Finance App Templates

Preview: Trading Journal App

The Trading Journal App is a central workspace for recording trades, documenting strategies, reviewing markets, and reflecting on performance. It suits individual traders, trading coaches, finance students, and small investment teams that want consistent records for stocks, currencies, commodities, or other instruments. Users can log trade setups, direction, market, entry price, and exit price, then revisit each record to identify recurring decisions and outcomes. Dedicated strategy planning and market review areas help connect entry criteria, exit criteria, risk rules, and upcoming reviews with daily trading activity. This structure reduces scattered notes and makes disciplined post-trade analysis easier.Jotform turns this app template into a customizable experience without requiring code. Using the no-code app builder and drag-and-drop interface, creators can adjust pages, cards, buttons, colors, fonts, and navigation to fit their trading process. Connected forms support data collection, while tables and workflows can organize records and trigger notifications for follow-up actions. The finished Trading Journal App can be shared by link or QR code and accessed from phones, tablets, or computers, giving users a convenient self-service resource for maintaining their journal wherever they work.

Preview: Business Due Diligence App

Business Due Diligence App is a central workspace for organizing company evaluations before investments, acquisitions, partnerships, supplier onboarding, or other important business decisions. Investors, consultants, finance teams, procurement departments, and business leaders can use it to maintain company profiles, conduct assessments, request supporting evidence, and review findings. By bringing key information and evaluation activities into one accessible experience, the app helps teams reduce scattered records, follow a repeatable review process, and prepare clear reports for stakeholders.With Jotform Apps, organizations can adapt this app template to match their own due diligence workflow without writing code. The drag-and-drop app builder makes it easy to update pages, navigation, branding, and content while connecting forms and data collection tools for company intake, assessments, and evidence requests. Teams can organize records with Jotform Tables, support collaborative reviews, and share the finished app through a direct link or QR code. This mobile-friendly self-service experience helps authorized participants access current resources and complete assigned actions from nearly any device.

Preview: Mortgage Calculator App

Mortgage Calculator App is a practical tool for estimating mortgage payments and comparing potential home financing scenarios in one convenient place. Prospective buyers can enter relevant loan details, open the calculator, review estimated costs, and save scenarios for later comparison. Mortgage brokers, real estate professionals, financial consultants, and property-focused teams can also use it to help clients explore different possibilities before speaking with a lender. By keeping calculations and saved scenarios together, the app makes early-stage budgeting easier and gives users a clearer view of how changing loan assumptions may affect estimated payments.With Jotform Apps, you can adapt this app template to match your services, branding, and audience without writing code. The drag-and-drop app builder makes it easy to update pages, explanatory content, navigation buttons, and connected data collection tools. Saved information can be organized through Jotform Tables and related workflows, while direct links and QR codes make the app simple to share with clients or internal teams. Create a polished self-service resource for mortgage estimates, publish it for mobile-friendly access, and revise the experience as your business needs evolve.

Preview: Intraday Trading Screener App

Intraday Trading Screener App provides active traders, market researchers, and finance teams with a focused workspace for organizing short-term screening activities during a trading session. It can be used to review chosen criteria, maintain watchlists, record observations, and keep research resources accessible from one page. Independent traders may use it to create a consistent daily routine, while education groups and financial research teams can adapt it for demonstrations, collaborative analysis, or internal market monitoring. By bringing screening steps and reference materials together, the app reduces scattered notes and helps users evaluate potential opportunities with greater consistency. It supports research and organization rather than providing financial advice or guaranteeing trading outcomes.With Jotform, this app template can be customized through a no-code app builder and an intuitive drag-and-drop interface. Users can add forms for data collection, connect tables for organized records, include useful links, and build workflows that support review or collaboration. Colors, fonts, page content, and branding can be adjusted to create a modern experience with rounded design elements. Once ready, the Intraday Trading Screener App can be shared through a direct link or QR code for convenient mobile access. Jotform App Templates make it easier to launch a tailored self-service workspace without writing code.

