How to set up the Companion App and connect it to your budget sheet (your UE Sheet or a Tiller Foundation sheet). Perform this setup from a desktop browser. You’ll only need to do it once.

You’ll use two sheets:

  • Companion App sheet: the Google Sheet from your purchase receipt. You set up the app from here (Steps 1–8).
  • Your budget sheet: where your actual data lives. The app connects to it in Step 9.

Step 1: Open the Apps Script Editor

Open the Companion App sheet. That’s the Google Sheet from the link in your purchase receipt, not your UE Sheet. Then open the Apps Script editor (Extensions → Apps Script).

Extensions menu open, showing the Apps Script option
Extensions → Apps Script

Step 2: Start a New Deployment

In the top right, click Deploy → New deployment.

Deploy menu open, showing the New deployment option
Deploy → New deployment

Step 3: Deploy

Name the deployment in the Description field, then click Deploy.

New deployment dialog with description field and Deploy button
Name the deployment and click Deploy

Step 4: Authorize the Script

You’ll be asked to authorize the script — click Authorize access.

Authorization required prompt with Authorize access button
Authorize access

Step 5: Approve Access

Click Advanced, then click Go to UE Companion (unsafe). This warning appears because the script isn’t published on the Google Marketplace — Ultimate Envelopes never has access to your data, and everything stays on your own Google Drive.

Google unverified app warning with the Go to UE Companion (unsafe) link
Click Advanced, then “Go to UE Companion (unsafe)”

Step 6: Grant Permissions

Check Select all, then click Continue.

Permissions screen with Select all checkbox and Continue button
Select all, then Continue

Step 7: Copy the Deployment URL

Click the Copy button below the URL to copy it to your clipboard.

Step 8: Open the App

Open a new browser window — on your computer or phone — and paste the URL into the address bar.

Browser address bar with the deployment URL pasted in
Paste the URL into a new browser window

Step 9: Connect Your Sheet

When the page loads, link the app to your budget sheet:

  1. Choose the kind of sheet you’re connecting: Ultimate Envelopes or Tiller Foundation.
  2. Paste the full URL or Sheet ID of your budget sheet (the one with your actual data, not the Companion App sheet), then click Connect.
Connect prompt where you paste your Sheet URL or ID
Paste your Sheet URL or ID, then click Connect

Step 10: You’re In

Refresh your browser — the Ultimate Envelopes Companion App will appear with your data.

Questions? Email support@ultimateenvelopes.com.