New Financial Management Tool Image


Who has time for budgeting? You do, thanks to our new online financial management tool. Origin customers now have access to our new Personal Financial Management tool that’s integrated into the rest of your favorite banking features.

The tool gives you more control over your money with a number of features:

  • Budgeting
  • Account aggregation
  • Auto-categorization
  • Debt Management

Using the new feature is simple - just visit your Origin online banking portal via a desktop computer and click on the Personal Finance tab to register. Once it’s installed, the new Personal Financial Management tools are integrated into your desktop banking and your mobile app.

All your accounts and spending are tracked in one place. It even categorizes each transaction. How much have you spent on groceries this month? How much is left on your auto loan? The information is organized in a single location, making it easier than ever to manage your budget and reach your financial goals.

The Personal Financial Management tool is part of Origin Bank’s ongoing commitment to invest in technology that makes banking simpler and more rewarding for our customers. Want to learn more about this new feature? Visit our Personal Finance Help page for helpful user guides and videos. To become an Origin Bank customer, call us at 888-292-4037 or come by one of our banking centers today!

Watch the video below for a sneak preview:

* You must have an Origin Bank account to register for the online banking solution and to use the app.