Watch these short videos to get up and running with Ultimate Envelopes quickly. All setup videos are also available as a complete playlist on YouTube.

Getting Started

A walkthrough of the initial setup — copying the sheet, choosing UE or Tiller version, and opening the companion app for the first time.

Envelope Balances

A look at the Envelopes tab — envelope groups, color-coded status bars, and checking balances at a glance.

Account Balances Overview

A look at the Balances tab — tracking accounts, net worth, and how balances tie back to your envelopes.

Using Tracker

A practical, day-to-day walkthrough of working in the Tracker tab.

Exploring Envelope Insights

A deeper look at the Tracker tab — drilling into an envelope’s balance, spending, and full transaction history.

Payday Funding Workflow

How to use the Payday tab to allocate your income to envelopes each pay period.

Questions after watching? Check the FAQ or email support@ultimateenvelopes.com.