UE 26 Companion App
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.
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.
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
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.
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.
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.
Dark Mode
Full dark mode support across all tabs, including proper styling for envelope groups, transaction cards, and charts on mobile.
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):
- Open the app in Safari
- Tap the Share button
- Tap Add to Home Screen
On Android (Chrome):
- Open the app in Chrome
- Tap the menu (⋮)
- Tap Add to Home Screen
Once installed, the app launches full-screen like a native app.
Changelog
See Changelog for the full version history.