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.
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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
Finance Tracking App
Finance Tracking App brings your day-to-day money activity into one place so you can record transactions, review your balance, and spot patterns as they develop. It fits personal budgets, freelancers tracking business spending, and small teams that want a simple way to capture income and expenses without juggling spreadsheets. With quick actions like logging a transaction, adding an income or expense entry, and browsing transactions by merchant or category, it supports consistent habits and clearer visibility into where your money is going.Built with Jotform, this app template turns routine data collection into an easy self-service experience you can share with the right people. Use Jotform’s no-code app builder and drag-and-drop interface to tailor pages, adjust navigation, and connect entries to your data so updates stay organized. From everyday spend tracking to lightweight reporting for recurring reviews, Jotform helps you keep your workflow simple while keeping your records accessible across devices.
Go to Category:Finance Apps
Bank Reconciliation App
Bank reconciliation is the process in which a bank account’s balance is reconciled to the amount reported by a financial institution according to the account’s most recent statement. To carry out this process in the easiest way possible, consider using Jotform to create a Bank Reconciliation App for internal use. Add forms to record new transactions, make detailed reports, and more! To share this app with others, simply link to it directly, share via QR code, or embed it in your online workspace.Need to make changes to how your Bank Reconciliation App looks? Just use our drag-and-drop app builder to do so. Upload personal branding assets, change fonts and colors, integrate with helpful payment or scheduling tools, edit letter text, and more depending on your needs. Make bank reconciliation easier for all parties with Jotform.
Go to Category:Finance Apps
Simple Accounting App
Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.
Go to Category:Company 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
Retirement Planning App
A 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 Apps