Finance Form Templates

Create functional finance calculator forms with our customizable, ready-made finance form templates. Choose from a variety of our finance templates to create calculators for your product or business. WPForms makes complex calculations easy!

62 Finance Form Templates

Compound Interest Calculator Form

A simple and streamlined form for calculating your user's compound interest.

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Savings and Investments Calculator Form

Provide your website visitors with valuable tools for better financial planning.

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Conversion Rate Calculator Form

Quickly and easily calculated a website's conversion rates with this straightforward form.

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Flooring Estimate Calculator Form

This simple form offers personalized estimates and sets you apart from the competition.

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Paycheck Calculator Form

Promotes financial literacy and gives visitors clear insights into their take-home pay.

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401k Calculator Form

Offers clarity on how consistent contributions and time can grow 401k savings

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Inflation Calculator Form

Provides an easy-to-use interface for calculating the changing value of money.

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Serial Number Generator Form

This form template transforms serial number generation into a hassle-free task.

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NPS Calculation Form

Use this functional template to calculate the Net Promoter Score for your business.

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Loan Calculator Form

Helps your website visitors in various aspects related to financial planning.

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Pay Stub Calculator Form

Helps calculate pay stubs for employees to ensure they are compensated fairly for their work.

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Working Hours Calculator Form

Allows users to calculate the total working hours in a day with an option to deduct break periods.

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Product Pricing Calculator Form

Simplifies the pricing of products by considering all cost factors and desired profit margins

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Cloud Hosting Price Calculator Form

Provide users with an estimate price based on their hosting requirements.

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Construction Quote Calculator Form

A straightforward way to estimate costs for your clients or your team for a construction project.

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Household Expenditure Calculator Form

Designed to provide users with a comprehensive overview of their monthly expenses.

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Sales Tax Calculator Form

Calculate your customer's sales tax directly on the order form to include it with their payment.

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Home Energy Savings Calculator Form

Provide potential customers with an accurate estimate of any home energy improvement project.

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Margin Calculator Form

Revolutionize how your users determine their business pricing structures.

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Commission Rate Calculator Form

A calculation form to easily expedite the commission processes.

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Rule of 72 Calculator Form

Calculate how many years or annual interest rate will be required to double investments.

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Money Calculator Form

Help users quickly calculate the total value of their cash, whether it's in coins or banknotes.

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Discount Calculator Form

For anyone who is looking for a simple way to help users calculate their savings on purchases.

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Sales Calculator Form

Equip your business with a tool that offers deep insights into your sales operations.

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Tips for Creating Finance Forms That Convert

Whether you’re running a business, managing products, or providing financial services, our ready-made templates are designed to simplify complex calculations and enhance user experience.

You can give users access to these financial tools by leveraging our finance calculator form templates.

Instead of redirecting users to a different website or making them use a different service, you can perform all finance and other business calculations within WordPress and send data to your users via email.

General Finance Calculators

You get dozens of finance calculator templates with WPForms. For everyday financial tasks, you can use our general finance calculator templates. Here are a few examples:

Loan Calculator: Help users estimate monthly loan payments, interest rates, and repayment periods.
Mortgage Affordability Calculator: With this form, you can assist homebuyers in determining a suitable mortgage based on their financial situation. This calculator is very useful for a real estate or load provider business.
Savings and Investment Tracker: With this form, you can help with goal-setting by allowing users to keep track of financial progress toward their savings targets.

Moreover, you can customize these templates effortlessly using WPForms’ drag-and-drop form builder to match your specific use case requirements.

Advanced Financial Calculator Tools

You can take your financial calculators to the next level with advanced forms designed for every unique business need. Here are a few examples:

Investment ROI Calculator: A simple form designed to give users direct numbers into projected gains on their investments.
Inflation Calculator: Provide users with insights into the impact of inflation on their finances. This form is customizable for different countries, currencies, and audiences.
401k Calculator: With this form template, you can help users plan for retirement by estimating their future 401k savings. You can give the calculator a test yourself by clicking on the link.
NPS (Net Promoter Score) Calculator: NPS helps you recommend how willing your customers are to recommend you to others. You can also measure customer satisfaction and loyalty to your business with the NPS calculator form.

Specialized Finance Forms

Often, there are requirements for doing financial calculations in different stages of business. With these specialized form templates, you can perform unique calculations like:

Instant Estimate Calculator: Provide users with a quick estimate for their home renovation projects. This calculation template can be customized to fit any other service quotation needs.
Take Home Pay Calculator: This form allows individuals to understand their take-home or net income after deductions and taxes.
PayPal Fee Calculator: Let your users calculate PayPal charges and order totals before placing the order.

All these templates are fully customizable, and you can add as many fields or formulas easily as you need. Users can also send all their calculations to their email to store their calculations with a click of a button.

Ready to Build Your Finance Calculator?

Get started today with WPForms Pro and start adding functional finance forms to your site. Our finance form templates are designed to streamline different calculations, boost user engagement, and make operations easier for your business.

Take advantage of our drag-and-drop builder, hundreds of templates, and a 14-day money-back guarantee. Empower your users and elevate your financial services with WPForms Pro. Create functional finance calculators effortlessly!

Get Access to All Form Templates

Our form templates let you create any kind of WordPress form in a few clicks.

