Finance App Templates

Preview: Employee Travel Management App

An 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.

Preview: 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!

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.

Preview: 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.

Preview: 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.

Preview: 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.

Preview: Expense Report App

An expense report app is used by companies for keeping track of employee expenses. This free Expense Report App allows employees to log business expenses by filling out a form with general contact information, cost, description, date and time, and payment and expense type. There is also an upload form for employees to attach any relevant documents and receipts. Expense reports are immediately synced and stored securely in your account, and can be sorted, filtered, and exported from any device.Customize this app template in no time using Jotform’s drag-and-drop form builder. You can easily add or swap out form elements, change text, customize your app icon and splash page, and more — no coding necessary. Share a link to your app in an email or embed it in your website, and employees can access and download it on any smartphone, tablet, or computer for future use. Keep track of all your employees’ business expenses with this Expense Report App.

Preview: Proposal App

Proposals are necessary for assuring clients that your construction services are the right fit for the job. Share and fill out your proposal forms in one place with our free Proposal App for construction companies and contractors. This ready-made app template includes a bid proposal form and job proposal form where users can enter client, contractor, and project details from any device. Since this app works with our Job Proposal PDF Template, form submissions will automatically turn into professional PDFs!Customizing your Proposal App only takes a few minutes with our drag-and-drop builder. Without any coding, you can create and add new forms, embed links to other pages, include images, and update app details such as name, icon, and splash page for a fully-custom design. When your app is ready to use, it can be downloaded from any smartphone, tablet, or computer. Make a good impression on your clients with a professional and personalized Proposal App for your services!

Preview: 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.

Preview: Reimbursement App

Jotform'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.

Preview: Receipt Upload App

Are 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.

Preview: Energy Audit App

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.

Preview: 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.

Preview: Travelers Insurance App

A 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.

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.

Preview: Investment App

Investment App is an app template designed to streamline financial management for fintech companies, financial service providers, startups, and businesses. It serves as a centralized hub for monitoring portfolio activity, tracking investments, and managing financial decisions. With this app, financial administrators, portfolio managers, and business leaders can consolidate essential tasks – such as tracking market trends, updating investment information, and storing financial data – into one mobile-friendly interface. By doing so, the Investment App significantly reduces administrative burdens and minimizes the risk of human error associated with conventional financial management methods. Its common uses include portfolio monitoring, investment tracking, and financial decision management, making it best suited for roles like financial analysts, investment managers, and business leaders.Jotform’s Investment App template enables financial professionals to build a fully customized mobile solution without writing a single line of code. With its intuitive drag-and-drop interface, users can effortlessly tailor the app to their brand, adjusting colors, integrating necessary forms, and more. These apps function as Progressive Web Apps (PWAs), meaning they can be accessed on any smartphone, tablet, or desktop and installed directly to the home screen without requiring an App Store download. With features like ease of use, ease of collecting e-signatures, and ease of customizing, Jotform’s Investment App supports efficient and secure financial management.

Preview: Stock Market App

Stock Market App is an app template designed to centralize and streamline financial data collection for financial service providers, fintech startups, investment platforms, and organizations. Its main purpose is to serve as a reliable platform for tracking stock market activity, monitoring investments, and providing users with a comprehensive view of their financial information in one system. With its ready-to-use functionality, this app template is an efficient solution for financial coordinators seeking to eliminate scattered data sources and bring consistency to their investment monitoring processes. The Stock Market App collects relevant financial data, making it a must-have for firms looking to simplify and optimize their investment tracking, especially in an environment of fast-paced stock market dynamics.Jotform’s no-code, drag-and-drop interface helps financial service providers easily customize their Stock Market App with their branding, fonts, and colors without the need for technical know-how. The addition of e-signature capabilities further streamlines data collection by enabling users to authenticate and approve transactions directly within the app. Ease of use is at the heart of Jotform's offering, and this extends to sharing and accessibility as well. The Stock Market App can be accessed on any smartphone, tablet, or desktop, and installed directly to users' home screens without requiring an App Store download. This seamless experience, combined with Jotform’s commitment to providing ready-to-use, effective solutions, makes the Stock Market App an invaluable addition to any financial service provider’s operational workflow.

Preview: Invoice App

Invoice App is a app template designed to optimize the billing process for businesses, freelancers, finance teams, and service providers. This powerful solution streamlines the creation, dispatch, and tracking of invoices, consolidating all these vital tasks in one easy-to-navigate interface. This ready-to-use system not only simplifies data collection but also adds a layer of professionalism to your revenue management process. Whether you're a freelancer sending out your first invoice or a finance team overseeing multiple accounts, this app adeptly handles the full spectrum of invoice management processes. The app's intuitive layout makes it easy to customize invoices with your branding, enhancing the overall user experience.Jotform's Invoice App leverages its robust feature set to offer a smooth, streamlined experience. The app's drag-and-drop interface allows users to easily customize their invoice templates, while e-signature collection offers recipients a simple, secure way to acknowledge receipt. Furthermore, Jotform's cross-platform compatibility ensures that you can access your invoices on any device, adding a layer of versatility to your operations. Users also benefit from Jotform's commitment to ease of use, with its straightforward, user-friendly design making the app accessible, even to tech novices. In essence, the Jotform Invoice App is a powerful ally in your quest for efficient and effective billing management.

