All notable changes to the UE Companion App are documented here. The Google Sheet template is a separate product that updates independently — see the Sheet page for what’s in it.

v26.10.1 — 2026-10-04

Help — Support Site Inside the App

  • New help icon (?) in the title bar opens the Ultimate Envelopes support site (ultimateenvelopes.com) right inside the app
  • Help opens in a panel inside the app, so the title and tab bar stay visible; tap any tab or × to close it
  • Use the open-in-browser button to view the same page in a full browser tab
  • On phones, when you scroll down and the tab bar is replaced by the ☰ menu, Help moves into that menu
  • The bottom of the Help panel links to support@ultimateenvelopes.com for anything the help pages don’t answer

Settings — Tiller Shortcut

  • New Tiller icon at the bottom of the Settings tab opens my.tiller.com in a new tab (Tiller doesn’t allow its site to be shown inside other apps)

v26.10.0 — 2026-10-02

Envelope Picker — Suggested Envelopes for Uncategorized Transactions

  • New “✨ Suggested” tab when categorizing an uncategorized transaction: suggests envelopes based on past transactions with a similar description
  • Each suggestion shows a confidence score — 100% when the description and amount match a past transaction exactly, lower when the amount differs, the description only partly matches, or past transactions were split across different envelopes
  • The picker opens on Suggested automatically when there are matches; transactions with no similar history open as before
  • Searching in the envelope picker now includes hidden envelopes, without needing to tick “Show Hidden”
  • Fixed: reopening the envelope picker after searching could leave the old search applied, hiding groups until you typed again

v26.9.1 — 2026-10-02

Transaction Details — Split Transaction (targeted for v26.9.1)

  • New: split a single transaction into two or more line items, each with its own envelope/category and amount, right from the transaction detail view
  • Split amounts must add up exactly to the original transaction’s total before saving
  • The original transaction becomes the first split (updated in place); the rest are added as new rows directly below it, keeping the whole split grouped together

v26.9.0 — 2026-09-13

Insights Home — Uncategorized Transactions Widget

  • Renamed from “Uncategorized” to “Uncategorized Transactions”
  • Header now shows the total dollar amount of uncategorized transactions alongside the count
  • Fixed title and value sizing/spacing so the card no longer overlaps or gets cut off at any card size (Small/Medium/Large) or screen width — including mobile, where the title now wraps instead of truncating
  • Removed the small eyebrow label above each card’s title across all Insights cards for a cleaner header
  • Small-sized cards no longer expand when tapped — they’re too narrow to show body content without overlapping

Payday

  • Insights Home’s Funding Progress card now has a “Go to Payday” button linking straight to the Payday tab
  • Funding Account group headers on the Payday tab show the dollar amount still needed for that group (hidden once a group is fully funded)
  • On mobile, each envelope’s “$X to fund” subtitle is now bold when it still needs funding, and reads “Fully Funded” (capitalized) once it doesn’t
  • Fixed the “Show/Hide Funding Controls” toggle showing the wrong label after being clicked — it now correctly reads “Show/Hide Payday Controls”
  • The top summary’s “Funding Amount” box is now “Remaining to Fund” — it shows the total dollar amount still needed across all envelopes, counting down to $0.00 as you enter funding amounts, instead of counting up from $0.00

Main Tab Bar

  • The active tab now shows a small chevron-down next to its label, hinting it can be tapped again to open its quick-actions menu (Envelopes, Balances, Transactions, Payday only — Settings has no such menu)

Settings — Theme

  • Dark mode is now a 3-way Light Mode / Dark Mode / System choice (dropdown menu in Settings, same style as the Font Size menu) instead of a simple on/off toggle
  • “System” follows the device’s OS-level light/dark setting and switches live if that changes while the app is open
  • Existing users’ current light/dark preference carries over automatically the first time this loads
  • Fixed the Font Size and Theme dropdown menus rendering with oversized, bold, wrapping text — a global button style was unintentionally overriding their intended compact appearance
  • Fixed the “September 2026” date’s tap/click area spanning the full header width — it now only responds to taps on the text itself

Account Name Display

  • Account names now display in Title Case everywhere they’re shown (e.g. “HOUSE SAVINGS ACCOUNT” → “House Savings Account”) — Balances tab, Payday tab group headers, Envelopes tab “Group By: Account” headers, account and transaction detail popups, Funding Account dropdowns, and the Account Balances Insights card
  • Purely cosmetic — the underlying sheet values, saved edits, filters, and lookups are all unaffected and still use the original casing

