Help
Find instructions for each part of Ultimate Envelopes. Questions? Email support@ultimateenvelopes.com.
UE Sheet
What’s in the UE Sheet: its tabs, what each one does, and what you need to use it.
- Getting StartedAuthorize the sheet's script the first time you open your copy.
- Startup WizardSet up your sheet: start fresh, upgrade from a previous UE Sheet, or set starting balances.
- Starting BalanceMake the money you have to fund match your bank balance before you fund your envelopes the first time.
- FAQAnswers to common questions about the UE Sheet.
- ChangelogWhat changed in each version of the UE Sheet.
UE Companion App
What the Companion App is, what it needs, and a tour of its tabs.
- Getting StartedDeploy the Companion App and connect it to your UE or Tiller sheet.
- HomeYour budget at a glance, and how to customize the dashboard.
- EnvelopesEnvelope balances, Envelope Insights, and envelope settings.
- BalancesAccount balances, net worth, Account Insights, and balance settings.
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TransactionsAdd, search, filter, and edit transactions.
- Categorizing TransactionsAssign transactions to envelopes, one at a time or in bulk.
- Split TransactionSplit one transaction across several envelopes or categories.
- PaydayFund your envelopes when you get paid, and manage funding templates.
- SettingsColors, text size, starting tab, merchant logos, and your sheet connection.
- FAQAnswers to common questions about the Companion App.
- ChangelogWhat changed in each version of the Companion App.