Finance App Templates

Preview: Stock Market Update App

Stock Market Update App gives teams and individuals a simple way to view market highlights, follow specific companies, and keep an eye on timely changes from one place. With dedicated areas for markets, company-focused browsing, and alerts, it works well for analysts, advisors, finance educators, investing clubs, and content teams who need a repeatable way to publish updates and guide viewers to the latest information without clutter.Jotform makes it easy to turn this experience into a branded, shareable app using an app template and a no-code app builder. Use the drag-and-drop interface to adjust pages, cards, and navigation, connect dashboards and forms for structured data collection, and keep your workflow organized as your update cadence grows. Share your Jotform app through a link or QR code so your audience can access market insights and alerts on desktop or mobile.

Preview: Household Expense Tracker App

Household Expense Tracker App helps families, roommates, and anyone managing shared bills keep day-to-day spending organized in one place. Use it to log expenses as they happen, review recent records, and understand where money is going with a simple category summary. It’s a practical fit for busy households that need quick visibility into costs like groceries, utilities, and transportation, without relying on scattered notes or multiple spreadsheets.Built with Jotform, this app template makes it easy to turn expense tracking into a repeatable routine using a drag-and-drop interface and connected data collection. Add or adjust pages to match your budget categories, share the app with others in the household, and keep records up to date from any device. With Jotform’s no-code app builder, you can publish a streamlined self-service experience for logging expenses and checking totals whenever you need them.

Preview: Mileage and Receipt Tracker App

Mileage and Receipt Tracker App helps you capture trip mileage and save expense receipts in one place, so you can stay organized when it’s time to reconcile costs or prepare reimbursements. It’s a practical fit for field teams, sales reps, freelancers, delivery drivers, and anyone who drives for work and needs a simple way to log trips, upload receipt details, and keep personal and work records from getting mixed up.With Jotform, you can turn this app template into a self-service hub for day-to-day expense logging without code. Use the no-code app builder and drag-and-drop interface to tailor pages, add buttons that open your trip and receipt forms, and give users quick access to their submission inbox and record views. Connect the app to workflows that support follow-ups and tracking, then share it by link or QR code for fast data collection on the go.

Preview: Adhd Budgeting App

Adhd Budgeting App helps people who live with ADHD log everyday spending without getting stuck in complicated spreadsheets. It brings the most important actions to the surface so you can add a transaction quickly, review budget plans by category, and check insights when you have the attention for it. Use it for personal budgeting, shared household money check-ins, or as a simple structure for clients who want a repeatable routine for tracking expenses.Built with Jotform, this app template turns your budgeting workflow into a guided, self-service experience you can share and reuse. Customize the pages with a drag-and-drop interface, connect the buttons to your data collection forms, and keep budgets and transactions organized in one place. As your routine evolves, you can adjust categories, update what you track, and publish a mobile-friendly app that fits how you actually manage money.

Preview: Business Bookkeeping App

Business Bookkeeping App helps small businesses track day-to-day finances in one place by making it easy to log transactions, create invoices, and review account activity as records grow. It’s a practical fit for owners who handle their own books, office managers supporting a growing team, and service businesses that need a simple routine for recording payees, monitoring cash movement, and keeping invoicing organized without jumping between tools.With Jotform, you can turn this app template into a branded self-service workspace using a drag-and-drop interface and a no-code app builder that connects directly to your forms and tables. Publish the app for internal use, keep entries consistent with structured data collection, and build a repeatable workflow for recording transactions and invoices, reviewing account lists, and staying on top of bookkeeping tasks from anywhere.

Preview: Mutual Fund Tracking App

Mutual Fund Tracking App helps investors and finance teams keep mutual fund holdings organized in one place, so it’s easier to monitor positions, review activity, and stay on top of what matters most in a portfolio. Use it to view portfolio snapshots, log buy and sell activity, maintain a watchlist for funds you’re considering, and browse insight pages that support regular check-ins. It works well for individual investors, families managing shared finances, advisors tracking model portfolios, or small teams that want a consistent way to capture updates without digging through spreadsheets.Jotform makes it simple to turn this workflow into a self-service experience with a no-code app builder and a drag-and-drop interface. Connect navigation cards to key pages like Portfolio, Transactions, Watchlist, and Insights, then link buttons to forms for adding transactions or adding to holdings. As data is collected, you can keep records organized and accessible, making it easier to collaborate, review changes over time, and share a single source of truth through Jotform App Templates.

