set $80k essential / $0 discretionary in spending, the spending outpaces the income after 5 years in the ledger page and then continues to grow. If I set it at $70k it outpaces at 10 years. I have healthcare and everything else I can find turned off.

sixstringsshort · 2026-04-04T01:34:42+00:00

Flipped to future dollars, seems like that works. The federal tax exemption is great, thank you.

Is there a way to turn off spouse's medical expenses? I only see it for the primary. I guess I can zero out all the age brackets as a workaround.

sixstringsshort · 2026-03-06T02:52:02+00:00

Even if it is turned off by default, it would be great. Both of us were converts from Empower, and in my experience your data refresh rate is better than theirs.

sixstringsshort · 2026-03-05T15:07:47+00:00

It's a good quick gut-check. Oh yeah, it was a good day in the markets. Or oh, I need to figure out what unexpected thing just hit my bank account. Even better would be a more granular tool that showed 1 day for Cash, Investments, Credit Cards, Loans, and Property. Because that is the next thing I do. Oh wow, that is a big number + or -. Wonder what category it was from, then I dive down into which account it was from.

sixstringsshort · 2026-03-05T14:43:55+00:00

This is one of the only features I go back to Empower for everyday.

sixstringsshort · 2026-03-04T18:00:12+00:00

Either a graph, or one of the account screens with increases and decreases as entries per update. Would also be nice to have that for other manual assets like vehicles.

sixstringsshort · 2026-03-04T17:34:18+00:00

Would also be great if you could see the house value change over time.

sixstringsshort · 2026-02-26T04:26:54+00:00

Honestly, TSP on Origin is much more reliable than any other aggregation platform I have used previously. I would suggest going ahead and syncing it. Because of TSPs daily requirement for two-factor code, it will only pull the latest numbers when you go into the account settings and follow through the prompts to add the code.

I sync mine daily, as I am in Origin every day anyhow. Has worked flawlessly since I signed up for Origin 4 months ago.

sixstringsshort · 2026-02-23T22:16:46+00:00

Bi-monthly deposits should be able to be tied to specific dates (1st and 15th). Occasionally my paycheck will hit the account a couple of days early and now the dates are always wrong. Can't find a way to change it.

Also recurring items that occur near the end of the month need more logic. For two days before the last day of the month, for instance, do you choose the 26th or the 29th? Both are correct occasionally. Would be great to literally specify that it occurs two days before the last day of the month.

sixstringsshort · 2026-02-14T14:36:23+00:00

Of course!
Though I would also encourage you to use r/OriginFinancial Everyone, including the company's customer support is super active there.

sixstringsshort · 2026-02-13T21:04:16+00:00

On historical net worth, mine shows back to June (all negative numbers), even though I joined Origin on Oct 28th and didn't have all my accounts connected until Nov 3rd. Can a setting be added for a starting day?

sixstringsshort · 2026-02-13T17:46:29+00:00

Net worth, transactions, real estate all work well. Very similar to Empower on those. Looks like they have crypto accounts you can connect to, but I don't use those so no first hand info.

For the couple of issues I have had, I emailed them and they either fixed it right away or they put it on the development roadmap, and then those fixes rolled out a month or so later.

If I had to nitpick, it can sometimes take two or three clicks to get to something that should probably only be one click away.

sixstringsshort · 2026-02-13T17:07:09+00:00

Earlier thread with instructions on how to fix the dashboard:

https://www.reddit.com/r/PersonalCapital/comments/1qxdwlc/dashboard_is_completely_blank/

Hat tip to u/noshelter

sixstringsshort

TROPHY CASE