COMMITTED
—Your planned household commitmentsWelcome home.
ATTENTION
All clearNothing needs your attention.
You’re caught up. Upcoming household dates are below.
UP NEXT
Next 7 days
MONEY
This month
STILL TO PAY
—Open expected payments this monthPLANNED HEADROOM
—Income less planned commitmentsBased on your saved plan, not a live bank balance.
RECENT
Household activity
SHARED DATES
Calendar
Birthdays, payments and saved household dates in one quiet view.
· saved household dates
Double-click a day to add · click an item to editMONTUEWEDTHUFRISATSUN
MONTHLY SPENDING
Usual + extra.
See the normal household plan alongside takeaways, shopping and one-off spending.
USUAL FIXED COSTS
—Current monthly planEXTRA SPENDING
—No extras yetMONTH TOTAL
—Usual plus extrasLAST 12 MONTHS
Spending pulse
EXTRA SPENDING
This month
EXPECTED BILLS
What should be covered this month
HOUSEHOLD BILLS
Know what each bill is.
Keep the provider, contact details, account references and useful notes beside the amount.
HOUSEHOLD MONEY
Make the plan visible.
Income and fixed expenses from your household budgeting workbook.
PLANNED INCOME / YEAR
—Add income to complete your planPLANNED EXPENSES / YEAR
—Current plan · before other spendingPLANNED HEADROOM / YEAR
—Income less listed expensesPLANNED INCOME
Money coming in
Source: Income sheet
FIXED EXPENSES
Money going out
Source: Fixed Expenses sheet
PEOPLE TO CELEBRATE
Upcoming birthdays
Recurring dates carried over from the gift planning sheet.
Dates are treated as recurring birthdays. Gift amounts come from your planning sheet where available.
GIFT PLANNING
A calmer way to budget.
Your existing gift plan, now easy to adjust as the year changes.
2026 PLANNED TOTAL
——monthly plan
Imported from Gifts.xlsx · 12 monthly allocations
YOUR PROFILE
Make it personal.
Your personal details power the right reminders, money views and shared household context.
CA
CROSSBANK IDENTITY
Your profile
A calm starting point for the things your household needs to remember.
PROFILE SIGNALGetting startedComplete the useful basics below and CrossBank will connect the rest.
01 · IDENTITY
Who you are
The details that make the workspace feel like yours.
02 · MONEY & PAYDAY
Make payday useful.
Income feeds your household plan, while the timing helps CrossBank put the right dates in view.
03 · CROSSBANK LINKS
Your household, connected.
These details are shared with the parts of CrossBank that can make them useful.
BirthdayAdd your date of birth to create your annual reminder.
Household moneyAdd income details to show a clearer headroom figure.
People profileYour contact details are also kept on your linked People record.
04 · YOUR NOTES
Leave a note for future you.
Keep useful context here, but leave passwords in a password manager.
Your profile is visible only after logging into CrossBank. It links to your People, Birthdays and Household money views without putting passwords into ordinary notes.
HOUSEHOLD INFORMATION
Keep the useful stuff close.
Providers, contacts, reference numbers, websites, usernames and notes in one searchable place.
PASSWORD SAFETY
Store handy account details, not raw passwords.
CrossBank will keep usernames, links and notes here. Passwords should stay in iCloud Keychain or a password manager; an encrypted vault can be added separately.
MAKE IT FEEL EFFORTLESS
Connections
Small bridges between A&H Home and the tools you already use.
READY NOW
iPhone calendar subscription
Use the private link below to show CrossBank birthdays and payment dates in Apple Calendar.
READY NOW
Calendar export
Download a one-off calendar file for Apple, Google or Outlook.
GOOD FIT LATER
Install on your phone
A&H Home can be installed like an app once it is running over HTTPS on your domain.
Mobile-ready layout includedPRIVACY BY DESIGN
Private details stay out of the frontend.
The sensitive account-details sheet is intentionally not imported into the dashboard. Secure login and server-side storage are the next step before adding anything more private.