Budgeting & Money Habits Survey
For financial-wellness programmes: habits, stress, confidence, and learning wants.
4 questions · 1 page · about 1 minute to answer · fully editable after you start
Financial wellness programmes work when they meet people at their actual habits, not at textbook chapter one. This anonymous survey maps how participants really manage money – budgeting practice, saving regularity, money-stress levels, confidence by topic – and which formats they would genuinely use to learn.
Employers and educators: the topic-confidence matrix is your curriculum; the money-stress trend is the outcome metric that connects the programme to retention and productivity.
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Page 1
You and your money
This survey asks how you budget and how you feel about money. There are no right or wrong answers, and your answers help us understand what people need. It takes about 1 minute.
Q1.Which best describes your budgeting?*
- Detailed budget I track
- Rough monthly plan
- I keep an eye on the balance
- I avoid looking
Q2.How much stress does money cause you currently?*
Q3.How confident are you with...
| Not confident | Somewhat | Confident | |
|---|---|---|---|
| Everyday budgeting | |||
| Saving consistently | |||
| Debt management | |||
| Investing basics | |||
| Retirement planning |
Q4.How would you prefer to learn?
- Short videos
- Live workshops
- One-on-one coaching
- Articles and tools
- Not interested
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