Preview: Event Tax Registration App

The Event Tax Registration App helps event organizers collect registrations and relevant tax information through one accessible experience. Attendees, exhibitors, vendors, speakers, or other participants can browse available events, review key details such as status and location, register for a selected event, and submit the requested tax information. It is well suited to conferences, trade shows, association programs, vendor events, paid workshops, and other activities where tax details must be gathered alongside registration records. Event teams and finance staff can reduce disconnected paperwork, guide participants to the right steps, and keep event-related information easier to review.With Jotform Apps, this app template can be adapted without coding through an intuitive drag-and-drop interface. Organizers can update pages, branding, navigation, and content while connecting forms to Jotform Tables, notifications, approvals, and other workflows. Jotform App Templates make it easier to publish a mobile-friendly self-service resource, centralize data collection, and share it using a direct link, QR code, or embedded experience. Teams can start with the Event Tax Registration App, customize it in the no-code app builder, and create a polished registration journey that fits their event operations.

Preview: Precious Metals Rate Dashboard App

Precious Metals Rate Dashboard App gives bullion dealers, jewelers, refiners, finance teams, and investment-focused businesses a central place to publish and present rates for gold, silver, platinum, and other valuable metals. This app template supports clear rate viewing, organized navigation, and convenient access to related pricing information without requiring visitors or staff to search through scattered files and messages. It can serve as a customer-facing reference point, an internal pricing resource, or a shared dashboard for teams that regularly monitor and communicate metal values. Organizations can adapt it for retail pricing, purchasing decisions, valuation services, inventory planning, or educational market updates.Jotform App Templates make it easy to turn this starting point into a branded digital experience without writing code. Using Jotform’s no-code app builder and drag-and-drop interface, you can add pages, visual cards, links, forms, tables, and workflow connections that support your rate publishing process. Customize colors, fonts, imagery, and navigation to match your organization, then share the finished app through a direct link, QR code, or embedded experience. Connected forms can support data collection, while tables and notifications help teams manage updates and provide convenient self-service access from desktop or mobile devices.

Preview: Community Savings Fund App

Community Savings Fund App gives mutual aid groups, neighborhood associations, nonprofits, cooperatives, and member-led organizations a shared place to coordinate a community fund. Members can view a fund snapshot, pledge contributions, request assistance, and read updates from one accessible experience. Organizers can use the app to make fund activity easier to follow, reduce scattered messages, and maintain a clearer record of community participation. Browsable contribution and assistance request sections also help authorized users understand current commitments and needs without relying on separate documents.With Jotform Apps, teams can adapt this app template through a no-code app builder and an intuitive drag-and-drop interface. Connect forms and tables to support data collection, organize fund information across mobile-friendly pages, and build workflows for reviewing requests or notifying coordinators. Colors, fonts, images, navigation, and content can be changed to reflect the community’s identity. Once ready, share the app by direct link, QR code, or embedded experience so members can access resources and self-service actions from almost any device.

Preview: Floral Costing Dashboard App

Floral Costing Dashboard App helps florists and floral businesses track stem costs, labor and overhead inputs, and waste percentage so pricing stays consistent from quote to delivery. Use it to browse floral items, open a cost dashboard for quick review, and add new cost records as prices change. It’s a practical fit for shop owners, studio florists, event teams, and managers who need clearer visibility into what each flower really costs before building arrangements, proposals, or retail pricing.With Jotform, you can turn your costing workflow into a mobile-friendly experience using app templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect the app to your underlying data collection, and keep cost records organized for faster decision-making. Share the app with your team for self-service access, reduce manual rework, and keep everyone working from the same up-to-date cost data.

