Finance App Templates

Preview: Renovation Budget App

Renovation Budget App helps you plan and monitor the cost of renovation work across one or multiple projects, so you can see where money is going before overruns become surprises. Use it to keep project budgets, expense records, and quick summaries in one place for kitchen remodels, bathroom upgrades, whole-home renovations, rental property turnarounds, or small contractor jobs. With dedicated areas for Projects, Expenses, and Insights, this app fits homeowners managing DIY improvements, property managers tracking unit refreshes, and small teams who need a shared view of spending without juggling scattered notes and spreadsheets.With Jotform, you can turn this app template into a practical self-service budget hub using a no-code app builder and a drag-and-drop interface. Link your project and expense data to connected tables, add forms for quickly adding new projects, and share a single app link so everyone works from the same source of truth. As your workflow evolves, you can adjust pages, organize records, and keep renovation data accessible on mobile for faster updates from the jobsite or on the go.

Preview: Business Expense Receipt App

Business Expense Receipt App brings business receipt capture and tracking into one place, so employees can submit receipts as soon as a purchase is made and finance teams can review what’s been recorded. Use it to centralize day-to-day expense documentation across teams, projects, departments, and recurring vendors without relying on inbox searches or scattered photo galleries. The app experience supports fast receipt intake, easy browsing of stored receipts, and a lightweight insights view that helps spot spending patterns and missing documentation.Built with Jotform, this app template can be tailored with a no-code app builder and a drag-and-drop interface to match your expense workflow and internal policy. Connect the receipt submission form to your data collection process, route information to the right stakeholders, and keep records organized for quick lookup. Share the app through a link or QR code for self-service use, then refine pages, branding, and navigation as your process evolves.

Preview: Stock Portfolio Tracking App

Stock Portfolio Tracking App brings your investing activity into one place so you can review holdings and log trades without juggling spreadsheets or scattered notes. Use it to browse your portfolio by ticker, open a holding to see key details, and keep a running record of buys and sells through a simple trade entry flow. It’s a practical fit for individual investors, investing clubs, and small finance teams who want a clear snapshot of what they own and what they’ve traded, with an easy way to reference activity over time.Built with Jotform App Templates, this app template can be tailored in a no-code app builder with a drag-and-drop interface, so your portfolio views and trade tracking match the way you work. Connect pages to forms and data sources to support consistent data collection, then share the app for self-service access across devices. As your workflow evolves, you can adjust navigation, update content, and keep portfolio information organized without rebuilding from scratch.

Preview: Expense Control App

Expense Control App helps individuals and teams track spending and keep budgets in check from one central place. Use it to log day-to-day purchases, review your own expense entries, and spot patterns with built-in insights so you can adjust habits before costs add up. It’s a practical fit for small businesses monitoring employee spend, project leads keeping an eye on operational costs, or households that want clearer visibility into categories like groceries and transportation.With Jotform, you can turn this Expense Control App app template into a branded self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection form and tables to keep records organized, then refine your workflow with role-based sharing, automation, and real-time updates. Publish and share the app in minutes so everyone stays aligned on spend tracking and budget awareness.

Preview: Car Expenses App

Car Expenses App helps drivers and teams track what it really costs to keep a vehicle on the road by capturing day-to-day spending in one place. Use it to log fuel purchases, record maintenance and service visits, and add other car-related expenses as they happen, then review entries later in a clear expense history. It’s a practical fit for commuters who want tighter personal budgeting, rideshare drivers monitoring operating costs, small businesses managing a few company cars, and anyone who needs quick visibility into spending by vehicle and category.Built with Jotform App Templates, this app template can be customized in Jotform’s no-code app builder with a drag-and-drop interface so the experience matches your workflow. Connect your expense form to lists and tables to support ongoing data collection, keep records organized, and make self-service logging easy from any device. With links to view all expense records and revisit your own entries, Jotform makes it simple to turn routine vehicle expense tracking into a repeatable workflow you can share with others.

Preview: Trip Budgeting App

Trip Budgeting App helps travelers and groups plan spending and keep day-to-day costs organized across each trip. Use it to browse a list of trips, open an individual trip to review key details, and capture costs as they happen with a simple expense logging flow. It’s a practical fit for family vacations, friend getaways, student trips, business travel, and travel coordinators who want fewer missed receipts and a clearer view of what’s been spent.With Jotform, you can turn this app template into a branded, self-service experience in minutes using a no-code app builder and a drag-and-drop interface. Connect the app to your forms to support fast data collection, keep trip records easy to access, and create a repeatable workflow for tracking expenses and reviewing reports. Share the app with a link so everyone involved can log expenses and stay aligned on the budget from anywhere.

