Finance App Templates

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: 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: 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: 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.