Preview: Crypto Wallet Dashboard App

Crypto Wallet Dashboard App helps teams and individuals present key wallet information in one place for quick check-ins and ongoing monitoring. Use it to centralize balances, performance snapshots, and important links so customers, stakeholders, or internal staff can find what they need without digging through scattered resources. It fits crypto projects, fintech teams, advisors, and communities that want a simple way to share updates, reduce repeated questions, and keep wallet-related information organized.Jotform makes it easy to publish this kind of dashboard using App Templates built with a no-code app builder. Customize the single-page layout with a drag-and-drop interface, then connect it to your data collection workflows so updates stay consistent over time. Share your Crypto Wallet Dashboard App with a link or QR code, refine it as needs change, and keep everyone aligned with a clear self-service experience powered by Jotform.

Preview: Income Projection Dashboard App

Income Projection Dashboard App helps you capture income records, set projection assumptions, and view scenario-based forecasts in one place. It fits finance teams, founders, and operators who need a clear way to estimate future revenue across multiple income sources without juggling spreadsheets. Use it to plan budgets, test growth-rate changes, and align stakeholders around realistic targets for the projection year, whether you’re running a small business, a consulting practice, or a growing online service.With Jotform, you can turn forecasting into a guided self-service experience using a no-code app builder and a drag-and-drop interface. Connect buttons and pages to the right forms and data tables for reliable data collection, keep scenarios organized for quick comparisons, and share a single dashboard link with your team. As your workflow evolves, you can adjust the layout, add new income sources, and keep projections updated without writing code.

Preview: Trading Deposit Request App

Trading Deposit Request App helps brokers, proprietary trading firms, and finance operations teams capture deposit requests in one place and keep each request tied to a trading account reference. It supports a clear intake flow for clients or internal staff, then routes reviewers to a dedicated area where they can review requests, open a request record, and confirm key details like deposit method, requested date, and transaction reference. With built-in status guidance and a help path, it also reduces uncertainty for requesters who want to know what to do next.Jotform makes it easy to turn this workflow into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect buttons and pages to your forms and tables to support consistent data collection, faster handoffs, and fewer manual follow-ups. Share the app with a link so requesters can submit deposit requests, while your team can review and manage records from a single, organized workflow.

Preview: Earnings Tracker Dashboard App

Earnings Tracker Dashboard App helps individuals and teams log income, review earnings records, and spot trends across multiple income sources in one place. Use it to add new earnings quickly, browse past entries in a records list, and open insights to understand what is coming in and what is still pending. It’s a practical fit for freelancers, consultants, creators, sales reps, and small business owners who need a clear view of earnings without juggling spreadsheets, scattered notes, or multiple tools.With Jotform, you can turn this app template into a branded, self-service earnings hub using a no-code app builder and a drag-and-drop interface. Connect the Add Earning button to a form for consistent data collection, organize records in a structured workflow, and guide users to the right page with navigation buttons and cards. Share the dashboard with a link so you can collaborate, keep updates centralized, and maintain a single source of truth for earnings tracking.

Preview: Wealth Profile Directory App

Wealth Profile Directory App helps organizations publish a searchable, easy-to-browse directory of wealth-related profiles so people can quickly find the right individual or firm by profile type, focus area, and location. It fits consulting firms, financial service teams, member networks, and media organizations that maintain public-facing lists of experts, advisors, or featured profiles. Visitors can browse wealth profiles, open a profile detail view, and follow a link to an external public website when they want to learn more, while internal teams can keep the directory current by collecting new entries through a guided profile submission flow.Jotform makes it simple to build and launch app templates like this with a no-code app builder and a drag-and-drop interface that’s easy to customize for your brand and workflow. Connect your directory to forms and organized records so updates stay consistent, create a clear self-service experience for visitors, and share your app with a link or QR code. As your needs change, you can adjust pages, navigation, and data collection steps without rebuilding from scratch.

Preview: Trading Signals Dashboard App

A Trading Signals Dashboard App gives trading communities and research teams a central place to browse signals, view key trade details, and keep market commentary easy to reference. Use it to publish a curated list of signals with the essentials such as entry price, target price, and stop loss, plus written signal context to explain the setup. The built-in navigation supports common workflows like browsing all signals, opening a market overview, and submitting a new signal, which helps keep updates organized when multiple contributors share ideas.Jotform makes it simple to build and adapt trading-focused app templates with a no-code app builder and a drag-and-drop interface, so you can update pages, buttons, and layouts as your process evolves. Connect the app to forms for data collection when analysts submit a signal or add a related signal, then share the dashboard with your audience using a single link for fast self-service access. With Jotform, you can keep your workflow consistent while presenting signals in a clear, mobile-friendly experience.