Preview: Work Expenses App

Work Expenses App helps teams capture and organize employee spending so reimbursements and internal reporting don’t turn into scattered emails and missing receipts. Use it to route staff to a simple expense entry experience, keep a searchable record of transactions by merchant, and give managers or finance a quick place to review activity when preparing expense reports. It fits sales teams on the road, field service crews, consultants, and any department that needs to log work-related purchases consistently.With Jotform’s app templates, you can publish a self-service experience that connects directly to your forms and data in one place. Customize the pages with a drag-and-drop interface, then share the app by link or QR code so employees can submit expenses and stakeholders can view records and insights from anywhere. As your workflow evolves, you can update fields, notifications, and connected data collection without rebuilding the entire app.

Preview: Fund Tracking App

Fund Tracking App helps teams record funding activity, monitor balances, and keep a clear audit trail across multiple funds in one place. Use it to review a dashboard-style overview, add a new log entry when money moves, and browse history when you need context for a decision. It’s a practical fit for nonprofits, grant managers, school clubs, community groups, and small finance teams that need visibility into where funds are going without relying on scattered spreadsheets.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 the app to your data collection form and organize records so stakeholders can quickly navigate between the dashboard, log entry, and history pages. As your workflow evolves, update fields, adjust pages, and share the app by link to keep fund tracking consistent and accessible.

Preview: Receipt and Mileage Tracker App

A receipt and mileage tracker app gives you one place to capture expense receipts and record business travel as it happens. Use it to add receipt details and images, log mileage for client visits or deliveries, and quickly jump between your receipts list and mileage log when you need a clearer view of spending and driving activity. It fits independent contractors, small business owners, sales teams, and anyone who needs organized records for reimbursements, budgeting, or end-of-month reporting.With Jotform, you can turn this receipt and mileage tracker app into a polished self-service experience using App Templates and a no-code app builder with a drag-and-drop interface. Connect the app to your forms for fast data collection, keep records consistent across workflows, and share the app with a simple link so your team can submit receipts and mileage from anywhere. As your process grows, you can expand the workflow with automations, notifications, and connected tools while keeping everything easy to manage.

Preview: Expense Sheet App

Expense Sheet App helps teams capture spending in one place and keep expense documentation organized as it comes in. It’s a practical fit for employees who submit reimbursements, managers who review costs, and finance teams that need consistent records across travel, client meetings, supplies, and day-to-day operations. With a simple way to add an expense, a dedicated area to view expenses, and a receipts section for quick reference, the app supports cleaner submissions and fewer missing details when it’s time to reconcile.Built with Jotform, this app template can be tailored to match your internal expense workflow without coding. Use the drag-and-drop app builder to adjust pages, add helpful navigation, and connect your expense form to a table where records stay accessible. You can also route entries into the right hands, centralize updates, and share the app through a link so your team can log expenses and check their entries from anywhere.

Preview: Small Business Record Keeping App

Small Business Record Keeping App helps small teams log day-to-day transactions and keep business records in one place, without relying on scattered spreadsheets or paper receipts. It’s a practical fit for owners, office managers, and bookkeepers who need a simple way to record a transaction, look up past entries, and get a quick read on performance through built-in insights.With Jotform, you can turn this app template into a branded, self-service record hub using a no-code app builder and a drag-and-drop interface. Connect the app to your Transactions form for consistent data collection, organize records so they’re easy to browse, and keep workflows moving with shareable access for your team on any device.

Preview: Tip Tracking App

Tip Tracking App helps you record tips as they come in, review past entries, and check a quick summary without digging through notes or multiple spreadsheets. It fits naturally into day-to-day work for servers, bartenders, baristas, delivery drivers, salon teams, and anyone who relies on gratuities and wants a simple way to keep numbers organized. With quick actions like logging a tip, viewing history, and opening a summary, it supports consistent tracking during busy shifts and makes it easier to spot patterns by day or pay period.With Jotform, you can turn this app template into a self-service routine that matches your workflow using a no-code app builder and a drag-and-drop interface. Connect the app to a form for data collection, keep records organized, and share the app through a link or QR code so it’s easy to access on mobile. As your needs evolve, you can adjust pages, add fields, and build a connected workflow that keeps tip logging and reporting in one place.

