Investment Planner App helps individuals, families, and finance teams organize investment information and planning activities in one place. Use it to keep a clear view of your portfolio, capture new assets through a simple add form, and maintain a watchlist of investments you want to track before taking action. It’s also built for goal-oriented planning, so you can record targets, connect them to what you’re investing in, and review progress during regular check-ins, coaching sessions, or internal financial reviews.
Jotform makes it easy to turn this app template into a tailored self-service experience with a no-code app builder and a drag-and-drop interface. Connect pages to forms and lists for ongoing data collection, keep information organized as it grows, and share a single link with stakeholders who need access. You can adjust the layout, update labels, and refine the workflow so the app fits your process, whether you’re tracking personal investments or supporting clients with structured planning.
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Easy Mortgage App
With Jotform’s Easy Mortgage App, members of your mortgage loan company can collect client information in the field from their smartphone or tablet — no messy paperwork required! Once the app is downloaded onto each employee’s device, they can submit mortgage loan requests for new clients, help clients request deferrals, or accept formal mortgage loan applications online.Customizing this Easy Mortgage App is, well, easy. Just drag and drop to rearrange the design, add or remove forms, include your logo for a professional touch, and make other design changes with no coding. Share the app with a link to be saved to any device instantly, and your team will be ready to start collecting information through the Easy Mortgage App and storing it in your secure Jotform account.
Go to Category:Finance & Accounting Portal Apps
Personal Budget App
Track your expenses and income in a free Personal Budget App from Jotform! The app includes a Monthly Spending Details Form where you can add your spending information to create a complete record of money you have earned and the items you have bought. All submissions through the app are stored securely in your Jotform account, on an easy to access Personal Budget spreadsheet on any device.Make changes to this free app template with our drag-and-drop builder. Update the app icon, background image, and add as many forms, links, documents, images, and buttons as you’d like. Once your app is looking great, download it onto your computer, smartphone or tablet to start collecting budget details instantly on the go. Save time and track your budget online with a free Personal Budget App.
Go to Category:Finance & Accounting Portal Apps
Expense Tracker App
Expense Tracker App is an app template designed to simplify and streamline the process of recording and monitoring expenses for businesses, freelancers, finance teams, and individuals. This robust app is built for making budgeting and expense management easier and more efficient, centralizing all expense data into one accessible location. Whether it’s for tracking daily operational costs, monitoring project expenses, or consolidating personal financial records, this app serves as a solid foundation for maintaining financial discipline and visibility. The app collects data related to the expenses, such as cost categories, transaction details, and corresponding notes, offering users a comprehensive view of their spending patterns. Its ready-to-use design makes it ideal for those seeking to improve their financial tracking without the need for complex setups or configurations. It's best for those who manage multiple expenses and need a reliable, convenient platform to monitor their financial activities.Jotform’s Expense Tracker App is easy to use and customizable, making it an excellent choice for all types of users, regardless of their technical expertise. The drag-and-drop interface allows for easy customization of the app to cater to specific financial tracking needs. Users can easily modify forms, adjust color schemes, and even add their logo, enhancing user experience and reinforcing their brand. The added convenience of electronic signature collection provides an additional layer of verification for expense records, enhancing accountability within teams. Moreover, Jotform’s platform supports seamless data collection, making it easier to generate comprehensive sheets and reports for analysis or audit purposes. Take control of your budgeting and expense management with Jotform’s Expense Tracker App.
Go to Category:Finance & Accounting Portal Apps
Personal Finance Management App
Manage your personal finances with Jotform’s free Personal Finance Management App. This fully customizable mobile app includes a monthly expense form, budget tracker, bill record form, and bill payment log to help you stay on track when it comes to your finances. Once you’ve downloaded the app to your favorite, you can fill out your forms and view your logs at any time. All entries will be synced instantly and automatically, so you can keep all your important finance info in one easily accessible place.Customize your Personal Finance Management App without any coding. Jotform’s drag-and-drop interface makes it easy to add forms, tables, links, documents, and other elements to your app. Then you can save your app onto any computer, tablet, or smartphone for easy access. Take control of your spending with a custom Personal Finance Management App!
Go to Category:Finance & Accounting Portal Apps
Customizable Quick Credit Loan App
Need a quick credit loan app for your business? If your financial institution needs a quick and easy way for customers to apply for a loan to improve their credit, this free Quick Credit Loan App is a great place to start. You can use the app as-is or easily customize it to fit your needs — with no coding required.Add your logo and branding, update the loan application form, include your contact information, and make other design changes in seconds. You can even connect your app with other platforms — like Salesforce, HubSpot, or Zoho — to send new leads to your CRM platform automatically. Get loan applications fast with a Quick Credit Loan App from Jotform.
Go to Category:Finance Apps
Employee Travel Management App
Employee Travel Management App is an app template designed to transform the way companies and their employees handle business travel. This innovative application provides an all-inclusive platform to streamline trip requests, approval workflows, itinerary management, and expense tracking. The app is ideal for companies of all sizes, enabling employees to submit travel plans and receive approval in a systematic, efficient manner. It offers a central location for tracking all travel-related activities, significantly reducing the time spent on coordinating and managing business trips. The Employee Travel Management App also promotes adherence to travel policies, maintaining compliance while saving time and money. It is best suited for travel coordinators, financial administrators, and operations teams who are tasked with managing and optimizing their company's business travel.With Jotform's no-code app builder, customizing the Employee Travel Management App to fit the specific needs of your organization is effortless. The drag-and-drop interface allows you to tailor the app's features, elements, and layouts to perfectly mirror your company's brand and workflow. Whether it's adding new forms or widgets or adjusting the colors and fonts, Jotform provides a seamless, code-free experience. Furthermore, the app's cross-platform compatibility means it can be accessed and utilized on any device, be it a smartphone, tablet, or desktop, offering convenience and accessibility. The Employee Travel Management App from Jotform delivers a streamlined, efficient solution for business travel management, simplifying processes and enhancing productivity.
Go to Category:Company Portal Apps