Preview: Trading Tools Marketplace App

Trading Tools Marketplace App helps you publish a curated marketplace where visitors can browse trading-related tools, explore categories, open detailed tool pages, and submit new listings for review. It’s a practical fit for trading educators, finance communities, content creators, broker partners, and small teams who want a single place to organize recommendations without maintaining a complex website. Use it to highlight tool providers, share what each tool is best for, and point users to the tool’s official site so they can take the next step with confidence.Jotform makes it easy to build and update this kind of self-service experience with a no-code app builder and a drag-and-drop interface. Connect your marketplace to forms and tables for data collection, keep listings consistent as your catalog grows, and collaborate with teammates to review submissions and refresh categories. When you’re ready, share your Jotform app through a link or QR code so your audience can browse from any device.

Preview: Microloan Management App

Microloan Management App brings microloan programs into one easy-to-navigate experience where people can apply and teams can review requests without relying on scattered emails or paperwork. Use it to publish available microloan programs in a simple list, guide applicants to the right option, and collect applications through clear call-to-action buttons. It’s a practical fit for nonprofits, community lenders, local development groups, and small finance teams that need a consistent way to capture applicant details and keep program information accessible.Built with Jotform, this app template can be tailored with a drag-and-drop interface so you can match your process, messaging, and branding in minutes. Connect the application form to your underlying data collection and workflow, then share the app as a self-service link or QR code for applicants in the field, at events, or on your website. As your program grows, you can update pages and content quickly, keeping applications organized while offering a smoother experience for every borrower.

Preview: Rewards Wallet Withdrawal App

Rewards Wallet Withdrawal App gives customers and members a clear place to request cash-outs from their rewards balance and keep an eye on what’s happening next. People can submit a withdrawal request in seconds, then review a simple list of requests to see which ones are still pending. It works well for loyalty programs, referral campaigns, marketplaces, community programs, and employee recognition initiatives that need a straightforward way to manage withdrawals without confusing email threads.Jotform app templates make it easy to publish a self-service experience without coding. With Jotform’s no-code app builder and drag-and-drop interface, you can tailor the request flow, add your own guidance text, and connect the app to the data collection and workflow you already use. Share it with a link or QR code, keep request records organized, and create a smoother withdrawal process for both requesters and the team handling payouts.

Preview: Energy Trading Marketplace App

Energy Trading Marketplace App brings energy supply and demand into one place, making it easier for buyers and providers to find each other, review active offers, and initiate trade conversations. Use it to publish energy offers to a shared marketplace, browse available market supply by offer, and submit buy requests when you’re ready to source a specific energy type, volume, or delivery location. It’s a practical fit for energy brokers, procurement teams, independent providers, and operations groups that need a clear, searchable view of what’s available and a consistent way to capture requests.Built with Jotform App Templates, this app template can be customized in a no-code app builder with a drag-and-drop interface, so your marketplace matches how your team works. Connect marketplace pages to Jotform forms for data collection such as buy requests, published offers, and trade updates, then route information through an internal workflow for review and follow-up. Share the app as a self-service experience for partners or keep it internal for a controlled trading process, all while keeping offer and request data organized for faster decisions.

Preview: Green Vehicle Loan Calculator App

Green Vehicle Loan Calculator App helps people explore eco-friendly vehicle choices while estimating loan costs in one place. It’s useful for buyers comparing green vehicles, dealerships promoting sustainable models, and lending teams or brokers who want to share clear financing guidance. With quick navigation to browse vehicle options, read loan guidance, and ask a question, the app supports informed decisions without sending users across multiple pages or documents.Built with Jotform, this app template can be tailored with a no-code app builder and a drag-and-drop interface so you can match your brand and workflow. Connect the experience to forms for data collection, route inquiries to the right team, and keep information organized for self-service access on any device. Publish and share your Jotform app through a link or QR code, then refine the flow as your vehicle offerings and loan policies change.