Preview: Truck Driver Receipts App

Truck Driver Receipts App helps drivers and fleet teams capture, organize, and review receipts tied to life on the road, such as fuel stops, tolls, repairs, and meals. With quick access to a New Receipt flow and a Recent Receipts view, it’s easy to log expenses while parked, reduce lost paper slips, and keep trip spending visible. This app template fits owner-operators, dispatchers, and back-office staff who need a consistent way to document costs across routes, trucks, and drivers without chasing photos in text threads.Built with Jotform, this app template combines self-service data collection with a simple browsing experience that works well on mobile. Use Jotform’s no-code app builder and drag-and-drop interface to adjust pages, add guidance text, and connect the receipt form to the same underlying records list so updates stay organized. Once published, you can share the app link with drivers, centralize receipt tracking in one workflow, and keep expense documentation ready for review whenever you need it.

Preview: Accounts Payable App

Accounts Payable App helps teams collect, organize, and review vendor invoices in one place so nothing gets missed at month end. It’s a practical fit for finance and operations groups at small businesses, agencies, schools, and nonprofits that need a clear view of what’s been submitted and what’s been paid. With quick actions to add a new invoice and log a payment, plus pages for browsing invoice records and a payments log, the app supports day-to-day AP intake while keeping vendor-related activity easy to find.Jotform makes it simple to turn your accounts payable workflow into a shareable, self-service experience using its no-code app builder and drag-and-drop interface. Connect the app to forms for invoice entry and payment logging, then route records into Jotform Tables for tidy tracking and faster follow-ups. You can publish a single link for staff, centralize data collection, and adjust the layout as your process evolves, all without writing code.

Preview: Expense Ledger App

An expense ledger app is a practical way to capture spending as it happens and keep a clear running record you can reference anytime. This template fits freelancers, small business owners, finance teams, project leads, and anyone who needs a simple place to log purchases, track payees, and review how money is being used across day-to-day operations. With quick add-expense entry points and an organized ledger view, it supports consistent data collection without relying on scattered notes, receipts in email, or memory.Built with Jotform, this app template pairs self-service logging with easy navigation between your Ledger and Insights, so you can move from entering expenses to reviewing trends in one flow. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages, connect your expense form to tables, and keep records accessible through links like All Expense Records and My Submissions. As your workflow grows, you can expand the experience for teammates, standardize entries, and maintain a dependable source of truth for expense tracking.

Preview: Subscription Tracking App

Subscription Tracking App gives teams and individuals a clear way to monitor active subscriptions and stay ahead of upcoming renewals in one place. Use it to maintain a current list of services, reduce surprise charges, and keep spending visible across departments, households, or client accounts. It’s especially helpful for operations and finance teams managing software tools, agencies tracking client subscriptions, or anyone who wants a simple system for capturing subscription details and quickly viewing what’s active versus what’s due to renew.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 forms for fast data collection when adding a new subscription, organize records for easy browsing, and keep your workflow moving with pages that separate subscriptions and renewals. Share the app link with stakeholders so updates happen in one consistent place, without relying on scattered spreadsheets.

Preview: Self Employed Time Tracking App

Self Employed Time Tracking App helps independent professionals track billable hours, organize work by project and client, and turn time entries into invoices without juggling multiple tools. It’s a practical fit for freelancers, contractors, consultants, and side hustlers who need a clear view of where their time goes and what it earns. With quick actions to log time, browse recent entries, and review earnings, you can keep daily admin work light while still staying on top of client work and billing.Built with Jotform, this app template pairs a drag-and-drop interface with flexible workflows so you can tailor your setup to how you work. Connect forms for adding projects, clients, time entries, and invoices, then keep records organized in linked tables for easy reference. Share the app across your devices for convenient self-service data collection, faster invoicing, and a smoother routine from time tracking to payment follow-up.

