Origin

Origin is for people who want to manage day-to-day spending and longer-term financial goals in one place. Connect financial accounts to review transactions, cash flow, investments, and net worth, then use spending reports and recurring-payment tracking to see where money goes. Budgets can be built from past income and spending or set up manually, with category limits to help track progress and plan ahead for bills and subscriptions. For financial guidance, Origin’s AI Advisor can answer questions about your finances, help model decisions, suggest budget changes, and surface personalized areas to review. Users can also book sessions with financial planners. Investing features include a high-yield cash account, automated index investing, and curated stock bundles; the app can also track investments held elsewhere. Estate-planning tools help users prepare documents such as wills and trusts. Origin may suit individuals or couples looking for a broad personal-finance app, though people seeking only a simple budget tracker may not need its investing and planning features.

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