Migrate with ease. The first time you open your copy of the sheet, the Startup Wizard walks you through getting set up. Choose whichever option matches where you’re starting from:

  • Start Fresh with Blank UE Sheet — no envelopes, no transactions, no account balances. A 100% blank slate.
  • Upgrade from a previous UE sheet — bring your envelopes, groups, and history forward from an earlier version of Ultimate Envelopes.
  • Migrate from existing Tiller Foundation Sheet — convert an existing Tiller Foundation sheet into Ultimate Envelopes.
  • Load Sample Data — archives your current sheets and loads sample transactions, funding transactions, categories, and balance history so you can explore Ultimate Envelopes before entering your own numbers.
Startup Wizard with options to start fresh, upgrade, migrate from Tiller, set initial Payday amount, or load sample data
The Startup Wizard
Startup Wizard loading sample data, showing progress through archiving sheets and copying sample transactions
Loading sample data to explore Ultimate Envelopes before entering your own