Personal Finance Apps

43 Templates

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
Preview

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
Preview

Spending Tracker App

Need an easy and efficient way to track your spending? Look no further than this easily customizable Spending Tracker App from Jotform. Oversee your spending, check how over or under your budget you are, calculate your savings over a longer period of time, and more. This app is also great for helping other get a better grasp on their own saving habits.This handy Spending Tracker App is ready to use, but you can also customize it to reflect your own personal preferences. Use Jotform’s intuitive app builder to add widgets and integrations that work for you, change up fonts and colors, upload videos and images, and more depending on your needs. Hold yourself accountable and save more money with this app from Jotform!

Go to Category:Tracker Apps
Preview

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
Preview

Mileage and Expense Tracker App

Mileage and Expense Tracker App helps you capture trip mileage and day-to-day spending in one place, so you can keep a clear record of travel and costs without digging through notes, emails, or receipts. It’s a practical fit for teams and individuals who drive for work, travel between job sites, or manage reimbursable purchases, including field services, sales reps, consultants, contractors, and small business owners. With quick actions to track mileage, track expenses, and view reports, the app supports consistent logging habits and makes it easier to stay on top of what’s been recorded.Built with Jotform, this app template pairs a no-code app builder with a drag-and-drop interface so you can adapt the experience to your process in minutes. Connect mileage and expense forms, organize entries into easy-to-browse lists, and use reports to review activity over time. Whether you’re collecting data for reimbursements, job costing, or internal budgeting, Jotform Apps turns routine tracking into a simple self-service workflow you can share with a team and manage from anywhere.

Go to Category:Expense Tracking Apps
Preview

Personal Finance Tracker App

Personal Finance Tracker App helps you keep a clear, running view of your money by logging transactions, setting savings targets, and reviewing key trends in one place. Use it to record income and expenses as they happen, maintain a simple transaction history, and stay focused on what you want to save for next. It’s a great fit for individuals, couples, students, and freelancers who want a lightweight routine for budgeting without juggling spreadsheets or scattered notes.With Jotform, you can turn this app template into a polished self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection forms for logging income or expenses and adding savings goals, then share it as a mobile-friendly link for everyday use. As your workflow evolves, you can adjust fields, organize pages, and keep your personal finance tracking consistent with the way you actually spend and save.

Go to Category:Daily Planner Apps
Preview

Monthly Expenses App

Monthly Expenses App helps you capture spending as it happens and keep a clear view of where your money goes each month. Use it to add expenses in seconds, browse past entries, and jump into a quick “This Month” view to spot patterns early. It’s a practical fit for individuals, families, roommates, freelancers, and small teams that need a simple way to record purchases like groceries, transport, and utilities without relying on messy notes or scattered receipts.With Jotform, you can turn this monthly tracking routine into a polished self-service experience using an app template built with a no-code app builder. Customize pages with a drag-and-drop interface, connect your expense form to organized records, and keep your workflow consistent as your needs change. Share your Jotform app through a link or QR code so it’s easy to log expenses from anywhere and keep monthly data collection on track.

Go to Category:Expense Tracking Apps
Preview

Grocery Spending Tracker App

Grocery Spending Tracker App helps individuals and households record grocery purchases and understand where their food budget is going over time. Use it to quickly add each purchase, review recent expenses, and spot spending patterns across stores and categories, making it easier to stay aware of day-to-day costs without relying on scattered receipts or notes.With Jotform, you can turn this app template into a simple self-service experience that fits your routine. Customize pages in a drag-and-drop interface, connect the app to your data collection form, and keep your workflow organized as entries grow. Share the app with family members so everyone can contribute purchases from a phone, then use the built-in views to keep spending insights easy to access.

