Free Financial Expense Management Questionnaire Template
Financial Expense Management Questionnaire
This questionnaire is designed to help us understand your financial expenses management behavior and preferences. Your honest responses are crucial to the quality of our research and in shaping our future services. The questionnaire will take about 10-15 minutes to complete. Please be assured that your responses will be kept confidential and anonymous. Thank you for participation.
Instructions: Please answer each question as honestly and thoroughly as possible. If you're unsure about any questions or need further clarification, please do not hesitate to reach out.
Understanding Your Finances
A. Income and Expenses
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Please describe your main sources of income.
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What are your biggest monthly expenses? Please provide an estimated amount for each.
B. Savings and Investments
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Do you currently have a savings or investment plan? If so, could you briefly describe it?
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How often do you review and adjust your savings or investment plan?
Financial Management Habits
A. Budgeting
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Do you set a monthly budget for your expenses? If so, how do you track your spending against this budget?
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What methods or tools do you use to track your income and expenses?
Debt Management
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Have you ever incurred debt (credit card, loans, overdraft etc.)? If so, how have you managed your debts?
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Are you comfortable handling your own finances? If not, please provide reasons.
About You
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What is your age group?
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What is your employment status?
Thank you very much for participating in this survey. Your responses are vital to the success of this project. We assure you that all information will be kept highly confidential and used for research purpose only. Your contribution is greatly appreciated.