Preview: Weekly Spending Tracker App

Weekly Spending Tracker App helps individuals, couples, and budget-conscious households keep a clear, week-by-week view of where money goes. Use it to quickly log expenses as they happen, review your history by merchant, and spot patterns that are easy to miss when purchases are scattered across apps, receipts, and cards. It’s also useful for students tracking discretionary spending, freelancers monitoring weekly costs, and anyone trying to stay consistent with weekly budgets without turning budgeting into a full-time project.With Jotform, you can turn this app template into a simple self-service experience that fits your routine. Customize the Weekly Spending Entry form, organize expense records in connected lists, and add an insights view for quick weekly check-ins. Jotform’s no-code app builder and drag-and-drop interface make it easy to adjust categories, update the layout, and share the app across devices so your data collection and workflow stay tidy and repeatable.

Preview: Cash Flow Management App

Cash Flow Management App helps you monitor money coming in and going out so you can make day-to-day decisions with more confidence. Use it to log cash in by source, record cash out by payee, and keep an eye on a month-to-date cash flow dashboard that summarizes how the period is trending. It’s a practical fit for small business owners, freelancers, and operations teams who need a simple way to capture transactions without digging through spreadsheets, scattered notes, or multiple tools.With Jotform, you can turn this app template into a mobile-friendly self-service experience for your team, with an intuitive drag-and-drop interface and a no-code app builder. Connect the app to forms for consistent data collection, review records in one place, and adjust pages, buttons, and navigation as your workflow evolves. Share a single link for faster updates, clearer visibility, and more organized financial tracking across the month.

Preview: Track My Spend App

Track My Spend App gives individuals and teams a simple way to record expenses, review past spending, and spot patterns over time. With quick access to an Add Expense form, a My Expenses area for browsing what’s been logged, and a Spending Insights page for high-level visibility, it fits everyday budgeting as well as small-business purchasing oversight. Use it to capture receipts and incidentals, track project costs, reconcile reimbursements, or keep a running view of personal discretionary spending without juggling spreadsheets.Jotform helps you turn expense tracking into a polished, shareable experience using its no-code app builder. Start from this app template, then adjust pages and cards with a drag-and-drop interface, connect your expense data to tables for organized viewing, and publish a mobile-friendly hub for self-service logging. Whether you’re collecting data on the go or reviewing totals at the end of the week, Jotform makes it easy to keep your workflow and records in one place.

Preview: Poultry Farm Expense Tracker App

Poultry Farm Expense Tracker App gives poultry farm owners, managers, supervisors, and bookkeepers a central place to record and review operational spending. This app template supports routine expense entry, recent expense browsing, and report access while keeping key details such as category, amount, and date organized. Use it to monitor purchases related to feed, flock care, equipment, utilities, transport, labor, and facility upkeep. Clear records make it easier to understand farm costs, prepare budget reviews, identify spending patterns, and replace scattered paper notes or spreadsheets with a consistent data collection process.Jotform App Templates help teams create practical digital experiences without writing code. Customize this Poultry Farm Expense Tracker App with the no-code app builder and its drag-and-drop interface, then adjust pages, buttons, colors, fonts, and branding to suit daily farm operations. Connect forms, tables, notifications, approvals, and other workflow steps to keep financial information moving between the people responsible for purchasing and oversight. The finished app can be shared by a direct link or QR code, giving authorized team members mobile-friendly access for expense reporting and self-service record review from the office or farm.