Envelopes Tab

  • Fixed the “Group By: Account” header row — the group name and total were crammed into one merged cell that didn’t line up with the columns below; they’re now in separate cells aligned with the “Envelope” and “Current Balance” columns
  • Fixed hover/tap highlighting on that same header row only lighting up one of the two cells instead of the whole row

Envelope Funding Transactions

  • Fixed a bug where an envelope’s funding history could be missing transactions, especially recent ones — the data was being read in a way that silently dropped entries once the underlying sheet grew past a fixed size, and was vulnerable to breaking further if that sheet was ever manually sorted
  • Fixed slow loading of an envelope’s funding transactions — caching for this data had silently stopped working once the fix above made it read more data; it now loads instantly from cache and refreshes in the background, the same pattern already used for the main Transactions tab
  • The amount of funding history loaded now follows the same “Transaction Record Limit” setting (1000/2500/5000) used by the Transactions tab, instead of a separate fixed amount
  • Funding transactions dated in the future are now called out — the month they fall under is bolded/italicized with a “Future Funding” badge, so scheduled funding is easy to tell apart from funding that’s already happened

v26.8.0 — 2026-09-02

New — Insights Home Tab

  • Added a new “Home” tab (Insights dashboard) — a customizable landing screen with 8 cards: Net Worth, Needs Attention, Envelope Health, This Month’s Spending, Funding Progress, Account Balances, Recent Transactions, and Top Categories (30 days)
  • Now the default Starting Tab; existing “Starting Tab” preferences are respected, and “Home” was added as a selectable option alongside the existing choices
  • Each card is collapsible; click “Customize” to reveal drag handles and reorder cards (works with touch). Layout and collapsed state are saved automatically and sync across devices
  • “Needs Attention” surfaces uncategorized transactions, over-budget envelopes, and stale account balances in one place
  • Applied to both UE and Tiller versions

Account Balances — Type Icons

  • Accounts in the Balances list and the account details popup now show an icon based on their account Type (checking, savings, credit card, mortgage, loan, investment, retirement, 529, HSA, etc.) instead of one generic bank icon
  • Icons are colorized with the app’s accent color

Net Worth — Gap-Filling, Performance, and Table Redesign

  • Accounts with infrequent balance updates (e.g. quarterly) no longer get incorrectly flagged stale/excluded mid-history if a later update exists — the 30/90-day staleness rules now only apply to an account’s true last-known value
  • Net worth header and history now share a short-lived cache, avoiding duplicate “Balance History” sheet reads on page load
  • History chart: y-axis now shows compact dollar labels scaled to the actual data range, x-axis shows M/YY, chart scrolls horizontally with the icon controls floating clear of the content
  • Debug table: sorted most-recent-first, uses the app’s normal font, and each expanded account now shows High/Low balance for the month (with dates) in a cleaner stat-card layout instead of cramped columns

v26.7.2 — 2026-07-09

Settings — Starting Tab

  • Added a “Starting Tab” dropdown to Settings — choose which tab the app opens on
  • UE options: Envelopes, Balances, Transactions, Payday; Tiller options: Budget, Balances, Transactions (Tiller has no Payday tab)
  • The choice is saved server-side (like other settings) and restored on every startup

Settings — Font Size Icon

  • Replaced the Font Size dropdown row with a compact icon button (big/small “A”) in the Settings header, next to the accent color and dark mode icons
  • Clicking it opens a small menu with the same options (Small, Default, Large, Extra Large) and a checkmark on the current one
  • Applied to both UE and Tiller versions

Tiller — Instant Recalc on Categorize

  • Categorizing a transaction now updates the budget Actuals and Current Amount for the affected categories immediately (client-side), without waiting for a server refresh — works from both the transactions list and the transaction details popup
  • If an envelope’s detail panel is open, its Budget Insights (Current Balance gauge, Spending Comparison, Spending History, Latest Transactions) now refresh live when an affected transaction is categorized

Tiller — Actuals Fix

  • Budget Actuals now display with the correct polarity — expense spending shows as a positive Actuals so Available/Current Amount = Budget − Actuals (previously it showed negative, inflating the Available amount)
  • Actuals also fall back to the sum of the category’s current-month transactions when the Monthly Budget sheet reports $0, so the table, Current Amount, and the Current Balance gauge match the transactions the app shows

Tiller — Critical Fix

  • Fixed a duplicate descText declaration in the Tiller transaction renderer that was a JavaScript syntax error — it prevented the entire Tiller script from loading (blank/partial page, “closeEnvelopeSettings is not defined”). The Tiller version now loads correctly.

