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  1. Origin
  2. Spending & Budgeting

Spending & Budgeting

Take control of your financial future. Track your spending. Build a budget that works for you.

Recurring Tab

  • How to use the Recurring tab
  • What types of transactions count as a recurring transaction?
  • How to manually add a new recurring expense?

FAQs

  • How to cancel a subscription from Origin?
  • Will deleting and re-adding accounts erase categories, rules, and transactions?
  • How does the product classify life insurance?
  • How does the system handle car payments?
  • Is it possible to set up a credit freeze or fraud alert through Origin?
  • Can I bulk edit transactions?
See all 19 articles

How To's

  • How to budget for expenses that occur in large chunks?
  • How to temporarily adjust my budget to accommodate a large purchase?
  • How to exclude specific transactions from reports?
  • How to mark external transfer as income?
  • How to add annually recurring income?
  • How to mark a transaction as a donation?
See all 48 articles

Educational Resources

  • What is an Emergency Fund and how much do I need?
  • What’s the 50/30/20 Rule?
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