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.
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
Simple Accounting App
Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.
Go to Category:Company Portal Apps
Easy Mortgage App
With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.
Go to Category:Finance Apps
Retirement Planning App
A retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.
Go to Category:Consulting Apps
Bank Account Tracker App
Bank Account Tracker App helps individuals, families, and small business teams keep a clear view of accounts, transactions, and budget categories in one place. Use it to log new accounts, review activity as spending happens, and organize transactions by merchant so monthly check-ins feel manageable instead of scattered across notes and screenshots. It fits everyday money management, shared household tracking, or simple finance routines for freelancers who want a lightweight way to monitor multiple accounts and spending patterns.Built with Jotform App Templates, this app template can be tailored in minutes with a no-code app builder and a drag-and-drop interface. Connect buttons to forms for data collection, keep lists updated as entries come in, and turn routine updates into a repeatable workflow that supports self-service for anyone you share the app with. Publish and share your Jotform app with a link so tracking stays accessible on desktop or mobile whenever you need to add an account, record a transaction, or update a budget category.
Go to Category:Finance Apps
Event Budget Planner App
An event budget planner app is used by businesses and organizations to organize events and plan event budgets. This Event Budget Planner App contains an Event Planning Questionnaire for filling out contact details, event type, date, and budget. There is a separate Budget Planning Form for entering individual items, setting priority levels, and calculating total cost based on event requirements. Event planners can sign off on the proposed budget using an e-signature box at the bottom of the form.Need to customize this app template? With Jotform’s intuitive drag-and-drop form builder, it’s easy to add or change form elements, choose fonts and colors, upload your logo, personalize your splash screen, and more — no coding needed. When you’re satisfied with the look and feel, you can share your app with a link, where employees and event planners can download it on any device. Plan your next company event and stay on budget with this Event Budget Planner App from Jotform.
Go to Category:Company Portal Apps