Preview: Commission Tracker

Commission Tracker helps sales teams, independent reps, and commission-based professionals record deals and keep a clear running history of earnings in one place. Use it to log new commission entries, browse all commission records, and review a summary view for quick totals when you’re reconciling payouts, checking performance, or preparing for a pay period. It’s a practical fit for real estate teams, agencies, retail sales, brokerages, and service businesses where multiple deals, clients, and rates can make manual tracking messy.Jotform makes it easy to turn this commission tracking workflow into a shareable, mobile-friendly experience without coding. Start with this app template, then customize pages, cards, and navigation using a drag-and-drop interface. Connect your commission log to Jotform forms and tables for reliable data collection, keep records organized for self-service lookups, and publish updates quickly as your process evolves.

Preview: Finance Tracker

Finance Tracker helps you record everyday income and expenses in one place so you can see where your money goes. Use it to add transactions as they happen, review a running list of past entries, and check a simple dashboard for quick insights. It’s a practical fit for freelancers tracking project costs, families managing shared budgets, student groups handling dues, or small teams that want a lightweight way to monitor spending categories without digging through spreadsheets.With Jotform app templates, you can launch a polished, mobile-friendly experience powered by a no-code app builder and a drag-and-drop interface. Connect the app to your transaction form and table, customize the pages and branding, and share a link or QR code for easy self-service data collection. As your workflow evolves, you can update fields, organize records, and keep everyone aligned with a single source of truth in Jotform.

Preview: Trip Expense Tracker App

Trip Expense Tracker App gives individuals, teams, and frequent travelers a simple way to organize trip budgets, record spending as it happens, and review totals when the trip is over. Use it for business travel reimbursements, fieldwork, client visits, group trips, or personal vacations where you want a clear log of what was spent and why. With quick navigation to view trips, add a new trip, log an expense, and open a trip summary, it’s easy to keep expenses tied to the right trip and stay on top of costs without hunting through notes or receipts.Jotform makes it easy to turn this workflow into a polished, shareable experience using its no-code app builder. Customize pages with a drag-and-drop interface, connect forms and tables for reliable data collection, and keep trip records organized for admins and collaborators through linked views such as an admin trip list. Publish and share your app in minutes so travelers can log expenses from anywhere while you keep the workflow consistent across every trip.

Preview: Tax Receipts Manager App

Tax Receipts Manager App helps individuals, small businesses, and nonprofit teams keep tax receipts organized in one place throughout the year. Instead of chasing paperwork at tax time, you can add a new receipt as soon as you get it, browse a complete list of saved receipts, and open a receipt record to review key details like amount and vendor or store. It’s a practical fit for freelancers tracking expenses, office managers handling shared purchases, or anyone who wants a cleaner trail for tax prep and reimbursements.Built with Jotform, this app template turns routine recordkeeping into a simple self-service experience you can share with the right people. Use Jotform’s no-code app builder and drag-and-drop interface to adjust pages, update labels, and connect forms and data collection to your workflow. As your volume grows, you can keep information consistent, reduce manual follow-ups, and make it easier to find what you need when it’s time to report or export.

Preview: Smart Expense Calculator App

Smart Expense Calculator App helps individuals and teams record expenses, review spending history, and keep budgets on track from one place. Use it to log purchases as they happen, browse a running list of all expenses, and spot trends with simple spending insights. It’s a practical fit for freelancers, small business owners, project leads, and families who want clearer day-to-day visibility into where money goes without juggling spreadsheets.Built with Jotform, this app template combines easy data collection with a clean, mobile-friendly layout. Customize pages with a drag-and-drop interface, connect forms to capture new expenses and power your expense history list, and adjust budget tracking to match how you manage money. Share the app by link or QR code so everyone involved can add expenses consistently and follow the same workflow.

Preview: Bank Balance Tracker App

Bank Balance Tracker App helps you monitor multiple bank accounts in one place, log day-to-day activity, and stay on top of spending targets without juggling spreadsheets. Use it to keep an organized view of tracked accounts, record deposits and withdrawals in a transaction log, and maintain budgets with simple alerts that support better decision-making. It’s a practical fit for freelancers, small business owners, finance teams, and households that want clearer visibility into cash flow for planning, reconciliations, and routine check-ins.With Jotform, you can turn this app template into a tailored self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your forms and workflows so teammates can add accounts, transactions, budgets, or alerts from any device while you keep everything consistent and easy to review. Publish and share your Jotform app in minutes to centralize data collection and make financial tracking a repeatable habit.