Preview: Courier Tax Tracker App

Courier Tax Tracker App is an app template for independent couriers, delivery drivers, and contractors who need one place to organize income and work-related expenses for tax preparation. Users can record earnings by income source, enter costs by expense category, review saved records, and view a tax summary without relying on scattered notes or spreadsheets. A built-in tax guide also provides a convenient reference point when reviewing financial records. This focused setup supports regular recordkeeping throughout the year, gives couriers a clearer view of their business finances, and makes it easier to prepare information for an accountant or tax professional.Jotform makes this app template easy to adapt with a no-code app builder and a flexible drag-and-drop interface. Change the branding, revise content, rearrange pages, or connect forms and tables to create a workflow that matches how income and expenses are handled. Jotform App Templates can be shared through a direct link or QR code, giving users mobile-friendly self-service access wherever they work. Connected data collection keeps records organized while notifications and other workflow options can support timely updates and routine financial tracking.

Preview: Mortgage Case Management App

Mortgage Case Management App gives mortgage advisers, brokers, loan coordinators, and property finance teams a central place to open cases and follow each application from initial intake to the next milestone. Users can start a mortgage case, browse case statuses, and review essential details such as the applicant, property, loan amount, loan type, milestone, and target date. This clearer view helps teams prioritize active applications, reduce scattered recordkeeping, prepare timely follow-ups, and keep colleagues informed as cases progress. It is well suited to independent advisers, brokerage teams, real estate finance departments, and small to medium-sized firms handling multiple mortgage applications.Built with Jotform Apps, this app template can be adapted through a no-code app builder and an intuitive drag-and-drop interface. Teams can update pages, branding, navigation, and connected data collection processes without writing code. Forms and tables can support intake and case organization, while notifications and workflow connections help staff respond to updates promptly. Publish the app with a shareable link or QR code to give authorized team members convenient mobile access and a consistent workspace for day-to-day mortgage case management.

Preview: Profit Margin Calculator App

Profit Margin Calculator App helps business owners, finance teams, retailers, consultants, and independent sellers evaluate the profitability of products, services, or sales scenarios. Users can compare selling price and cost price while reviewing revenue, profit, and margin percentage in one convenient experience. Calculation history, saved results, margin insights, and a practical guide make it easier to revisit estimates and support pricing decisions. This app template is especially useful when setting prices, assessing product performance, preparing estimates, or checking whether projected sales can meet profitability goals. By keeping calculations and supporting information together, it reduces reliance on scattered spreadsheets and gives teams a consistent resource for routine margin analysis.Jotform Apps helps organizations turn financial tasks into accessible, interactive workflows without coding. Customize this Profit Margin Calculator App through a drag-and-drop interface, adjust its pages and visual style, and connect forms or tables when additional data collection is needed. The no-code app builder also makes it easy to organize self-service resources, centralize saved information, and update content as pricing practices change. Once the app is ready, share it by direct link or QR code so staff and approved collaborators can access it from phones, tablets, or computers. Start with this app template and adapt it to fit retail operations, service estimates, internal pricing reviews, or other recurring profitability checks.

Preview: Securities Catalog App

The Securities Catalog App is a searchable reference experience for financial services teams, research groups, educators, consultants, and internal operations staff that need to organize securities information in one accessible place. Users can browse the catalog, explore entries by market, and open individual records showing an asset type, market, risk level, ticker symbol, and summary. Authorized contributors can also submit new or related catalog entries through a connected form. This app template helps teams replace scattered files with consistent records, improve resource navigation, and give colleagues or clients a convenient self-service resource for reviewing general securities information.Jotform App Templates make it easy to adapt this experience without writing code. Using Jotform’s no-code app builder and drag-and-drop interface, teams can update pages, cards, buttons, branding, and navigation to match their preferred catalog structure. The app can connect data collection forms with tables, notifications, approvals, and other workflow steps, helping administrators maintain entries as information changes. Once customized, the Securities Catalog App can be published and shared by direct link or QR code for mobile-friendly access.

Preview: Financial Calculator App

Financial Calculator App is a ready-to-use resource for estimating common personal finance scenarios in one accessible place. Individuals can compare mortgage and loan costs, project savings growth, and plan a debt payoff approach without switching between separate tools. Financial advisers, educators, consultants, lenders, and customer service teams can also use it to help clients explore possible outcomes before discussing their options. By organizing calculations into a clear mobile-friendly experience, the app makes financial planning more approachable and gives users a convenient self-service resource for evaluating different inputs.Jotform App Templates help organizations launch interactive experiences without writing code. With Jotform’s no-code app builder and drag-and-drop interface, users can adapt the Financial Calculator App with their own colors, content, navigation, and supporting resources. Forms, tables, approval steps, and other workflow tools can be connected when additional data collection or internal follow-up is needed. Once customized, the app can be published and shared through a direct link, QR code, or embedded experience, making it easy to provide calculators and related guidance across desktop and mobile devices.

