App Profile: Origin: Budget & Track Money
Android / Games / Puzzles
Origin: Budget & Track Money
Installs:
Rating:
4.53
Total Reviews:
362
Top Countries:
US, GB, AU
< $5k
/mo
5k
/mo
Reviews: What People Think About Origin: Budget & Track Money
Bax4191
Rating: 5/5
I’ve used Mint and Personal Capital in the past, but was always left frustrated with the design and capabilities. As someone in tech who is heavily comped in pre-IPO stock, the equity feature is great and allows me to see the full picture of my finances without logging into my employee stock admin account. I also am impressed by the account sharing features, which allows my spouse to have her own log in credentials, but with full access to all our shared accounts. I’ve only scratched the surface with the budgeting functionality, but so far it’s been good. I’m sure additional features and usability will come, and my only complaints so far are small (more emojis and ability to add notes to transactions would be great). There are other features like estate planning and investing that also provide real value, and my one experience with customer support (via chat with a live human) was exceptional. Any doubt I had about Origin being worth the subscription price is long gone, and I’m confident I’ll be a religious user for a long time to come. Well done!
sfboy83
Rating: 5/5
Origin came recommended through my company perks program. I typically access Origin through the iOS app. From the start, all of my financial institutions were available for me to connect. I like that Origin provides a holistic approach to managing my finances, equity through my employer, and all my assets. The app is easy to use and has a great user experience.
There are three “hidden features” that you have to explore. Built into Origin are options to manage my taxes, schedule sessions with a financial planner, and prepare estate planning documents. Having these at your fingertips is a helpful reminder that I need to take advantage of them.
I highly recommend Origin for anyone looking for anyone (especially if you have online bank accounts you can link).
Charlie_CIII
Rating: 4/5
I love how well integrated it is with all of my accounts and all the tools it offers in-app with such a sleek design. It’s also really good about identifying transfers as transfers rather than an expense, even if it’s to an account outside of Origin / Plaid. The only gripes I have about it are that the budgeting rounds to the nearest dollar (doesn’t track cents), which makes the percentages never line up (they rarely are perfectly shown as 100%). My other big gripe is also that the budget is universal across every month, so previous months appear “over budget” or “under budget” if you changed your allocation for different categories each month, which is every month for me. Thus, some of the historical budget features fall flat. That being said, EVERYTHING else is perfect, and I know I’m being picky. I just see these features in other apps, and for such a premium experience for an app, I don’t feel like it’s too far off to expect these features from Origin.
About Origin: Budget & Track Money
Origin’s all-in-one platform helps you confidently build wealth.
Unite your finances in one, centralized view to seamlessly manage your money. Create a budget in a few clicks and track your subscriptions, upcoming bills, cash flow, and credit score.
Make your money work for you with our range of diversified and personalized investing options, including a high-yield cash account, a no advisory fee automated index investing account, and curated stock bundles.
Move at the speed of the market with expert human financial guidance and powerful AI. Work through your goals with our AI financial assistant, Sidekick, and receive real-time notifications about your finances. Meet with one of our financial advisors to get holistic and personalized support to help you meet your money goals.
Secure your worth with our thorough yet approachable estate plans, and easily file your taxes where you manage your money.
New Features:
- Market-leading high-yield cash account
- Expert-built stock bundles
- Enhanced AI-powered financial guidance, including goal planning and real-time insights
- Equity tracking
Budgeting:
- Custom budgeting in just a few clicks
- Track your progress throughout the month
- Get proactive notifications to help you adjust your spending
Investing:
- Maximize your savings with our market-leading high yield cash account.
- Automate your growth with hands-off, diversified, and AUM fee-free index portfolios.
- Personalize your portfolio by investing in bundles of handpicked stocks grouped by market trends and opportunities.
- Track all your investments in one place and see activity across all holdings.
AI Guidance:
- Chat with our AI-powered financial assistant, Sidekick, to get actionable insights, expert analysis, and guidance into your financial standing.
- Get real-time notifications with what you need to know about changes to your spending, investments, credit score, and more.
Financial Planning:
- Purchase a session with one of our CFPs® to get tailored advice from experts who understand your unique financial situation and goals.
- Work through holistic strategies to maximize your wealth covering investments, retirement, debt management, family planning, and more.
Estate Planning:
- Secure your legacy with straightforward, comprehensive, and affordable trust and wills.
