Origin Financial user flows examples

User creates an Origin Financial account via SSO options or email/password form with validation and social proof panels

• Signing up

User encounters promotional paywall modals on dashboard, proceeds through Stripe checkout with discounted yearly offer, handles payment entry and errors, completes subscription upgrade

• Upgrading subscription

Onboarding sequence introducing the AI Advisor feature through interstitials, account connection prompts, and personalized financial insights before entering the main app experience

• Following product tour
• Onboarding

User adds a savings account manually from the personal finance dashboard by selecting asset type then completing multi-step form modals for account name, balance, type, and start date

• Adding

Manually add a new transaction via drawer form with merchant, amount, category, date and account fields, then view the updated list with summary metrics

• Creating

User opens a transaction from list or detail view, edits fields such as merchant, category, amount, date, notes, and tags in a side drawer, with options to delete or mark recurring.

• Editing

Onboarding flow starting from budget empty state, through monthly income setup and category review, ending at budget overview dashboard

• Onboarding

User edits category-level monthly budgets from detail drawers, confirms increases, and updates allocations across settings and dashboard views in Origin Financial

• Editing

User opens AI advisor modal from dashboard and engages in multi-turn chat to request spending analysis, cash flow summaries, subscription insights, forecasts, and personalized recommendations with generated charts and reasoning steps

• Chatting

Onboarding sequence that introduces forecasting, connects accounts, reviews income/expenses/liabilities, configures retirement assumptions, and generates a net worth projection dashboard

• Onboarding