The UE Companion App is a browser-based web app that connects directly to your Google Sheet. Use it to manage your budget from your phone or desktop without opening the spreadsheet.

The app link is included with your sheet purchase — no separate download or install needed.

Companion App overview
The UE 26 Companion App

Requirements

  • Any modern web browser (Chrome, Safari, Firefox, Edge)
  • Your Google Sheet (UE 26) saved in your Google Drive
  • A Google account to authorize the connection

Features

Envelope Balances

See all your envelopes and their current balances at a glance. Envelopes are organized in collapsible groups, just like the sheet. Tap an envelope to see recent transactions and a spending history chart.

Envelope balances view
Envelope balances grouped and collapsed for a clean overview

Add Transactions

Add a transaction without opening Google Sheets:

  • On desktop, the Add Transaction form opens in a side panel alongside your transaction list
  • On mobile, the form is touch-optimized with no auto-keyboard popup
  • Supports description, amount, envelope, account, and notes
  • A spinner and confirmation checkmark confirm the save before closing
Add Transaction form
Adding a transaction from the side panel on desktop

Spending History

Each envelope has a 12-month spending history chart — a bar chart showing how much you spent each month. Tap a bar to focus on that month. The legend shows total spend, transaction count, and trend vs. the prior month.

Spending history chart
12-month spending history with trend indicator

Balances Tab

View all your accounts and net worth. Group by account type, class, or institution. Includes an Account Insights chart for a visual breakdown.

Balances tab
All accounts and net worth in one view

Payday Funding

Work through your Payday funding workflow in the app. See how much income is left to allocate and fund each envelope until everything is covered.

Payday funding
Payday funding workflow in the companion app

Dark Mode

Full dark mode support across all tabs, including proper styling for envelope groups, transaction cards, and charts on mobile.

Dark mode
Full dark mode across all tabs

Settings

Customize the app to your workflow:

  • Envelope settings — toggle column visibility (balance, budgeted, spent, etc.), choose which charts to show and in what order
  • Balances settings — choose how to group accounts, toggle net worth and chart visibility
  • Sheet connection — connect or disconnect from your Google Sheet

Installing to Your Home Screen

The companion app is a Progressive Web App (PWA). You can add it to your phone’s home screen for quick one-tap access:

On iPhone (Safari):

  1. Open the app in Safari
  2. Tap the Share button
  3. Tap Add to Home Screen

On Android (Chrome):

  1. Open the app in Chrome
  2. Tap the menu (⋮)
  3. Tap Add to Home Screen

Once installed, the app launches full-screen like a native app.

Add to home screen
Install the companion app to your iPhone or Android home screen

Changelog

See Changelog for the full version history.