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1.What is your age?
 
Below 18
 
18 to 29
 
30 to 49
 
50 to 65
 
More than 65
 
 
 
2.What is your gender?
 
Male
 
Female
 
Choose not to tell
 
 
 
3.Where were you born?
 
China
 
Japan
 
UK
 
USA
 
Other
 
 
 
 
4.What is your ethnicity?
 
African American
 
Asian
 
Caucasian
 
Hispanic
 
Choose not to tell
 
 
 
5.What is your employment status?
 
Full-time
 
Part-time
 
Student
 
Unemployed
 
 
 
6.How long have you used a smartphone?
 
Never
 
Less than 6 months
 
6-24 months
 
More than 24 months
 
 
 
7.How many apps are installed on your smartphone?
 
N/A
 
Less than 10
 
10-29
 
30-50
 
More than 50
 
 
 
8.Do you have a tablet?
 
Yes
 
No
 
 
 
9. How did you manage your money before using the app?
 
None
 
Paper records
 
Software
 
Other
 
 
 
 
10. Why do you use a money management app? Please select no more than three reasons:
 
Track the transactions of all my cards and accounts
 
Get the helpful tips from the forums or communities from the apps
 
Check balances and credit availability
 
Manage my overall expenses
 
Manage my finances for the long term
 
Manage expenses in key categories
 
Avoid late payment and over limit charges
 
Save for specific purposes

 
 
 
11.Did other apps you have used give you useful advice?
 
Yes
 
No
 
 
 
12. Which features do you think were important in selecting an app? Please select no more than three.
 
Popular among users
 
Make budget on different categories
 
Automatic capture of the transactions
 
Able to take track of multiple cards or accounts
 
Easy to use(provide tutorials or examples)
 
Have neat charts and tables
 
Able to customize the expense report
 
Provide tips and sharing functions

 
 
 
13.How long have you been using this app?
 
Less than 3 months
 
3-6 months
 
7 months-1year
 
More than 1 year
 
 
 
14.How often do you use it?
 
Everyday
 
About twice a week
 
About three times a month
 
Less than once a month
 
 
 
15. Which features do you use on a regular basis? Please select no more than three.
 
Take track on all the payments
 
Compare the amounts among different categories
 
Look at the trend of the payments along the time
 
Make budgets
 
Make arrangements within the budget
 
Other
 

 
 
 
16.Which function did you try to use and found too difficult?
 
Take track on all the payments
 
Compare the amounts among different categories
 
Look at the trend of the payments along the time
 
Make budgets
 
Make arrangements within the budget
 
Other
 
 
 
 
17. What additional features would you like? Please select no more than three.
 
Help me with the investment
 
More suggestions and tips
 
More customization on budgeting and categories
 
More compatibility, able to use the app on phone, tablet and PC
 
Other
 

 
 
18. How satisfied are you with the following functions of the app:
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
Expense capture
Expense categorization
Expense reporting
Budgeting
Signals
 
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