Preview: Customer Dues Tracking App

Customer Dues Tracking App is an app template for recording outstanding customer balances and keeping payment activity organized in one accessible place. Small businesses, finance teams, service providers, contractors, and account managers can use it to add customer dues, review amounts and due dates, and log payment updates. Customer contact details and record notes provide useful context when following up, while separate due and payment records make it easier to understand account history. The app helps teams replace scattered spreadsheets and messages with a consistent process for monitoring receivables, prioritizing follow-ups, and maintaining accurate internal records.Jotform Apps lets you adapt this template with a no-code app builder and an intuitive drag-and-drop interface. Customize pages, cards, buttons, colors, and navigation to match your operations, then connect forms and tables to support data collection and related workflows. Staff can access the app from mobile or desktop devices and share it through a direct link or QR code. Starting with Jotform App Templates reduces setup time while giving your team the flexibility to create a branded tracking experience without writing code.

Preview: Employee Cash Advance App

Employee Cash Advance App gives employees and HR or finance teams a central place to manage workplace cash advance requests. Staff can submit a request, review its status and access relevant request details without relying on scattered emails or paper records. Reviewers can use the review queue and request insights to monitor activity and support consistent internal decisions. This app template suits small and midsize businesses that want to improve employee self-service, organize data collection and make cash advance administration easier to oversee.Jotform App Templates help teams turn everyday processes into accessible digital experiences without writing code. Using Jotform’s no-code app builder and drag-and-drop interface, administrators can customize pages, navigation, colors and content to match internal procedures. Forms, tables, approval steps and notifications can be connected to support a more cohesive workflow. Once the Employee Cash Advance App is ready, it can be shared through a direct link or QR code, giving employees and reviewers convenient access from desktop and mobile devices.

Preview: Packaging Cost Calculator App

Packaging Cost Calculator App gives manufacturers, retailers, packaging suppliers, fulfillment teams, and small businesses a central place to calculate packaging costs and review saved estimates. Users can open the calculator, browse previous estimates, inspect cost breakdowns, and access estimate records without switching between disconnected files. It supports pricing research, product launches, supplier discussions, order planning, and margin reviews by making packaging cost information easier to find and compare. Teams can use this app template to reduce manual calculations, maintain consistent estimating practices, and make more informed purchasing or production decisions.Jotform App Templates help organizations turn everyday processes into accessible digital experiences without writing code. With Jotform’s no-code app builder and drag-and-drop interface, users can customize pages, navigation, colors, fonts, and branding to fit their workflow. Forms, tables, approvals, and other connected resources can be added to support data collection and organized recordkeeping. Once configured, the app can be shared through a direct link or QR code, giving staff and partners mobile-friendly self-service access to current estimating resources.

Preview: Parent Savings Survey App

Parent Savings Survey App is a ready-to-use survey experience for financial educators, family support programs, community groups, researchers, and advisers seeking to understand how parents save. It gives participants a simple way to complete a survey while authorized teams can browse responses, review insights, and explore patterns. By bringing information about household size, monthly savings, financial priorities, common challenges, and helpful strategies into one organized experience, the app supports needs assessments, educational planning, outreach initiatives, and informed program decisions.Jotform App Templates help organizations turn forms, resources, and connected workflows into accessible digital experiences. Customize this app template with Jotform’s no-code app builder and drag-and-drop interface, then adjust its pages, branding, navigation, and survey content to match your project. You can connect data collection with tables and automated workflows, share the finished app by link or QR code, and give participants mobile-friendly access. These tools make it easier to gather useful feedback, organize responses, and support self-service participation without writing code.