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.

EULA: https://useorigin.com/legal/terms-conditions

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.

We've launched a powerful new set of Al tools and a fresh new design to help you not only track your money effortlessly but understand it too.

- New and improved Al Chat: Ask your Al Advisor anything about your finances-past, present, or future-and get personalized answers to guide your big money decisions.
- Instant Insights: Tap into any aspect of your money within the app and get Al insights into what's changed and way.
- Daily Market Briefing: Stay informed with a personalized pulse on the day's key financial news, delivered right to our dashboard.
- Weekly Market Recap: Your personalized snapshot of how your money moved-spending, saving, and net worth-all in one tidy, bite-sized summary.
- Al Investment Insights: Understand what's driving your investments with real-time analysis across all your accounts.
- Market Watch: Search for new opportunities and track holdings across global markets.
- Deeper Investment Analysis: Dive into the holdings you own-and the ones you don't — with access to historical performance, analyst commentary, earnings updates, and more.
- Redesigned Dashboard: A smarter home screen that puts budgets, accounts, and insights front and center-so you always know where you stand.
- Fresh Look & Feel: Enjoy a new design that looks great in both light and dark mode, with smoother navigation and a calmer interface.

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