Personal Finances Survey Questions + Sample Questionnaire Template

Personal finances survey questions template is designed to collect information regarding awareness of personal finances. This survey template is designed to ask individuals about their knowledge and experience with personal finances, mortgages, credit scores etc. This questionnaire is designed by experts and can be customized to suit the business needs.

Personal finances is the financial management which an individual performs to save, evaluate and spend money earned by self: actively or passively. When planning personal finances, the individual needs a range of financial product knowledge. Personal finance has everything to do with budgeting, banking, insurance etc. Personal finance is about meeting personal finance goals. This survey will help researchers collect that information.

Below are survey questions related to personal finances:

1. Considering your overall experience, how likely are you to recommend managing personal finances to your friends and colleagues?
Very Unlikely
Very Likely
2. How will you describe your knowledge about personal finances?
Do you have a will?
4. If Yes, what type of will do you have?
5. Do you have a trust?
6. If yes, what type?
7. Overall how will you rate your current financial condition?
1 being poor and 10 being excellent
8. Which among the following is your biggest concern related to personal finances?
9. What would you like to learn about to improve your personal finances?
10. Do you have a five year savings/budget plan?
11. On a scale 0-10 how important do you think is to have a descriptive budget for your future?
0 being the least important and 10 being the most important
12. How important is it for you to have emergency funds?
13. How important is it for you to save for retirement?
14. In your opinion having a credit card is….
15. Are you a U.S Citizen?
16. Is there anything else you would like to know about personal finances?

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