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

Percentage Increase Calculator Form

Offers a straightforward solution to calculate percentage increases through a simple form.

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Vacation Expense Estimator Form

Simplify the process of financial planning for travel and enable users to get a clear picture.

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Investment Return Calculator Form

Allows users to estimate the returns on their investments to maximize their financial growth.

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Personal Budget Planner Form

Provide your visitors with an instant way to calculate their expenses and total savings.

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Savings Goal Calculator Form

Helps individuals calculate savings goals in a specified timeline and adjust plans as required.

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Basic Electricity Cost Estimator Form

Helps provide people with a way to simplify their overall electricity cost calculations.

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Basic Tax Estimator Form

Use a simple tool to understand how much tax you need to pay annually.

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Stamp Duty Calculator Form

For individuals looking to easily calculate the Stamp Duty Land Tax (SDLT) for property purchases.

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Moving Quote Calculator Form

Assists movers, logistics coordinators, and relocation experts optimize their quote process.

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Web Development Price Calculator Form

For businesses aiming to enhance client engagement and streamline project quotes.

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Price Calculator Form

Helps businesses to effortlessly communicate costs directly to customers, including taxes and fees.

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Bulk Discount Calculator Form

Helps businesses provide an estimate of bulk orders and discounts through an intuitive calculator.

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UHaul Quote Calculator Form

Provide clients with quotations based on distance, truck size, MPG, and current fuel price.

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Life Insurance Quote Calculator Form

A simple way to provide customers with an estimate on quick and accurate insurance quotes.

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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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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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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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Home Energy Savings Calculator Form

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

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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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Household Expenditure Calculator Form

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

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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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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.

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 use a template to make an Elementor contact form, or publish any form on a landing page in SeedProd.

Here’s what people are saying about us...

“I don’t know why the existing form plugins never thought of templates. 99% of people installing this plugin want a simple contact form. Instead of you having to build it, you click the Simple Contact Form template and its built for you!”

Bill Erickson
“I’ve used this plugin on several sites Ive built and its perfect easy to use, and just works. Very grateful that this plugin exists.”

LouisePKelly
“The user interface is very smooth, and quite quick. It does open a separate screen for form creation and editing, but I suspect it does this to improve flow and speed.”

WebEndev

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 This 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.

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

Here’s what people are saying about us...