Account Tracker App brings your accounts and transaction history into one place so you can add new accounts, record activity as it happens, and review balances without hunting through spreadsheets or scattered notes. It’s a practical fit for small business owners, finance teams, freelancers, and households who want a simple routine for tracking multiple accounts and keeping day-to-day movements organized. With quick actions to add an account, log a transaction, and browse a list of accounts, this app supports consistent recordkeeping for budgeting check-ins, month-end reviews, reimbursements, and ongoing cash tracking.
Jotform App Templates make it easy to turn processes like data collection and self-service tracking into a polished experience you can share in minutes. Using Jotform’s no-code app builder and drag-and-drop interface, you can tailor pages, buttons, and navigation to match how your team works, then connect the app to forms and workflows that capture updates in real time. Publish with a shareable link so stakeholders can log transactions, view account details, and stay aligned from any device.
Related templates
Personal Budget App
Track your expenses and income in a free Personal Budget App from Jotform! The app includes a Monthly Spending Details Form where you can add your spending information to create a complete record of money you have earned and the items you have bought. All submissions through the app are stored securely in your Jotform account, on an easy to access Personal Budget spreadsheet on any device.Make changes to this free app template with our drag-and-drop builder. Update the app icon, background image, and add as many forms, links, documents, images, and buttons as you’d like. Once your app is looking great, download it onto your computer, smartphone or tablet to start collecting budget details instantly on the go. Save time and track your budget online with a free Personal Budget App.
Go to Category:Finance Apps
Stock Market App
Stock Market App is an app template designed to centralize and streamline financial data collection for financial service providers, fintech startups, investment platforms, and organizations. Its main purpose is to serve as a reliable platform for tracking stock market activity, monitoring investments, and providing users with a comprehensive view of their financial information in one system. With its ready-to-use functionality, this app template is an efficient solution for financial coordinators seeking to eliminate scattered data sources and bring consistency to their investment monitoring processes. The Stock Market App collects relevant financial data, making it a must-have for firms looking to simplify and optimize their investment tracking, especially in an environment of fast-paced stock market dynamics.Jotform’s no-code, drag-and-drop interface helps financial service providers easily customize their Stock Market App with their branding, fonts, and colors without the need for technical know-how. The addition of e-signature capabilities further streamlines data collection by enabling users to authenticate and approve transactions directly within the app. Ease of use is at the heart of Jotform's offering, and this extends to sharing and accessibility as well. The Stock Market App can be accessed on any smartphone, tablet, or desktop, and installed directly to users' home screens without requiring an App Store download. This seamless experience, combined with Jotform’s commitment to providing ready-to-use, effective solutions, makes the Stock Market App an invaluable addition to any financial service provider’s operational workflow.
Go to Category:Finance Apps
Expense Report App
An expense report app is used by companies for keeping track of employee expenses. This free Expense Report App allows employees to log business expenses by filling out a form with general contact information, cost, description, date and time, and payment and expense type. There is also an upload form for employees to attach any relevant documents and receipts. Expense reports are immediately synced and stored securely in your account, and can be sorted, filtered, and exported from any device.Customize this app template in no time using Jotform’s drag-and-drop form builder. You can easily add or swap out form elements, change text, customize your app icon and splash page, and more — no coding necessary. Share a link to your app in an email or embed it in your website, and employees can access and download it on any smartphone, tablet, or computer for future use. Keep track of all your employees’ business expenses with this Expense Report App.
Go to Category:Company Portal Apps
Energy Audit App
An energy audit app is used by auditors to perform energy inspections of buildings. With Jotform’s free Energy Audit App, your company can complete audits seamlessly on any device — making it easier than ever for your team to identify and address energy efficiency issues in the field. The app can be downloaded onto any device in a single click!Feel free to update the design of the app by creating and adding other online forms with our drag-and-drop builder, uploading your company logo, or making other changes with no coding. All information you collect is stored safely in your secure Jotform account. Make the switch from paper forms to online forms with the help of a free Energy Audit App for your team.
Go to Category:Finance Apps
Customizable Quick Credit Loan App
Need a quick credit loan app for your business? If your financial institution needs a quick and easy way for customers to apply for a loan to improve their credit, this free Quick Credit Loan App is a great place to start. You can use the app as-is or easily customize it to fit your needs — with no coding required.Add your logo and branding, update the loan application form, include your contact information, and make other design changes in seconds. You can even connect your app with other platforms — like Salesforce, HubSpot, or Zoho — to send new leads to your CRM platform automatically. Get loan applications fast with a Quick Credit Loan App from Jotform.
Go to Category:Finance Apps
Customizable Sales Tracking App
A sales tracking app enables you to track your sales from any device. Get started with our free Sales Tracking App for businesses of all sizes. This ready-to-use app bundles multiple forms that you can sync to your CRM, so you can create a seamless workflow for generating leads and logging tasks. To get started, customize the template for your company using our drag-and-drop app builder. When you’re satisfied with the look and feel of your app, download it on your smartphone, tablet, or desktop computer, or share it with other members of your sales team to save onto their own devices.Customizing this Sales Tracking App for your sales team won’t require any coding. In just a few clicks, you can create new forms, integrate them with your CRM, embed links, add images and buttons, and change app settings such as name, icon, and splash screen for a fully-custom experience. To share it, just copy and paste the app link in emails or messages to your sales team members. Your Sales Tracking App will be easy to pull up on any device, so you can track and grow sales no matter where you are — even on the go.
Go to Category:Company Portal Apps