Go to Category:Activity Tracking Apps
Preview

Trip Expense Tracker App

Trip Expense Tracker App helps individuals, teams, and organizations keep travel spending organized across multiple trips without losing receipts or forgetting smaller charges. Use it to create trips, record expenses as they happen, and review a clear summary so you can understand where money is going during business travel, client visits, conferences, or personal getaways. With dedicated areas for trips, expenses, and a high-level summary, it’s easy to stay consistent from the first booking to the final reimbursement.Built with Jotform, this app template turns travel expense tracking into a mobile-friendly self-service experience you can share with anyone who needs to log spending. Customize it with Jotform’s no-code app builder and drag-and-drop interface, then connect it to the included forms for fast data collection and a cleaner workflow for reviewing costs, reducing manual follow-ups, and keeping trip records in one place.

Go to Category:Expense Tracking Apps
Preview

Spending Journal App

A Spending Journal App gives individuals and households a simple place to record everyday purchases and keep a running view of where money is going. With a quick way to log a spend, a list of recent entries, and an easy-to-scan spending summary, it helps you build better awareness of habits across categories and merchants without turning budgeting into a complex project. Use it to capture cash purchases, track discretionary spending, document business reimbursements, or spot patterns like frequent small buys that add up over time.Jotform makes it easy to turn this use case into a polished self-service experience with App Templates you can publish in minutes. Using Jotform’s no-code app builder and drag-and-drop interface, you can adjust pages, wording, and branding, then connect the app to the linked form for consistent data collection. As entries come in, your workflow stays organized for personal tracking or sharing with a partner, while keeping the journal experience mobile-friendly and simple to revisit.

Go to Category:Expense Tracking Apps
Preview

Trading Chart Analysis App

Trading Chart Analysis App brings chart reviews into one place so you can collect new analyses, organize them by symbol and timeframe, and quickly browse what has already been recorded. Use it to share recurring market breakdowns with a trading community, run an internal research log for an investing team, or keep a consistent process for documenting scenarios and key levels. With in-app navigation for submitting a new analysis and browsing prior entries, it supports repeatable chart note-taking without hunting through scattered files or messages.Built with Jotform, this app template combines simple self-service navigation with connected data collection. Customize pages, cards, and buttons with a drag-and-drop interface, then link the submission flow to your form so new analyses are captured in a consistent format. Share your Trading Chart Analysis App through a link or QR code, keep content updated as your workflow evolves, and use Jotform’s no-code app builder to turn ongoing chart analysis into an accessible, mobile-friendly experience.

Go to Category:Finance Apps
Preview

Everyday Calculator App

Everyday Calculator App gives people a simple place to handle quick calculations for daily tasks, whether you’re splitting a bill, checking discounts while shopping, estimating tips, or double-checking basic math at work or school. With a clean page layout and an interactive calculator widget, this app fits naturally into personal routines and light business use where fast answers matter and distractions get in the way.Build and publish your own version in Jotform using customizable app templates and a no-code app builder with a drag-and-drop interface. Add your branding, adjust the page experience, and share the app as a self-service link for customers, students, or team members. Jotform also supports connected workflows for data collection when you want to pair calculations with requests, records, or follow-up steps later on.

Go to Category:Finance Apps
Preview

Credit Card Expense Tracker App

Credit Card Expense Tracker App helps you log card purchases, review spending by merchant, and keep your cards organized in one place. With quick actions to add an expense and browse a running expense list, it fits everyday personal budgeting as well as small teams tracking routine company charges. Use it to reduce missing receipts, spot duplicate charges earlier, and maintain clearer visibility into where money goes across travel, groceries, and other categories.Jotform makes it easy to turn this credit card expense tracker app into a polished self-service experience using a no-code app builder and a drag-and-drop interface. Connect forms and tables for reliable data collection, adjust pages and navigation to match your workflow, and share the app with the right people in seconds. As your process grows, you can expand the workflow with approvals, notifications, and additional views without rebuilding from scratch.

Go to Category:Finance & Accounting Portal Apps
Preview

Roommate Expense Tracker App

Roommate Expense Tracker App helps housemates track shared spending, split costs fairly, and stay on the same page about who owes what. Use it to log rent add-ons, utilities, groceries, repairs, and one-off purchases as they happen, then review balances before settling up. With quick navigation to add an expense, view balances, and check recent split items and history, it reduces misunderstandings and makes money conversations less awkward for roommates in apartments, student housing, and shared homes.Jotform makes it easy to turn this idea into a working experience using its App Templates and no-code app builder. Customize pages with a drag-and-drop interface, connect your expense form to organize data collection, and keep your workflow simple from entry to review. Share the app with your household so everyone can contribute updates, stay informed, and manage shared costs from any device.