Preview: Commodity Trade Finance App

Commodity Trade Finance App brings commodity deals and funding requests into one place so trading teams can move faster from opportunity review to financing. Use it to browse trade opportunities, open each opportunity for key details like shipment value, tenor, and status, then submit a related finance request without switching systems. It fits commodity traders, brokers, trading desks, and finance providers that need a clear front door for deal intake, follow-up, and ongoing visibility across active opportunities.With Jotform, you can turn this app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect opportunities to structured data collection through forms and keep records organized for internal review. Add steps that match your workflow, route requests to the right stakeholders, and share the app with a direct link so teams can access the latest opportunities, cost estimates, and finance requests from anywhere.

Preview: Currency Converter App

Currency Converter App helps teams and individuals quickly explore currencies and reference exchange-rate information in one place. It’s a practical option for travel coordinators, finance and accounting teams, online sellers pricing internationally, and customer-facing staff who need a fast way to check currency details. With guided navigation like Browse Currencies and a Rate Guide, the app supports everyday lookups without digging through spreadsheets or scattered sources.Built with Jotform app templates, this experience can be tailored in minutes using Jotform’s no-code app builder and drag-and-drop interface. Add your own pages, update the content structure, and connect the app to your workflows for smoother data collection and self-service access. Share it with a link so teammates or customers can view the information from any device while you keep the experience consistent and on brand.

Preview: Bank Account Onboarding App

Bank Account Onboarding App helps financial teams guide new customers through a clear, step-by-step account opening journey while keeping application records easy to review in one place. It’s built for banks, credit unions, fintech programs, and in-branch or remote support staff who need a consistent way to collect details, confirm onboarding requirements, and move applicants from “start application” to “ready for review” without losing context. With a structured flow that covers contact details, identity and residency, financial profile, and account funding, the app supports smoother handoffs and fewer incomplete applications.Jotform makes it simple to turn onboarding processes into a branded self-service experience using customizable App Templates. With Jotform’s no-code app builder and drag-and-drop interface, you can connect your onboarding form, organize pages for applicants and internal reviewers, and centralize data collection so teams can follow the same workflow every time. Share the app with a link, keep your process consistent across devices, and update the experience as your onboarding requirements change.

Preview: Dividend Tracker App

Dividend Tracker App helps you keep a clear, ongoing record of your investment holdings and the dividend income they generate. Use it to add holdings, review key portfolio metrics at a glance, and log dividend payments as they come in, so you can see what has paid out and when. It’s a practical fit for individual investors, families managing shared accounts, or small finance teams that want one organized place to monitor tickers, companies, payment dates, and basic breakdowns like sector views without juggling scattered notes.Jotform makes it easy to turn this app template into a polished self-service experience using a no-code app builder and a drag-and-drop interface. Connect navigation pages to forms and tables to support reliable data collection, keep records consistent, and build a simple workflow for adding new holdings and recording dividends over time. When you’re ready, share your Jotform app with a link so stakeholders can access the latest information from anywhere.

Preview: Food Budgeting App

Food Budgeting App helps individuals and households track grocery and dining expenses in one place so it’s easier to stay within a weekly budget. Use it to log spending as it happens, review budget check-ins before the week gets away from you, and keep a running view of entries that make patterns obvious. It’s a practical fit for busy families, roommates sharing costs, students managing limited funds, or anyone trying to reduce impulse food purchases without giving up favorite meals.Built with Jotform App Templates, this experience is easy to publish and update with Jotform’s no-code app builder and drag-and-drop interface. Connect the app to forms for fast data collection, route entries into tables for organized tracking, and keep your workflow simple with clear navigation from logging to budget review. Share it with a link for personal self-service use, or collaborate with others by capturing consistent entries in the same system.