Reviews of Origin: AI Budget & Track

By: Origin Financial. App

List of user reviews and ratings for Origin: AI Budget & Track

Total ratings

4.43 (Rating count: 698)

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Review summary

Users praise Origin for enabling connection to multiple financial accounts, its user-friendly and polished interface, budgeting tools, and financial guidance options. Frequent updates and helpful customer service also stand out. However, multiple reviews highlight issues including the side swipe gesture closing the app unexpectedly, lack of upfront disclosure about subscription requirements, limited budget category customization, occasional connectivity and stability issues, and the AI assistant not functioning on Android.

Pros

Allows connecting multiple financial accounts for comprehensive financial tracking.
User-friendly and polished mobile app with a clean interface and good visuals.
Offers useful budgeting features with auto-categorization and ability to create transaction rules.
Provides access to financial guidance and support, including direct connection to financial planners.
Frequent updates and improvements, with responsive customer service.

Cons

Side swipe gesture to go back closes the app instead, affecting navigation.
Subscription requirement is not clearly disclosed before download and sign-up.
Limited customization options for budget categories; cannot remove preset categories.
Some stability issues and occasional problems with account connectivity, including with certain institutions like Fidelity.
AI assistant functionality is either missing or not working properly on Android.

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User Reviews

Recent rating average: 4.10

All time rating average: 4.43

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16% (4)

Date	Author	Comment
2025-02-02	Qu*****	Super duper cool banking app but has one glaring flaw when it comes to actually using the app. When you swipe in from the side to go back a page, it closes the app instead. This means I'm closing the app constantly and having to be extremely intentional with how I click on buttons instead of just being able to casually explore the app. Would give it 5 stars, and will, once that is fixed.
Super duper cool banking app but has one glaring flaw when it comes to actually using the app. When you swipe in from the side to go back a page, it closes the app instead. This means I'm closing the app constantly and having to be extremely intentional with how I click on buttons instead of just being able to casually explore the app. Would give it 5 stars, and will, once that is fixed.
2025-01-31	Bo*****	Great platform for all in one financial needs. I received this service from my employer and its a great platform to see all your financial assets in a single platform. If you don't want to connect your accounts, you can still use their CFPA access who can provide guidance on topics and questions one has related to any financial domain.
Great platform for all in one financial needs. I received this service from my employer and its a great platform to see all your financial assets in a single platform. If you don't want to connect your accounts, you can still use their CFPA access who can provide guidance on topics and questions one has related to any financial domain.
2025-01-16	Ry*****	I've tried countless finance apps in recent years. Each of them had a significant limitation of one kind or another. This is the first one that actually does everything I've been looking for: it syncs with ALL my institutions, a polished mobile app, does a really good job of auto-categorizing transactions and makes it very easy to create rules handling transactions to your preferences, easy and intelligent budgeting features, and the ability to give access to your partner. Just brilliant!
I've tried countless finance apps in recent years. Each of them had a significant limitation of one kind or another. This is the first one that actually does everything I've been looking for: it syncs with ALL my institutions, a polished mobile app, does a really good job of auto-categorizing transactions and makes it very easy to create rules handling transactions to your preferences, easy and intelligent budgeting features, and the ability to give access to your partner. Just brilliant!
2025-01-15	Ja*****	The best all in one financial app out there imo. Love that all of my financial information is right at my fingertips. Really user-friendly UI. My only gripe is that the preset categories for the budget cannot be removed. Its relatively easy to work around but can be a little annoying to look at.
The best all in one financial app out there imo. Love that all of my financial information is right at my fingertips. Really user-friendly UI. My only gripe is that the preset categories for the budget cannot be removed. Its relatively easy to work around but can be a little annoying to look at.
2025-01-14	Ol*****	They don't tell you until you download the app and sign up that they require a subscription to use this app. They really should make this practice illegal. Subscription requirements should be spelled out before you download and create an account.
They don't tell you until you download the app and sign up that they require a subscription to use this app. They really should make this practice illegal. Subscription requirements should be spelled out before you download and create an account.
2024-11-07	Ke*****	This app has allowed me to get a good understanding of my finances across multiple accounts along with my spending habits. since using this app, I've improved my budgeting strategy and made plans to improve my financial situation :)
This app has allowed me to get a good understanding of my finances across multiple accounts along with my spending habits. since using this app, I've improved my budgeting strategy and made plans to improve my financial situation :)
2024-11-05	M *****	Great experience. It was very quick to get the connections to my accounts up and running. Does not have the vehicle automatic value tracking like monarch though.
Great experience. It was very quick to get the connections to my accounts up and running. Does not have the vehicle automatic value tracking like monarch though.
2024-10-01	Je*****	Origin is very comprehensive and easy to use if you are just getting into finance and savings. They also offer short quizzes to reach you about different finance topics.
Origin is very comprehensive and easy to use if you are just getting into finance and savings. They also offer short quizzes to reach you about different finance topics.
2024-08-31	Br*****	The Origin Financial app is easy to use and great for tracking your spending and setting budgets. It offers a clean interface. Customer service was very helpful when i accidently linked my work account incorrect and were quick to answer my questions.
The Origin Financial app is easy to use and great for tracking your spending and setting budgets. It offers a clean interface. Customer service was very helpful when i accidently linked my work account incorrect and were quick to answer my questions.
2024-08-23	Li*****	Seems pretty good a month in. A widget on Android would be nice.
Seems pretty good a month in. A widget on Android would be nice.