App Profile: Origin: AI Budget and Track

Android / Games / Puzzles

Origin: AI Budget and Track

Installs:

Rating:

4.60

Total Reviews:

1.1k

Top Countries:

US, GB, IE

< $5k

/mo

10k

/mo

Reviews: What People Think About Origin: AI Budget and Track

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!

Billdig

Rating: 5/5

I have to preface this review by saying that this app/service was made available to me by my company, but even if I had to pay for it, it’d valuable enough for helping understand my financial situation that I probably would have. The interface is easy to use, linking accounts was a snap and once your data is all in there, it’s easy to move around and see what it all means. And the access to a CFP to review what you have and predict where you’re going is essential for long range planning and peace of mind. When over 50% of Americans don’t know if they’ll have enough money in retirement, tools like Origin are super valuable in determining where you stand and what you need to do to get where you need to be at retirement. Thanks for an excellent tool to help figure that all out.

Random436626663788373

Rating: 4/5

For my first personal finance app, it’s been a pretty great experience. Some of my favorite things about this app is that it combines finance management software with financial advisors/consulting. The customer support has been absolutely incredible and they have been able to quickly solve my problems/questions. I have a great insight to my spending and budget, and I can file my taxes for free!! That’s why Origin is a total winner for me. The user friendly interface/UI is a huge plus! My few suggestions for improvement, which are already stretching, include: Account history and gains/losses insight on specific accounts is not always visible/available. This might be more due to the vendors themselves. Investing insights and comparisons against common indicators like S&P or on different time scales are great but wish 401K account came through with level of investment detail that other investment accounts do. AI feature ability answer specific questions about my account details would be amazing For the tax software, the ability to upload digital files and have them auto-populate /read the file to populate the templates would save so much time especially for the capital gains/loss worksheet I get access to this app as a work benefit but it has become a stable in my money management. I don’t usually write reviews but had to for this app because it’s that important to me these days.

About Origin: AI Budget and Track

Origin makes it effortless to track all your finances, create a budget, ask intelligent questions and understand your money – on your own and as a couple.

Track everything. Get a full picture of your financial life.
- Securely connect all your financial accounts in seconds
- Track spending, cash flow, subscriptions and bills
- Build smart AI budgets based on your habits
- See your portfolio in one place with real-time performance, benchmarks, and analyst commentary
- Share your account with a partner – at no extra cost

Ask anything. Get tailored guidance from your AI Advisor.
- Get Instant Insights on your spending and personalized investing guidance from your AI Advisor
- Stay ahead with real-time alerts and tailored money and market recaps
- Forecast major life events like buying a home, having a child or retirement planning
- Understand where your money’s going – and why

Maximize your money. Grow and protect your wealth with confidence
- Receive personalized investment recommendations aligned with your risk profile and financial goals
- Invest in AUM-fee free automated index portfolios with out all-in-one investing app
- Earn more with a high-yield cash account
- Explore curated stock bundles built by experts
- Meet 1:1 with CFP® professionals for wealth management guidance
- File your taxes and create estate plans - right inside the app

No ads. Ever.
Origin is private, secure, and SOC-2 compliant. We never sell your data, and we partner with trusted providers like Plaid, Finicity, and MX for secure connections.

Trusted by Forbes, Fast Company, Axios, and more.
Named Best Budgeting App by Forbes (July 2024)

Join thousands taking control of their money management with Origin. Try it free today.

Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.

File size: 56193024

Launched countries: US

Minimum OS version: 14.0

Release Date: 1675411200000

Published by Origin Financial

Website url: https://www.useorigin.com

Publisher country:

App Profile: Origin: AI Budget and Track

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