Fund Tracking App
Track fund activity with a dashboard, log entries, and searchable history in Fund Tracking App, a practical Jotform app template for nonprofits, clubs, and teams that need clearer visibility into balances and transactions.
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.
Fund Tracking App is used to monitor fund activity in one place by viewing a dashboard, adding new log entries, and reviewing a history of past records. It supports teams that need a simple way to keep fund movement organized and easy to reference.
Include the key details you want to capture for each record in the connected log entry form, such as the fund name, date, amount, category, and notes. You can also align the dashboard and history views to show the metrics and records your team checks most often.
Use it when you need consistent tracking of deposits, withdrawals, allocations, or other changes across one or more funds. It’s especially helpful when multiple people contribute updates and you want a single history view instead of separate files.
Nonprofits, grant coordinators, school organizations, community programs, and small business teams can use it. It also works well for internal operations groups that want a straightforward way to log and review fund activity.
It centralizes fund tracking, makes updates faster with a dedicated log entry path, and reduces confusion by keeping historical records easy to find. The navigation between dashboard, log entry, and history also helps people follow a consistent process.
Yes. You can rearrange pages, update headings and text, and tailor what users see on the dashboard and history sections. This makes it easier to match the app to your internal naming, reporting preferences, and day-to-day workflow.
Yes. You can share the app using a link so staff members can navigate to the dashboard, add entries, or review history as needed. This supports a self-service experience for teams who need quick access to fund information.
Entries submitted through the connected form are stored with your Jotform data, making it easy to keep an ongoing record and populate the history view. As you collect more entries, the history section becomes a stronger reference point for reviews and reporting.
An energy audit app is used by auditors to perform energy inspections of buildings. With Jotform’s free Energy Audit App, your company can complete audits seamlessly on any device — making it easier than ever for your team to identify and address energy efficiency issues in the field. The app can be downloaded onto any device in a single click!Feel free to update the design of the app by creating and adding other online forms with our drag-and-drop builder, uploading your company logo, or making other changes with no coding. All information you collect is stored safely in your secure Jotform account. Make the switch from paper forms to online forms with the help of a free Energy Audit App for your team.
Go to Category:Finance AppsA travelers insurance app is used by travel insurance companies to provide information for and collect important information from their clients. With this ready-made Travelers Insurance App, your company can start collecting insurance claims from your clients in just a few clicks! Simply update the app design to perfectly match your needs, then share it to be used seamlessly on any device.Make changes to the design with Jotform’s drag-and-drop builder — no coding required. Add your company branding, include intake forms or other types of forms, and add resources for your clients to access. Once the design is ready to go, your custom Travelers Insurance App is easy to share on social media, via email, or to be downloaded for iOS and Android.
Go to Category:Finance AppsAn employee travel management app is used by HR departments for managing employee travel requests. With this readymade Employee Travel Management App, employees can request personal time off for vacation or seek authorization for company-related business travel. Data from both forms automatically syncs to a color-coded Travel Tracker spreadsheet in your secure Jotform account, so you can easily keep track of employee travel type, business expenses, and time off start and stop dates.Want to customize this app template to match your company’s branding? You don’t need any design or coding experience—just use our drag-and-drop app builder to add or change form elements, edit form text and fields, upload your logo, include documents and external links, and more. Use Jotform’s Rich Text element to display formatted text, tables, embed images or links, and clearly communicate instructions or information to users. When you’re done, share the app with employees by sending email invites or embedding a link in an internal-use company portal, and employees can start filling out forms from any smartphone, tablet, or computer. Create a custom all-in-one Employee Travel Management App to track employee travel details with this free app template from Jotform.
Go to Category:Company Portal AppsA retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.
Go to Category:Consulting AppsJotform's Reimbursement App template is designed to streamline the process of submitting and managing expense reports. Ideal for corporate employees, freelancers, and small business owners, this no-code app builder allows users to easily log business or travel expenses, upload and organize receipts, and submit reports for approval. The Reimbursement App allows users to customize forms, add e-signature fields, and integrate with payment gateways, simplifying the reimbursement process for all users. Looking for a hassle-free way to manage expense reports and reimbursements? Look no further than Jotform's Reimbursement App. With a drag-and-drop builder, powerful app elements, and over 70 widgets to choose from, creating a customized app has never been easier. Add e-signature documents for quick approvals, connect with payment gateways for seamless transactions, and enjoy the flexibility of building a unique app that fits your specific needs. Plus, with features like advanced sharing options, custom URLs, and push notifications, staying on top of expense management has never been more convenient.
Go to Category:Finance AppsAre you tired of manually tracking receipts for expense purposes? Look no further than the Receipt Upload App template by Jotform. This no-code app builder allows users to easily upload receipts for expense tracking, reimbursement, or tax purposes without any coding knowledge. Simply add forms, widgets, products, and branding to create a fully customized app that can be downloaded onto any smartphone, tablet, or computer. Say goodbye to paper receipts and hello to digital organization with this convenient app template.With Jotform's Receipt Upload App template, managing expenses has never been easier. Explore the top features of Jotform Apps, such as the drag-and-drop builder that allows for quick customization, powerful app elements like forms and images, and 70+ app widgets for added functionality. With flexible app design options and ready-to-use layouts, creating a personalized app for receipt management is a breeze. Enhance user engagement with push notifications and access data securely with Jotform Tables, all while enjoying the ease of use and customization that Jotform offers. Say goodbye to paper clutter and hello to digital efficiency with Jotform's Receipt Upload App template.
Go to Category:Company Portal Apps