Preview: Business Budgeting App

Business Budgeting App helps teams plan, record, and review budgets in one place so spending decisions don’t rely on scattered spreadsheets or disconnected updates. Use it to share a budget overview with stakeholders, capture new budget entries as they come in, and keep an eye on which areas are on track versus at risk. It’s a practical fit for department leads, finance and accounting teams, operations managers, and small business owners who want clearer visibility into categories, departments, and top spend without turning budgeting into a monthly scramble.With Jotform, you can publish this app template fast and adapt it to how your organization manages budgeting. Use the no-code app builder and drag-and-drop interface to adjust pages, add helpful guidance for accurate entries, and connect your data collection to Jotform Tables so budget data stays organized for reporting and review. Share the app for self-service updates, keep workflows moving with connected forms and tables, and maintain a consistent experience across teams as budget needs change.

Preview: Options Tracker App

Options Tracker App helps you log and review options ideas in one place, so you can keep your research, updates, and outcomes organized over time. It’s built for individual traders, finance students, and small teams who want a consistent way to add a new option record, browse a running tracker, and open a detailed view when they need context before the next decision.With Jotform, you can turn this options tracking workflow into a shareable, self-service experience using App Templates and a no-code app builder. Use the drag-and-drop interface to adjust pages and navigation, connect your tracker to your data collection form and records table, and share the app by link for quick access on desktop or mobile as your workflow evolves.

Preview: Self Employed Record Keeping App

Self Employed Record Keeping App helps freelancers and independent business owners keep day-to-day financial records organized without juggling scattered notes, receipts, and spreadsheets. Use it to log income by client, track expenses by vendor, and maintain a mileage log with trip purposes so you can quickly reference what happened, when it happened, and why it matters for your business. With dedicated sections for entries and simple navigation, it fits common routines like invoicing follow-ups, purchase tracking, and keeping travel details in one place for cleaner year-round documentation.Built with Jotform, this app template can be tailored in a no-code app builder using a drag-and-drop interface, so your record keeping matches how you work. Connect the app to Jotform forms for consistent data collection, route information into workflows for internal reviews, and keep everything accessible as a self-service hub you can open from anywhere. Publish and share it with a link, update pages as your business changes, and keep your records easier to manage as you grow.

Preview: Commission Tracking App

Commission Tracking App helps sales teams, managers, and finance staff record deals, review commission records, and stay on top of payouts without chasing updates across spreadsheets. Use it to log new commission entries, keep a running history tied to each deal name, and make it easier to confirm what’s owed to each rep before payment time. It’s a practical fit for brokerages, agencies, retail sales teams, and any organization that calculates commissions from closed-won work and needs a clear trail of records.With Jotform, you can turn this commission tracking workflow into a shareable self-service experience that’s easy to maintain. Using Jotform’s no-code app builder and drag-and-drop interface, you can tailor the pages, control how commission records are viewed, and connect the app to your form for consistent data collection. Publish the app in minutes, share a link with the right people, and keep your commission workflow organized as your team and payout volume grow.

Preview: Tax Receipts App

Tax Receipts App helps individuals, freelancers, and small teams capture and organize receipts throughout the year so tax-time prep feels controlled instead of chaotic. With a simple Add Receipt flow for fast logging and a View Receipts area for browsing what you’ve saved, it’s built for everyday use whether you’re tracking work expenses, reimbursable purchases, or donation receipts that need to be kept on file. A Summary page gives you a quick snapshot of your receipt activity, making it easier to spot gaps, confirm what’s been recorded, and stay consistent from month to month.Jotform makes it easy to turn this Tax Receipts App into a branded, self-service experience with a no-code app builder and a drag-and-drop interface. Connect your receipt entry form to the app, route records into Jotform Tables for reliable data collection, and keep your workflow clear with pages for quick entry, personal receipt views, and an all-receipts list. Share your app with a link and keep everything in one place, from intake to review, without adding complexity to your process.

