Bank Book App helps you maintain a clear, digital record of your accounts and day-to-day transactions in one place. Use it to set up multiple accounts, add new transactions with key details like date and reference, and review an account ledger whenever you need to verify activity. It’s a practical fit for small business owners, bookkeepers, community groups, and anyone who wants a simple way to log money movement without digging through spreadsheets or scattered notes.
With Jotform, you can turn this app template into a branded, shareable self-service experience using a no-code app builder and a drag-and-drop interface. Connect buttons to forms for data collection, organize records with tables and lists, and keep your workflow consistent as entries grow over time. Share the app by link for quick access, manage updates collaboratively, and tailor the layout to match how your team reviews accounts and tracks transactions.
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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
Custom Proposal App
Proposals are necessary for assuring clients that your construction services are the right fit for the job. Share and fill out your proposal forms in one place with our free Proposal App for construction companies and contractors. This ready-made app template includes a bid proposal form and job proposal form where users can enter client, contractor, and project details from any device. Since this app works with our Job Proposal PDF Template, form submissions will automatically turn into professional PDFs!Customizing your Proposal App only takes a few minutes with our drag-and-drop builder. Without any coding, you can create and add new forms, embed links to other pages, include images, and update app details such as name, icon, and splash page for a fully-custom design. When your app is ready to use, it can be downloaded from any smartphone, tablet, or computer. Make a good impression on your clients with a professional and personalized Proposal App for your services!
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
Invoice and Payment App
Invoice and Payment App helps small businesses and teams create invoices, record payments, and keep a clear view of what’s been billed versus what’s been paid. It’s a practical fit for freelancers, agencies, consultants, contractors, and service providers who need a consistent way to issue invoices and log incoming payments without digging through spreadsheets or scattered emails. With quick navigation for creating a new invoice and recording a payment, you can keep billing tasks moving and reduce missed follow-ups when multiple people handle finance admin.Built with Jotform App Templates, this app template can be customized in minutes using Jotform’s no-code app builder and drag-and-drop interface. Connect it to your existing Jotform forms to support reliable data collection, then publish a self-service experience your team can access from anywhere to manage invoicing and payment workflows. As your process grows, you can adjust pages, add steps, and keep all records organized in one place while staying aligned with how your business actually bills clients.
Go to Category:Finance & Accounting Portal 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
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 & Accounting Portal Apps