Features
Everything inside ProximentSelf.
A short list, on purpose. Each module is built to give you one clear next step instead of fifteen blinking widgets.
Budget & cash flow
Track income and bills by cadence. The dashboard surfaces what's due since you last checked in.
- Bills with weekly / biweekly / monthly cadences
- Categorized expenses
- Confirm-paid quick actions
Net worth
Cash, investments, property, and debts in one place — with a trend line that updates each month.
- Multiple account types
- Liabilities with APR
- Monthly snapshots automatically saved
Goals & debt planner
Build savings goals with target dates, and run snowball or avalanche debt payoff plans.
- Visual progress bars
- Snowball vs. avalanche comparison
- Payoff date and interest saved
Simulations + AI insights
Retirement projections you can drag, plus AI tips drawn from your real numbers.
- Compound-growth projections
- What-if contribution sliders
- Personalized insight feed
The confirm-as-you-go input system
Instead of bulk data entry, ProximentSelf shows you bills and income that should have happened since you last checked in. You confirm the expected amount, edit it, or skip — and the dashboard updates itself.