v26.7.1 — 2026-06-27

  • The transaction details popup now shows the vendor logo below the Description label (same logos as the transaction lists)
  • Click the logo to open a small editor to set or change that vendor’s logo website — scoped to just the selected transaction’s vendor, reusing the Settings merchant-logo logic
  • Saving updates the logo everywhere immediately; type “ignore” to hide a vendor’s logo
  • Available in both UE and Tiller

Envelopes Tab — Row Progress Bar (Tiller)

  • The Tiller budget view now has the same envelope-row progress bar (UE got it in v26.7.0)
  • Collapsed: a light-grey track represents the Budget; remaining (Variance) fills as green from the left with the spent portion grey to its right; negative remaining shows red growing from the left; a $0 remaining shows just the grey track
  • Tap to expand into a Budget vs Spent composition — budget blue (red if negative), spending red when spent or green when a refund — with a Budget / Spent / Remaining breakdown and matching legend dots
  • “Show envelope progress bar” toggle added under Envelope Settings → Display

v26.7.0 — 2026-06-26

Envelopes Tab — Row Progress Bar (UE)

  • Each envelope row now has a thin, subtle full-width progress bar tucked just beneath the row
  • Collapsed: a light-grey track represents the total (Beginning Balance + Funded); the current balance fills as green from the left with the spent portion grey to its right; a negative balance instead shows red growing from the left; a $0 balance shows just the grey track
  • Tap to expand into a taller composition bar where each segment is colored by the sign of its value: starting amount blue (red if negative), funded green-hatched (red-hatched if funds were removed), and spending green if positive (refund) or red if negative (spent) — with a Start / Funded / Spent / Remaining breakdown whose legend dots match each segment’s actual color and hatching
  • New “Show envelope progress bar” toggle under Envelope Settings → Display

v26.6.2 — 2026-06-25

Envelopes & Balances — Group Header Amounts

  • Group-by header totals now show full currency with cents (e.g. $1,234.56) instead of rounding to the nearest dollar
  • Applied to both UE and Tiller versions

v26.6.1 — 2026-06-15

Mobile Amount Input

  • Added +/- toggle button before currency fields on mobile (payday funding, add transaction, edit transaction) to allow sign changes on numeric keypads that lack a dedicated sign key
  • Applied to both UE and Tiller versions

Transaction List Expand/Collapse

  • Date groups (Transactions tab) now default to expanded only for today’s date or groups with uncategorized transactions; all others collapsed
  • Month groups (envelope detail and balances popups) default to expanded only for the current month or groups with uncategorized transactions; all others collapsed
  • Applied to both UE and Tiller versions

v26.4.4 — 2026-04-10

Dark Mode — Balances Tab

  • Group headers now display in the accent color (matching envelopes and transactions) instead of dark grey
  • Fixed multiple overlapping CSS rules that were overriding the accent color background on group header rows

Dark Mode — Transactions Tab (Mobile)

  • Removed unwanted dark background color from transaction card rows on small screens
  • Envelope/category pill text is now white in dark mode on mobile

Net Worth Chart

  • Added Apple PWA meta tags for “Add to Home Screen” experience
  • Preloaded chart data fetches in background on app startup for instant rendering

v26.4.3 — 2026-04-08

Notification Bar

  • Notification bar now shrinks from the right when a side panel is open, so it no longer overlaps the panel

Side Panel

  • Side panel extends to the bottom of the screen (removed reserved space for notification bar)
  • Transaction details and Add Transaction now use the resizable draggable split-panel on both UE and Tiller versions

Add Transaction Form

  • Envelope, Account, and Notes fields are now keyboard-tabbable
  • Mobile: form opens without auto-focusing the description field (no unwanted keyboard popup)

Settings — Sheet Connection

  • Disconnect confirmation message stays below the button instead of shifting beside labels

Setup Screen (Mobile)

  • Sheet Type Selection screen fits both cards without scrolling on small screens

Tiller Version

  • Add Transaction moved to first position in the Transactions actions menu
  • Removed non-functional Google Drive sheet picker from both UE and Tiller versions

v26.5.0 — 2026-04-06

Transactions Tab

  • Add Transaction side panel — On desktop (>=900px), the “Add Transaction” form now opens in the side panel instead of the full-screen modal, matching the transaction details split-view pattern
  • Save button shows spinner while saving and green checkmark on success before auto-closing
  • Double-click guard prevents duplicate transaction submissions