Preview: Good Spending Tracker App

Good Spending Tracker App helps individuals and households record day-to-day purchases and review where their money goes over time. It’s a practical fit for anyone who wants a simple place to log expenses, browse a running history list, and check monthly budget insights without bouncing between spreadsheets, notes, and bank alerts.Built with Jotform, this app template can connect an expense logging form to a live list for quick history review, then route users to pages for monthly budget check-ins and insights. Customize it with a no-code app builder and a drag-and-drop interface, then share it as a self-service tool for personal use or with a partner to support better habits and consistent data collection.

Preview: Expense and Mileage Tracker App

Expense and Mileage Tracker App helps individuals and teams record spending and trip mileage in one place so reimbursements, job costing, and monthly budgeting don’t turn into a spreadsheet scramble. It’s a practical fit for sales reps, contractors, field technicians, consultants, and small business owners who need to log expenses as they happen, capture mileage after each trip, and keep records organized for reporting or internal review. With quick navigation to log entries, browse records, and check a high-level summary, the app keeps day-to-day tracking simple and consistent.With Jotform, you can turn this app template into a branded self-service experience without coding. Use the no-code app builder and drag-and-drop interface to tailor pages, connect your expense and mileage forms, and route collected data into the workflows you already rely on. When you publish, users can open the app from a share link on desktop or mobile, submit updates in seconds, and keep your tracking process accurate, searchable, and easy to manage over time.

Preview: Small Business Expenses App

Small Business Expenses App helps teams capture, organize, and review day-to-day business spending in one place, so you can stay on top of receipts and keep expense records consistent. Use it to add a new expense as it happens, browse submitted expenses by merchant, and open a simple dashboard view to spot patterns in categories like office supplies and travel. It’s a practical fit for owners, office managers, and bookkeepers who need a clear trail of purchases without chasing paperwork across email threads, paper receipts, or scattered files.With Jotform, you can turn this expense tracking app template into a branded, self-service experience that works anywhere. Customize pages with a drag-and-drop interface, connect forms and tables for reliable data collection, and route the right actions to the right place such as adding receipts, viewing records, or exporting receipt information. Jotform’s no-code app builder makes it easy to publish and share an app your team will actually use, while keeping your workflow organized as spending volume grows.

Preview: Tracking Monthly Expenses App

Tracking Monthly Expenses App helps individuals, families, and small teams record spending throughout the month and keep a clear view of where money is going. Use it to add each expense as it happens, review entries by merchant, and check a monthly summary so you can spot patterns early and make better day-to-day decisions. It’s a practical fit for personal budgeting, roommates sharing household costs, freelancers monitoring business purchases, or anyone who wants a simple routine for capturing expenses without relying on scattered notes.Jotform makes it easy to turn this expense-tracking workflow into a polished self-service experience using a no-code app builder and a drag-and-drop interface. Connect your app pages to a form for data collection, organize entries for quick browsing, and keep your workflow consistent month after month. With Jotform, you can customize the layout, adjust what information you collect, and share the app by link so logging expenses and reviewing results stays accessible on any device.

Preview: Family Budget Planner App

A Family Budget Planner App gives households a practical place to track day-to-day spending, watch monthly totals, and stay aligned on shared money goals. Use it to add transactions as they happen, review a running list of purchases, and check a monthly summary that highlights key patterns like your top expense. It’s a strong fit for couples managing joint accounts, parents budgeting for childcare and groceries, roommates splitting costs, or anyone who wants clearer visibility into where the family’s money is going without juggling multiple spreadsheets.With Jotform, you can turn this family budgeting app template into a flexible self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to forms for data collection, organize entries for quick review, and keep your workflow simple as routines change month to month. Customize pages, labels, and branding, then share the app by link so family members can contribute and stay on the same page.

Preview: Time and Expense App

Time and Expense App helps teams capture billable hours and reimbursable costs in one place, so work stays organized from the first time entry to end-of-month reporting. Use it to log time, add expenses as they happen, browse past records, and review insights like time and expense totals. It’s a practical fit for agencies, consultants, field service crews, contractors, and growing businesses that need a simple way to keep project and vendor activity transparent and easier to reconcile.With Jotform, you can turn this app template into a self-service experience your staff can use from any device, without relying on code. Customize pages with a drag-and-drop interface, connect forms for consistent data collection, and route information into a workflow that supports reviews, follow-ups, and faster closeouts. Share the app with a link so your team can submit time and expenses quickly while you keep records structured and accessible.