Tax filing:
- File your taxes right in Origin and navigate complex tax scenarios at no extra cost
No Ads:
Origin is not supported by advertisers. You’ll never see an advertisement interrupting your experience.
Private and secure:
Origin uses market-leading security protections and protocols and advanced encryption. We are SOC-2 compliant, and we don’t share your financial information without your permission. For account connection, we partner with the best of the best: Plaid, Finicity, and MX.
Privacy policy: https://www.useorigin.com/legal/privacy-policy
Terms and conditions and disclosures: https://www.useorigin.com/legal
Disclaimers:
Origin's app was named 'Best Budgeting App' by Forbes Magazine in July 2024, reflecting its user experience and features. No compensation was given or received for this award. This award is unrelated to Origin's investment advisory services.
Origin investment accounts do not have any AUM fees. However underlying funds held in these accounts may charge their own expense ratios, which are deducted directly from the balance of the funds. Expenses charged by our custodian, DriveWealth, may still apply to Origin investment accounts. A list of all possible fees charged by our custodian is presented as part of the account opening process.
The Cash Management Account promotion entitles eligible users to receive a 0.50% APY increase over the standard base APY then in effect. The standard base APY is variable and subject to change at any time without notice. Terms and conditions apply.
Unite your finances in one, centralized view to seamlessly manage your money. Create a budget in a few clicks and track your subscriptions, upcoming bills, cash flow, and credit score.
Make your money work for you with our range of diversified and personalized investing options, including a high-yield cash account, a no advisory fee automated index investing account, and curated stock bundles.
Move at the speed of the market with expert human financial guidance and powerful AI. Work through your goals with our AI financial assistant, Sidekick, and receive real-time notifications about your finances. Meet with one of our financial advisors to get holistic and personalized support to help you meet your money goals.
Secure your worth with our thorough yet approachable estate plans, and easily file your taxes where you manage your money.
New Features:
- Market-leading high-yield cash account
- Expert-built stock bundles
- Enhanced AI-powered financial guidance, including goal planning and real-time insights
- Equity tracking
Budgeting:
- Custom budgeting in just a few clicks
- Track your progress throughout the month
- Get proactive notifications to help you adjust your spending
Investing:
- Maximize your savings with our market-leading high yield cash account.
- Automate your growth with hands-off, diversified, and AUM fee-free index portfolios.
- Personalize your portfolio by investing in bundles of handpicked stocks grouped by market trends and opportunities.
- Track all your investments in one place and see activity across all holdings.
AI Guidance:
- Chat with our AI-powered financial assistant, Sidekick, to get actionable insights, expert analysis, and guidance into your financial standing.
- Get real-time notifications with what you need to know about changes to your spending, investments, credit score, and more.
Financial Planning:
- Purchase a session with one of our CFPs® to get tailored advice from experts who understand your unique financial situation and goals.
- Work through holistic strategies to maximize your wealth covering investments, retirement, debt management, family planning, and more.
Estate Planning:
- Secure your legacy with straightforward, comprehensive, and affordable trust and wills.
Tax filing:
- File your taxes right in Origin and navigate complex tax scenarios at no extra cost
No Ads:
Origin is not supported by advertisers. You’ll never see an advertisement interrupting your experience.
Private and secure:
Origin uses market-leading security protections and protocols and advanced encryption. We are SOC-2 compliant, and we don’t share your financial information without your permission. For account connection, we partner with the best of the best: Plaid, Finicity, and MX.
Privacy policy: https://www.useorigin.com/legal/privacy-policy
Terms and conditions and disclosures: https://www.useorigin.com/legal
Disclaimers:
Origin's app was named 'Best Budgeting App' by Forbes Magazine in July 2024, reflecting its user experience and features. No compensation was given or received for this award. This award is unrelated to Origin's investment advisory services.
Origin investment accounts do not have any AUM fees. However underlying funds held in these accounts may charge their own expense ratios, which are deducted directly from the balance of the funds. Expenses charged by our custodian, DriveWealth, may still apply to Origin investment accounts. A list of all possible fees charged by our custodian is presented as part of the account opening process.
The Cash Management Account promotion entitles eligible users to receive a 0.50% APY increase over the standard base APY then in effect. The standard base APY is variable and subject to change at any time without notice. Terms and conditions apply.
File size: 70116352
Launched countries: US
Minimum OS version: 14.0
Release Date: 1675411200000
Published by Origin Financial
Website url: https://www.useorigin.com
Publisher country:
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