Loading

  • Fixed loading overlay on UE version to match Tiller behavior — overlay now stays visible until data fully loads instead of hiding prematurely

Tiller Version

  • Added Tiller frontend files (indextiller.html, scriptstiller.html, stylestiller.html)
  • Backend additions in code.js for Tiller multi-sheet support

v26.4.0 — 2026-03-30

Envelope Table

  • Groups now render collapsed by default on load — eliminates the flash where the table appeared fully expanded before user preferences were applied
  • Group states re-applied immediately when server preferences arrive, even if the table is already rendered

Bug Fixes

  • Fixed duplicate +/− buttons appearing in envelope popup Latest Transactions section (caused by replace_all edit that double-inserted the title row)

v26.3.4 — 2026-03-29

Payday Tab

  • Added +/− expand/collapse all buttons to the funding envelopes table (right-aligned, matches other tables)

Group State Persistence

  • Envelope, balance, and funding group collapse/expand states now saved to Google UserProperties (server-side), keyed separately for mobile vs desktop — survives iOS Safari localStorage purges across all sessions and devices

Bug Fixes

  • Fixed updateEnvelopesTable is not defined and updateBalancesTable is not defined errors on load (removed dead loadData() batch system that was calling non-existent functions)
  • Fixed +/− buttons left-aligned on Payday tab mobile (added width: 100% to flex container and text-align: right to table cell)

Performance

  • Removed all remaining informational console.log calls from merchant-mappings.html, including per-transaction match logging and debug counter logic
  • Removed console.warn on favicon 404s (images already hidden via onerror; browser-level 404s are not suppressible)

v26.3.3 — 2026-03-29

Envelope Popup

  • Added dedicated eye/eye-slash visibility toggle button in popup header (always accessible, no edit mode required)
  • Removed “Hide from Funding” checkbox from edit and new envelope forms (redundant with toggle button)
  • Moved Update/Cancel buttons into notification footer bar on mobile; large screens keep buttons inside popup
  • Fixed button area width overflow in side-panel mode by calling applySplitPosition on edit mode enter
  • Removed eye-slash icon from popup title text (covered by new visibility button)

Account Details Popup

  • Added +/− expand/collapse all buttons to Latest Transactions section (matches envelope popup behavior)
  • Fixed popup-main-content not restoring when switching from envelope to account popup
  • Ensured transactions-collapsible section is always visible when account popup opens

Bug Fixes

  • Fixed popup closing immediately on first click after page load (data refresh callbacks were calling showTab which unconditionally closed the popup; now only closes on tab switch)

Performance

  • Removed 201 informational console.log calls across scripts.html, index.html, and code.js
  • Removed 86 informational Logger.log calls from code.js backend

v26.3.2 — 2026-03-15

New Features

  • Spending History chart — 12-month bar chart in Envelope Insights, computed client-side from cached transaction data; click bar to select month; legend shows total spend, transaction count, and trend vs previous month
  • Chart visibility toggles — Envelope Settings section lists charts with checkboxes; check order = display order; numbered circle badges show order
  • Collapsible settings sections — Column Visibility and Chart sections in Envelope Settings collapse/expand with left-side chevron
  • Balances Settings panel — gear icon via Balances tab submenu; Group By (Group, Type, Class, Institution), Net Worth visibility toggle, Account Insights chart toggle, Column Visibility (Last Updated, Envelope Balance, Difference)

Improvements

  • Checkbox accent color follows app accent color
  • Balance column visibility mirrors envelope column visibility behavior (check order = display order)

v26.2.8 — 2026-02-01

  • Font and chart consistency improvements

v26.2.4 — 2026-01-20

  • Balances tab polish and net worth fixes

v26.2.0 — 2026-01-10

  • Mobile table and group header improvements

v26.1.49 — 2025-12-15

  • Responsive envelope group headers

v26.1.48

  • Envelope picker improvements

v26.1.46

  • Persist envelope column widths via injected CSS rule

v26.1.45

  • Envelope filter improvements and icon updates

v26.1.44

  • Fix horizontal overflow on envelopes and balances tabs on mobile

v26.1.43

  • New envelope reuses popup panel (matches edit envelope behavior)

v26.1.42

  • New/edit envelope form improvements

v26.1.41

  • Sticky mini-nav bar and large tab bar visibility fix

v26.1.40

  • Payday funding workflow

v26.1.39

  • Payday tab Funding Progress column and mobile improvements

v26.1.38

  • Payday tab mobile UI improvements

v26.1.37

  • Live uncategorized refresh, cache-busting refresh, balances column widths