Go to Category:Activity Tracking Apps
Preview

Expense and Income Tracker App

Expense and Income Tracker App helps individuals, freelancers, and small teams record money coming in and going out in one place, so you can keep an eye on cash flow without juggling spreadsheets. With dedicated sections for Income and Expenses plus an Overview area, it’s easy to add new entries as they happen, review past records, and spot patterns in your spending or earnings across weeks and months.Jotform makes it simple to turn this use case into a branded, shareable experience using its App Templates and no-code app builder. Customize pages with a drag-and-drop interface, connect buttons to forms for fast data collection, and keep everything organized in a single workflow that’s easy to access on desktop or mobile. When you’re ready, share your Jotform app with a link so logging and reviewing finances stays consistent for everyone involved.

Go to Category:Finance & Accounting Portal Apps
Preview

Simple Money Management App

Simple Money Management App helps you keep everyday finances organized without overcomplicating your routine. Use it to log transactions as they happen, add bills as they come in, and get a quick snapshot of your money activity in one place. It works well for individuals, families, students, and freelancers who want a lighter way to track spending and bill obligations, whether you’re budgeting week to week or simply trying to stay more aware of where your money goes.With Jotform, you can turn this app template into a personalized self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your data collection forms, view entries in lists, and keep your workflow moving with clear navigation between overview and records. Customize pages, branding, and sharing options so your money tracking stays easy to maintain and accessible from anywhere.

Go to Category:Activity Tracking Apps
Preview

Vacation Expense Tracker App

Vacation Expense Tracker App helps travelers and trip planners stay on top of spending across one or multiple trips in one place. Use it to set up each trip, log expenses as they happen, and review a quick budget and expense snapshot so you can see where your money is going. It’s a practical fit for couples, families, friend groups, and solo travelers who want clearer cost visibility during a getaway, plus travel coordinators who need a simple way to keep records organized while plans change on the go.Jotform makes it easy to turn this idea into a polished, shareable experience using its app templates and no-code app builder. Customize pages with a drag-and-drop interface, connect buttons to forms for data collection, and keep your workflow consistent from trip setup to expense logging. Share the app with your travel group so everyone can add expenses, then use the connected data to keep totals up to date and reduce surprises at the end of the trip.

Go to Category:Finance Apps
Preview

Credit Card Comparison App

The Credit Card Comparison App is a ready-to-use app template for financial publishers, advisory teams, credit educators, and organizations that help consumers research card options. It brings card browsing, focused comparisons, rewards exploration, and no-fee card discovery into one organized experience. Visitors can review rewards rates, suggested credit profiles, introductory offers, travel and purchase benefits, foreign transaction fees, and other factors that may affect card fit. This gives people a clearer way to evaluate available options while helping content teams present detailed card information without sending audiences across scattered pages.Jotform Apps makes it easy to adapt this Credit Card Comparison App with a no-code app builder and a flexible drag-and-drop interface. Teams can update card records, reorganize navigation, apply branded colors and fonts, and connect forms, tables, data collection, or workflow steps as their comparison service develops. The app can be published through a direct link, shared with a QR code, or embedded in an existing online resource. Among Jotform App Templates, it offers a practical starting point for building a mobile-friendly self-service experience without writing code.

Go to Category:Personal Finance Apps
Preview

Loan Comparison App

Loan Comparison App is an interactive app template for presenting loan choices in one accessible place. It helps banks, credit unions, lending teams, financial advisers, brokers, and other finance providers give prospective borrowers a clearer way to review available options. Users can compare loans, estimate potential payments, examine key details such as loan type, amount range, and eligibility, and proceed to an application form when they find a suitable option. This guided experience reduces confusion during early research, supports informed conversations, and creates a convenient self-service journey for people considering personal, vehicle, home, or business financing.With Jotform Apps, finance teams can adapt this Loan Comparison App without writing code. The drag-and-drop app builder makes it easy to update content, apply branded colors and fonts, organize navigation, and connect forms or other workflows. Teams can publish the finished app through a direct link or QR code for convenient mobile access. As needs change, loan information, application steps, and educational resources can be updated from one place, helping organizations maintain a polished customer experience while simplifying data collection and follow-up.

