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Origin

An AI financial advisor that tracks spending, investments and net worth from connected accounts

$12.99/month or $99/year ($1 for the first year)r/OriginFinancialuseorigin.com
Download on the App StoreGet it on Google Play

Feature record

Yes ships todayNo not available? nobody has told us — click one to fill it in

39 of 71 recorded

Cost

2 / 3
Free tier
No
Price
$12.99/month or $99/year ($1 for the first year)
thecollegeinvestor.com
Lifetime purchase
?

Connections

6 / 7
Account aggregation
Yes
useorigin.com
Connectors
Plaid
Refresh more than daily
Yes
Manual accounts
Yes
Countries
US
Multi-currency
?
Crypto and digital assets
Yes
useorigin.com

Transactions

8 / 13
Edit transactions
No
Create manual transactions
No
Rules engine
Yes
Mass edit
No
Split transactions
Yes
History import
?
Length of history
Years
Export
Yes
Import formats
?
Nested categories
?
Custom categories
Yes
support.useorigin.com
Tags
?
Receipt attachments
?

Planning

9 / 16
Budgeting
Yes
useorigin.com
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
No
Recurring transactions
Yes
Bills
Yes
Bill negotiation
?
Goal tracking
No
Debt payoff planning
?
Cash-flow forecasting
Yes
useorigin.com
Scenario planning
Yes
useorigin.com
Retirement planning
Yes
useorigin.com
Subscription tracking
Yes
useorigin.com
Subscription cancellation
?
Automated transfers
?
Calendar view
?

Wealth

4 / 6
Net worth
Yes
useorigin.com
Balance history import
?
Investment tracking
Yes
useorigin.com
Investment transactions
No
Real estate
Yes
Investment fee analysis
?

Insight

3 / 4
Reports
Yes
Trends
Yes
Credit scores
Yes
Alerts
?

Assistance

1 / 2
AI chat
Yes
useorigin.com
AI categorization
?

Sharing

1 / 3
Partner or household
Yes
useorigin.com
Adviser access
?
Business or rental separation
?

Platforms

1 / 5
Interfaces
Web · iOS · Android · Desktop
useorigin.com
Full mobile app
?
Home-screen widgets
?
Customizable dashboard
?
Offline access
?

Trust

2 / 7
SOC 2
Yes
2FA / MFA
Yes
Sells or shares your data
?
Read-only bank connections
?
Data held by
?
Self-hosting
?
Open source
?

Extending

2 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
Yes
useorigin.com
Tax filing
Yes
useorigin.com

Checked against the vendor’s own pages on 2026-09-04; 16 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

category median $60$155.88/year$99/year2026-092026-10
2026-09-02
First recorded at $155.88/year
2026-09-09
$155.88/year → $99/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 63 live listings that charge one.

In the news · 1 mention in 90 days

Matched on the app’s exact name from an allowlist of 36 outlets, with a personal-finance word in the headline. Anything outside that is dropped, not published. Headlines belong to their publishers. Fetched 2026-10-23.