Fund Tracking App
Track multiple funds in one place with the Fund Tracking App so teams can add entries, review balances, and check summary progress for budgets, projects, and fundraising goals.

Use your camera to scan the QR code and preview the app on your device.
Fund Tracking App helps teams and organizers record transactions, monitor balances, and keep multiple funds easy to review in one place. It’s a practical fit for nonprofits tracking restricted funds, schools managing club budgets, small businesses separating project funds, or community groups running savings goals. With quick entry creation, a browsable funds list, and a roll-up summary view, everyone can stay aligned on what’s available, what’s been spent, and what targets you’re working toward.
Jotform makes it simple to turn this use case into a shareable, branded experience using its app templates and no-code app builder. Customize pages with a drag-and-drop interface, connect your funds and transaction data collection to forms and tables, and keep your workflow organized with clear navigation for updates and reporting. When you’re ready, publish and share the app for self-service access so the right people can add entries, review funds, and check progress without digging through spreadsheets.
It’s used to record fund-related entries and keep a clear view of each fund’s current balance, goal target, owner, and last updated date, plus a central place to review all transactions and overall progress.
Most teams include a list of funds with names, owners, starting balances, and goal targets, along with a consistent way to add new entries and maintain a transaction history. You can also add notes and simple guidance text on how entries should be logged.
Use it when you’re managing more than one fund or budget and need a dependable way to track changes over time. It’s especially helpful when multiple people contribute updates and you want a shared source of truth beyond spreadsheets.
Nonprofits, schools, clubs, small businesses, finance teams, project managers, and community organizers can all use it. It also works for individuals who want a simple way to monitor savings goals with a transaction log.
You get faster updates through a simple add entry flow, easier browsing across funds, and clearer reporting through a summary view. Having fund details and transaction history connected reduces confusion and makes reviews much quicker.
Yes. In Jotform, you can rearrange pages, adjust navigation, update headings and text, and tailor what appears on the fund detail view so the app matches how your organization tracks money.
Yes. You can share the app only with the right people and set up your connected forms and tables so the appropriate users can add entries while others focus on viewing funds and summaries.
Entries captured through the connected form and the records shown in the transactions and funds lists stay organized in your connected Jotform data sources. You can keep tracking over time, review changes, and use the records for internal reporting.
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