Go to Category:Finance Apps
Preview

Stock Research Dashboard App

The Stock Research Dashboard App is an app template for individual investors, financial researchers, investment clubs, and finance teams that want to organize equity research in one accessible workspace. Users can browse tracked stocks, review a watchlist, and add research notes while evaluating potential opportunities. By keeping company observations, targets, status updates, summaries, and risk considerations together, the app reduces scattered records and makes ongoing analysis easier to review. It can support idea screening, recurring portfolio reviews, collaborative research, and documented decision-making without replacing professional financial advice.Jotform makes this Stock Research Dashboard App easy to adapt with a no-code app builder and an intuitive drag-and-drop interface. Customize pages, cards, navigation, colors, and branding to suit a personal or team-based research workflow. Connected forms simplify data collection for notes and watchlist entries, while Jotform Tables can help organize submitted information. Publish the finished app through a direct link or QR code to give approved users convenient, mobile-friendly access. Jotform App Templates provide a practical starting point for building a polished self-service research experience without writing code.

Go to Category:Finance Apps
Preview

Digital Banking App

Digital Banking App offers financial institutions, credit unions, financial service providers, and banking teams a customizable starting point for creating a customer-facing digital experience. Its flexible page can be adapted to centralize service access, guide customers toward account-related requests, and provide convenient support resources. Organizations can use it for customer onboarding, financial service inquiries, document collection, appointment requests, or educational content. By bringing essential actions into one branded location, the app can reduce fragmented communication and make common banking services easier to find.With Jotform Apps, teams can turn this Digital Banking App template into an interactive experience without writing code. The drag-and-drop app builder makes it easy to customize the page, apply modern branding, and add forms, buttons, links, approval steps, or payment workflows as needs evolve. Connected forms can support secure data collection, while tables and notifications help staff organize incoming requests. Publish the app with a shareable link or QR code to offer customers mobile-friendly self-service access from nearly any device.

Go to Category:Finance Apps
Preview

Savings Group Management App

Savings Group Management App helps community savings circles, rotating savings groups, and small member-run funds organize group details, member lists, and money movement in one place. Use it to browse active groups, view key group data like contribution amount and meeting schedule, and keep a clear log by recording contributions as they come in. It’s a practical fit for group leaders, treasurers, nonprofit coordinators, and neighborhood associations that need consistent recordkeeping without relying on scattered messages or spreadsheets.Built with Jotform, this app template turns everyday admin tasks into a simple self-service experience you can share with the right people. Customize pages with a drag-and-drop interface, connect forms to capture new groups, add members, record contributions, and track payouts, then keep everything organized with connected data and workflows. Publish your Savings Group Management App as a link or QR code so your group can access updates and records from any device.

Go to Category:Personal Finance Apps
Preview

Trade Plan Review App

Trade Plan Review App brings trade ideas into one place so you can submit, browse, and review plans with consistent details before they’re acted on. It works well for independent traders, trading educators, small prop-style teams, and finance groups that want a cleaner review routine than scattered messages and spreadsheets. With a browsable list of trade plans and a dedicated plan page that highlights key fields like entry price, stop loss, take profit, and position size, reviewers can quickly compare setups, spot missing information, and keep feedback tied to the right plan.Jotform makes it easy to turn this workflow into a polished self-service experience using ready-to-use app templates and a no-code app builder. Customize pages with a drag-and-drop interface, connect your trade plan intake form to organized records, and share the app with a link or QR code for fast access on desktop or mobile. As your process matures, you can refine the workflow by updating fields, adding guidance text, and keeping every plan review organized in one Jotform-powered app.

Go to Category:Personal Finance Apps
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.

Go to Category:Finance Apps
Preview