You can select any template to view the demo and try it out. If it works for you, you can import it and publish it in minutes. Each WPForms template is fully customizable too. Our drag and drop form builder makes it easy to adapt any template to fits your business’ needs. When you use our form templates, you can easily:

Import Any Template With 1 Click

Ready to get started? Import any form template and start customizing it right away.
Add or Remove Fields

Use our simple drag and drop form builder to add fields, delete them, or move them around.
Customize Notification Settings

It’s easy to edit the notification emails on any template with your own text or smart tags.
Change the Confirmation Message

Easily display a custom message after submission – or forward your visitor to another page.
Change the Field Labels

Click on a field and change the text to collect the exact information you need.
Change the Notification Email

Add CCed recipients and multiple notifications so you never miss an entry.
Customize the Submit Button

Adapt the words on the button and change the color so that it matches your theme.
Publish Your Form With Ease

Hit publish — that's it! WPForms makes it easy to get your forms online without writing code.
Get Instant Form Insights

Track form submissions with our built-in analytics to see how your forms perform.

WPForms makes it easy to publish forms on any post or page. You can also publish your forms in the WordPress sidebar or footer. And because we integrate with page builders, you can easily make an Elementor contact form, or publish any form on a landing page in SeedProd.

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Frequently Asked Questions and Resources

Do you have a question about WPForms? See the list below for our most frequently asked questions. If your question is not listed here, then please contact us.

How do I use WPForms form templates?

Our form templates are super easy to use. If you have a WordPress website, you’re ready to start!

When you find the template you want, click Use Template. We’ll help you to install the WPForms plugin so you can open the template. WPForms is the best form builder plugin for WordPress, and it makes it easy to create forms to grow your business.

Any template in our gallery can be imported into your WordPress site and published immediately so that you can start to get submissions right away. If you need to customize a template, you’ll find it easy to adapt the fields, text, labels, and layout using our drag-and-drop form builder.

As your website grows, you’ll find hundreds of templates for any purpose you can think of:

Forms for your business, including different types of contact forms and file upload forms
Booking and user registration forms
Forms for nonprofits, including donation forms and volunteer application forms
Marketing forms for lead generation forms and ecommerce order forms
Forms for education, including school intake forms and parental consent forms
Entertainment forms for fun activities
Event planning forms
Feedback forms, surveys, polls, and questionnaires
Forms for health and wellness activities
Newsletter subscription forms for Mailchimp, Constant Contact, and more!

How do I import a form template in the WPForms plugin?

The WPForms plugin makes it easy to open any template you need right from your WordPress dashboard.

Inside the plugin, you get instant access to all of the templates in this gallery, from simple contact forms and registration forms to surveys and polls.

Start by exploring the Templates gallery in the plugin. Search for a template and select the one you’d like to use. WPForms will open the template in the form builder for you. From there, you can customize the template and publish it on your WordPress site in just a few clicks.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes hundreds of free templates and offers a 14-day money-back guarantee.

Can I create a simple contact form using a template?

Yes! We have a template for a simple contact form. It’s perfect for any WordPress site and it can easily be customized.

WPForms makes it easy to publish your first form in less than 5 minutes!

How do I customize my WordPress form template?

WPForms makes it easy to customize any form template so it works exactly how you want it to. You can easily:

Add or remove form fields
Adjust the items in checkboxes and dropdown lists
Adjust the layout and colors
Change the text on any field label
Add columns
Use smart conditional logic to dynamically show or hide fields
Customize the email notifications you get when you receive a form entry.

All of these changes can be made with no coding at all!

As you customize your online form, you’ll discover a ton of extra functionality in WPForms, including a simple revision history. Each time you save your form, WPForms keeps track of your changes so you can revert to a previous version whenever you need to.

You can easily publish our forms using your favorite page builder tool. WPForms works great with SeedProd and Elementor.

If you need more help, the WPForms blog has hundreds of tutorials to help you customize your form templates and get them working exactly as you want them to.

Are these WordPress form templates free?

Our form template gallery includes templates for the free version of WPForms, WPForms Lite. We also have hundreds of templates that work great with WPForms Pro.

In addition, our advanced form templates let you integrate your forms with other platforms and services so you can:

Make credit card payment forms
Create multi-step or multi-page forms with a progress bar
Get donations easily via PayPal
Increase subscribers on your email marketing list
Lock your forms with a password
Take signatures on forms
Create professional surveys

Some of our advanced form templates require a WPForms Pro license, including our Stripe and PayPal payment forms. If you pick a template that needs a license or addon you don’t already have, we’ll guide you through the setup steps so that you can get started with your template right away.

How can I style my WordPress forms?

WPForms makes syling and customizing WordPress forms super easy. You can customize the color, theme, form fields, labels, buttons, container, and background styles right in the block editor. And you can make all these changes without writing a single line of code.

To style your form, open the form in the block editor and click on the WPForms block to access the styling settings. Here, you will find settings to customize nearly every part of the form.

If you don’t want to change every design setting individually, you can apply a professionally pre-designed theme with just a click. You can also choose a pre-designed theme and customize it further to match your website’s styling. With WPForms, the design possibilities are endless!

Finance Form Templates

62 Finance Form Templates

Tips for Creating Finance Forms That Convert

General Finance Calculators

Advanced Financial Calculator Tools

Specialized Finance Forms

Ready to Build Your Finance Calculator?

Our form templates let you create any kind of WordPress form in a few clicks.

Import Any Template With 1 Click

Add or Remove Fields

Customize Notification Settings

Change the Confirmation Message

Change the Field Labels

Change the Notification Email

Customize the Submit Button

Publish Your Form With Ease

Get Instant Form Insights

Why 6 Million+ Website Owners Love WPForms

Frequently Asked Questions and Resources