Skip to content
Understanding How People Manage Money and Finances
Understanding money management and tools
*
1.
Age Range
(Required.)
18-24
25-34
35-44
45-54
55+
*
2.
Employment Status
(Required.)
Full time - salary
Part time - salary
Hourly - paycheck amount varies weekly
Freelance / self employed
Student
Retired
Currently unemployed
Other (please specify)
3.
Which of the following describes your income
Under 40k
40k-75k
75k-125K
125k-200k
200k+
*
4.
How often do you review your finances?
(Required.)
Daily
Weekly
Monthly
Few times per year
Rarely or never
*
5.
Which tools do you currently use to manage money
(Required.)
Banking apps
Budgeting Apps ( YNAB, Mint, Monarch, etc)
Spreadsheet
Pen and Paper
I don’t use anything
Other (please specify)
*
6.
How comfortable are you connecting your bank account to financial apps?
(Required.)
Very comfortable
Comfortable
Neutral
Not Comfortable
Very Uncomfortable
*
7.
Which of the following financial goals are most important to you?
(Required.)
Budgeting and tracking spending
Paying off debt
Saving more money
Investing
Understand where my money goes
Financial independence
Reducing financial stress
Other (please specify)
*
8.
How would you describe your relationship with money?
(Required.)
I feel very confident managing money
I feel mostly in control but want better tools
I try to manage money but struggle sometimes
I often feel overwhelmed by finances
I tend to avoid thinking about finances
*
9.
Are you willing to participate in a 45–60 minute research interview?
(Required.)
Yes
No
10.
Your email address so we can reach out to participate.